GDS Holdings/$GDS

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About GDS Holdings

GDS Holdings started as an IT service provider in 2001 then moved to the data center business with its first self-developed data center opening in 2010. The company now develops and operates data centers in China and also builds, operates and transfers data centers for other clients. It offers colocation and managed services and mainly targets hyperscale cloud service customers who take large areas of its data centers or even whole data centers under long-term contracts. Its data centers are located predominantly in and around the Tier 1 cities in China and it has also started an expanding into Southeast Asia via the now 38% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.

Ticker

$GDS

Sector

Business services
Primary listing

Employees

2,276

GDS Holdings Metrics

BasicAdvanced
$7.9B
11.37
$3.49
0.33
-

What the Analysts think about GDS Holdings

Analyst ratings (Buy, Hold, Sell) for GDS Holdings stock.

Bulls say / Bears say

GDS Holdings is seeking a record $3.4 billion-equivalent loan to fund its Malaysian data centre operations, underscoring strong bank confidence and supporting the company’s Southeast Asia expansion strategy (Bloomberg).
In January 2025, GDS spun off its overseas operations into an independent entity, DayOne, reducing its regulatory and geopolitical exposure while allowing the parent company to focus capital and management on its core domestic business (Reuters).
China’s Ministry of Industry and Information Technology is developing a national cloud network to standardize interconnection and sell surplus computing power, providing a potential new revenue stream and utilisation boost for established domestic operators like GDS (Reuters).
China’s Ministry of Industry and Information Technology is implementing a state-managed cloud network to redistribute surplus computing power from over 7,000 low-utilisation data centres operating at just 20–30%, signaling possible downward pressure on GDS’s domestic capacity utilisation and pricing power (Reuters).
Malaysia’s requirement for permits on U.S.-made AI chip imports and the tightening of environmental vetting for data centre projects in Johor have already led to rejection of about 30% of applications, likely delaying or increasing costs for GDS’s DayOne overseas expansions (Reuters).
Major cloud providers are reassessing or delaying new data centre builds, exemplified by Microsoft halting projects in locations from Chicago to Jakarta, indicating that GDS’s hyperscale customers may also slow their expansion plans and weigh on future contracted revenues (Bloomberg).
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2025.

GDS Holdings Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

GDS Holdings Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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