TD Cowen Maintains Buy Rating on GDS Holdings (GDS)

On May 21, 2026, TD Cowen lowered the firm's terms people connected GDS Holdings Limited (NASDAQ:GDS) to $36 from $37 antecedently and maintained a Buy standing connected the shares. TD Cowen said that it sees upside to the company's 2026 bookings people of much than 500MW, with 340MW signed year-to-date. The steadfast besides continues to presumption 2026 arsenic an concern twelvemonth that positions GDS Holdings Limited (NASDAQ:GDS) for stronger gross and EBITDA maturation successful the 2nd fractional of 2027 and beyond arsenic AI hyperscale request accelerates crossed China.

On May 20, 2026, GDS Holdings Limited (NASDAQ:GDS) reported archetypal 4th EPS of $1.53, compared to 48c past year. Revenue totaled $488.07M, up from $375.26M past year. Chairman and Chief Executive Officer William Huang said that GDS Holdings Limited (NASDAQ:GDS) started 2026 with "very beardown sales," signaling astir 200MW of nett caller bookings during the archetypal quarter, its highest level ever for a azygous quarter.

Image by aymane jdidi from Pixabay

GDS Holdings Limited (NASDAQ:GDS) develops and operates information centers successful the People's Republic of China.

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