GDS HOLDINGS LTD - ADR (GDS) Forecast, Price Target & Analyst Ratings

NASDAQ:GDS • US36165L1089

Current stock price

41.99 USD
+0.8 (+1.94%)
At close:
41.99 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for GDS HOLDINGS LTD - ADR (GDS).

Forecast Snapshot

Consensus Price Target

Price Target
$43.08
+ 2.59% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 18, 2026
Period
Q1 / 2026
EPS Estimate
-CN¥0.24
Revenue Estimate
3.046B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
87.50%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$43.08
Upside
+ 2.59%
From current price of $41.99 to mean target of $43.08, Based on 16 analyst forecasts
Low
$41.23
Median
$42.65
High
$46.44

Price Target Revisions

1 Month
-3.56%
3 Months
12.98%

Price Target Summary

16 Wall Street analysts provided a forecast for the next 12 months for GDS. The average price target is 43.08 USD. This implies a price increase of 2.59% is expected in the next year compared to the current price of 41.99.
The average price target has been revised upward by 12.98% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

GDS Current Analyst RatingGDS Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

GDS Historical Analyst RatingsGDS Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
87.50%
GDS was analyzed by 16 analysts. The buy percentage consensus is at 88. So analysts seem to be very confident about GDS.
In the previous month the buy percentage consensus was at a similar level.
GDS was analyzed by 16 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2025-11-20TD CowenMaintains Buy -> Buy
2025-11-06MacquarieInitiate Outperform
2025-08-22B of A SecuritiesMaintains Buy -> Buy
2025-08-21JMP SecuritiesMaintains Market Outperform -> Market Outperform
2025-08-12RBC CapitalUpgrade Sector Perform -> Outperform
2025-07-16JP MorganUpgrade Neutral -> Overweight
2025-05-21JMP SecuritiesReiterate Market Outperform -> Market Outperform
2025-03-20Citizens Capital MarketsMaintains Market Outperform -> Market Outperform
2025-03-20Raymond JamesUpgrade Outperform -> Strong Buy
2025-03-18JefferiesUpgrade Hold -> Buy
2025-02-25RBC CapitalDowngrade Outperform -> Sector Perform
2025-02-24JefferiesDowngrade Buy -> Hold
2025-02-21Raymond JamesMaintains Outperform -> Outperform
2025-01-29RBC CapitalReiterate Outperform -> Outperform
2025-01-27JMP SecuritiesInitiate Market Outperform
2024-12-05RBC CapitalReiterate Outperform -> Outperform
2024-10-14RBC CapitalMaintains Outperform -> Outperform
2024-08-27B of A SecuritiesMaintains Buy -> Buy
2024-07-08RBC CapitalUpgrade Sector Perform -> Outperform
2024-03-28JP MorganMaintains Neutral -> Neutral
2023-11-24JefferiesMaintains Buy -> Buy
2023-08-28RBC CapitalReiterate Sector Perform -> Sector Perform
2023-05-31RBC CapitalMaintains Sector Perform -> Sector Perform
2023-05-26Raymond JamesMaintains Outperform -> Outperform
2023-03-24RBC CapitalMaintains Sector Perform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 18, 2026
Period
Q1 / 2026
EPS Estimate
-CN¥0.24
Revenue Estimate
3.046B
Revenue Q2Q
11.86%
EPS Q2Q
-107.12%
Number of Analysts
4

Next Earnings Revisions

Revenue (1 Month)
-1.39%
Revenue (3 Months)
-1.55%
EPS (1 Month)
-335.00%
EPS (3 Months)
43.85%

Next Earnings Summary

GDS is expected to report earnings on 5/18/2026. The consensus EPS estimate for the next earnings is -0.24 USD and the consensus revenue estimate is 3.05B USD.
The next earnings revenue estimate has been revised downward by 1.55% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
GDS revenue by date.GDS revenue by date.
9.782B
5.55%		10.322B
5.52%		11.432B
10.76%		12.91B
12.93%		14.623B
13.27%		17.076B
16.77%		19.639B
15.01%		18.705B
-4.76%		20.958B
12.04%		30.942B
47.64%		32.419B
4.77%
EBITDA
YoY % growth
GDS ebitda by date.GDS ebitda by date.
4.175B
8.54%		4.395B
5.28%		4.965B
12.96%		5.51B
10.98%		6.264B
13.68%		7.278B
16.19%		8.401B
15.43%		8.869B
5.57%		10.465B
18.00%		14.17B
35.40%		N/A
EBIT
YoY % growth
GDS ebit by date.GDS ebit by date.
806.195M
11.05%		1.152B
42.89%		1.505B
30.69%		1.672B
11.06%		2.215B
32.48%		3.388B
52.96%		3.463B
2.21%		3.246B
-6.27%		7.941B
144.64%		10.337B
30.17%		N/A
Operating Margin
GDS operating margin by date.GDS operating margin by date.
8.24%11.16%13.17%12.95%15.15%19.84%17.63%17.35%37.89%33.41%N/A
EPS
YoY % growth
GDS eps by date.GDS eps by date.
-6.98
12.62%		-5.76
17.56%		5.24
190.97%		0.41
-92.17%		1.83
346.32%		3.68
101.23%		3.30
-10.27%		-0.23
-106.97%		30.30
13,260.38%		43.93
44.97%		N/A

All data in CNY

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.24
-107.12%		0.00
100.00%		-0.24
92.88%		-0.24
-104.16%		0.00
100.00%		-0.32-0.240.47
300.00%
Revenue
Q2Q % growth		3.046B
11.86%		3.205B
10.51%		3.267B
13.16%		3.318B
13.56%		3.431B
12.64%		3.517B
9.73%		3.601B
10.22%		3.683B
11.00%
EBITDA
Q2Q % growth		1.43B
17.04%		1.412B
-33.64%		1.454B
-50.48%		1.629B
-57.38%		1.604B
12.17%		1.576B
11.61%		1.615B
11.07%		1.801B
10.56%
EBIT
Q2Q % growth		482.22M
32.03%		480.53M
15.91%		464.28M
28.11%		551.08M
51.70%		453.02M
-6.06%		394.68M
-17.87%		403.91M
-13.00%		560.63M
1.73%

All data in CNY

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

GDS Yearly Revenue VS EstimatesGDS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 10B 20B 30B
GDS Yearly EPS VS EstimatesGDS Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0 10 20 30 40

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-11.07%
EPS Next 5 Year
-15.37%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
13.66%
Revenue Next 5 Year
9.97%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
73.86%
EBIT Next 5 Year
44.97%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

GDS HOLDINGS LTD - ADR / GDS Forecast FAQ

What do analysts expect the price target to be for GDS HOLDINGS LTD - ADR (GDS)?

16 analysts have analysed GDS and the average price target is 43.08 USD. This implies a price increase of 2.59% is expected in the next year compared to the current price of 41.99.

What is the next earnings date for GDS stock?

GDS HOLDINGS LTD - ADR (GDS) will report earnings on 2026-05-18.

Can you provide the consensus estimates for GDS HOLDINGS LTD - ADR next earnings?

The consensus EPS estimate for the next earnings of GDS HOLDINGS LTD - ADR (GDS) is -0.24 USD and the consensus revenue estimate is 3.05B USD.

Can you provide the expected long term growth rate for GDS HOLDINGS LTD - ADR stock?

The expected long term growth rate for GDS HOLDINGS LTD - ADR (GDS) is 13.66%.