
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has demonstrated a compelling valuation outlook, evidenced by an increase in the price target from $40.00 to $50.00, reflecting a multiple of approximately 16.5x estimated 2026 EBITDA. The company is capitalizing on its recent C-REIT launch, which has resulted in a valuation of around 22.0x 2026 EBITDA, significantly surpassing prior expectations and indicating a potential re-rating from its current trading level of 12.0x EBITDA. Furthermore, the anticipated growth in international operations is projected to generate over $1.0 billion of EBITDA by 2028, suggesting substantial value appreciation, particularly through the ongoing C-REIT conversion process which may yield a valuation improvement of over 10.0x for its Chinese business.
Bears say
GDS Holdings faces significant challenges due to the persistent weakness in the Chinese tech market, coupled with structural changes in the Chinese REIT market that weaken its sum-of-the-parts valuation, indicating potential for reduced investor confidence. Additionally, the company's foray into non-China markets introduces execution risks, compounded by pricing pressures, heightened customer churn, and ongoing regulatory risks from the Chinese government. The anticipated international IPO for DayOne, while addressing some valuation concerns, does not mitigate the immediate financial uncertainties that may affect GDS's stock performance.
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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