VNET
VNET Group, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 23 1 insider sell $125.8K at $1.51
- R May 13 VNET announced that PJ Millennium I and II, affiliates of Contempora…
- S May 18 1 insider sell $15.4K at $1.69
- S Jun 1 1 insider sell $102.8K at $1.71
- A Jul 7 Deutsche Bank initiates
- R Aug 18 VNET reported Q2 2026 results with total net revenues up 14.2% YoY t…
- R Aug 18 VNET reported Q2 2026 revenue of RMB2.78B (+14.2% YoY), beating cons…
- R Sep 21 VNET Group, Inc. announced the closing of a strategic investment whe…
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $243.9K.
- InstitutionsBULLISH
Q2 2026: 21 added (0 new), 14 trimmed or exited.
- AnalystsBULLISH
19 of 20 rate it Buy or better.
- TrendDOWNTREND
33% below its 50-day average. New closing low $3.72 on Oct 23.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | $77.7M |
| MILLENNIUM MANAGEMENT LLC | ADD | $70.5M |
| D. E. Shaw & Co., Inc. | ADD | $28.4M |
| Temasek Holdings (Private) Ltd | DOUBLED | $28.3M |
| HSBC HOLDINGS PLC | DOUBLED | $27.2M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $27.2M |
| GOLDMAN SACHS GROUP INC | TRIM | $20.1M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | DOUBLED | $16.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
20 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 26, 2026 | 🔒 Fresh data, subscribers only INITIATE | |
| Jul 7, 2026 | Deutsche Bank INITIATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jul 31, 2026 | Chen David Lifeng Director | EXERCISE | 83,544 sh |
| Jun 1, 2026 | Shao Sean Director | SELL | $102.8K |
| May 18, 2026 | ZHANG ZHIHUA SVP, Operational Finance | SELL | $15.4K |
| May 15, 2026 | UENO Yoshihisa Director | AWARD | 731,304 sh |
| May 15, 2026 | Shao Sean Director | AWARD | 243,768 sh |
| May 15, 2026 | TAI KENNETH Director | AWARD | 243,768 sh |
| May 15, 2026 | ZHANG ZHIHUA SVP, Operational Finance | EXERCISE | 42,996 sh |
| May 15, 2026 | ZHANG ZHIHUA SVP, Operational Finance | AWARD | 42,996 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 3 bullish · 0 bearish · 2 mixed · 2 neutral- NEUTRAL SC 13D/ASep 23, 2026
PJ Millennium Limited Partnership filed Amendment No. 1 to its Schedule 13D, reporting the…
The completion of the block trade and activation of the voting agreement solidify PJ Millennium's 38.1% stake and give the Founder Parties voting control over half of those shares for two years…
- BULLISH 6-KSep 21, 2026
VNET Group, Inc. announced the closing of a strategic investment where PJ Millennium I Limited and…
VNET Group, Inc. announced the closing of a strategic investment where PJ Millennium I Limited and PJ Millennium II Limited purchased an aggregate of 650,424,192 Class A ordinary shares from Success…
- MIXED 6-KAug 18, 2026
VNET reported Q2 2026 results with total net revenues up 14.2% YoY to RMB2.78B and adjusted EBITDA…
The strong wholesale revenue growth and expanding adjusted EBITDA margin confirm VNET's operational momentum, but the declining GAAP gross margin and widening net loss due to depreciation and…
- MIXED PRESS-RELEASEAug 18, 2026
VNET reported Q2 2026 revenue of RMB2.78B (+14.2% YoY), beating consensus of RMB2.74B, but GAAP…
The massive GAAP EPS miss is largely driven by non-cash fair value changes and accelerated depreciation from rapid capacity buildout, not operational deterioration. The maintained guidance and…
All VNET filing & press-release reports (7)
- SC 13D/A reportSep 23, 2026
- 6-K reportSep 21, 2026
- 6-K reportAug 18, 2026
- PRESS-RELEASE reportAug 18, 2026
- 6-K reportMay 26, 2026
- 6-K reportMay 13, 2026
- 6-K reportApr 20, 2026