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GDS Holdings Limited
GDS
NASDAQ·Technology·Information Technology Services·Mkt cap $6.2B
$29.82
▼ -5.66%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$26.97 - $48.61
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 2.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Premier geographic positioning in tier-1 Chinese markets
- Long-term contracts with leading cloud and internet companies
- Vertically integrated operations with proprietary technology
- Established relationships with government and institutional customers
Bear Case
2 risks
- Low volatility (beta 0.4).
- High premium - requires strong execution
Growth
Strong growth ahead
Accelerating cloud adoption and digital transformation in China
Value
High premium - requires strong execution
Momentum
Falling
-20.8% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying GDS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 19, 2026
MAY 20, 2026
Reported EPS of $1.53 vs -$0.03 consensus (+4689.1% surprise). Revenue of $488.0M vs $436.4M expected (+11.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+4689.1%
Next: Aug 19, 2026
Revenue trend · last 8Q
—
—
—
+4%
+3%
-3%
+7%
+24%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$412.6M
$433.0M
$392.8M
$397.5M
$423.4M
$421.5M
$420.6M
$492.3M
Margins · last 8Q
Gross
—
Operating
—
Profit
78.7%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$36.00
▲ +20.7% vs $29.82
Latest: TD Cowen · May 21, 2026
1 analyst covering