GDS

Even though GDS Holdings Limited (NASDAQ:GDS ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says that investors should be optimistic, as the strong profit is built on solid foundations. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. For anyone who wants to understand GDS Holdings' profit beyond the statutory numbers, it's important to note that during the last twelve months statutory profit was reduced by CN¥254m due to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. Assuming those unusual expenses don't come up again, we'd therefore expect GDS Holdings to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from GDS Holdings' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think GDS Holdings' earnings potential is at least as good as it seems, and maybe even better! Furthermore, it has done a great job growing EPS over the last year. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. If you want to do dive deeper into GDS Holdings, you'd also look into what risks it is currently facing. You'd be interested to know, that we found 2 warning signs for GDS Holdings and you'll want to know about these. This note has only looked at a single factor that sheds light on the nature of GDS Holdings' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this a...

Interested in GDS Holdings? Here are five stocks we like better. AI-driven demand is accelerating GDS’s data center bookings in China, with management calling it the start of a multi-year growth cycle. The company had 1.8 gigawatts of total bookings at quarter-end and said year-to-date new bookings plus reservations topped 1 gigawatt. GDS has expanded its land bank to nearly 4 gigawatts and is preparing to invest RMB 30 billion to RMB 50 billion over the next three years to meet demand. Management said much of its new construction is already pre-committed and backlog should start converting into billable revenue over the next six to eight quarters. The company reported higher first-quarter revenue and EBITDA and ended the period with more than RMB 19 billion in cash and time deposits. GDS kept full-year guidance unchanged and said its leverage remains manageable even as investment ramps up. 3 Investments to Consider as China’s Market Heats Up GDS (NASDAQ:GDS) said demand for data center capacity in China is accelerating as artificial intelligence workloads drive larger deployments, prompting the company to prepare for a new investment cycle backed by a significantly expanded land bank and strong liquidity. On the company’s first-quarter 2026 earnings call, Founder, Chairman and CEO William Huang said GDS has seen a “resurgence in data center demand driven by AI” over the past several quarters. He said management believes the trend marks the start of a multi-year growth cycle supported by the increasing availability of domestic chips in China. → Why Applied Optoelectronics Stock May Be Near a Turning Point “Customers are planning their future deployments at unprecedented scale with a high degree of conviction,” Huang said, adding that GDS is positioned with “a multi-gigawatt development pipeline in strategic locations” and a strong balance sheet. Huang said GDS had total bookings of 1.8 gigawatts at the end of the first quarter. Under the company’s three-year business plan, GDS is targeting 500 megawatts to 800 megawatts of new bookings annually, with the potential to exceed that level. → The Pentagon's AI Pivot Supercharges Defense Stocks The company previously set a 2026 sales target of at least 500 megawatts. Huang said GDS had already secured more than 340 megawatts of new bookings year to date and remains “well on track to reach or exceed” its full-year...

GDS Holdings Limited (NASDAQ:GDS) reported first-quarter results on Wednesday that came in ahead of analyst expectations, helped by record data center bookings and continued demand tied to AI infrastructure growth. Shares of the data center operator gained 3.44% in pre-market trading following the earnings release. Adjusted earnings per share reached RMB1.32, well above the analyst consensus estimate of RMB0.06. Revenue totaled RMB3.37 billion, exceeding expectations of RMB3.01 billion and rising 23.6% from RMB2.72 billion in the same quarter a year earlier. The company said its performance was fueled by record net new bookings of roughly 200MW during the quarter, representing the strongest quarterly booking level in its history. Excluding one-time items, revenue increased 7.9% year over year to RMB2.94 billion, while adjusted EBITDA climbed 8.0% to RMB1.43 billion. Adjusted EBITDA margin edged up to 48.7% from 48.6% in the prior-year period, supported mainly by lower corporate-level costs. “With AI infrastructure demand intensifying, we believe GDS is uniquely positioned to capture the next phase of growth,” said William Huang, Chairman and Chief Executive Officer. Net income jumped to RMB2.65 billion from RMB764.1 million in the first quarter of 2025, primarily driven by a dilution gain related to the company’s investment in DayOne Data Centers Limited. During the quarter, GDS completed a $385 million partial sale of DayOne ordinary shares and also secured $300 million through a private placement of convertible preferred shares. The company reaffirmed its full-year 2026 revenue guidance range of RMB12.4 billion to RMB12.9 billion, with a midpoint of RMB12.65 billion. GDS also maintained its adjusted EBITDA forecast of RMB5.75 billion to RMB6.0 billion and projected capital expenditures of around RMB9.0 billion. Total area committed and pre-committed increased 11.7% year over year to 725,485 square meters, while utilized area rose 12.7% to 520,929 square meters. GDS Holdings stock price

