
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has demonstrated a compelling valuation, with analysts increasing their price target to $50.00, reflecting a multiple of approximately 16.5x estimated 2026 EBITDA, indicating a growing confidence in the management's ability to execute its strategic plans. The recent successful launch of its C-REIT resulted in a valuation of around 22.0x 2026 EBITDA, significantly exceeding earlier expectations and highlighting the potential for further growth, particularly as the company trades at a comparatively lower current multiple of roughly 12.0x EBITDA. Furthermore, the anticipated international operations are expected to contribute over $1.0 billion in EBITDA by 2028, alongside a favorable C-REIT conversion process that could yield more than a 10.0x valuation enhancement for its Chinese business.
Bears say
GDS Holdings faces a negative outlook primarily due to ongoing weakness in the Chinese tech market and structural changes in the Chinese Real Estate Investment Trust (REIT) market, which disrupt the company's sum-of-the-parts valuation. Moreover, the company encounters significant non-China execution risks, heightened pricing pressures, and elevated customer churn, all of which compound the challenges presented by increasing government regulatory scrutiny. Additionally, concerns about the valuation of GDS's estimated 2026 EBITDA at approximately 12.0x further contribute to the overall pessimism surrounding the stock.
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
Start investing in GDS Hlds (GDS)
Order type
Buy in
Order amount
Est. shares
0 shares