GDS Holdings Ltd. - ADR (GDS)
Is the Options Market Predicting a Spike in GDS Holdings Stock?
Investors need to pay close attention to GDS stock based on the movements in the options market lately.
Are Business Services Stocks Lagging GDS Holdings (GDS) This Year?
Here is how GDS Holdings (GDS) and Joint Stock Company Kaspi.kz Sponsored ADR (KSPI) have performed compared to their sector so far this year.
GDS Holdings: Navigating The Structural Time Lag Of China's AI Infrastructure Boom
GDS Holdings remains a Hold as near-term revenue growth is hampered by execution lags despite robust AI-driven bookings. Bookings exceeded the 500 MW annual target, but actual move-ins and revenue realization are delayed, with meaningful financial step-up not expected until 2H27. AI capex momentum from Alibaba and Tencent supports an upgraded 3-year booking outlook of 500–800 MW annually, underpinned by domestic chip supply improvements.
GDS Holdings (GDS) Q1 Earnings and Revenues Beat Estimates
GDS Holdings (GDS) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $0.48 per share a year ago.
GDS Q1 Earnings Call Highlights
GDS NASDAQ: GDS said demand for data center capacity in China is accelerating as artificial intelligence workloads drive larger deployments, prompting the company to prepare for a new investment cycle backed by a significantly expanded land bank and strong liquidity.
GDS Holdings (GDS) Moves 6.9% Higher: Will This Strength Last?
GDS Holdings (GDS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Is GDS Holdings (GDS) Stock Outpacing Its Business Services Peers This Year?
Here is how GDS Holdings (GDS) and Enpro (NPO) have performed compared to their sector so far this year.
Are Business Services Stocks Lagging GDS Holdings (GDS) This Year?
Here is how GDS Holdings (GDS) and Sims Metal Management Ltd. (SMSMY) have performed compared to their sector so far this year.
Does GDS Holdings (GDS) Have the Potential to Rally 31.34% as Wall Street Analysts Expect?
The mean of analysts' price targets for GDS Holdings (GDS) points to a 31.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Is GDS Holdings (GDS) Stock Outpacing Its Business Services Peers This Year?
Here is how GDS Holdings (GDS) and UL Solutions Inc. (ULS) have performed compared to their sector so far this year.
GDS Holdings: Bullish On EBITDA Beat And Client Price Hike
I stick to a "Buy" rating for GDS Holdings after analyzing its latest results and recent customer developments. GDS's 4Q2025 EBITDA exceeded the consensus estimate by 4%, thanks to a higher utilization, positive operating leverage, and leaner operations. Baidu and Alibaba have recently adjusted their cloud pricing upwards, which has a favorable read-across for GDS's future profitability.
GDS Holdings: Stay Bullish As The Demand Outlook Has Gotten Even Better
GDS Holdings remains a 'Buy' as demand accelerates, with robust new orders and improved visibility on growth. GDS secured over 300 MW of new bookings for FY2025 and targets 500 MW+ for 2026, with faster delivery and longer contract terms. Capacity and funding concerns have eased, with 5.4 GW of developable capacity and a strengthened balance sheet supporting expansion.
