GDS Holdings Limited·Technology

ACM Research and peers gain appeal as U.S.-China trade easing, tariff cuts and policy shifts lift confidence in Chinese tech into 2026.

Shares of GDS Holdings (NASDAQ: GDS - Get Free Report) have earned an average recommendation of "Buy" from the eleven ratings firms that are covering the stock, Marketbeat reports. Two analysts have rated the stock with a hold recommendation, seven have assigned a buy recommendation and two have issued a strong buy recommendation on the company.

The mean of analysts' price targets for GDS Holdings (GDS) points to a 31.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Here is how GDS Holdings (GDS) and UL Solutions Inc. (ULS) have performed compared to their sector so far this year.

I stick to a "Buy" rating for GDS Holdings after analyzing its latest results and recent customer developments. GDS's 4Q2025 EBITDA exceeded the consensus estimate by 4%, thanks to a higher utilization, positive operating leverage, and leaner operations. Baidu and Alibaba have recently adjusted their cloud pricing upwards, which has a favorable read-across for GDS's future profitability.

GDS Holdings remains a 'Buy' as demand accelerates, with robust new orders and improved visibility on growth. GDS secured over 300 MW of new bookings for FY2025 and targets 500 MW+ for 2026, with faster delivery and longer contract terms. Capacity and funding concerns have eased, with 5.4 GW of developable capacity and a strengthened balance sheet supporting expansion.
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services. It serves cloud service providers, large Internet companies, financial institutions, telecommunications and IT service providers, and large domestic private sector and multinational corporations. The company was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.
Technology
Information Technology Services
2,276
2016-11-02
0.46