TD Cowen Lowers GDS (NASDAQ:GDS) Price Target to $36.00

GDS (NASDAQ:GDS) had its price objective reduced by analysts at TD Cowen from $37.00 to $36.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. TD Cowen’s target price points to a potential upside of 5.38% from the stock’s current price.

Several other equities analysts have also weighed in on the company. Zacks Research lowered GDS from a “strong-buy” rating to a “hold” rating in a report on Monday. Weiss Ratings raised GDS from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday. Morgan Stanley reissued an “overweight” rating and issued a $64.00 price objective on shares of GDS in a research note on Tuesday, March 17th. Finally, Wall Street Zen upgraded GDS from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $49.76.

GDS Stock Down 6.8%

GDS stock traded down $2.50 during trading hours on Thursday, hitting $34.16. The company’s stock had a trading volume of 1,157,662 shares, compared to its average volume of 2,107,373. The stock has a 50 day moving average price of $42.60 and a two-hundred day moving average price of $39.95. GDS has a 12 month low of $22.53 and a 12 month high of $48.61. The company has a market capitalization of $6.64 billion, a PE ratio of 65.70 and a beta of 0.46. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 1.60.

GDS (NASDAQ:GDS) last released its quarterly earnings results on Saturday, February 14th. The company reported ($0.35) earnings per share for the quarter. GDS had a net margin of 8.12% and a return on equity of 8.79%. The business had revenue of $417.60 million for the quarter. On average, equities research analysts expect that GDS will post 1.16 earnings per share for the current year.

Hedge Funds Weigh In On GDS

A number of institutional investors have recently made changes to their positions in GDS. Royal Bank of Canada lifted its position in shares of GDS by 30.7% during the 1st quarter. Royal Bank of Canada now owns 379,289 shares of the company’s stock worth $9,608,000 after purchasing an additional 89,059 shares during the last quarter. Advisors Asset Management Inc. acquired a new stake in GDS in the 1st quarter valued at approximately $25,000. NewEdge Advisors LLC bought a new position in GDS in the 1st quarter worth approximately $25,000. Northwestern Mutual Wealth Management Co. increased its position in GDS by 113.0% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,836 shares of the company’s stock worth $56,000 after buying an additional 974 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of GDS by 41.6% during the second quarter. EverSource Wealth Advisors LLC now owns 1,806 shares of the company’s stock worth $55,000 after buying an additional 531 shares during the last quarter. 33.71% of the stock is currently owned by institutional investors.

Trending Headlines about GDS

Here are the key news stories impacting GDS this week:

• Positive Sentiment: GDS beat first-quarter earnings expectations, reporting EPS of $1.53 versus estimates of $1.06, and management highlighted record data center bookings and strong AI-related demand. GDS Holdings Limited Reports First Quarter 2026 Results
• Positive Sentiment: First-quarter net revenue rose 23.6% year over year to RMB3.37 billion, underscoring continued expansion in the company’s core data center business. GDS Holdings Limited Reports First Quarter 2026 Results
• Neutral Sentiment: Analysts noted that EBITDA was roughly in line with expectations, but revenue came in slightly below some estimates and investors are watching how quickly new orders convert into earnings. GDS-SW Tumbles 13%+; G Sachs: 1Q Revenue Slightly Misses, EBITDA In Line; Daiwa: Strong Orders but Earnings to Take Time
• Negative Sentiment: GDS shares were pressured after guidance failed to fully excite investors, with commentary suggesting earnings strength was boosted by one-time DayOne gains rather than purely recurring data center operations. GDS Holdings Ltd (GDS) Q1 2026 Earnings Call Highlights
• Negative Sentiment: The company also announced the resignation of its independent director and audit committee chair, which raised some governance concerns for investors. GDS Announces Resignation and Appointment of Independent Director and Audit Committee Chair

About GDS

GDS Holdings Limited, founded in 2001 and headquartered in Shanghai, is a leading network-neutral data center services provider in China. The company operates a portfolio of state-of-the-art data center facilities designed to support the mission-critical IT infrastructure of cloud service providers, internet enterprises, financial institutions, and government entities. GDS was among the first Chinese providers to offer high-density colocation solutions, catering to customers with demanding computing and storage requirements.

GDS specializes in delivering scalable colocation, cross-connect, and interconnection services within its facilities, enabling clients to establish high-speed, low-latency connections to major cloud platforms and internet exchange points.