GDS Holdings
About: 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. It has aggressively raised capital over the past four years for expansion. 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. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.
Employees: 2,345
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
579% more call options, than puts
Call options by funds: $74.2M | Put options by funds: $10.9M
21% more capital invested
Capital invested by funds: $1.64B [Q3] → $1.98B (+$339M) [Q4]
14% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 8 (+1) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
0.19% more ownership
Funds ownership: 5.32% [Q3] → 5.51% (+0.19%) [Q4]
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
2% less funds holding
Funds holding: 137 [Q3] → 134 (-3) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$35
63%
upside
Avg. target
$42
96%
upside
High target
$53
147%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Citizens Capital Markets Greg Miller 29% 1-year accuracy 8 / 28 met price target | 86%upside $40 | Market Outperform Maintained | 20 Mar 2025 |
Raymond James Frank Louthan 25% 1-year accuracy 4 / 16 met price target | 147%upside $53 | Strong Buy Upgraded | 20 Mar 2025 |
Jefferies Edison Lee 50% 1-year accuracy 1 / 2 met price target | 110%upside $45 | Buy Upgraded | 18 Mar 2025 |
RBC Capital Jonathan Atkin 65% 1-year accuracy 13 / 20 met price target | 72%upside $37 | Sector Perform Downgraded | 25 Feb 2025 |
JMP Securities Greg Miller 29% 1-year accuracy 8 / 28 met price target | 63%upside $35 | Market Outperform Initiated | 27 Jan 2025 |
Financial journalist opinion
Negative
The Motley Fool
3 weeks ago
Why GDS Stock Plummeted This Week
GDS (GDS -3.39%) stock got hit with sell-offs following the company's fourth-quarter report this week. The China-based data center company's share price ended this week's trading down 21.5% from the previous week's close, according to data from S&P Global Market Intelligence.
Positive
Benzinga
4 weeks ago
GDS Holdings Analyst Upgrade Highlights Higher AI Demand Driven By DeepSeek, Other Platforms In China
Raymond James analyst Frank G. Louthan upgraded GDS Holdings Limited GDS on Thursday to Strong Buy from Outperform, with a price forecast of $53.
Negative
The Motley Fool
1 month ago
Why GDS Holdings Stock Plummeted by Almost 14% Today
It was a Hump Day to forget for GDS Holdings (GDS -14.11%), as the Chinese company's latest earnings release was greeted with a significant sell-off. GDS's American depositary shares (ADS) suffered a nearly 14% decline in price as a result, which was in marked contrast to the S&P 500's (^GSPC 1.08%) gain of over 1% on the day.
Neutral
Seeking Alpha
1 month ago
GDS Holdings Limited (GDS) Q4 2024 Earnings Call Transcript
GDS Holdings Limited (NASDAQ:GDS ) Q4 2024 Earnings Conference Call March 19, 2025 8:00 AM ET Company Participants Laura Chen - Head, Investor Relations William Huang - Founder, Chairman & Chief Executive Officer Dan Newman - Chief Financial Officer Conference Call Participants Yang Liu - Morgan Stanley Sara Wang - UBS Frank Louthan - Raymond James & Associates Timothy Zhao - Goldman Sachs Jonathan Atkin - RBC Capital Markets Daley Li - Bank of America Securities Operator Hello, ladies and gentlemen. Thank you for standing by for the GDS Holdings Limited's Fourth Quarter and Full Year 2024 Earnings Conference Call.
Negative
Zacks Investment Research
1 month ago
GDS Holdings (GDS) Reports Q4 Loss, Lags Revenue Estimates
GDS Holdings (GDS) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to loss of $0.62 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
GDS Holdings Limited Reports Fourth Quarter and Full Year 2024 Results
SHANGHAI, China, March 19, 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 fourth quarter and full year ended December 31, 2024.
Positive
Zacks Investment Research
1 month ago
GDS Holdings (GDS) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
GDS Holdings (GDS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
1 month ago
GDS Announces First Ever Monetization Of Data Center Assets In China Through Sale To A Private REIT
SHANGHAI, China, March 10, 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 that it has entered into definitive agreements to monetize, on a net basis, a 70% equity interest in certain of its data centers, at an implied enterprise value (“EV”) to EBITDA multiple of around 13 times. In a first of a kind transaction, GDS is selling a 100% equity interest in certain data center project companies to a private REIT (“P-REIT”), which is a special purpose equity scheme involving the issue of an Asset Backed Security (“ABS”). The ABS is 70% subscribed by top tier institutional investors in China, led by China Life Insurance Company Limited (“China Life"), whilst GDS subscribes for the remaining 30% and retains the rights for on-going operation of the underlying data centers. The ABS will be listed on the Shanghai Stock Exchange as a standardized security product. The P-REIT structure is specifically designed to facilitate an eventual injection of the ABS into a public REIT vehicle (“C-REIT”) when qualified.
Positive
The Motley Fool
1 month ago
Why Chinese Stocks Futu, GDS Holdings, and New Oriental Education & Technology Rose Today
Chinese stocks ripped higher today, as the Chinese government issued its gross domestic product (GDP) target for 2025 and detailed forthcoming stimulus it plans to inject into the country's ailing economy. Hong Kong's Hang Seng index rose 2.8%.
Neutral
GlobeNewsWire
1 month ago
GDS to Report Fourth Quarter and Full Year 2024 Financial Results Before the Open of the U.S. Market on March 19, 2025
SHANGHAI, China, March 05, 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 that it will report its fourth quarter and full year 2024 unaudited financial results after the close of the Hong Kong market and before the open of the U.S. market on March 19, 2025.
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