
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has demonstrated a compelling valuation as it continues to execute on its strategic plans, leading to an increase in the price target to $50.00, which reflects a multiple of approximately 16.5x on estimated 2026 EBITDA. The successful launch of its C-REIT has yielded a valuation of about 22.0x 2026 EBITDA, significantly outperforming prior expectations and highlighting the potential for a valuation improvement from its current trading levels of around 12.0x EBITDA. Furthermore, anticipated EBITDA generation from international operations is expected to exceed $1.0 billion by 2028, along with potential substantial gains from the C-REIT conversion process, which could enhance the valuation of GDS's Chinese business by 10.0x or more.
Bears say
GDS Holdings faces a negative outlook primarily due to ongoing weakness in the Chinese tech market, which has negatively impacted demand and pricing power within its core operations. Additionally, structural changes to the Chinese REIT market are compromising the company's sum-of-the-parts valuation, further exacerbating financial uncertainties. The company also encounters elevated risks related to its non-China operations, including execution challenges, pricing pressures, and regulatory risks, which may hinder future growth and profitability.
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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