StreetInsider.com News Articles

Form 4 VNET Group, Inc. For: Jun 01 Filed by: Shao Sean

Wed, 03 Jun 2026 06:34:00 -0400

si-local-file:///var/storage/secattach/20260603/26595041.html

Form 4 VNET Group, Inc. For: Jun 01 Filed by: Shao Sean

Wed, 03 Jun 2026 06:34:00 -0400

si-local-file:///var/storage/secattach/20260603/26595041.html

Jefferies on VNET Group Inc (VNET): 'AI-driven demand surge is reshaping IDC D-S dynamics'

Tue, 02 Jun 2026 05:47:58 -0400

Jefferies analyst Edison Lee reiterated a Buy rating and $24.79 price target on VNET Group Inc (NASDAQ: VNET).

The analyst comments "AI-driven demand surge is reshaping IDC D-S dynamics. Mgt witnessed an unprecedented wave of GW-scale orders in 1H26 from two leading CSPs, vs the historical norm of 100-300MW per order. 2GW+ of IDC orders have been issued YTD. For 2H26, VNET expects to see smaller orders in the range of several hundred MW but from more 2nd-tier players. Mgt est 2026 total wholesale demand in China to be ~4MW, similar to our bottom-up forecast based on chip supply. VNET has

Jefferies on VNET Group Inc (VNET): 'AI-driven demand surge is reshaping IDC D-S dynamics'

Tue, 02 Jun 2026 05:47:58 -0400

Jefferies analyst Edison Lee reiterated a Buy rating and $24.79 price target on VNET Group Inc (NASDAQ: VNET).

VNET Group Inc (VNET) PT Raised to $24.79 at Jefferies

Tue, 26 May 2026 15:20:26 -0400

Jefferies analyst Edison Lee raised the price target on VNET Group Inc (NASDAQ: VNET) to $24.79 (from $23.50) while maintaining a Buy rating.

The analyst comments "VNET's 1Q26 rev/EBITDA are 0%/6% above cons, but below JEFe, mainly driven by timing of new project delivery. It announced 517MW of wholesale order contracts (not MOU), including 400MW/110MW in Inner Mongolia from a very large Internet player. We believe these new orders and ongoing strong demand will support above-cons growth in 2027/8. VNET's rich power resources in Ulanqab would allow it to benefit from strong AI demand. We raised forecasts and PT."

VNET Group Inc (VNET) PT Raised to $24.79 at Jefferies

Tue, 26 May 2026 15:20:26 -0400

Jefferies analyst Edison Lee raised the price target on VNET Group Inc (NASDAQ: VNET) to $24.79 (from $23.50) while maintaining a Buy rating.

VNET Group Inc (VNET) PT Raised to $16.30 at BofA Securities

Tue, 26 May 2026 11:52:37 -0400

BofA Securities analyst Daley Li raised the price target on VNET Group Inc (NASDAQ: VNET) to $16.30 (from $16.10) while maintaining a Buy rating.

The analyst comments "VNET reported its 1Q26 results on 26 May (HKT). In 1Q26, revenue grew 20% YoY to Rmb2.69bn (1% above consensus / in line with BofAe, see our preview report), and adj. EBITDA increased 31% YoY to Rmb892mn (1% / 5% above consensus / BofAe). VNET maintains its target to deliver 450-500MW of wholesale capacity in FY26E. We believe the huge hyperscale orders of 517MW YTD (with 510MW in 2Q26) could enhance market confidence on

VNET Group Inc (VNET) PT Raised to $16.30 at BofA Securities

Tue, 26 May 2026 11:52:37 -0400

BofA Securities analyst Daley Li raised the price target on VNET Group Inc (NASDAQ: VNET) to $16.30 (from $16.10) while maintaining a Buy rating.

Form 6-K VNET Group, Inc. For: May 26

Tue, 26 May 2026 06:22:00 -0400

si-local-file:///var/storage/secattach/20260526/26545399.html

Form 6-K VNET Group, Inc. For: May 26

Tue, 26 May 2026 06:22:00 -0400

si-local-file:///var/storage/secattach/20260526/26545399.html

VNET Group (VNET) Reports Q1 Revenue Beat

Tue, 26 May 2026 04:35:58 -0400

VNET Group (NASDAQ: VNET) reported Q1 revenue of RMB2.69 billion versus the consensus estimate of RMB2.65 billion.

GUIDANCE:

VNET Group sees FY2026 revenue of RMB11.5-11.8 billion, versus the consensus of RMB11.69 billion.