VN
VNET
VNET Group, Inc.
$8.87
+0.34%
$2.5B
No data for this timeframe.
Vol
Market Cap$2.5B
Cap SizeMid Cap
Inst. Holders5 funds
Inst. Value$179.1M
Inst. Activity2 buys / 3 sells
Insider Activity0B / 3S
Insider Net $-$243.9K
Reddit Sentiment75° Bullish
SEC Reports3
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·CIK 0001508475·Prev Close $8.84
Recent Activity
Jun 2, 2026
short_volume
Short Volume: VNET — 56.8% short (1.8M / 3.2M)
Short: 1,817,898 | Exempt: 1,428 | TRF Vol: 3,197,826 | Short Ratio: 56.8% | Off-exchange volume (da
Jun 1, 2026
Insider
Shao Sean sold 60,000 shares
Director @ $1.71 ($102.8K)
May 26, 2026
SEC
VNET reported strong Q1 2026 results with 19.8% YoY revenue growth to RMB2.69B and 30.6% YoY adjusted EBITDA growth to R
6-K — Impact 7/10
May 18, 2026
Insider
ZHANG ZHIHUA sold 9,072 shares
SVP, Operational Finance @ $1.69 ($15.4K)
May 15, 2026
Insider
UENO Yoshihisa sold 731,304 shares
Director @ $0.00 ($0.00)
May 13, 2026
SEC
VNET announced that PJ Millennium I and II, affiliates of Contemporary Amperex Technology (CATL), will purchase up to 65
6-K — Impact 8/10
Apr 20, 2026
SEC
VNET announced the resignation of its CFO, Qiyu Wang, effective April 30, 2026, for personal reasons, with no disagreeme
6-K — Impact 4/10
Inst.
NORGES BANK — NEW
7,760,035 shares ($65.6M)
Price Targets
Historical data — last covering-analyst action Aug 2025. No current recommendation available.
$15.54 (Aug 2025)
Current $9.28
Low $7.51
Median $15.58
High $24.76
13 analysts
$7.51
$24.76
Analyst Ratings
7Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Aug 22, 2025 | B of A Securities | MAINTAIN | Buy → Buy |
| Mar 14, 2025 | Citigroup | MAINTAIN | Buy → Buy |
| Nov 29, 2024 | UBS | MAINTAIN | Buy → Buy |
| Oct 9, 2024 | HSBC | UPGRADE | Hold → Buy |
| Sep 4, 2024 | Citigroup | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current FY | $1.33 ▲ +118.0% | $1.33 — $1.33 | 259% YoY | 1 |
| Next FY | $2.77 ▲ +88.6% | $2.77 — $2.77 | 109% YoY | 1 |
Latest Reports
BULLISH
6-K
7/10
VNET reported strong Q1 2026 results with 19.8% YoY revenue growth to RMB2.69B and 30.6% YoY adjusted EBITDA growth to R
May 26, 2026
BULLISH
6-K
8/10
VNET announced that PJ Millennium I and II, affiliates of Contemporary Amperex Technology (CATL), will purchase up to 65
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $87.4M | ADD |
| NORGES BANK | $65.6M | NEW |
| VANGUARD GROUP INC | $21.3M | TRIM |
| BANK OF AMERICA CORP | $4.7M | DOUBLED |
| WELLS FARGO & COMPANY/MN | $46.8K | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Shao Sean | SELL | $102.8K |
| May 18, 2026 | ZHANG ZHIHUA | SELL | $15.4K |
| May 15, 2026 | UENO Yoshihisa | A | $0.00 |
| May 15, 2026 | Shao Sean | A | $0.00 |
| May 15, 2026 | TAI KENNETH | A | $0.00 |
Reddit Sentiment
75°
Bullish
Bearish
Neutral
Bullish
5 institutional holders with $179.1M total value (21,172,657 shares) as of 2025-Q4. Top holders: MORGAN, NORGES, VANGUARD. Net selling activity: 3 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,332,297 | $87.4M | 48.8% | ADD +52.6% |
| 2 | NORGES BANK | 7,760,035 | $65.6M | 36.7% | NEW |
| 3 | VANGUARD GROUP INC | 2,517,966 | $21.3M | 11.9% | TRIM -54.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 556,832 | $4.7M | 2.6% | DOUBLED +243.5% |
| 5 | WELLS FARGO & COMPANY/MN | 5,527 | $46.8K | 0.0% | NEAR_EXIT -97.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,760,035 | — | $65.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 162,086 | 556,832 | +243.5% | $4.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 255,146 | 5,527 | -97.8% | $46.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 308,769 | 0 | -100.0% | $0.00 | 2025-Q4 |
| FMR LLC | EXIT | 1,647,094 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | ADD | 2,473,673 | 4,283,660 | +73.2% | $44.3M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 1,396,347 | 308,769 | -77.9% | $3.2M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 4,381 | 255,146 | +5723.9% | $2.6M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 2,577,675 | 162,086 | -93.7% | $1.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 319,011 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 7,854,863 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 6,759,234 | 10,315,126 | +52.6% | $71.2M | 2025-Q2 |
