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Analyst Price Targets — GDS

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DateAnalystFirmTargetPrice @ PostSourceHeadline
September 1, 2026 6:37 pmFrank LouthanRaymond James$51.00$31.24StreetInsider GDS Holdings (GDS) PT Lowered to $51 at Raymond James
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)

Latest News for GDS

GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case

GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.

Seeking Alpha • Aug 26, 2026

🧮 Earnings Move Analyzer

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