GDS Holdings

GDS

Market cap $8.96B

ACM Research and peers gain appeal as U.S.-China trade easing, tariff cuts and policy shifts lift confidence in Chinese tech into 2026.

The mean of analysts' price targets for GDS Holdings (GDS) points to a 31.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Here is how GDS Holdings (GDS) and UL Solutions Inc. (ULS) have performed compared to their sector so far this year.

I stick to a "Buy" rating for GDS Holdings after analyzing its latest results and recent customer developments. GDS's 4Q2025 EBITDA exceeded the consensus estimate by 4%, thanks to a higher utilization, positive operating leverage, and leaner operations. Baidu and Alibaba have recently adjusted their cloud pricing upwards, which has a favorable read-across for GDS's future profitability.

GDS Holdings remains a 'Buy' as demand accelerates, with robust new orders and improved visibility on growth. GDS secured over 300 MW of new bookings for FY2025 and targets 500 MW+ for 2026, with faster delivery and longer contract terms. Capacity and funding concerns have eased, with 5.4 GW of developable capacity and a strengthened balance sheet supporting expansion.

GDS Holdings Limited (GDS) Q4 2025 Earnings Call Transcript

GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of a loss of $0.04 per share. This compares to a loss of $0.1 per share a year ago.

SHANGHAI, China, March 03, 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 report its fourth quarter and full year 2025 unaudited financial results after the close of the Hong Kong market and before the open of the U.S. market on March 17, 2026.

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SHANGHAI, China, Feb. 24, 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 in accordance with its previous press release dated January 26, 2026 (the “Previous Disclosure”), an Extraordinary General Meeting of Shareholders (the “EGM”) was convened 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 February 24, 2026 (which is 3:00 a.m. (Eastern Time) on February 24, 2026). A meeting of the holders of the class A ordinary shares (the “Class A Shareholders Meeting”) was convened at the same place at 4:30 p.m. (China Standard Time) on February 24, 2026, a meeting of the holders of the Series A preferred shares (the “Series A Preferred Shareholders Meeting”) was convened at the same place at 5:00 p.m. (China Standard Time) on February 24, 2026, a meeting of the holders of the Series B preferred shares (the “Series B Preferred Shareholders Meeting”) was convened at the same place at 5:30 p.m. (China Standard Time) on February 24, 2026, and a meeting of the holders of the class B ordinary shares (the “Class B Shareholders Meeting” and, together with the Class A Shareholders Meeting, the Series A Preferred Shareholders Meeting and the Series B Preferred Shareholders Meeting, collectively, the “Shareholders Meetings”) was convened at the same place at 6:00 p.m. (China Standard Time) on February 24, 2026.