SHANGHAI (AP) — SHANGHAI (AP) — GDS Holdings Limited (GDS) on Wednesday reported profit of $384 million in its first quarter. On a per-share basis, the Shanghai-based company said it had net income of $1.53. The company posted revenue of $488.1 million in the period. GDS Holdings expects full-year revenue in the range of $1.8 billion to $1.87 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on GDS at https://www.zacks.com/ap/GDS

This article first appeared on GuruFocus. Total Bookings: 1.8 gigawatts at the end of Q1 2026. New Bookings Year-to-Date: Over 340 megawatts. Revenue Growth: 7.9% in Q1 2026. Adjusted EBITDA Growth: 8% in Q1 2026, excluding onetime items. Pro Forma Revenue and Adjusted EBITDA Growth: 12% to 13%, excluding onetime items. Organic CapEx: RMB770 million in Q1 2026. Cash Proceeds from Equity Interest Sale: RMB2.7 billion (USD385 million). Cash Proceeds from Convertible Preferred Shares: RMB2.1 billion (USD300 million). Cash and Time Deposits: Over RMB19 billion (USD2.7 billion). Net Debt to Adjusted EBITDA Ratio: Decreased to 4.7 times at the end of Q1 2026. Warning! GuruFocus has detected 5 Warning Signs with GDS. Is GDS fairly valued? Test your thesis with our free DCF calculator. Release Date: May 20, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. GDS Holdings Ltd (NASDAQ:GDS) has seen a resurgence in data center demand driven by AI, indicating a multiyear growth opportunity. The company has a strong balance sheet and a multi-gigawatt development pipeline in strategic locations. GDS Holdings Ltd (NASDAQ:GDS) has secured significant new orders from its largest customers, with total bookings reaching 1.8 gigawatts. The company plans to invest RMB30 billion to RMB50 billion over the next three years to deliver new capacity, creating significant value for shareholders. GDS Holdings Ltd (NASDAQ:GDS) has increased its secured land bank to nearly 4 gigawatts, ensuring the ability to meet future demand. The company's net debt to last quarter annualized adjusted EBITDA is expected to increase to between 5 times to 6 times as investment steps up. The first quarter CapEx was RMB770 million, which is considered modest given the strong orders signed year-to-date. There are concerns about aggressive bidding from competitors in certain markets, which could impact pricing stability. The company remains selective in its orders, which may limit the potential to exceed its sales target. The move-in rate for new bookings is expected to be lower in the second quarter before rebounding, indicating potential short-term fluctuations in growth. Q: Could you comment on the pricing for the data center business across different markets, considering some markets experience undersupply and aggressive bidding? A: William Huang, CEO,...

SHANGHAI, China, May 20, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced its unaudited financial results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Net revenue increased by 23.6% year-over-year (“Y-o-Y”) to RMB3,367.1 million (US$488.1 million) in the first quarter of 2026 (1Q2025: RMB2,723.2 million). Net revenue excluding some one-time items was RMB2,938.0 million (US$425.9 million), an increase of 7.9% Y-o-Y. Net income increased by 247.1% Y-o-Y to RMB2,652.1 million (US$384.5 million) in the first quarter of 2026 (1Q2025: RMB764.1 million). Net income margin was 78.8% in the first quarter of 2026 (1Q2025: 28.1%). Adjusted EBITDA (non-GAAP) increased by 47.2% Y-o-Y to RMB1,948.7 million (US$282.5 million) in the first quarter of 2026 (1Q2025: RMB1,323.8 million). Adjusted EBITDA (non-GAAP) excluding some one-time items was RMB1,430.3 million (US$207.3 million), an increase of 8.0% Y-o-Y. See “Non-GAAP Disclosure” and “Reconciliations of GAAP and non-GAAP results” elsewhere in this earnings release. Adjusted EBITDA margin (non-GAAP) was 57.9% in the first quarter of 2026 (1Q2025: 48.6%). Adjusted EBITDA margin (non-GAAP) excluding some one-time items was 48.7%. First Quarter 2026 Operating Highlights Total area committed and pre-committed increased by 11.7% Y-o-Y to 725,485 sqm as of March 31, 2026 (March 31, 2025: 649,561 sqm). Area utilized increased by 12.7% Y-o-Y to 520,929 sqm as of March 31, 2026 (March 31, 2025: 462,423 sqm). Area in service increased by 10.4% Y-o-Y to 674,269 sqm as of March 31, 2026 (March 31, 2025: 610,685 sqm) Utilization rate (area utilized divided by area in service) was 77.3% as of March 31, 2026 (March 31, 2025: 75.7%). “We started 2026 with very strong sales,” said Mr. William Huang, Chairman and Chief Executive Officer of GDS. “During the first quarter, we recorded net new bookings of around 200MW, the highest level ever for a single quarter. With AI infrastructure demand intensifying, we believe GDS is uniquely positioned to capture the next phase of growth.” “In the first quarter, our revenue increased by 7.9% and adjusted EBITDA grew by 8.0% year-over-year (excluding some one-time items),” added Mr. Dan Newman, Chief Financi...

