GDS Holdings Ltd (GDS) Stock Up 5.9% but GF Value Says Overvalued -- GF Score: 65/100
On October 06, 2026, GDS Holdings Ltd (GDS) shares rose 5.9% to $31.03, within a 52-week range of $26.97 to $48.61. While today's increase may appear promising,
On October 06, 2026, GDS Holdings Ltd (GDS) shares rose 5.9% to $31.03, within a 52-week range of $26.97 to $48.61. While today's increase may appear promising,
Mogo (NASDAQ: MOGO - Get Free Report) and GDS (NASDAQ: GDS - Get Free Report) are both technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, earnings, dividends, profitability, valuation and risk. Volatility and Risk Mogo has a beta of 2.71, suggesting
GDS (NASDAQ: GDS - Get Free Report) and International Business Machines (NYSE: IBM - Get Free Report) are both technology companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation and profitability. Analyst Ratings This is a summary of recent
Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.
GDS's AI-driven bookings, high pre-commitment and backlog support growth visibility, but rising utility costs and debt pressure margins.
Baron Global Opportunity Fund (the Fund) gained 26.7% (Institutional Shares) during the second quarter, compared to the 14.9% gain for the MSCI ACWI Index (the Index). During the second quarter, we initiated five new positions: Alphabet, Samsung Electronics, Cerebras, DPC Holdings and Innio. We also took advantage of stock price volatility and significant inflows into the Fund to add to many existing positions including Shopify, Nu, NVIDIA, Amazon, GDS, ASML, TSMC, MercadoLibre, Tesla, ServiceTitan, and others.
Tap these five stocks - CURI, INO, GDS, NMG and CCOI - with increasing P/E ratios to try out an out-of-the-box approach.
GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.
China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.
A new international survey of 300 travel industry executives conducted by FT Longitude, a division of the Financial Times, in partnership with WEX (NYSE: WEX),
GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.
China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance
GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.
GDS Holdings Limited (GDS) Q2 2026 Earnings Call Transcript
GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago.
GDS NASDAQ: GDS said artificial intelligence demand is driving its strongest sales momentum to date, prompting the Chinese data-center operator to raise its full-year 2026 bookings target to 1 gigawatt from 500 megawatts previously.
SHANGHAI, China, Aug. 13, 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 its unaudited financial results for the second quarter ended June 30, 2026.
GDS Holdings heads into the Q2 earnings release with revenue growth expected from AI-driven data center demand, domestic chip adoption and a swelling backlog.
SHANGHAI, China, July 30, 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 second quarter 2026 unaudited financial results after the close of the Hong Kong market and before the open of the U.S. market on August 13, 2026.