VNET (VNET) Stock Analysis & Forecast

Oct 12 close

$5.32−0.21 (−3.8%)

Gekko Brief

AI summaryOct 12 close

This week's news centers on VNET's closed strategic investment, with PJ Millennium buyers acquiring a 38.10% stake and becoming a central participant in corporate decisions, which coincided with a 1.86 percent stock gain. A Morningstar report published October 9 highlighted continued strong wholesale orders alongside disappointing profitability, while separate commentary flagged weak sentiment across time horizons and elevated downside risk. Comparative coverage against peer Fastly and a sentiment-neutral options chain summary also circulated.

VNET closes at $5.32, down 3.8%, sitting below both its 50-day average of $6.48 and 200-day average of $8.72, with the 50-day below the 200-day. The GekkoIndex reads 66.2, placing the stock in the Accumulation zone. Price sits 40.3% below Gekko Fair Value of $8.91. The stock's 52-week range spans $5.07 to $14.48, and one-year return stands at -44.5%.

Earnings are scheduled for 19 November, 37 days out and beyond a typical 20-trading-day hold. The last report on 18 August showed a -14.1% reaction despite meeting EPS estimates. No insider, Congress, or unusual options activity appears in the current windows. Seasonality from this point in the calendar has averaged +4.8% over the next 20 trading days across 5 years, rising in 3 of them. Three analysts carry buy ratings with a consensus target of $13.66. Typical daily moves of 7% and 20-day moves of 12.8% frame recent volatility.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

VNET price vs fair value

$8.91$5.32Oct ’25Apr ’26Oct ’26
Close $5.32200-day averageGekko Fair Value $8.91

VNET quick facts

Market cap
$1.49B
P/E ratio
—
Forward P/E
11.6
EPS, TTM
−$1.22
Revenue, TTM
$10.74B
Profit margin
-6.2%
Dividend yield
—
Beta
0.23
Volume
3.10M avg 4.77M
1-year return
−44.5%
Typical daily move
±7%
Typical 20-day move
±12.8%
50-day average
$6.48
200-day average
$8.72
Next earnings
Nov 19
Shares outstanding
280.1M
52-week range
$5.07$14.48

VNET swing-trade checklist

VNET scores 4 supportive, 0 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

4 supportive0 mixed1 headwind

  • Trendheadwind

    Below 50 and 200-day

    Close $5.32 is below the 50-day ($6.48) and 200-day ($8.72) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    66.2, Accumulation

    Reading 66.2 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    40.3% below

    Price is 40.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 38 days

    Next report Nov 19, 2026, 38 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +4.8% on average

    From this point in the calendar, the next 20 trading days averaged +4.8% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

VNET stock chart and price history

VNET closed at $5.32 on Oct 12, 2026, −44.5% over the past year, inside a 52-week range of $5.07 to $14.48.

Close50-day average200-day averageVolume
VNET share price, past year, with 50-day and 200-day moving averages and volume$6$8$10$12$14NovDecJan 2026FebMarAprMayJunJulAugSepOct5.32

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−16.0%
3 months
−31.4%
6 months
−37.0%
1 year
−44.5%
The full VNET chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open VNET in Gekko

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About VNET

VNET provides hosting and digital infrastructure services across China through an investment holding structure. Its main business centers on managed hosting, including colocation space where clients place servers and networking gear, along with server administration and connectivity support. The company is recognized for layering on additional services such as hybrid IT setups, bare metal servers, firewall and load-balancing tools, data backup and recovery, and broader data center and server management.

Beyond hosting, VNET runs cloud computing offerings that let customers host and operate applications over the internet using its infrastructure, plus VPN services for extending private networks. It also handles data center development work, from choosing sites to designing and building wholesale and retail facilities. Its customer base is wide-ranging, covering IT and cloud firms, telecom carriers, social media and gaming companies, e-commerce and automotive businesses, financial institutions, government bodies, large enterprises, smaller businesses, and individual users.

The company was founded in 1999 and is headquartered in Beijing, China, having previously operated under the name 21Vianet Group before adopting its current name in 2021. Its shares trade under the ticker VNET.

Sector
Technology services
Website
vnet.com

VNET GekkoIndex: the smart money zone

VNET’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 66.2, in the Accumulation zone, down 3.1 points over five sessions.

010066.2Accumulation

Down 3.1 points over five sessions.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying10+5.0%+11.0%+5.0%+22.9%
Accumulation (current zone)236+1.4%+3.2%+7.0%+23.4%
Neutral328+1.4%+2.6%+7.0%+23.0%
Distribution60+3.0%+6.8%+12.0%−0.3%
Selling1Too few readings yet

Average VNET share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the VNET price, zone by zone.Track VNET in Gekko

Is VNET stock overvalued? Gekko Fair Value

VNET trades 40.3% below Gekko Fair Value of $8.91, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what VNET shares are worth, recalculated every trading day.

$8.91

Gekko Fair Value, Oct 10, 2026

40.3% Undervalued

At the end of Aug 2026 the price was 47.4% below the estimate.

Gekko Fair ValueShare price, month end
$9$6Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open VNET in Gekko

VNET insider and Congress trading

No open-market insider purchases were filed for VNET, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for VNET in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every VNET insider filing, plotted on the chart in Gekko.Open VNET in Gekko

Congress trades last 90 days

No trades in VNET were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for VNET, plotted on the chart in Gekko.Open VNET in Gekko

VNET earnings: next date and track record

VNET reports on Nov 19, 2026 (38 days away), and beat the EPS estimate in 2 of its last 8 reports.

