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Analyst Price Targets — GDS

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DateAnalystFirmTargetPrice @ PostSourceHeadline
May 21, 2026 11:58 amPiper Sandler$36.00$34.56StreetInsider GDS Holdings (GDS) PT Lowered to $36 at TD Cowen
March 18, 2026 2:59 pmEllie JiangMacquarie$67.50$44.76StreetInsider GDS Holdings (GDS) PT Raised to $67.50 at Macquarie as Chinese hyperscalers step up CapEx commitments
March 17, 2026 7:21 pmYang LiuMorgan Stanley$64.00$44.26StreetInsider Morgan Stanley on Top Pick GDS Holdings (GDS): 'We think current valuation of ~11x 2026e China EV/EBITDA looks attractive'
December 1, 2025 8:40 pmUBS$55.00$34.62TheFly GDS Holdings price target raised to $55 from $53 at Raymond James
November 6, 2025 2:56 pmMacquarie$46.70$33.96TheFly GDS Holdings initiated with an Outperform at Macquarie
August 12, 2025 8:34 amJonathan AtkinRBC Capital$48.00$36.87TheFly GDS Holdings upgraded to Outperform from Sector Perform at RBC Capital
March 20, 2025 9:36 amGreg MillerJMP Securities$40.00$28.62TheFly GDS Holdings price target raised to $40 from $35 at Citizens JMP
November 21, 2024 3:08 pmEdison LeeJefferies$27.06$18.40StreetInsider Jefferies on GDS Holdings (GDS): 'Bullish View Intact; But the Market is Nervous'
August 27, 2024 7:46 amEdison LeeJefferies$27.44$16.89StreetInsider Jefferies Reiterates Buy Rating on GDS Holdings (GDS)
August 27, 2024 6:56 amDaley LiBank of America Securities$22.40$17.04TheFly GDS Holdings price target raised to $22.40 from $12.40 at BofA

Latest News for GDS

GDS Holding: A Sum-Of-The-Parts Opportunity With AI As The Growth Engine

GDS Holdings offers a catalyst-driven opportunity, underpinned by a significant stake in DayOne. Record Q1 2026 bookings and anticipated AI-driven demand growth could drive EBITDA from ~$850 million today to $1.5–2.0 billion by 2029. After considering DayOne stake, the market values GDS's core China operations at only ~7.4x EV/EBITDA, well below what we believe is appropriate for an AI country leader.

Seeking Alpha • Jun 27, 2026

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