
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has demonstrated a strong valuation outlook, with a projected increase in the price target to $50.00, reflecting a multiple of approximately 16.5x estimated 2026 EBITDA. The successful launch of its C-REIT has raised its valuation to around 22.0x 2026 EBITDA, significantly exceeding earlier expectations, highlighting the potential for future growth in asset value. Furthermore, the company’s international operations are anticipated to generate over $1.0 billion in EBITDA by 2028, alongside a potential 10.0x+ improvement in valuation for its Chinese business due to the ongoing C-REIT conversion process.
Bears say
GDS Holdings is facing a negative outlook due to persistent weaknesses in the Chinese tech market, which, coupled with structural changes to the Chinese REIT market, undermines its sum-of-the-parts valuation. The company also encounters significant execution risks as it expands outside its core Chinese market, alongside challenges from pricing pressures, elevated customer churn, and ongoing government regulatory risks. Furthermore, despite expectations surrounding the creation of a C-REIT and an impending IPO for DayOne, the company's current estimated EBITDA valuation of approximately 12.0x for 2026 is perceived as inadequate given the circumstances.
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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