GDS

Tap these five stocks - CURI, INO, GDS, NMG and CCOI - with increasing P/E ratios to try out an out-of-the-box approach.

GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.

China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.

GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.

GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.

GDS Holdings Limited (GDS) Q2 2026 Earnings Call Transcript

GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago.

GDS NASDAQ: GDS said artificial intelligence demand is driving its strongest sales momentum to date, prompting the Chinese data-center operator to raise its full-year 2026 bookings target to 1 gigawatt from 500 megawatts previously.

SHANGHAI, China, Aug. 13, 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 second quarter ended June 30, 2026.