
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has demonstrated a positive outlook due to its strategic growth and operational efficiency, reflected in an increased price target to $50.00, which represents a multiple of approximately 16.5x on estimated 2026 EBITDA. The company’s successful transition to a C-REIT structure has already yielded a valuation exceeding expectations, achieving around 22.0x for 2026 EBITDA compared to its current trading multiple of about 12.0x, indicating significant upside potential. Moreover, projections suggest that international operations could contribute over $1.0 billion in EBITDA by 2028, further enhancing GDS's valuation trajectory as it capitalizes on its market positioning in China and Southeast Asia.
Bears say
GDS Holdings is currently facing significant challenges due to ongoing weakness in the Chinese tech market, which adversely impacts its financial performance and valuation metrics. Additionally, structural changes in the Chinese REIT market are compromising the company's sum-of-the-parts valuation, leading to concerns about future profitability and market positioning. The company also confronts execution risks outside of its core market, pricing pressures, high customer churn, and increasing regulatory risks within the technology sector, all of which contribute to a negative outlook on its financial stability and growth potential.
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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