2 of 8reports beat the EPS estimate
±10.2%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

+17.0%Nov ’24−12.7%Mar ’25−9.6%May ’25+3.9%Aug ’25+0.8%Nov ’25−11.2%Mar ’26+12.3%May ’26−14.1%Aug ’26

Last earnings call, Aug 18, 2026 AI summary

What they said
VNET reported Q2 2026 total net revenues of RMB 2.78 billion, up 14.2% YoY, with wholesale revenues reaching RMB 1.10 billion (+29.3% YoY). Adjusted EBITDA grew 25.4% YoY to RMB 918.3 million. Wholesale capacity surpassed 1 gigawatt (1,007 MW, +49.4% YoY) with 744 MW utilized at 73.9%. The company secured 862 MW in new wholesale orders YTD 2026 and advanced a strategic CATL partnership for integrated compute-energy infrastructure.
Guidance
Management signaled continued strong demand momentum with 3.5+ gigawatts of mainland capacity reserves and ~500 MW of overseas resources secured, positioning for future expansion. No specific revenue or earnings targets were provided in this excerpt.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 18, 2026−$0.06
est −$0.06
0.0%$409.0M
est $401.8M
+1.8%−14.1%
May 26, 2026−$8.16
est −$0.17
−4,700.0%$390.0M
est $388.5M
+0.4%+12.3%
Mar 16, 2026$1.05
est −$0.30
+447.0%$384.1M
est $374.6M
+2.6%−11.2%
Nov 20, 2025−$1.13
est $0.09
−1,355.6%$297.8M
est $342.2M
−13.0%+0.8%
Aug 21, 2025−$0.01
est $0.02
−150.0%$339.4M
est $329.8M
+2.9%+3.9%
May 28, 2025−$0.12
est −$0.01
−1,100.0%$308.5M
est $314.6M
−2.0%−9.6%
Mar 12, 2025−$0.06
est $0.06
−200.0%$307.7M
est $285.5M
+7.8%−12.7%
Nov 20, 2024$0.30
est $0.05
+500.0%$302.2M
est $275.7M
+9.6%+17.0%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

VNET stock forecast and analyst price targets

Analysts’ average 12-month price target for VNET is $13.66, +156.8% from the last close, from 3 firms rating the stock in the last 90 days.

$13.66consensus 12-month target, +156.8% from the last close
Low $13.20High $14.70
Buy3
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 3 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 24Goldman SachsBuy, maintained$14+163.2%
Aug 19DBSBuy, maintained$14.70+176.3%
Aug 7Bank of America SecuritiesBuy, reiterated$13.20+148.1%
+7.0%average 20-day move after past Accumulation readings
+4.8%average move over the next 20 trading days in the last 5 years
±7%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

VNET seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, VNET averaged +4.8% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

0.0%2021+17.1%2022+11.2%2023−1.5%2024+13.4%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+0.1%3 of 5
Next 10 trading days−0.9%2 of 5
Next 15 trading days0.0%3 of 5
Next 20 trading days+4.8%3 of 5
Next 30 trading days−5.9%1 of 5

For scale, VNET’s typical 20-trading-day move in either direction is about 12.8%.

VNET market cap and key statistics

VNET’s market cap is $1.49B and revenue of $10.74B over the last twelve months.

Valuation

Market cap
$1.49B
Forward P/E
11.6
EPS, TTM
−$1.22
Gekko Fair Value
$8.91

Trading

Volume
3.10M
Avg volume, 20 days
4.77M
52-week high
$14.48
52-week low
$5.07
Shares outstanding
280.1M

Financials

Revenue, TTM
$10.74B
Profit margin
-6.2%
Return on equity
-4.7%
Quarterly earnings growth, YoY
+133.3%

Risk and income

Beta
0.23
Typical daily move
±7%
Typical 20-day move
±12.8%

VNET stock news this week

Coverage of VNET this week reads neutral: 1 positive, 3 neutral and 1 negative headlines.

News sentiment neutral

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In the Buying zone today

Reporting earnings this week

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VNET stock FAQ

What is VNET’s market cap?

VNET’s market cap is $1.49B at the Oct 12, 2026 close of $5.32, with 280.1M shares outstanding.

What is the VNET stock forecast?

The consensus analyst 12-month price target for VNET is $13.66, +156.8% from the last close. Of the 3 firms that rated the stock in the last 90 days, 3 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is VNET stock overvalued or undervalued?

On Gekko’s estimate VNET is undervalued: the Oct 12, 2026 close of $5.32 is 40.3% below Gekko Fair Value of $8.91. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does VNET report earnings next?

VNET is expected to report on Nov 19, 2026 (38 days away). Analysts expect earnings of −$0.02 per share on revenue of $441.8M. VNET beat the earnings estimate in 2 of its last 8 reports, moving 10.2% on average across the report.

What is VNET’s 52-week high and low?

VNET’s 52-week high is $14.48 and its 52-week low is $5.07; it closed at $5.32 on Oct 12, 2026, −44.5% over the past year. Over the last five years the shares peaked at $19.66 on Oct 20, 2021.

Is VNET stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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