Is GDS a good stock to buy?
We came across a bullish thesis on GDS Holdings Limited on Valueinvestorsclub.com by TrustTheProcess1
In this article, we will summarize the bulls’ thesis on GDS. GDS Holdings Limited’s share was trading at $42.41 as of May 1st. GDS’s trailing and forward P/E were 65.87 and 357.14 respectively according to Yahoo Finance.
Photo from Oracle website GDS Holdings Limited (GDS) is a leading data center developer in China with a minority stake in rapidly growing international operator DayOne, creating a compelling sum-of-the-parts opportunity as both businesses inflect positively. GDS built its domestic leadership during China’s initial cloud boom by securing scarce land and power in Tier-1 cities and forming deep relationships with hyperscalers like Alibaba Group and Tencent. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential While industry growth slowed between 2021 and 2023 due to regulatory pressures and overcapacity, conditions have now structurally improved, with AI-driven demand accelerating and excess supply being absorbed. GDS’ China business has returned to growth, delivering approximately 15% organic EBITDA expansion in 2025 with expectations for sustained double-digit growth as hyperscalers ramp AI infrastructure spending.