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GDS · NASDAQ · Information Technology Services

GDS (ADR)

High-performance, carrier- and cloud-neutral data centers serving Chinese demand hubs.

$33.41

After-hours close−0.01 (−0.03%)

At close$33.42(−0.27%)

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Profile

GDS Holdings LimitedGDSInformation Technology

High-performance data centers in Chinese demand hubs connect customers to major networks and public clouds. The China-focused operation serves cloud, internet, financial, telecom, IT and enterprise customers, while GDS holds a minority interest in separately run DayOne.

High-performance data centers serve demand hubs in China with carrier- and cloud-neutral connectivity. Facilities are designed around large net floor area, high power capacity and density, efficient operations, and redundant critical systems.

The customer base spans hyperscale cloud providers, internet companies, financial institutions, telecom carriers, IT providers, and domestic and multinational enterprises. The business grew from continuity and disaster-recovery services into self-developed facilities.

DayOne is a separately run international data-center platform in which GDS retains a minority interest and accounts for it as an equity investee. Core operations remain focused on China.

Company facts

CEOWilliam Wei Huang

ListedNov 2, 2016

ExchangeNASDAQ

HeadquartersShanghai, China

CountryChina

Employees2,276

CIK0001526125

ISINUS36165L1089

Key statistics

Market cap$6.51B

EPS (ttm)$2.04

P/E (ttm)16.41

ROE12.8%

P/B1.36

P/S3.60

Dividend yield—

Beta2.05vs XLK 0.23

Year to date −12.8% · Average volume (30d) 1.7M

Analysts

Price target, next 12 months$64.00+91.6%Median of 20 analysts · vs the Aug 28 close

ConsensusBuy18 of 20 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $33.41

High$67.50+102.0%

Median$64.00+91.6%

Low$36.00+7.8%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior target	Target
May 21, 2026	Piper Sandler	Target		$36
Mar 18, 2026	Macquarie	Target	$46.70	$67.50
Mar 17, 2026	Morgan Stanley	Target	$13.30	$64
Dec 1, 2025	UBS	Target		$55
Nov 6, 2025	Macquarie	Target	$80	$46.70

Earnings

EPS

Estimate−$0.03

ReportedDue Nov 18, 2026

Revenue

Estimate$466.4M

ReportedDue Nov 18, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 13, 2026Q2 FY26	$0.01	$0.52	+4,618.7%	$454.2M	$454.5M	+0.1%	−1.04%
May 20, 2026Q1 FY26	−$0.03	$1.53	+4,689.1%	$436.4M	$488.0M	+11.8%	−4.09%
Mar 17, 2026Q4 FY25	−$0.04	$0.56	+1,500.0%	$421.0M	$417.7M	−0.8%	+0.52%
Nov 19, 2025Q3 FY25	−$0.06	$0.45	+850.0%	$408.5M	$405.5M	−0.7%	+1.82%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$405.2M	$431.5M	$429.6M	$434.7M	$501.0M	$458.2M
Gross profit	$95.9M	$102.5M	$95.1M	$91.1M	$168.4M	$89.3M
Operating income	$54.3M	$61.7M	$53.9M	$58.7M	$135.1M	$65.2M
Net income	$113.5M	−$10.8M	$108.0M	−$69.5M	$394.1M	$123.9M
Diluted EPS	$0.51	−$0.06	$0.43	−$0.37	$1.52	$0.45
Gross margin	23.7%	23.8%	22.1%	21.0%	33.6%	19.5%
Operating margin	13.4%	14.3%	12.6%	13.5%	27.0%	14.2%

Fiscal years (4-quarter sums)FY21 $1.16B · FY22 $1.39B · FY23 $1.48B · FY24 $1.65B · FY25 $1.70B

Revenue by product · FY25

Service Revenue$1.70B · 50%

Colocation Services$1.54B · 45%

Managed Service And Others$156.9M · 5%

Equipment Sales$624.5K · 0%

Balance sheet, Jun 30, 2026Cash & short-term investments $2.22B · Total debt $7.05B · Total assets $12.77B · Shareholders' equity $4.81B

Dividends

No dividends on record.

Ownership

Institutions 53.90%Insiders —

Shares outstanding 194.93M · Float 133.79M · 68.6% free float

Insiders — filings are in the shares behind the receipt.

This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Temasek Holdings (Private) Limited	445.29M	28.70%	13D	Sep 10, 2025
GIC Private Limited	198.21M	11.28%	13G	Feb 17, 2026
Singapore Technologies Telemedia Pte Ltd	9.84M	5.05%	13F	Aug 7, 2026
Sachem Head Capital Management LP	8.69M	4.46%	13F	Aug 14, 2026
Canada Pension Plan Investment Board	7.00M	3.59%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 10, 2026	Yixin Qian	officer: Executive VP, operation	−10,000	$35.25
Jun 2, 2026	Judy Qing Ye	director	−37,394	$36.21