Company Profile · Technology

GDS Holdings Ltd

GDS · US
Industry
AI Data Center Infrastructure
Exchange
US
Country
USA
IPO date
Nov 2, 2016
Employees
2,434
Website
www.gds-services.com
Current Price
$31.48
Live · Jun 18, 2026
Fair Buy
≤ $22
Margin-of-safety entry
Baillie Growth Score
47/100
Weak
Intrinsic Value · Three-Tier Range Current price $31.48 Live · Between the conservative and fair ranges

Composite valuation range · conservative $19–$22 / fair $32–$40 / optimistic $50–$58. At $31.48, Between the conservative and fair ranges.

At publication $32.56 (Jun 14, 2026)

Research on this stock
GDS Holdings Limited
GDS · US
Hold
GDS Holdings Deep-Dive Research

GDS Holdings is China's leading carrier-neutral third-party data center operator, packaging power, cooling, and operations into long-term capacity leases across domestic facilities and its overseas DayOne interest. Normalized Q1 2026 revenue grew only 7.9%, while RMB 2.137 billion of RMB 2.652 billion in net income came from DayOne gains and net leverage was about 4.7x. Research rating Hold: AI orders are accelerating and the capital recycling loop is opening, but leverage and execution leave the margin of safety too thin.

AI Data Center Infrastructure Baillie 47 Jun 14, 2026
About the company

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.

Financial snapshot
Market cap$6.73B
Revenue (TTM)$12.08B
EBITDA$5.48B
Profit margin23.48%
ROE10.01%
P/E (TTM)19.75
Forward P/E59.88
PEG1.11
EPS$1.70
52-week range$26.50 – $48.61
Analyst target$53.63
Analyst rating4.4 / 5

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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