GDS Holdings

GDS

Market cap $6.86B

GDS Holdings remains a buy as bookings, backlog, land bank, and unit costs all improved, despite messy headline numbers from one-time items. Bookings and reservations now exceed 1GW YTD, signaling GDS as a clear beneficiary of China's multi-year AI infrastructure cycle with strong forward visibility. Unit development costs have declined ~15% over three years, supporting a 10–11% adjusted gross profit yield for stabilized assets and attractive return profiles.

China's largest independent data center operator said it plans to spend between 30 billion yuan and 50 billion yuan on new facilities over the next three years

Investors need to pay close attention to GDS stock based on the movements in the options market lately.

SHANGHAI, China, June 02, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that it will hold its 2026 Annual General Meeting of Shareholders (the “AGM”) at Beijing Meeting Room, F5, Building C, Sunland International, No. 999 Zhouhai Road, Pudong, Shanghai, P.R.C. at 4:00 p.m. (China Standard Time) on June 25, 2026 (which is 4:00 a.m. (Eastern Daylight Time) on June 25, 2026).

Here is how GDS Holdings (GDS) and Joint Stock Company Kaspi.kz Sponsored ADR (KSPI) have performed compared to their sector so far this year.

The heavy selling pressure might have exhausted for GDS Holdings (GDS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

GDS Holdings remains a Hold as near-term revenue growth is hampered by execution lags despite robust AI-driven bookings. Bookings exceeded the 500 MW annual target, but actual move-ins and revenue realization are delayed, with meaningful financial step-up not expected until 2H27. AI capex momentum from Alibaba and Tencent supports an upgraded 3-year booking outlook of 500–800 MW annually, underpinned by domestic chip supply improvements.

GDS Holdings Limited (GDS) Q1 2026 Earnings Call Transcript

GDS Holdings (GDS) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $0.48 per share a year ago.

GDS NASDAQ: GDS said demand for data center capacity in China is accelerating as artificial intelligence workloads drive larger deployments, prompting the company to prepare for a new investment cycle backed by a significantly expanded land bank and strong liquidity.