
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has shown strong fundamentals, with expectations of substantial growth in EBITDA, particularly from its international operations, which are projected to exceed $1.0 billion by 2028. Following the successful launch of its C-REIT, the company achieved a valuation of approximately 22.0x 2026 EBITDA, significantly surpassing prior expectations. The management's effective execution of strategic plans and the evolving valuation metrics, now at around 16.5x 2026 EBITDA, support a positive outlook for the company’s stock performance.
Bears say
GDS Holdings is facing a negative outlook due to the continued weakness in the Chinese tech market, which adversely impacts demand for its data center services and compromises its sum-of-the-parts valuation on account of structural changes in the Chinese REIT market. Additionally, the company's expansion into non-China markets introduces execution risks, which are compounded by pricing pressures, elevated customer churn, and ongoing government regulatory risks affecting the tech sector. The anticipated C-REIT and the potential IPO of its subsidiary, DayOne, may not be sufficient to offset these challenges, as the current estimated EBITDA valuation appears undervalued at approximately 12.0x for 2026.
This aggregate rating is based on analysts' research of GDS Hlds and is not a guaranteed prediction by Public.com or investment advice.
GDS Hlds (GDS) Analyst Forecast & Price Prediction
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