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Form SCHEDULE 13D VNET Group, Inc. Filed by: PJ Millennium Limited Partnership

Fri, 28 Aug 2026 06:08:00 -0400

si-local-file:///var/storage/secattach/20260828/26992643.html

Form SCHEDULE 13D VNET Group, Inc. Filed by: PJ Millennium Limited Partnership

Fri, 28 Aug 2026 06:08:00 -0400

si-local-file:///var/storage/secattach/20260828/26992643.html

VNET Group Inc (VNET) PT Lowered to $14 at Goldman Sachs

Mon, 24 Aug 2026 06:37:46 -0400

Goldman Sachs analyst Tina Hou lowered the price target on VNET Group Inc (NASDAQ: VNET) to $14.00 (from $16.00) while maintaining a Buy rating.

Morgan Stanley sees a buying opportunity in this data center stock

Thu, 20 Aug 2026 18:00:00 -0400

Investing.com -- A stronger order pipeline and accelerating capacity deliveries are expected to drive faster earnings growth for a Chinese data-center operator, with Morgan Stanley saying a recent selloff appears excessive. The bank expects capacity delivery to reach 333 megawatts in the second half of 2026, compared with 117 MW in the first half, followed by another 252 MW in the first half of 2027.

The expansion, supported by 862 MW of orders secured to date and a ramp-up in domestic chip capacity, is expected to accelerate adjusted EBITDA growth from the third quarter. Morgan Stanley projects quarterly EBITDA growth of

Morgan Stanley sees a buying opportunity in this data center stock

Thu, 20 Aug 2026 18:00:00 -0400

VNET Group Inc (VNET) PT Lowered to $14 at Morgan Stanley

Wed, 19 Aug 2026 05:15:37 -0400

Morgan Stanley analyst Tom Tang lowered the price target on VNET Group Inc (NASDAQ: VNET) to $14.00 (from $16.00) while maintaining a Overweight rating.

The analyst comments "Price target to US$14; stay OW: Our adjusted EBITDA estimates for 2026-28 rise 2.4-3.2%, reflecting opex control. Our price target was reduced 13%, to US$14, implying 11x 2027E EV/EBITDA after revising our net debt forecasts. We stay OW on VNET – we see sustained EBITDA growth backed by a clearer order trajectory."

VNET Group Inc (VNET) PT Lowered to $14 at Morgan Stanley

Wed, 19 Aug 2026 05:15:37 -0400

Morgan Stanley analyst Tom Tang lowered the price target on VNET Group Inc (NASDAQ: VNET) to $14.00 (from $16.00) while maintaining a Overweight rating.

VNET Group (VNET) Misses Q2 EPS by 164c

Tue, 18 Aug 2026 06:16:57 -0400

VNET Group (NASDAQ: VNET) reported Q2 EPS of (RMB0.06), RMB1.64 worse than the analyst estimate of RMB1.58. Revenue for the quarter came in at RMB2.78 billion versus the consensus estimate of RMB2.8 billion.

GUIDANCE:

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

For earnings history and earnings-related data on VNET Group (VNET) click here.

VNET Group (VNET) Misses Q2 EPS by 164c

Tue, 18 Aug 2026 06:16:57 -0400

GUIDANCE:

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

For earnings history and earnings-related data on VNET Group (VNET) click here.

Form 6-K VNET Group, Inc. For: Aug 18

Tue, 18 Aug 2026 06:16:00 -0400

si-local-file:///var/storage/secattach/20260818/26940191.html

Form 6-K VNET Group, Inc. For: Aug 18

Tue, 18 Aug 2026 06:16:00 -0400

si-local-file:///var/storage/secattach/20260818/26940191.html

VNET Group Q2 2026 revenue rises 14.2% on wholesale growth

Tue, 18 Aug 2026 06:01:48 -0400

VNET Group, Inc. (NASDAQ: VNET), a China-based internet data center services provider, reported total net revenues of RMB2.78 billion ($409.5 million) for the second quarter ended June 30, 2026, up 14.2% from RMB2.43 billion in the same period of 2025, according to a company press release.

Wholesale IDC revenues rose 29.3% year-over-year to RMB1.10 billion ($162.8 million), accounting for 39.8% of total net revenues. Wholesale capacity in service grew 49.4% year-over-year to 1,007 megawatts, while capacity utilized by customers reached 744MW.

Adjusted EBITDA (non-GAAP) increased 25.4% year-over-year to RMB918.3 million ($135.3 million), with the adjusted EBITDA margin expanding to 33.0% from 30.1%

VNET and CATL sign strategic cooperation agreement

Tue, 18 Aug 2026 06:01:21 -0400

VNET Group, Inc. (NASDAQ: VNET), a China-based internet data center services provider, has entered into a strategic cooperation agreement with Contemporary Amperex Technology Co., Limited, known as CATL, according to a press release.

Under the agreement, the two companies plan to combine VNET's computing infrastructure operations with CATL's new energy technologies. The partnership is aimed at jointly developing what the companies describe as a three-layer integrated compute-energy ecosystem, consisting of gigawatt-scale compute-energy facilities, distributed compute-energy networks, and a zero-carbon token ecosystem.

The companies said they intend to leverage green data center and direct green power connection technologies as part of the collaboration.

VNET Reports Unaudited Second Quarter 2026 Financial Results

Tue, 18 Aug 2026 06:00:00 -0400

BEIJING, Aug. 18, 2026 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced its unaudited financial results for the second quarter ended June 30, 2026.