| NORGES BANK | NEW | — | 7,854,863 | — | $54.2M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 663,474 | 2,577,675 | +288.5% | $17.8M | 2025-Q2 |
| VANGUARD GROUP INC | TRIM | 5,495,446 | 2,493,959 | -54.6% | $17.2M | 2025-Q2 |
| UBS Group AG | TRIM | 8,059,618 | 2,473,673 | -69.3% | $17.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 965,685 | 1,396,347 | +44.6% | $9.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 2,419,128 | 319,011 | -86.8% | $2.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 8,091 | 4,381 | -45.9% | $30.2K | 2025-Q2 |
| UBS Group AG | DOUBLED | 1,714,440 | 8,059,618 | +370.1% | $66.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 614,130 | 2,419,128 | +293.9% | $19.8M | 2025-Q1 |
| FMR LLC | NEW | — | 1,647,000 | — | $13.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 52,700 | 965,685 | +1732.4% | $7.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 2,856 | 8,091 | +183.3% | $66.3K | 2025-Q1 |
| NORGES BANK | EXIT | 360,272 | 0 | -100.0% | $0.00 | 2025-Q1 |
5 unique insiders with 3 transactions. Net insider value: -$243.9K ($0.00 bought, $243.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Shao Sean | Director | SELL | 60,000 | $1.71 | $102.8K |
| May 18, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | SELL | 9,072 | $1.69 | $15.4K |
| May 15, 2026 | UENO Yoshihisa | Director | A | 731,304 | $0.00 | $0.00 |
| May 15, 2026 | Shao Sean | Director | A | 243,768 | $0.00 | $0.00 |
| May 15, 2026 | TAI KENNETH | Director | A | 243,768 | $0.00 | $0.00 |
| May 15, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | M | 42,996 | $0.00 | $0.00 |
| May 15, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | A | 42,996 | $0.00 | $0.00 |
| May 15, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | M | 42,996 | $0.00 | $0.00 |
| Mar 23, 2026 | Chen David Lifeng | Director | SELL | 83,544 | $1.51 | $125.8K |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 6.3/10.
BULLISH
6-K
7/10
VNET reported strong Q1 2026 results with 19.8% YoY revenue growth to RMB2.69B and 30.6% YoY adjuste
May 26, 2026
BULLISH
6-K
8/10
VNET announced that PJ Millennium I and II, affiliates of Contemporary Amperex Technology (CATL), wi
May 13, 2026
NEUTRAL
6-K
4/10
VNET announced the resignation of its CFO, Qiyu Wang, effective April 30, 2026, for personal reasons
Apr 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Aug 2025): 95% buy across 19 analysts — 7 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Aug 2025. No current recommendation available.
$15.54 mean target (Aug 2025)
$7.51 Low
$24.76 High
| Metric | Value |
|---|---|
| Current Price | $9.28 |
| Target Low | $7.51 |
| Target Mean | $15.54 |
| Target Median | $15.58 |
| Target High | $24.76 |
| # Analysts | 13 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.00 | $0.00 | $0.00 | — | — | — | $2.8B | 15.1% | — |
| Next Q 2026-09-30 |
$0.00 | $0.00 | $0.00 | — | — | — | $3.0B | 16.4% | — |
| Current FY 2026-12-31 |
$1.33 | $1.33 | $1.33 | 258.9% | +118.0% | — | $11.8B | 18.1% | 1 |
| Next FY 2027-12-31 |
$2.77 | $2.77 | $2.77 | 108.8% | +88.6% | — | $14.2B | 21.1% | 1 |
14 analyst firms have rated this stock: 6 upgrades, 12 downgrades, 11 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Aug 22, 2025 | B of A Securities | MAINTAIN | Buy | Buy |
| Mar 14, 2025 | Citigroup | MAINTAIN | Buy | Buy |
| Nov 29, 2024 | UBS | MAINTAIN | Buy | Buy |
| Oct 9, 2024 | HSBC | UPGRADE | Hold | Buy |
| Sep 4, 2024 | Citigroup | INITIATE | — | Buy |
| Mar 19, 2024 | B of A Securities | UPGRADE | Neutral | Buy |
| Jun 12, 2023 | HSBC | DOWNGRADE | Buy | Hold |
| Sep 1, 2022 | Credit Suisse | DOWNGRADE | Outperform | Neutral |
| May 17, 2022 | Credit Suisse | MAINTAIN | — | Outperform |
| Nov 22, 2021 | HSBC | UPGRADE | Hold | Buy |
| Nov 19, 2021 | Goldman Sachs | DOWNGRADE | Buy | Sell |
| Oct 11, 2021 | HSBC | INITIATE | — | Hold |
| Aug 25, 2021 | Citigroup | MAINTAIN | — | Buy |
| Aug 17, 2021 | JP Morgan | INITIATE | — | Overweight |
| Nov 25, 2020 | B of A Securities | MAINTAIN | — | Buy |
| Sep 28, 2020 | B of A Securities | INITIATE | — | Buy |
