GDS Holdings Ltd. - ADR (GDS)
Here's Why You Should Hold on to GDS Holdings Stock for Now
GDS's AI-driven bookings, high pre-commitment and backlog support growth visibility, but rising utility costs and debt pressure margins.
GDS Stock Jumps 13% in a Month: Here's What You Should Know
GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.
GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case
GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.
GDS Holdings (GDS) Upgraded to Buy: Here's Why
GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
GDS Q2 Earnings Call Focuses on AI Demand, 1-GW Sales Target
AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.
GDS Holdings (GDS) Misses Q2 Earnings and Revenue Estimates
GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago.
GDS Q2 Earnings Call Highlights
GDS NASDAQ: GDS said artificial intelligence demand is driving its strongest sales momentum to date, prompting the Chinese data-center operator to raise its full-year 2026 bookings target to 1 gigawatt from 500 megawatts previously.
GDS Gears Up to Report Q2 Earnings: Here's What Investors Should Know
GDS Holdings heads into the Q2 earnings release with revenue growth expected from AI-driven data center demand, domestic chip adoption and a swelling backlog.
Top China Tech Plays Worth Adding to Your Portfolio in 2H26
NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.
GDS Holding: A Sum-Of-The-Parts Opportunity With AI As The Growth Engine
GDS Holdings offers a catalyst-driven opportunity, underpinned by a significant stake in DayOne. Record Q1 2026 bookings and anticipated AI-driven demand growth could drive EBITDA from ~$850 million today to $1.5–2.0 billion by 2029. After considering DayOne stake, the market values GDS's core China operations at only ~7.4x EV/EBITDA, well below what we believe is appropriate for an AI country leader.
GDS Holdings: Stay Buy Rated As Underlying Orders Continue To Grow
GDS Holdings remains a buy as bookings, backlog, land bank, and unit costs all improved, despite messy headline numbers from one-time items. Bookings and reservations now exceed 1GW YTD, signaling GDS as a clear beneficiary of China's multi-year AI infrastructure cycle with strong forward visibility. Unit development costs have declined ~15% over three years, supporting a 10–11% adjusted gross profit yield for stabilized assets and attractive return profiles.
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.
