GDS Holdings: China Demand Is At An Inflection Point

GDS Holdings remains a top China AI infrastructure play, with a reiterated buy rating, driven by inflecting demand and easing chip constraints. Q3 results confirm accelerating AI-driven bookings, robust EBITDA growth, and a shift from defensive to aggressive business expansion in China. The C-REIT structure enables near self-funding growth, with new data centers generating 11–12% cash yields and IRRs exceeding 20%.

Seeking Alpha • Dec 4, 2025

GDS Holdings Limited (GDS) Q3 2025 Earnings Call Transcript

GDS Holdings Limited ( GDS ) Q3 2025 Earnings Call November 19, 2025 8:00 AM EST Company Participants Laura Chen - Head of Investor Relations William Huang - Founder, Chairman of the Board & CEO Daniel Newman - Chief Financial Officer Conference Call Participants Yang Liu - Morgan Stanley, Research Division Xinyi Wang - UBS Investment Bank, Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Michael Elias - TD Cowen, Research Division Huiqun Li - BofA Securities, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for GDS Holdings Limited Third Quarter 2025 Earnings Conference Call.

Seeking Alpha • Nov 19, 2025

GDS Holdings Limited Reports Third Quarter 2025 Results

SHANGHAI, China, Nov. 19, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced its unaudited financial results for the third quarter ended September 30, 2025.

GlobeNewsWire • Nov 19, 2025

GDS Holdings (GDS) Q3 Earnings and Revenues Top Estimates

GDS Holdings (GDS) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to a loss of $0.16 per share a year ago.

Zacks Investment Research • Nov 19, 2025

abrdn Global Infrastructure Fund Q3 2025 Performance Review

The abrdn Global Infrastructure Fund slightly underperformed its benchmark in the third quarter of 2025. Individual stock detractors were American Tower, Loma Negra Compañía Industrial Argentina and Rumo. Individual stock contributors were Helios Towers, Norfolk Southern and GDS Holdings.

Seeking Alpha • Nov 12, 2025

GDS to Report Third Quarter 2025 Financial Results Before the Open of the U.S. Market on November 19, 2025

SHANGHAI, China, Nov. 05, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that it will report its third quarter 2025 unaudited financial results after the close of the Hong Kong market and before the open of the U.S. market on November 19, 2025.

GlobeNewsWire • Nov 5, 2025

GDS Holdings: Attractive Upside With Solid Growth Outlook

GDS Holdings is rated a buy, with the market underestimating its long-term AI-driven growth and capital-efficient monetization strategies. GDS has secured 900 MW of power and land in Tier-1 Chinese markets, positioning GDS to capture the next wave of AI data center demand. The C-REIT monetization model and hyper-growth of DayOne internationally create a self-funding growth loop and unlock significant value for GDS shareholders.

Seeking Alpha • Oct 9, 2025

GDS Holdings (GDS) Surges 8.1%: Is This an Indication of Further Gains?

GDS Holdings (GDS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks Investment Research • Sep 25, 2025

3 IT Stocks Set For Breakout Amid Surging Momentum

Three IT services stocks have surged in momentum as they join the top 10th momentum percentile rankings this week, highlighting strong technical signals and growing investor demand in the IT services sector.

Benzinga • Sep 22, 2025

GDS Holdings Limited (GDS) Q2 2025 Earnings Call Transcript

GDS Holdings Limited (NASDAQ:GDS ) Q2 2025 Earnings Conference Call August 20, 2025 8:00 AM ET Company Participants Daniel A. Newman - Chief Financial Officer Laura Chen - Head of Investor Relations Wei Huang - Founder, Chairman of the Board & CEO Conference Call Participants Edison Lee - Jefferies LLC, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Xinyi Wang - UBS Investment Bank, Research Division Yang Liu - Morgan Stanley, Research Division Operator Hello, ladies and gentlemen.

Seeking Alpha • Aug 20, 2025