GDS Holdings Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
GDS Holdings verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 9.7%, während die Gewinne der Branche IT jährlich um gewachsen und zwar um 5.6%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 10.8%. Die Eigenkapitalrendite von GDS Holdings beträgt 3.5% und die Nettomargen betragen 7.8%.
Wichtige Informationen
9.69%
Wachstumsrate der Gewinne
10.45%
EPS-Wachstumsrate
| IT Wachstum der Industrie | 22.43% |
| Wachstumsrate der Einnahmen | 10.79% |
| Eigenkapitalrendite | 3.46% |
| Netto-Marge | 7.83% |
| Letzte Ertragsaktualisierung | 31 Dec 2025 |
Jüngste Aktualisierungen vergangener Leistungen
GDS Holdings (NASDAQ:GDS) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Mar 30
There May Be Underlying Issues With The Quality Of GDS Holdings' (NASDAQ:GDS) Earnings
May 27Recent updates
GDS: Governance Shift Will Support Future Upside Potential
Analysts have raised their price target for GDS Holdings to $56.89 from $53.72, citing updated assumptions for revenue growth, profit margins, and future P/E that are incorporated into their fair value models. What's in the News GDS issued earnings guidance for 2026, with total revenues expected in the range of RMB 12,400 million to RMB 12,900 million, which implies a year on year change of approximately 8.5% to 12.8% based on the company’s own comparison.
GDS: 2026 Guidance And Preferred Equity Raise Will Support Upside
Analysts have modestly raised their price target on GDS Holdings to $71.22 from $68.63, citing updated assumptions around revenue growth, profit margins, and a revised framework for future P/E. What's in the News GDS issued earnings guidance for 2026, with total revenues expected in a range of RMB 12,400 million to RMB 12,900 million, which the company states implies a year on year increase of about 8.5% to 12.8% (Corporate guidance).
GDS: Higher Control Concentration And Costly Preferred Shares Will Pressure Shares
Analysts have raised their price target on GDS Holdings by roughly $3, reflecting updated views on fair value, growth assumptions, and future P/E expectations, even as projected profit margins are revised lower. What's in the News GDS issued earnings guidance for 2026, with total revenues expected in a range of RMB 12,400 million to RMB 12,900 million, which implies a projected year on year change of roughly 8.5% to 12.8% (Corporate Guidance).GDS Holdings (NASDAQ:GDS) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Mar 30GDS: Governance Shift And Preferred Financing Will Support Future Upside Potential
Analysts have nudged their price target on GDS Holdings higher to about $53.72 from roughly $52.89. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.GDS: New Preferred Deal And Governance Changes Will Support Upside
Analysts have made a small upward adjustment to their GDS Holdings price target to $52.89 from $52.73, reflecting updated assumptions related to fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News GDS Holdings closed a private placement of Series B Redeemable Convertible Preferred Shares on February 6, 2026, raising gross proceeds of US$300,000,000, with participation from Chinese institutional investors including new investor Huatai Capital Investment Limited (Key Developments).GDS: 300MW 2025 Leasing And 2026 Installs Will Support Upside
Narrative Update Analysts have adjusted their fair value estimate for GDS Holdings from $48.30 to $52.73, citing updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E expectations following recent mixed 3Q25 results and steady 2025 guidance. Analyst Commentary Bullish and bearish analysts are reading the same mixed 3Q25 update and 2025 guidance in very different ways, which shows up directly in how they think about fair value and upside versus execution risk.GDS: 2025 Leasing And 2026 Installs Will Support Earnings Upside
Narrative Update The analyst price target for GDS Holdings is adjusted to US$68.63 from US$63.03 as analysts factor in higher modeled revenue growth, improved profit margins, a lower discount rate, and a reduced future P/E assumption supported by recent Street research that includes mixed 3Q25 results with maintained 2025 guidance and a new Outperform initiation. Analyst Commentary Bullish analysts are signaling constructive sentiment on GDS Holdings, even where price targets are adjusted, with the focus staying on execution against guidance and long term growth potential.GDS Holdings Limited's (NASDAQ:GDS) 28% Share Price Surge Not Quite Adding Up
Jan 31GDS: Execution Risk Around 300MW 2025 Leasing Will Pressure Shares
Analysts have slightly reduced their price targets on GDS Holdings, with recent moves such as TD Cowen trimming its target to US$37 and a new Outperform initiation at Macquarie with a US$46.70 target, reflecting updated views on mixed 3Q25 results, maintained 2025 guidance, expectations for 300MW of 2025 leasing, and higher installs in 2026. Analyst Commentary Recent Street research shows a mixed but cautious tone around GDS Holdings, with some bearish analysts trimming expectations even as others initiate coverage with constructive views.GDS: 2025 Leasing And 2026 Installs Will Drive Shares Higher
Our updated view trims the analyst price target for GDS Holdings by about US$1, reflecting analysts' mixed reactions to recent 3Q25 results, maintained 2025 guidance, and expectations for 300MW of 2025 leasing with higher 2026 installs that support a more moderate profit and P/E outlook. Analyst Commentary Bullish Takeaways Bullish analysts point to the maintained 2025 guidance and planned 300MW of 2025 leasing as key supports for the current valuation framework, suggesting the existing plan is intact despite mixed 3Q25 results.GDS: 2025 Leasing Pipeline Will Support Long-Term Earnings Upside
Analysts have nudged their fair value estimate for GDS Holdings modestly higher, from about $61.83 to $63.03. They cited supportive Street research that highlights solid long term revenue growth prospects, despite a slightly lower near term price target and mixed quarterly results.GDS Holdings: China Demand Is At An Inflection Point
Dec 04GDS: 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.900MW Land In China Will Expand AI Data Centers
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.GDS Holdings Limited's (NASDAQ:GDS) Shares Climb 27% But Its Business Is Yet to Catch Up
Jun 29There May Be Underlying Issues With The Quality Of GDS Holdings' (NASDAQ:GDS) Earnings
May 27GDS Holdings Limited's (NASDAQ:GDS) Shares Climb 31% But Its Business Is Yet to Catch Up
May 07GDS Holdings: Capped International Expansion Due To High Financial Leverage
Mar 12GDS Holdings: AI Boom Fuels Rally, But Monetization Risks Remain (Rating Upgrade)
Feb 24
Surging AI Demand And Global Expansion Will Boost The Company's Earnings Growth
Surge in AI demand and strategic positioning in Tier 1 markets are driving growth and enhancing future revenue prospects through hyperscale campuses.GDS Holdings: From AI Darling To Cash-Burning Nomad
Nov 20GDS Holdings: Multiple Positives (Rating Upgrade)
Aug 22GDS Holdings: A Datacenter Play That Hasn't Been Overbought... Yet
Jun 13GDS: Eyes On Domestic And International Businesses
May 25GDS Preparing To Spin Off Its Global Business?
