GDS Limited

5 days ago · seekingalpha.com

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

6 days ago · zacks.com

GDS's AI-driven bookings, high pre-commitment and backlog support growth visibility, but rising utility costs and debt pressure margins.

25 days ago · zacks.com

GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.

27 days ago · seekingalpha.com

GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.

1 month ago · benzinga.com

China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance

1 month ago · zacks.com

GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

1 month ago · zacks.com

AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.

1 month ago · seekingalpha.com

GDS Holdings Limited (GDS) Q2 2026 Earnings Call Transcript

1 month ago · zacks.com

GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago.

1 month ago · marketbeat.com

GDS NASDAQ: GDS said artificial intelligence demand is driving its strongest sales momentum to date, prompting the Chinese data-center operator to raise its full-year 2026 bookings target to 1 gigawatt from 500 megawatts previously.