GDS

GDS Holdings Limited ADR (GDS) | Rumor.io

GDS Holdings

GDS

Attention (50-day avg)0%

Attention rank (50-day avg)#2,028

Bullish sentiment (50-day avg)99%

Price to earnings ratio14.4

Market capitalization6.3B

Earnings per share2.27

Dividend yield (TTM)—

Revenue (annual)11.4B

Net income (annual)959.4M

Social

What share of all stock conversation is about GDS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% 0

May 20

GDS Holdings Limited reported a 247.1% year-over-year increase in net income to US$384.5 million in Q1, driven by US$309.7 million from DayOne share sales and dilution.
The company recorded a strong 200MW in net new bookings and maintained its full-year 2026 guidance, expecting total revenues of RMB12.4B to RMB12.9B and Adjusted EBITDA of RMB5.75B to RMB6B.
GDS Holdings' Q1 earnings significantly beat EPS expectations, with reported GAAP EPS of $13.36 up 240.82% YoY, and revenue of $3.37B up 23.65% YoY.

Generated by AI

Sentiment

Of the messages about GDS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +1.14	90.63% +6.57
Bearish	—	—	0% -1.14	9.37% -6.57

Bullish· Sep 24

$GDS is a key beneficiary of China's increasing investments in AI, positioning it for long-term growth.
The company's listing on the SEHK and its C-REIT listing have contributed to its recent price surge, with buyers dominating the market.
$GDS is poised to benefit from China's AI infrastructure spend, with its AI and cloud upgrade cycle driving long-term demand and REIT monetization freeing up its balance sheet.

Bearish· Aug 14

$GDS Holdings missed earnings estimates by RMB 0.29, despite beating revenue expectations.
The company's Q2 results were mixed, and the FY guidance was adjusted with upside revenue.
The stock's price action is confusing, with a sudden and unexplained drop, potentially setting up a bull trap to burn retail bulls.

Generated by AI

Topics

Of the messages about GDS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	0%	64.53%
Earnings	—	—	33.33%	8.66%
Analysts	—	—	33.33%	3.09%
Macro	—	—	33.33%	15.25%
Controversies	—	—	0%	0%
Technical Analysis	—	—	0%	8.47%

Earnings· Aug 17

GDS Holdings Limited reported Q2 2021 earnings, with EPS beating by $0.03 and revenue in-line with expectations.
The company's service revenue surged 39.6% YoY to $288.5M, while net loss was $46.2M and adjusted EBITDA increased 41.4% YoY to $138.8M.
GDS Holdings reaffirmed its FY21 revenue guidance, despite missing EPS estimates by $0.89.

Announcements· Feb 16

GDS Holdings Limited raised $1.2 B for GDSI in December from investors including SoftBank, Citadel, Coatue Management, and Hillhouse Investment.
The recent launch of AI model Deepseek is expected to have a positive impact on China's data centers, with Jacob Cheng recommending buying GDS and VNET.
Despite GDS and VNET being up 3x in the last 12 months, it is not too late to chase the rally, according to Jacob Cheng of KT Capital Group.

Macro· Feb 16

GDS Holdings Limited's stock price may be undervalued compared to US tech stocks, suggesting the entire sector is relatively undervalued.
The recent launch of AI model Deepseek has implications for data centers, with GDS and VNET stocks potentially still on the rise despite a 3x increase in the last 12 months.
Data center contractor activity in Malaysia, including GDS projects, suggests ongoing demand for data center infrastructure, particularly in the region.

Generated by AI

Community

Of the messages about GDS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	4.76%	56.84%
Newcomers	—	—	95.24%	43.16%

Regulars· Sep 11

$GDS is experiencing a significant breakout, with a 15% increase in value on high volume, indicating strong market interest.
Regulars are maintaining a bullish position on GDS Holdings Limited, citing its status as a China AI play and anticipating continued growth.
There is evidence of a profitable trade in GDS, with a call option being closed for an 81% profit, and another trade being executed with a long position in the stock.

Newcomers· Jan 26

Newcomers are taking a long position in GDS Holdings Limited at $44.90.
GDS Holdings Limited is experiencing a notable move, but the overall market is acting choppy.
China names, including GDS, are performing well compared to other stocks.

Generated by AI

News

Here's Why You Should Hold on to GDS Holdings Stock for Now

GDS's AI-driven bookings, high pre-commitment and backlog support growth visibility, but rising utility costs and debt pressure margins.

14d agoYahoo Finance

Nomura Adjusts GDS Holdings Price Target to $45.70 From $48.40, Maintains Buy Rating

16d agoYahoo Finance

GDS Holdings Files Hong Kong 2026 Interim Report with U.S. SEC

Detailed price information for Gds Holdings Ltd ADR (GDS-Q) from The Globe and Mail including charting and trades.

24d agoThe Globe and Mail

Raymond James cuts GDS Holdings stock price target on pricing reset

28d agoInvesting.com

GDS Stock Jumps 13% in a Month: Here's What You Should Know

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

1mo agoYahoo Finance

GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case

1mo agoSeeking Alpha

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GDS Holdings Limited ADR

Technology
Information Technology Services

GDS Holdings Limited ADR is a U.S.-traded depositary receipt representing shares of GDS Holdings Limited, a data center services company focused on digital infrastructure in China. GDS Holdings Limited develops and operates high-performance, carrier-neutral and cloud-neutral data centers that support mission-critical workloads for cloud service providers, large internet companies, financial institutions, telecommunications firms, and enterprise customers. Its core offerings include colocation space, power, cooling, and racks, along with managed hosting, managed cloud, and consulting services. The company also provides connectivity solutions that link customers to major telecom carriers and public cloud platforms, making it an important participant in the broader data processing and cloud infrastructure market. GDS Holdings Limited ADR is used by investors seeking exposure to the company through a U.S.-listed security while the underlying business remains centered on serving China’s fast-growing digital economy.

