Forecast

Buy	9
Hold	4
Sell	0

News Go to news feed

GDS raises full-year sales target to 1 gigawatt after record bookings

GDS reported strong Q2 sales momentum with 260 MW of new bookings in the quarter and a record 470 MW for H1 2026, prompting management to raise its full-year sales target to 1 GW. The company now has binding commitments for over 2 GW plus 600 MW of customer reservations and about 3 GW of developable capacity, giving high visibility for future orders. Management raised 2026 revenue and adjusted EBITDA guidance, expects move-ins to accelerate in 2027, and plans RMB 10 billion of CapEx for the year financed roughly 60% by debt and 40% by equity at the project level. GDS highlighted continued demand from hyperscalers and emerging AI customers, and said take-or-pay contracts and reservations provide revenue visibility amid GPU supply improvements. » More on finance.yahoo.com
GDS Holdings shares fell despite solid results as guidance, higher capex and delayed growth inflection weigh on sentiment

Baron Opportunity Fund said GDS Holdings declined in Q2 despite solid operating results, citing management communications on full-year guidance, a material increase in capital expenditures and a slight delay to the company’s expected growth inflection. The fund highlighted GDS’s exposure to cloud adoption and rising AI demand in Asia and expects long-term upside, noting underappreciated value in GDS’s stake in spun-out international unit DayOne which could list at a higher valuation. Baron reiterated a long-term focus despite near-term timing uncertainty. » More on finance.yahoo.com
GDS raises revenue forecast for 2026 due to strong AI demand

GDS reported accelerated demand for AI infrastructure in the second quarter and has accordingly raised its revenue and investment forecasts for 2026. Management described the order momentum as the strongest in the company’s history. The stock rose 2.96% in pre-market trading to $33.71. The company did not disclose specific revenue or EPS figures; analysts had previously expected $0.08 EPS and $3.09 billion in revenue. » More on de.investing.com

Historical dividends Dividends

All dividend metrics All metrics

In 2022, GDS HLDGS LTD DL-,00005 has already paid 24,62€ in dividends. The last payout was in June 2022.

Financials

In the last quarter, GDS HLDGS LTD DL-,00005 had revenue of 396.56m€ and net profit of 107.26m€

(EUR)	Jun 2026	YoY
Revenue	+396.56m	15,46%
Gross profit	+77.26m	5,30%
Net profit	+107.26m	1.352,70%
EBITDA	+165.98m	9,34%

Fundamentals

Metric	Value
Market capitalization	+5.69b€
Number of shares	1.56b
52-week high/low	+5,14€ - +2,99€
Dividends	No
Beta	0,43
P/E ratio	+12,20
PEG ratio	−0,50
P/B ratio	+1,37
P/S ratio	+3,63

Company profile

Die GDS Holdings Limited entwickelt und betreibt zusammen mit ihren Tochtergesellschaften Rechenzentren in der Volksrepublik China. Das Unternehmen bietet Colocation-Dienste an, die kritische Einrichtungen, kundenverfügbaren Strom, Racks und Kühlung umfassen; verwaltete Hosting-Dienste, einschließlich Geschäftskontinuität und Notfallwiederherstellung, Netzwerkmanagement, Datenspeicherung, Systemsicherheit, Betriebssysteme, Datenbanken und Server-Middleware-Dienste; verwaltete Cloud-Dienste und Beratungsdienste. Das Unternehmen bedient Cloud-Service-Provider, große Internetunternehmen, Finanzinstitute, Telekommunikations- und IT-Service-Provider sowie große inländische Privatunternehmen und multinationale Konzerne. Das Unternehmen wurde 2001 gegründet und hat seinen Hauptsitz in Shanghai, der Volksrepublik China.