GDS Holdings Limited

NasdaqGM:GDS Stock Report

Market Cap: US$5.2b

GDS Holdings Future Growth

Future criteria checks 4/6

GDS Holdings is forecast to grow earnings and revenue by 39.2% and 12.6% per annum respectively. EPS is expected to decline by 14.2% per annum. Return on equity is forecast to be 2% in 3 years.

Key information

39.2%

Earnings growth rate

-14.18%

EPS growth rate

IT earnings growth19.0%
Revenue growth rate12.6%
Future return on equity2.05%
Analyst coverage

Good

Last updated03 Jun 2025

Recent future growth updates

Recent updates

GDS Holdings: Still A Buy Considering Q1 Outperformance And Geopolitical Factors

May 27

There May Be Underlying Issues With The Quality Of GDS Holdings' (NASDAQ:GDS) Earnings

May 27
There May Be Underlying Issues With The Quality Of GDS Holdings' (NASDAQ:GDS) Earnings

GDS Holdings Limited's (NASDAQ:GDS) Shares Climb 31% But Its Business Is Yet to Catch Up

May 07
GDS Holdings Limited's (NASDAQ:GDS) Shares Climb 31% But Its Business Is Yet to Catch Up

GDS Holdings' (NASDAQ:GDS) Returns Have Hit A Wall

Apr 08
GDS Holdings' (NASDAQ:GDS) Returns Have Hit A Wall

GDS Holdings Limited's (NASDAQ:GDS) Stock Retreats 30% But Revenues Haven't Escaped The Attention Of Investors

Mar 21
GDS Holdings Limited's (NASDAQ:GDS) Stock Retreats 30% But Revenues Haven't Escaped The Attention Of Investors

GDS Holdings: Capped International Expansion Due To High Financial Leverage

Mar 12

GDS Holdings: AI Boom Fuels Rally, But Monetization Risks Remain (Rating Upgrade)

Feb 24

GDS Holdings (NASDAQ:GDS) Seems To Be Using A Lot Of Debt

Jan 23
GDS Holdings (NASDAQ:GDS) Seems To Be Using A Lot Of Debt

GDS Holdings Limited (NASDAQ:GDS) Stock Rockets 28% But Many Are Still Ignoring The Company

Jan 08
GDS Holdings Limited (NASDAQ:GDS) Stock Rockets 28% But Many Are Still Ignoring The Company
author-image

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.

Some Investors May Be Worried About GDS Holdings' (NASDAQ:GDS) Returns On Capital

Dec 16
Some Investors May Be Worried About GDS Holdings' (NASDAQ:GDS) Returns On Capital

GDS Holdings: From AI Darling To Cash-Burning Nomad

Nov 20

These 4 Measures Indicate That GDS Holdings (NASDAQ:GDS) Is Using Debt In A Risky Way

Oct 21
These 4 Measures Indicate That GDS Holdings (NASDAQ:GDS) Is Using Debt In A Risky Way

GDS Holdings Limited's (NASDAQ:GDS) P/S Is Still On The Mark Following 31% Share Price Bounce

Oct 02
GDS Holdings Limited's (NASDAQ:GDS) P/S Is Still On The Mark Following 31% Share Price Bounce

Some Investors May Be Worried About GDS Holdings' (NASDAQ:GDS) Returns On Capital

Sep 10
Some Investors May Be Worried About GDS Holdings' (NASDAQ:GDS) Returns On Capital

GDS Holdings: Multiple Positives (Rating Upgrade)

Aug 22

Market Still Lacking Some Conviction On GDS Holdings Limited (NASDAQ:GDS)

Aug 15
Market Still Lacking Some Conviction On GDS Holdings Limited (NASDAQ:GDS)

GDS Holdings: A Datacenter Play That Hasn't Been Overbought... Yet

Jun 13

Is GDS Holdings Limited (NASDAQ:GDS) Trading At A 48% Discount?

Jun 11
Is GDS Holdings Limited (NASDAQ:GDS) Trading At A 48% Discount?

GDS: Eyes On Domestic And International Businesses

May 25

GDS Preparing To Spin Off Its Global Business?

Mar 12

GDS: Fundraising And Q4 Results Preview

Feb 20

GDS Holdings: Best-In-Class Operator Trading At A Discount

Sep 06

GDS Holdings Q2 2022 Earnings Preview

Aug 22

Earnings and Revenue Growth Forecasts

NasdaqGM:GDS - Analysts future estimates and past financials data (CNY Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202714,977362-8805,08813
12/31/202613,284-91-2,6824,50321
12/31/202511,46849-1,6833,82320
3/31/202510,613159-4872,843N/A
12/31/202410,322-854-1,3161,938N/A
9/30/202410,607-3,566-2,3731,920N/A
6/30/202410,160-3,795-1,0831,789N/A
3/31/20249,806-3,796-2572,069N/A
12/31/20239,782-3,985-1,3612,065N/A
9/30/20239,804-1,358-7,3782,024N/A
6/30/20239,653-1,277-7,5962,089N/A
3/31/20239,491-1,425-7,0412,974N/A
12/31/20229,268-1,348-5,3442,810N/A
9/30/20229,109-1,666-5,8072,356N/A
6/30/20228,803-1,651-7,4072,237N/A
3/31/20228,356-1,588-8,786981N/A
12/31/20217,819-1,314-8,6791,201N/A
9/30/20217,263-1,257-8,8071,108N/A
6/30/20216,726-1,144-8,170644N/A
3/31/20216,205-933-7,501466N/A
12/31/20205,739-738-7,897321N/A
9/30/20205,287-561-8,06980N/A
6/30/20204,828-459-6,863254N/A
3/31/20204,471-451-6,434183N/A
12/31/20194,122-500-4,628293N/A
9/30/20193,773-506-3,830333N/A
6/30/20193,469-503-3,925205N/A
3/31/20193,122-499-4,38371N/A
12/31/20182,792-430N/A-13N/A
9/30/20182,468-424N/A-153N/A
6/30/20182,130-395N/A-253N/A
3/31/20181,828-369N/A-288N/A
12/31/20171,616-327N/A-168N/A
9/30/20171,422-314N/A-167N/A
6/30/20171,295-308N/AN/AN/A
3/31/20171,195-377N/A-146N/A
12/31/20161,056-403N/A-129N/A
9/30/2016953-357N/A-154N/A
6/30/2016846-326N/A-89N/A
3/31/2016762-234N/A-101N/A
12/31/2015704-217N/A-80N/A
12/31/2014468-309N/A28N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: GDS's forecast earnings growth (39.2% per year) is above the savings rate (2.9%).

Earnings vs Market: GDS's earnings (39.2% per year) are forecast to grow faster than the US market (14.5% per year).

High Growth Earnings: GDS's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: GDS's revenue (12.6% per year) is forecast to grow faster than the US market (8.6% per year).

High Growth Revenue: GDS's revenue (12.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: GDS's Return on Equity is forecast to be low in 3 years time (2%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/05 15:45
End of Day Share Price 2025/06/05 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

GDS Holdings Limited is covered by 40 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nathan CrossettBerenberg
Huiqun LiBofA Global Research
Shuyun CheChina International Capital Corporation Limited