GDS (GDS) Expected to Announce Quarterly Earnings on Thursday

GDS (NASDAQ:GDS) is expected to release its Q2 2026 results before the market opens on Thursday, August 13th. Analysts expect GDS to announce earnings of $0.0110 per share and revenue of $454.2460 million for the quarter. Parties can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, August 13, 2026 at 8:00 AM ET.

GDS (NASDAQ:GDS) last posted its quarterly earnings data on Friday, May 15th. The company reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.03) by $1.56. GDS had a return on equity of 15.62% and a net margin of 23.83%.The firm had revenue of $426.12 million for the quarter, compared to the consensus estimate of $436.44 million. During the same quarter in the previous year, the business earned $3.47 EPS. The company’s quarterly revenue was up 23.7% compared to the same quarter last year. On average, analysts expect GDS to post $6 EPS for the current fiscal year and $3 EPS for the next fiscal year.

GDS Stock Performance

Shares of GDS stock opened at $31.41 on Tuesday. The business has a 50-day moving average of $32.27 and a 200 day moving average of $38.83. GDS has a 12 month low of $26.97 and a 12 month high of $48.61. The stock has a market capitalization of $6.29 billion, a price-to-earnings ratio of 20.01 and a beta of 0.43. The company has a debt-to-equity ratio of 1.25, a current ratio of 1.87 and a quick ratio of 1.87.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on GDS. Zacks Research cut shares of GDS from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. TD Cowen dropped their price objective on shares of GDS from $37.00 to $36.00 and set a “buy” rating for the company in a report on Thursday, May 21st. Wall Street Zen raised shares of GDS from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Piper Sandler set a $36.00 target price on shares of GDS in a report on Thursday, May 21st. Finally, Weiss Ratings raised shares of GDS from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, GDS currently has a consensus rating of “Moderate Buy” and a consensus target price of $48.33.

Insider Buying and Selling

In other GDS news, VP Yixin Qian sold 10,000 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $35.25, for a total value of $352,500.00. Following the sale, the vice president directly owned 66,865 shares of the company’s stock, valued at approximately $2,356,991.25. This represents a 13.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Judy Qing Ye sold 37,394 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $36.21, for a total transaction of $1,354,036.74. Additional details regarding this sale are available in the official SEC disclosure. 7.99% of the stock is owned by insiders.

Hedge Funds Weigh In On GDS

Several large investors have recently bought and sold shares of the business. Canada Pension Plan Investment Board boosted its stake in GDS by 77.7% in the second quarter. Canada Pension Plan Investment Board now owns 7,004,083 shares of the company’s stock valued at $214,115,000 after acquiring an additional 3,062,658 shares in the last quarter. Barclays PLC increased its position in shares of GDS by 20,731.3% during the fourth quarter. Barclays PLC now owns 1,720,247 shares of the company’s stock worth $60,037,000 after purchasing an additional 1,711,989 shares in the last quarter. Marshall Wace LLP increased its position in shares of GDS by 1,671.6% during the third quarter. Marshall Wace LLP now owns 1,227,203 shares of the company’s stock worth $47,493,000 after purchasing an additional 1,157,934 shares in the last quarter. Nishkama Capital LLC purchased a new stake in shares of GDS in the 3rd quarter valued at about $28,037,000. Finally, Alyeska Investment Group L.P. lifted its holdings in shares of GDS by 62.0% in the 3rd quarter. Alyeska Investment Group L.P. now owns 1,892,103 shares of the company’s stock valued at $73,224,000 after purchasing an additional 724,290 shares during the last quarter. Hedge funds and other institutional investors own 33.71% of the company’s stock.

GDS Company Profile

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.