GDS Holdings Limited
GDS
NASDAQ·Technology·Information Technology Services·Mkt cap $6.1B
$31.37
▲ +0.79%
P/E
11.32
Mkt Cap
$6.1B
52-Wk Range
$26.97–$48.61
52-Week Range
$26.97 - $48.61
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 5.4% 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).
- Extreme premium - high expectations embedded
Growth
Stable outlook
Accelerating cloud adoption and digital transformation in China
Value
Extreme premium - high expectations embedded
Momentum
Weak
-7.8% 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: Nov 18, 2026
AUG 13, 2026
Reported EPS of $0.52 vs $0.01 consensus (+4618.7% surprise). Revenue of $454.5M vs $454.2M expected (+0.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+4618.7%
Revenue trend · last 8Q
—
—
+4%
+3%
-3%
+7%
+24%
+6%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$433.0M
$392.8M
$397.5M
$423.4M
$421.5M
$420.6M
$492.3M
$458.2M
Margins · last 8Q
Gross
—
Operating
—
Profit
27.1%
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
—
Latest: Piper Sandler · $36.00 · May 21, 2026
vs Industry
How GDS stacks vs Information Technology Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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