| Jul 14, 2020 | UBS | INITIATE | — | Buy |
| Oct 3, 2018 | Jefferies | INITIATE | — | Buy |
| Oct 4, 2017 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Aug 17, 2016 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Aug 28, 2015 | Pacific Crest | DOWNGRADE | Overweight | Sector Weight |
| Nov 26, 2014 | Stifel | DOWNGRADE | Buy | Hold |
| Nov 26, 2014 | Canaccord Genuity | DOWNGRADE | Buy | Hold |
| Nov 21, 2014 | Stifel | MAINTAIN | — | Buy |
| Sep 15, 2014 | CLSA | INITIATE | — | Buy |
| Sep 10, 2014 | Stifel | INITIATE | — | Buy |
| Aug 28, 2014 | Canaccord Genuity | MAINTAIN | — | Buy |
| Mar 18, 2014 | Credit Suisse | UPGRADE | Neutral | Outperform |
| Feb 10, 2014 | Credit Suisse | DOWNGRADE | Outperform | Neutral |
| Feb 7, 2014 | Credit Suisse | DOWNGRADE | Outperform | Neutral |
| Nov 26, 2013 | Pacific Crest | DOWNGRADE | Outperform | Sector Perform |
| Nov 6, 2013 | JP Morgan | UPGRADE | Neutral | Overweight |
| Aug 21, 2013 | Stifel | MAINTAIN | — | Buy |
| Mar 11, 2013 | Credit Suisse | INITIATE | — | Outperform |
| Mar 7, 2013 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Mar 7, 2013 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Mar 6, 2013 | Piper Sandler | MAINTAIN | — | Overweight |
| Nov 19, 2012 | Piper Sandler | MAINTAIN | — | Overweight |
| Aug 17, 2012 | Piper Sandler | MAINTAIN | — | Overweight |
| Jul 18, 2012 | Canaccord Genuity | INITIATE | — | Buy |
| Mar 9, 2012 | Stifel | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 6 | 12 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 6 | 12 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 6 | 12 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 6 | 12 | 1 | 0 | 0 | 95% | |
| Jan 1, 2026 | 5 | 12 | 1 | 0 | 0 | 94% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
75°
Bullish
Bearish
Neutral
Bullish
4 mentions
4 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 27, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| May 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 2, 2026
short_volume
Short Volume: VNET — 56.8% short (1.8M / 3.2M)
Short: 1,817,898 | Exempt: 1,428 | TRF Vol: 3,197,826 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: VNET — 58.1% short (2.1M / 3.6M)
Short: 2,068,458 | Exempt: 50 | TRF Vol: 3,557,500 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
earnings_calendar
VNET Q1 2026 Earnings Scheduled — 2026-05-26
May 21, 2026
short_volume
Short Volume: VNET — 55.1% short (2.1M / 3.8M)
Short: 2,107,786 | Exempt: 0 | TRF Vol: 3,828,172 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: VNET — 58.3% short (1.2M / 2.1M)
Short: 1,246,477 | Exempt: 359 | TRF Vol: 2,137,830 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: VNET — 519,249 shares ($4.7M) failed to deliver
Settlement: 20260513, Price: $9.02, FTD Value: $4,683,625.98, VNET GROUP, INC. AMERICAN DEPO
May 12, 2026
short_volume
Short Volume: VNET — 61.1% short (1.6M / 2.7M)
Short: 1,633,139 | Exempt: 0 | TRF Vol: 2,673,628 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: VNET — 58.1% short (0.8M / 1.4M)
Short: 788,250 | Exempt: 0 | TRF Vol: 1,357,281 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: VNET — 57.2% short (0.5M / 1.0M)
Short: 543,529 | Exempt: 0 | TRF Vol: 950,112 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: VNET — 57.9% short (1.0M / 1.7M)
Short: 981,768 | Exempt: 0 | TRF Vol: 1,694,228 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: VNET — 57.1% short (1.2M / 2.1M)
Short: 1,225,372 | Exempt: 100 | TRF Vol: 2,146,983 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_interest
FTD: VNET — 395,003 shares ($3.4M) failed to deliver
Settlement: 20260422, Price: $8.68, FTD Value: $3,428,626.04, VNET GROUP, INC. AMERICAN DEPO
Apr 22, 2026
short_volume
Short Volume: VNET — 57.6% short (1.5M / 2.5M)
Short: 1,456,310 | Exempt: 0 | TRF Vol: 2,526,837 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: VNET — 60.1% short (1.7M / 2.9M)
Short: 1,716,980 | Exempt: 610 | TRF Vol: 2,855,960 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: VNET — 64.5% short (1.1M / 1.6M)
Short: 1,056,708 | Exempt: 0 | TRF Vol: 1,638,668 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)