900MW Land In China Will Expand AI Data Centers

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Dec 24

Updated

14 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

69.9%

7D

3.7%

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1Y

69.9%

7D

3.7%

You can edit this narrative until Nov 15 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$48.2127.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Nov 25

Fair value Increased 1.62%

GDS: Profit Margins And Net Debt Will Drive Shares Higher

Analysts have raised their price target for GDS Holdings from $47.44 to $48.21 per share. They cite updated projections that reflect slightly improved profit margins and lower expected net debt following recent developments.

Shared on 27 Aug 25

Fair value Increased 5.07%

GDS Holdings’ consensus price target has increased to $47.25 as analysts cite improved balance sheet strength from asset-backed deals and a REIT IPO, anticipated dual-primary listing in Hong Kong, and resumed high-end chip shipments in China as catalysts for higher valuation and growth. Analyst Commentary Bullish analysts cite improved valuation and balance sheet strength following asset-backed securities deals and a commercial real estate investment trust (C-REIT) IPO, which reduced net debt.

Shared on 01 May 25

Fair value Increased 25%

Shared on 23 Apr 25

Fair value Decreased 19%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.1%.

Shared on 17 Apr 25

Fair value Decreased 1.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.91%

AnalystConsensusTarget has decreased profit margin from 3.7% to 2.6% and increased future PE multiple from 162.4x to 243.6x.

Shared on 02 Apr 25

Fair value Increased 1.85%

AnalystConsensusTarget has increased future PE multiple from 145.2x to 162.4x.

Shared on 26 Mar 25

Fair value Increased 13%

AnalystConsensusTarget has decreased revenue growth from 18.7% to 13.5%, decreased profit margin from 8.0% to 4.1% and increased future PE multiple from 57.2x to 145.2x.

Shared on 19 Mar 25

Fair value Increased 2.22%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 12 Mar 25

Fair value Decreased 15%

AnalystConsensusTarget has increased revenue growth from 14.0% to 18.8%, increased profit margin from 3.1% to 7.9%, decreased future PE multiple from 203.4x to 54.9x and decreased shares outstanding growth rate from 0.1% to 0.0%.

AnalystConsensusTarget Fair Value

US$48.21

27.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

11.88%

IT revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

13.00%

Calculation

CN¥740.84m

Earnings '28

x

132.71x

PE Ratio '28

=

CN¥98.32b

Market Cap '28

CN¥98.32b

Market Cap '28

/

197.20m

No. shares '28

=

CN¥498.57

Share Price '28

CN¥498.57 Share Price '28

Discounted to 2025 @ 13.42% p.a.

=

CN¥341.68

Fair Value '25

CN¥341.68 Fair Value '25

Converted to USD @ 0.1410 CNY/USD Exchange Rate

=

US$48.16

Fair Value '25