GDS HLDGS LTD DL-,00005

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. » Więcej na finance.yahoo.com

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. » Więcej na finance.yahoo.com

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. » Więcej na de.investing.com