
GDS Hlds (GDS) Stock Forecast & Price Target
GDS Hlds (GDS) Analyst Ratings
Bulls say
GDS Holdings has demonstrated a compelling valuation, now reflecting a multiple of approximately 16.5x on estimated 2026 EBITDA, up from 14x, primarily due to the management team's execution on strategic initiatives. The company's international operations are projected to generate over $1.0 billion of EBITDA by 2028, further enhancing its growth outlook. Moreover, the successful launch of its C-REIT has already improved the company's valuation metrics, leading to a significant increase in the expected valuation to around 22.0x 2026E EBITDA, surpassing previous estimates.
Bears say
GDS Holdings faces a negative outlook primarily due to the continued weakness in the Chinese tech market and significant structural changes in the Chinese REIT market, which adversely affects the company's sum-of-the-parts valuation. Additionally, the company is exposed to execution risks outside of its core Chinese market, coupled with pricing pressures, elevated customer churn, and government regulatory risks impacting the technology sector. The anticipated creation of the C-REIT may highlight the current estimated EBITDA valuation of approximately 12.0x for 2026 as being too low, but this is overshadowed by the aforementioned challenges that hinder growth potential.
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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