GDS Holdings Ltd. - ADR (GDS)
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.
GDS Holdings Limited (GDS) Q4 2025 Earnings Call Transcript
GDS Holdings Limited (GDS) Q4 2025 Earnings Call Transcript
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.
