Michael Elias, an analyst from TD Cowen, maintained the Buy rating on GDS Holdings. The associated price target was lowered to $37.00.
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Michael Elias has given his Buy rating due to a combination of factors that suggest a positive outlook for GDS Holdings. The company reported mixed results for the third quarter of 2025, with revenue meeting expectations and EBITDA surpassing them, while maintaining its guidance for 2025. This stability, coupled with management’s optimistic commentary on the demand for data centers in China and improving move-in rates, indicates potential for revenue and EBITDA growth by the end of 2026.
Moreover, Elias highlights the strategic positioning of GDS to benefit from the anticipated surge in AI-driven demand within mainland China. The easing of chip supply issues in the region further supports this view, suggesting that GDS is well-placed to capitalize on large-scale AI deployments. Additionally, the downside risk of GDS’s stock is mitigated by its investment in DayOne, making it an attractive investment opportunity for those interested in the international AI market, particularly in China.
According to TipRanks, Elias is a 4-star analyst with an average return of 9.8% and a 46.15% success rate. Elias covers the Real Estate sector, focusing on stocks such as Digital Realty, Equinix, and American Tower.
In another report released yesterday, DBS also maintained a Buy rating on the stock with a HK$49.00 price target.