Dec 29, 2025 • MSN
BULLISH
GDS Said to Be Considering $500 Million US IPO of Ex-China Unit GDSI in 2025
GDS Holdings is reportedly considering a US IPO for its ex-China data center business, GDSI, in 2025, aiming to raise $500 million. The move is part of the company's strategy to expand its international operations and tap into the US capital markets. This potential listing highlights GDS's focus on growing its presence outside of mainland China.
Dec 29, 2025 • Simply Wall Street
NEUTRAL
Should You Be Concerned About GDS Holdings Limited's (NASDAQ:GDS) ROE?
GDS Holdings Limited (NASDAQ:GDS) has a Return On Equity (ROE) of 4.7%, which is lower than the IT industry average of 11%. This figure indicates that for every $1 of shareholder equity, the company generated $0.05 in profit. The company also utilizes a significant amount of debt, with a debt-to-equity ratio of 1.41, which, combined with a low ROE, makes it a less appealing investment.
Dec 14, 2025 • MarketBeat
SOMEWHAT-BULLISH
714,582 Shares in GDS Holdings $GDS Purchased by Light Street Capital Management LLC
Light Street Capital Management LLC acquired 714,582 shares of GDS Holdings (NASDAQ:GDS) in Q2, making it their ninth-largest holding and representing about 4.5% of their portfolio. This purchase valued at approximately $21.85 million, positions Light Street Capital Management LLC with a 0.38% stake in GDS. The acquisition follows a strong quarter for GDS, which reported better-than-expected earnings and revenue.
Dec 14, 2025 • MarketBeat
SOMEWHAT-BULLISH
Bamco Inc. NY Boosts Stock Holdings in GDS Holdings $GDS
Bamco Inc. NY increased its stake in GDS Holdings by 2.8% in Q2, acquiring an additional 86,503 shares to own a total of 3,153,908 shares, valued at approximately $96.42 million. GDS Holdings reported strong Q3 earnings, beating consensus estimates with $0.45 EPS and $405.28 million in revenue, leading analysts to maintain a "Moderate Buy" rating with a $46.70 average price target. The company currently has a market capitalization of $6.91 billion and a stock trading at $36.26.
Dec 13, 2025 • MarketBeat
BULLISH
Eschler Asset Management LLP Makes New $10.89 Million Investment in GDS Holdings $GDS
Eschler Asset Management LLP recently invested $10.89 million in GDS Holdings by acquiring 355,200 shares, making it their third-largest holding and approximately 8.0% of their portfolio. GDS Holdings reported strong quarterly earnings with $0.45 EPS, beating estimates, and revenue of $405.28 million, up 10.2% year-over-year. The stock currently has a "Moderate Buy" consensus rating with an average price target of $46.70 from analysts.
Dec 11, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Revisiting GDS Holdings (NasdaqGM:GDS) Valuation After New Institutional Backing and AI Growth Tailwinds
GDS Holdings (NasdaqGM:GDS) is experiencing renewed institutional interest due to new backing and acceleration from AI demand, with its stock price at $36.23 and a 56.3% year-to-date return. While a narrative valuation suggests the company is 24.9% undervalued with a fair value near $48 due to strong long-term cash flow potential, an earnings ratio analysis indicates it trades at a rich 44 times earnings, higher than industry averages. The company's strategy of recycling capital through data center ABS and C-REIT IPOs supports growth but also carries risks if demand or funding conditions weaken.