Mar 12GDS: Fundraising And Q4 Results Preview
Feb 20Aufschlüsselung der Einnahmen und Ausgaben
Wie GDS Holdings Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Dec 25 | 11,432 | 895 | 1,047 | 33 |
| 30 Sep 25 | 11,201 | 1,165 | 1,100 | 32 |
| 30 Jun 25 | 10,934 | 277 | 1,075 | 32 |
| 31 Mar 25 | 10,613 | 183 | 1,036 | 34 |
| 31 Dec 24 | 10,322 | -854 | 1,039 | 36 |
| 30 Sep 24 | 10,014 | -3,464 | 870 | 42 |
| 30 Jun 24 | 9,913 | -3,723 | 983 | 44 |
| 31 Mar 24 | 9,806 | -3,783 | 1,058 | 38 |
| 31 Dec 23 | 9,782 | -3,985 | 1,111 | 38 |
| 30 Sep 23 | 9,804 | -1,358 | 1,314 | 35 |
| 30 Jun 23 | 9,653 | -1,277 | 1,297 | 31 |
| 31 Mar 23 | 9,491 | -1,425 | 1,322 | 36 |
| 31 Dec 22 | 9,268 | -1,348 | 1,194 | 32 |
| 30 Sep 22 | 9,109 | -1,666 | 1,329 | 38 |
| 30 Jun 22 | 8,803 | -1,651 | 1,287 | 41 |
| 31 Mar 22 | 8,356 | -1,588 | 1,245 | 40 |
| 31 Dec 21 | 7,819 | -1,314 | 1,171 | 39 |
| 30 Sep 21 | 7,263 | -1,257 | 1,113 | 37 |
| 30 Jun 21 | 6,726 | -1,144 | 1,055 | 39 |
| 31 Mar 21 | 6,205 | -933 | 957 | 41 |
| 31 Dec 20 | 5,739 | -738 | 837 | 40 |
| 30 Sep 20 | 5,287 | -561 | 733 | 37 |
| 30 Jun 20 | 4,828 | -459 | 632 | 32 |
| 31 Mar 20 | 4,471 | -451 | 571 | 26 |
| 31 Dec 19 | 4,122 | -500 | 541 | 22 |
| 30 Sep 19 | 3,773 | -506 | 504 | 20 |
| 30 Jun 19 | 3,469 | -503 | 484 | 17 |
| 31 Mar 19 | 3,122 | -499 | 469 | 16 |
| 31 Dec 18 | 2,792 | -430 | 440 | 14 |
| 30 Sep 18 | 2,468 | -424 | 408 | 12 |
| 30 Jun 18 | 2,130 | -395 | 376 | 10 |
| 31 Mar 18 | 1,828 | -369 | 339 | 8 |
| 31 Dec 17 | 1,616 | -327 | 319 | 7 |
| 30 Sep 17 | 1,422 | -314 | 301 | 7 |
| 30 Jun 17 | 1,295 | -308 | 274 | 7 |
| 31 Mar 17 | 1,195 | -377 | 327 | 9 |
| 31 Dec 16 | 1,056 | -403 | 299 | 9 |
| 30 Sep 16 | 953 | -357 | 278 | 8 |
| 30 Jun 16 | 846 | -326 | 270 | 7 |
| 31 Mar 16 | 762 | -234 | 187 | 5 |
| 31 Dec 15 | 704 | -217 | 186 | 4 |
Qualität der Erträge: GDS hat einen großen einmalig Gewinn von CN¥802.9M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st December, 2025 auswirkt.
Wachsende Gewinnspanne: GDS in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: GDS ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 9.7% pro Jahr gesteigert.
Beschleunigtes Wachstum: GDS ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: GDS ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche IT (26.5%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: GDSDie Eigenkapitalrendite des Unternehmens (3.5%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/01 05:50 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Metriken für Industrie und Sektor
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Analysten-Quellen
GDS Holdings Limited wird von 36 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Nathan Crossett | Berenberg |
| Huiqun Li | BofA Global Research |
| Yishi Chen | CCB International Securities Limited |