GDS Holdings (NASDAQ:GDS) Receives Average Recommendation of “Moderate Buy” from Analysts

GDS Holdings (NASDAQ:GDS) has been given an average rating of “Moderate Buy” by the eleven research firms that are currently covering the company, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a hold rating, seven have issued a buy rating and one has assigned a strong buy rating to the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $48.0375.

Several equities analysts recently commented on the company. Weiss Ratings upgraded GDS from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday. Zacks Research cut GDS from a “strong-buy” rating to a “hold” rating in a research report on Monday. Wall Street Zen upgraded GDS from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Piper Sandler set a $36.00 price objective on GDS in a report on Thursday. Finally, TD Cowen cut their price objective on GDS from $37.00 to $36.00 and set a “buy” rating for the company in a report on Thursday.

Hedge Funds Weigh In On GDS

A number of hedge funds and other institutional investors have recently modified their holdings of GDS. Canada Pension Plan Investment Board boosted its holdings in shares of GDS by 77.7% in the 2nd quarter. Canada Pension Plan Investment Board now owns 7,004,083 shares of the company’s stock worth $214,115,000 after purchasing an additional 3,062,658 shares in the last quarter. Sachem Head Capital Management LP boosted its holdings in shares of GDS by 45.0% in the 4th quarter. Sachem Head Capital Management LP now owns 9,300,000 shares of the company’s stock worth $324,570,000 after purchasing an additional 2,885,000 shares in the last quarter. WCM Investment Management LLC purchased a new position in shares of GDS in the 1st quarter worth about $68,092,000. Barclays PLC boosted its holdings in shares of GDS by 20,731.3% in the 4th quarter. Barclays PLC now owns 1,720,247 shares of the company’s stock worth $60,037,000 after purchasing an additional 1,711,989 shares in the last quarter. Finally, Carrhae Capital LLP boosted its holdings in shares of GDS by 295.4% in the 3rd quarter. Carrhae Capital LLP now owns 1,648,278 shares of the company’s stock worth $63,788,000 after purchasing an additional 1,231,375 shares in the last quarter. 33.71% of the stock is currently owned by hedge funds and other institutional investors.

Key GDS News

Here are the key news stories impacting GDS this week:

• Positive Sentiment: GDS reported Q1 EPS of $1.53, well ahead of analyst estimates, and net revenue rose 23.6% year over year, helped by record data center bookings and AI-related demand. GDS Holdings Limited Reports First Quarter 2026 Results
• Positive Sentiment: TD Cowen kept a buy rating on GDS despite trimming its price target to $36 from $37, signaling continued upside versus the current share price. TD Cowen price target note
• Neutral Sentiment: GDS announced a change in audit committee leadership after the resignation of an independent director, with a replacement appointed the same day. Director and Audit Committee Chair announcement
• Negative Sentiment: Some analysts and market commentary highlighted that Q1 revenue slightly missed estimates and that the company’s 2026 guidance looked cautious, contributing to selling pressure after the earnings release. GDS-SW Tumbles 13%+; analyst commentary
• Negative Sentiment: Investor focus on a large portion of quarterly profit coming from DayOne-related gains rather than core operations may be reducing confidence in the sustainability of earnings. Audit Chair Shake Up Puts GDS Holdings Governance In Focus

GDS Price Performance

GDS stock opened at $35.16 on Friday. GDS has a 52 week low of $22.53 and a 52 week high of $48.61. The business has a 50-day simple moving average of $42.43 and a 200 day simple moving average of $39.94. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 1.60. The stock has a market cap of $6.84 billion, a price-to-earnings ratio of 22.40 and a beta of 0.46.

GDS (NASDAQ:GDS) last posted its earnings results on Wednesday, May 20th. The company reported $1.53 EPS for the quarter, topping the consensus estimate of ($0.03) by $1.56. GDS had a return on equity of 16.34% and a net margin of 23.83%.The business had revenue of $426.13 million during the quarter, compared to analysts’ expectations of $436.44 million. During the same period in the previous year, the business earned $3.47 earnings per share. The firm’s revenue was up 23.7% on a year-over-year basis. On average, research analysts forecast that GDS will post 1.16 earnings per share for the current fiscal year.

About GDS

GDS Holdings Limited, founded in 2001 and headquartered in Shanghai, is a leading network-neutral data center services provider in China. The company operates a portfolio of state-of-the-art data center facilities designed to support the mission-critical IT infrastructure of cloud service providers, internet enterprises, financial institutions, and government entities. GDS was among the first Chinese providers to offer high-density colocation solutions, catering to customers with demanding computing and storage requirements.

GDS specializes in delivering scalable colocation, cross-connect, and interconnection services within its facilities, enabling clients to establish high-speed, low-latency connections to major cloud platforms and internet exchange points.