GDS Holdings

GDS

Market cap $6.27B

GDS Holdings is rated a buy, with the market underestimating its long-term AI-driven growth and capital-efficient monetization strategies. GDS has secured 900 MW of power and land in Tier-1 Chinese markets, positioning GDS to capture the next wave of AI data center demand. The C-REIT monetization model and hyper-growth of DayOne internationally create a self-funding growth loop and unlock significant value for GDS shareholders.

GDS Holdings (GDS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Three IT services stocks have surged in momentum as they join the top 10th momentum percentile rankings this week, highlighting strong technical signals and growing investor demand in the IT services sector.

GDS Holdings Limited (NASDAQ:GDS ) Q2 2025 Earnings Conference Call August 20, 2025 8:00 AM ET Company Participants Daniel A. Newman - Chief Financial Officer Laura Chen - Head of Investor Relations Wei Huang - Founder, Chairman of the Board & CEO Conference Call Participants Edison Lee - Jefferies LLC, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Xinyi Wang - UBS Investment Bank, Research Division Yang Liu - Morgan Stanley, Research Division Operator Hello, ladies and gentlemen.

There are multiple reasons to stay positive on GDS Holdings, justifying a Buy rating. It delivered an EBITDA growth in the low-teens for 2Q2025, which was also equivalent to a +4% beat. I also see a couple of catalysts relating to the stock, including REIT spin-offs at favorable valuations, credit profile improvement, and shareholder base expansion.

GDS Holdings (GDS) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.18 per share a year ago.

SHANGHAI, China, Aug. 20, 2025 (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 its unaudited financial results for the second quarter ended June 30, 2025.

Beeneet Kothari, Tekne Capital Management, talks the bull case for several Chinese equities including: DiDi, GDS, Kanzhun and more.

Here is how GDS Holdings (GDS) and Mirion Technologies, Inc. (MIR) have performed compared to their sector so far this year.

Aggregated investment amounts to EUR 1.2 billion   DayOne's Growth Partnership Agreement with Lahti underscores its long-term commitment to Finland's digital and economic development LAHTI, Finland, Aug. 14, 2025 (GLOBE NEWSWIRE) -- DayOne, a Singapore-based global data center developer and operator, today announces its significant investment in a state-of-the-art hyperscale data center campus in Lahti, Finland. The aggregated value of DayOne's investment in Lahti is projected to reach approximately EUR 1.2 billion, reinforcing the company's commitment to advancing Finland's digital infrastructure.