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 expanding into Southeast Asia via the now 23% 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
NASDAQ
Employees
2,434
Headquarters
Shanghai, China
Website
www.gds-services.com

GDS Holdings Metrics

BasicAdvanced
$6.3B
12.78
$2.48
0.43
-

What the Analysts think about GDS Holdings

Analyst ratings (Buy, Hold, Sell) for GDS Holdings stock.
Analyst projections of the future price of GDS Holdings stock.

Bulls say / Bears say

AI demand is producing unusually strong contracted growth. GDS secured 470MW of first-half bookings, lifted its 2026 sales target to 1GW and added about 600MW of customer reservations, with bookings based on take-or-pay agreements. (StockTitan, Exa)
Existing capacity is filling and management has raised its near-term outlook. Area utilised rose 13.2% year on year, utilisation reached 79.2%, and 2026 revenue and adjusted EBITDA guidance increased to RMB12.7–13.0 billion and RMB5.9–6.1 billion respectively. (FinancialContent, StockTitan)
DayOne gives GDS exposure to a fast-growing regional platform without requiring full ownership. DayOne raised $4.5 billion in Series C funding and has more than 500MW in service or under construction across Asia, supporting expansion and potentially increasing the value of GDS’s retained minority stake. (DCD, DCD)
GDS is committing to around RMB10 billion of 2026 capex while carrying about RMB46.1 billion of debt against RMB14.9 billion of cash. Management plans to fund new projects with roughly 60% debt, leaving execution and refinancing sensitive to leverage. (StockTitan, Motley Fool)
The latest profit overstates the strength of the core Chinese operation. Q2 net income was helped by a large DayOne valuation gain, while the operating business remained loss-making and adjusted EBITDA margin fell to 45.5% from 47.3% as utility costs rose. (Mingtiandi, StockTitan)
Bookings do not convert into revenue immediately. GDS expects only 90MW of move-ins in the second half of 2026 after 145MW in the first half, with the larger 2027 increase weighted towards the second half; legacy contracts may also face pricing pressure for another 18 months. (Motley Fool, Mingtiandi)
Data summarised monthly by Lightyear AI. Last updated on 24 Sept 2026.

GDS Holdings Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

GDS Holdings Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

GDS Holdings News

AllArticlesVideos

GDS' Record AI-Driven Bookings Fueled By New Markets, 3 Hyperscale Customers

Benzinga1 month ago

GDS Q2 Earnings Call Highlights

MarketBeat2 months ago

Quanta Computer seeks up to $2.2 billion in GDS sale

Reuters2 months ago
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