Website

Location

Building C, Sunland International

Shanghai, 200137

China

Social

What share of all stock conversation is about GDS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% 0

May 20

GDS Holdings Limited reported a 247.1% year-over-year increase in net income to US$384.5 million in Q1, driven by US$309.7 million from DayOne share sales and dilution.
The company recorded a strong 200MW in net new bookings and maintained its full-year 2026 guidance, expecting total revenues of RMB12.4B to RMB12.9B and Adjusted EBITDA of RMB5.75B to RMB6B.
GDS Holdings' Q1 earnings significantly beat EPS expectations, with reported GAAP EPS of $13.36 up 240.82% YoY, and revenue of $3.37B up 23.65% YoY.

Generated by AI

Sentiment

Of the messages about GDS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +1.14	90.63% +6.57
Bearish	—	—	0% -1.14	9.37% -6.57

Bullish· Sep 24

$GDS is a key beneficiary of China's increasing investments in AI, positioning it for long-term growth.
The company's listing on the SEHK and its C-REIT listing have contributed to its recent price surge, with buyers dominating the market.
$GDS is poised to benefit from China's AI infrastructure spend, with its AI and cloud upgrade cycle driving long-term demand and REIT monetization freeing up its balance sheet.

Bearish· Aug 14

$GDS Holdings missed earnings estimates by RMB 0.29, despite beating revenue expectations.
The company's Q2 results were mixed, and the FY guidance was adjusted with upside revenue.
The stock's price action is confusing, with a sudden and unexplained drop, potentially setting up a bull trap to burn retail bulls.

Generated by AI

Topics

Of the messages about GDS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	0%	64.53%
Earnings	—	—	33.33%	8.66%
Analysts	—	—	33.33%	3.09%
Macro	—	—	33.33%	15.25%
Controversies	—	—	0%	0%
Technical Analysis	—	—	0%	8.47%

Earnings· Aug 17

GDS Holdings Limited reported Q2 2021 earnings, with EPS beating by $0.03 and revenue in-line with expectations.
The company's service revenue surged 39.6% YoY to $288.5M, while net loss was $46.2M and adjusted EBITDA increased 41.4% YoY to $138.8M.
GDS Holdings reaffirmed its FY21 revenue guidance, despite missing EPS estimates by $0.89.

Announcements· Feb 16

GDS Holdings Limited raised $1.2 B for GDSI in December from investors including SoftBank, Citadel, Coatue Management, and Hillhouse Investment.
The recent launch of AI model Deepseek is expected to have a positive impact on China's data centers, with Jacob Cheng recommending buying GDS and VNET.
Despite GDS and VNET being up 3x in the last 12 months, it is not too late to chase the rally, according to Jacob Cheng of KT Capital Group.

Macro· Feb 16

GDS Holdings Limited's stock price may be undervalued compared to US tech stocks, suggesting the entire sector is relatively undervalued.
The recent launch of AI model Deepseek has implications for data centers, with GDS and VNET stocks potentially still on the rise despite a 3x increase in the last 12 months.
Data center contractor activity in Malaysia, including GDS projects, suggests ongoing demand for data center infrastructure, particularly in the region.

Generated by AI

Community

Of the messages about GDS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	4.76%	56.84%
Newcomers	—	—	95.24%	43.16%

Regulars· Sep 11

$GDS is experiencing a significant breakout, with a 15% increase in value on high volume, indicating strong market interest.
Regulars are maintaining a bullish position on GDS Holdings Limited, citing its status as a China AI play and anticipating continued growth.
There is evidence of a profitable trade in GDS, with a call option being closed for an 81% profit, and another trade being executed with a long position in the stock.

Newcomers· Jan 26

Newcomers are taking a long position in GDS Holdings Limited at $44.90.
GDS Holdings Limited is experiencing a notable move, but the overall market is acting choppy.
China names, including GDS, are performing well compared to other stocks.

Generated by AI

GDS Holdings

Social

May 20

Bullish· Sep 24

Bearish· Aug 14

Earnings· Aug 17

Announcements· Feb 16

Macro· Feb 16

Regulars· Sep 11

Newcomers· Jan 26

Here's Why You Should Hold on to GDS Holdings Stock for Now

Nomura Adjusts GDS Holdings Price Target to $45.70 From $48.40, Maintains Buy Rating

GDS Holdings Files Hong Kong 2026 Interim Report with U.S. SEC

Raymond James cuts GDS Holdings stock price target on pricing reset

GDS Stock Jumps 13% in a Month: Here's What You Should Know

GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case

Also Discussed

GDS Holdings Limited ADR

Company Information

Location

Here's Why You Should Hold on to GDS Holdings Stock for Now

Nomura Adjusts GDS Holdings Price Target to $45.70 From $48.40, Maintains Buy Rating

GDS Holdings Files Hong Kong 2026 Interim Report with U.S. SEC

Raymond James cuts GDS Holdings stock price target on pricing reset

GDS Stock Jumps 13% in a Month: Here's What You Should Know

GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case

Also Discussed

Social

May 20

Bullish· Sep 24

Bearish· Aug 14

Earnings· Aug 17

Announcements· Feb 16

Macro· Feb 16

Regulars· Sep 11

Newcomers· Jan 26