SHANGHAI, China, May 06, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that it will report its first quarter 2026 unaudited financial results after the close of the Hong Kong market and before the open of the U.S. market on May 20, 2026. The Company’s management will host an earnings conference call at 8:00 AM U.S. Eastern Time on Wednesday, May 20, 2026 (8:00 PM Hong Kong Time on the same day). Participants should complete online registration using the link provided below at least 15 minutes before the scheduled start time. Upon registration, participants will receive the conference call access information, including dial-in numbers, a personal PIN and an e-mail with detailed instructions to join the conference call. Participant Online Registration: https://register-conf.media-server.com/register/BIdae3e37d5e2a42a7b9679deaf921ff79 Additionally, a live and archived webcast of the conference call will be available on the Company’s investor relations website at https://investors.gds-services.com. About GDS Holdings Limited GDS Holdings Limited (NASDAQ: GDS; HKEX: 9698) is a leading developer and operator of high-performance data centers in China. The Company’s facilities are strategically located across the key hubs where demand for high-performance data center services is concentrated. The Company’s data centers have large net floor area, high power capacity, density and efficiency, and multiple redundancies across all critical systems. The Company is carrier and cloud-neutral, which enables its customers to access the major telecommunications networks, as well as the largest PRC and global public clouds, which are hosted in many of its facilities. The Company has a 25-year track record of service delivery, successfully fulfilling the requirements of some of the largest and most demanding customers for outsourced data center services in China. The Company’s customer base consists predominantly of hyperscale cloud service providers, large internet companies, financial institutions, telecommunications carriers, IT service providers, and large domestic private sector and multinational corporations. The Company also holds a minority equity interest in DayOne Data Centers Limited, an independent Singapore-h...

This article first appeared on GuruFocus. Revenue Growth: 10.8% year-on-year increase in FY25. Adjusted EBITDA Growth: 10.8% year-on-year increase in FY25; beat the top end of guidance. Free Cash Flow: Positive, aided by asset monetisation. Cash Reserves: Over USD 2.8 billion, including proceeds from asset sales. Gross Additional Area Utilized (4Q '25): 23,000 square meters. Gross Move-In (FY25): Over 86,000 square meters. Gross Additional Area Committed (4Q '25): Over 21,000 square meters. New Bookings (FY25): Over 96,000 square meters or over 300 megawatts. Operating Cash Flow (FY25): Around RMB 3.4 billion. Net Debt to Adjusted EBITDA: Decreased from 6.8x to 5.8x by end of 2025. CapEx (FY25): RMB 4.7 billion; net CapEx after asset monetisation: RMB 2.4 billion. Revenue Guidance (2026): RMB 12.4 billion to RMB 12.9 billion, 8.5% to 12.8% increase. Adjusted EBITDA Guidance (2026): RMB 5.75 billion to RMB 6.0 billion, 6.4% to 11.0% increase. Warning! GuruFocus has detected 11 Warning Signs with GDS. Is GDS fairly valued? Test your thesis with our free DCF calculator. Release Date: March 17, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. GDS Holdings Ltd (NASDAQ:GDS) recorded an 11% growth in both revenue and adjusted EBITDA for 2025, surpassing the top end of their adjusted EBITDA guidance. The company achieved positive free cash flow, aided by asset monetization efforts. GDS Holdings Ltd (NASDAQ:GDS) has increased its cash reserves to over USD 2.8 billion, providing a strong financial position for future growth. The company has secured 200 megawatts of new orders and over 500 megawatts of Memorandums of Understanding (MoUs), indicating strong future commitments. GDS Holdings Ltd (NASDAQ:GDS) is expanding its resources with a 3-gigawatt pipeline in new growth markets, complementing its existing 700 megawatts of powered land for future development. Market Selling Rate (MSR) per square meter has been declining due to lower market prices and a shift in location mix, with a further reduction of 3% to 4% expected by the end of 2026. The company's net debt to last quarter annualized adjusted EBITDA remains relatively high, although it decreased from 6.8x to 5.8x by the end of 2025. GDS Holdings Ltd (NASDAQ:GDS) faces competition in new focus areas like Inner Mongolia, Zhongwei, and Shaoguan, although it ai...

GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of a loss of $0.04 per share. This compares to a loss of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +1,500.00%. A quarter ago, it was expected that this company would post a loss of $0.06 per share when it actually produced earnings of $0.45, delivering a surprise of +850%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. GDS Holdings, which belongs to the Zacks Technology Services industry, posted revenues of $417.8 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.45%. This compares to year-ago revenues of $368.62 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. GDS Holdings shares have added about 23.7% since the beginning of the year versus the S&P 500's decline of 2.1%. While GDS Holdings has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for GDS Holdings was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Ran...

SHANGHAI (AP) — SHANGHAI (AP) — GDS Holdings Limited (GDS) on Tuesday reported a loss of $66.8 million in its fourth quarter. The Shanghai-based company said it had a loss of 35 cents per share. Earnings, adjusted for asset impairment costs, were 56 cents per share. The company posted revenue of $417.8 million in the period. For the year, the company reported profit of $135.8 million, or 8 cents per share. Revenue was reported as $1.63 billion. GDS Holdings expects full-year revenue in the range of $1.75 billion to $1.82 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on GDS at https://www.zacks.com/ap/GDS

SHANGHAI, China, March 17, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced its unaudited financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Net revenue increased by 8.6% year-over-year (“Y-o-Y”) to RMB2,921.7 million (US$417.8 million) in the fourth quarter of 2025 (4Q2024: RMB2,690.7 million). Net loss1 was RMB462.8 million (US$66.2 million) in the fourth quarter of 2025 (4Q2024: RMB173.4 million). Net loss margin was 15.8% in the fourth quarter of 2025 (4Q2024: 6.5%). Adjusted EBITDA (non-GAAP) increased by 5.2% Y-o-Y to RMB1,365.6 million (US$195.3 million) in the fourth quarter of 2025 (4Q2024: RMB1,297.7 million). See “Non-GAAP Disclosure” and “Reconciliations of GAAP and non-GAAP results” elsewhere in this earnings release. Adjusted EBITDA margin (non-GAAP) was 46.7% in the fourth quarter of 2025 (4Q2024: 48.2%). Full Year 2025 Financial Highlights Net revenue increased by 10.8% year-over-year (“Y-o-Y”) to RMB11,432.3 million (US$1,634.8 million) in 2025 (2024: RMB10,322.1 million). Net income was RMB959.4 million (US$137.2 million) in 2025 (2024: net loss of RMB770.9 million). Net income margin was 8.4% in 2025 (2024: net loss margin of 7.5%). Adjusted EBITDA (non-GAAP) increased by 10.8% Y-o-Y to RMB5,403.5 million (US$772.7 million) in 2025 (2024: RMB4,876.4 million). See “Non-GAAP Disclosure” and “Reconciliations of GAAP and non-GAAP results” elsewhere in this earnings release. Adjusted EBITDA margin (non-GAAP) was 47.3% in 2025 (2024: 47.2%). Fourth Quarter and Full Year 2025 Operating Highlights Total area committed and pre-committed increased by 6.4% Y-o-Y to 670,106 sqm as of December 31, 2025 (December 31, 2024: 629,997 sqm). Area utilized increased by 11.4% Y-o-Y to 504,843 sqm as of December 31, 2025 (December 31, 2024: 453,094 sqm). Area in service increased by 8.9% Y-o-Y to 668,283 sqm as of December 31, 2025 (December 31, 2024: 613,583 sqm) Utilization rate (area utilized divided by area in service) was 75.5% as of December 31, 2025 (December 31,2024: 73.8%). “We concluded 2025 on a strong note, delivering solid financial and operational results that underscore our disciplined execution and strategic focus,” said M...