GDS Share Price Performance
US$45.00
16.94 (60.37%)
20.9% undervalued intrinsic discount
US$56.89
Fair Value
Price US$45.00
AnalystConsensusTarget US$56.89
AnalystLowTarget US$35.91
AnalystHighTarget US$71.22
Fair ValueUS$56.89
Share Pricen/a
GDS Holdings Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 24 Fair Values set on narratives written by author
GDS Community Narratives
AN
Fair Value
·Fair Value US$56.89 20.9% undervalued intrinsic discount
900MW Land In China Will Expand AI Data Centers
1users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
Fair Value
·Fair Value US$35.91 25.3% overvalued intrinsic discount
High Leverage And Rising Costs Will Dampen Data Center Potential
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value
·Fair Value US$71.22 36.8% undervalued intrinsic discount
Cloud Computing And IoT Adoption Will Expand Hyperscale Data Centers
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
900MW Land In China Will Expand AI Data Centers
Key Takeaways Strategic positioning in key Chinese and international markets strengthens growth potential and protects core revenues amid evolving AI and digitalization demand. Innovative capital recycling and regulatory barriers enhance financial flexibility, support margin resilience, and defend long-term market share.Read more
AN
US$56.89
20.9% undervalued intrinsic discount
Fair Value
Revenue
14.39% p.a.
Profit Margin
6.01%
Future PE
104.2x
Price in 2029
US$80.92
Cloud Computing And IoT Adoption Will Expand Hyperscale Data Centers
Key Takeaways Leadership in green data centers and innovative financing enhances pricing power, improves margins, and expands opportunities beyond core markets. Strong international expansion and surging AI-driven data demand position the company for accelerated and recurring revenue growth.Read more
AN
US$71.22
36.8% undervalued intrinsic discount
Fair Value
Revenue
21.89% p.a.
Profit Margin
12.12%
Future PE
53.32x
Price in 2029
US$100.99
High Leverage And Rising Costs Will Dampen Data Center Potential
Key Takeaways Heavy debt load and rising costs threaten margins and limit flexibility amid tightening credit and higher interest rates. Revenue growth will slow as asset sales and weaker pricing for new facilities reduce topline potential, while operational costs and regulatory risks increase.Read more
AN
US$35.91
25.3% overvalued intrinsic discount
Fair Value
Revenue
11.74% p.a.
Profit Margin
2.79%
Future PE
154.7x
Price in 2029
US$51.33
Trending Discussion
Recently Updated Narratives
AN
GDS: Governance Shift Will Support Future Upside Potential
Fair Value: US$56.89 20.9% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
GDS: 2026 Guidance And Preferred Equity Raise Will Support Upside
Fair Value: US$71.22 36.8% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
GDS: Higher Control Concentration And Costly Preferred Shares Will Pressure Shares
Fair Value: US$35.91 25.3% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
GDS Holdings Limited Key Details
About GDS
- Founded
- 2001
- Employees
- 2434
- CEO
- WebsiteView website
GDS Holdings Limited, together with its subsidiaries, engages in the development and operation of data centers in the People's Republic of China. It provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services. The company serves cloud service providers, large Internet companies, financial institutions, telecommunications carriers and IT service providers, large domestic private sector, and multinational corporations. GDS Holdings Limited was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.
Recent GDS News & Updates
