GDS Holdings Limited (GDS) Q3 2025 Earnings Call Transcript
GDS Holdings Limited ( GDS ) Q3 2025 Earnings Call November 19, 2025 8:00 AM EST Company Participants Laura Chen - Head of Investor Relations William Huang - Founder, Chairman of the Board & CEO Daniel Newman - Chief Financial Officer Conference Call Participants Yang Liu - Morgan Stanley, Research Division Xinyi Wang - UBS Investment Bank, Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Michael Elias - TD Cowen, Research Division Huiqun Li - BofA Securities, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for GDS Holdings Limited Third Quarter 2025 Earnings Conference Call.
GDS Holdings (GDS) Q3 Earnings and Revenues Top Estimates
GDS Holdings (GDS) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to a loss of $0.16 per share a year ago.
GDS Holdings: Attractive Upside With Solid Growth Outlook
GDS Holdings is rated a buy, with the market underestimating its long-term AI-driven growth and capital-efficient monetization strategies. GDS has secured 900 MW of power and land in Tier-1 Chinese markets, positioning GDS to capture the next wave of AI data center demand. The C-REIT monetization model and hyper-growth of DayOne internationally create a self-funding growth loop and unlock significant value for GDS shareholders.
GDS Holdings Limited (GDS) Q2 2025 Earnings Call Transcript
GDS Holdings Limited (NASDAQ:GDS ) Q2 2025 Earnings Conference Call August 20, 2025 8:00 AM ET Company Participants Daniel A. Newman - Chief Financial Officer Laura Chen - Head of Investor Relations Wei Huang - Founder, Chairman of the Board & CEO Conference Call Participants Edison Lee - Jefferies LLC, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Xinyi Wang - UBS Investment Bank, Research Division Yang Liu - Morgan Stanley, Research Division Operator Hello, ladies and gentlemen.
Many Things To Like About GDS Holdings
There are multiple reasons to stay positive on GDS Holdings, justifying a Buy rating. It delivered an EBITDA growth in the low-teens for 2Q2025, which was also equivalent to a +4% beat. I also see a couple of catalysts relating to the stock, including REIT spin-offs at favorable valuations, credit profile improvement, and shareholder base expansion.
GDS Holdings (GDS) Reports Q2 Loss, Beats Revenue Estimates
GDS Holdings (GDS) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.18 per share a year ago.
Are Business Services Stocks Lagging GDS Holdings (GDS) This Year?
Here is how GDS Holdings (GDS) and Mirion Technologies, Inc. (MIR) have performed compared to their sector so far this year.
Wall Street Analysts Predict a 25.23% Upside in GDS Holdings (GDS): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 25.2% in GDS Holdings (GDS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Is GDS Holdings (GDS) Stock Outpacing Its Business Services Peers This Year?
Here is how GDS Holdings (GDS) and SGS SA (SGSOY) have performed compared to their sector so far this year.
GDS Holdings: Still A Buy Considering Q1 Outperformance And Geopolitical Factors
GDS's Q1 2025 results were strong, with EBITDA expanding 16%-plus and exceeding consensus by 3%. The company's geopolitical headwinds have eased, which implies that the valuation discount for the stock should narrow. I retain a Buy rating for GDS after reviewing its latest quarterly financial numbers and its risk profile.
These Top-Rated Stocks Are Surging After Earnings: GDS, GOOS
Able to crush earnings expectations this week, GDS Holdings (GDS) and Canada Goose (GOOS) are two top-rated ADRs to keep an eye on.
Wall Street Analysts See a 35.89% Upside in GDS Holdings (GDS): Can the Stock Really Move This High?
The consensus price target hints at a 35.9% upside potential for GDS Holdings (GDS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
