Core Viewpoint - GDS Holdings is experiencing a positive market response with a 32% increase in share price due to bullish analyst updates ahead of its upcoming quarterly earnings release [1]. Group 1: Analyst Sentiment - Analysts have published optimistic updates on GDS, anticipating strong performance despite the lack of a scheduled earnings release [1]. - Following IPO rumors regarding GDS's DayOne international business, analysts remain positive, with Daiwa Securities upgrading its recommendation to buy [2][3]. - TD Cowen's Michael Elias raised his price target for GDS shares from $27 to $39 while maintaining a buy recommendation [3]. Group 2: Growth Expectations - Analysts expect GDS to report better-than-expected fourth-quarter fundamentals, driven by strong sequential growth in data center leasing [4].

Core Viewpoint - GDS Holdings is experiencing significant investor interest following reports of a potential IPO for its international unit, DayOne, which could raise up to $500 million [1][3]. Group 1: IPO Potential - GDS is considering a U.S. IPO for its international unit, DayOne, which operates outside of China [2]. - Discussions with banks regarding the IPO are ongoing, but there is no guarantee that a deal will be finalized [3]. - If the IPO occurs, it could raise as much as $500 million [3]. Group 2: Competitive Landscape - There is urgency for GDS to proceed with the IPO as rival companies, such as Yovole, are also contemplating U.S. listings [4]. - VNET Group, another competitor, is already trading on the Nasdaq through American Depositary Receipts (ADRs) [4]. Group 3: Financial Backing - GDS recently raised $1.2 billion to fund DayOne, with participation from investors including the SoftBank Vision Fund [5]. - Following this funding, GDS holds a stake of just under 36% in DayOne [5].

Core Viewpoint - A significant price-target increase by TD Cowen's analyst has driven GDS Holdings' stock price up by over 7%, outperforming the S&P 500 index's 0.6% rise [1] Group 1: Price Target Increase - TD Cowen's Michael Elias raised the price target for GDS Holdings to $39 per share from a previous estimate of $27, maintaining a buy recommendation [2] - The price target adjustment was based on an updated model reflecting GDS' projected performance, incorporating data from the company's third-quarter earnings report [2] Group 2: Expected Performance - The analyst anticipates slightly better-than-expected fundamentals for GDS in Q4, particularly in revenue and EBITDA [3] - Management's confidence in meeting annual installation targets for data centers in 2024 has also positively influenced the analyst's outlook [3] Group 3: Analyst Sentiment - JMP Securities has also expressed a bullish view on GDS Holdings, initiating coverage with a market outperform rating [4] Group 4: Industry Context - GDS Holdings operates in a challenging environment due to U.S.-China trade disputes, but long-term prospects appear favorable given the growing demand for data centers, especially driven by AI resource requirements [5]

Company Overview - GDS Holdings (GDS) shares increased by 18.3% to close at $25.68, supported by high trading volume, contrasting with a 9.7% loss over the past four weeks [1] - The company is expanding its data center capacity to meet rising demand, which is strengthening its market position [1] Financial Performance - GDS is expected to report a quarterly loss of $0.23 per share, reflecting a year-over-year change of +62.9% [2] - Revenue expectations for GDS are set at $429.72 million, representing a 19.3% increase from the same quarter last year [2] Earnings Estimates and Stock Movement - The consensus EPS estimate for GDS has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Comparison - GDS Holdings is part of the Zacks Technology Services industry, where Outbrain Inc. (OB) has seen a 3% decline in its last trading session and a -16.1% return over the past month [3] - Outbrain's consensus EPS estimate has also remained unchanged, with a year-over-year change of +33.3% [4]

PRESS RELEASE Paris, 20 January 2025 Ramsay Santé launches the repricing of its €1,025m TLB4 due 2031 On 13 August 2024, Ramsay Santé closed an Amend & Extend of its €1,650m Senior Debt facilities, including a €1,025m 7-year TLB4 priced at E+400bps.On the back of currently favorable market conditions, Ramsay Santé is now looking to reprice its €1,025m TLB4. This transaction is arranged by BNP Paribas and Crédit Agricole CIB as Physical Bookrunners.The completion of the transaction is subject to market condi ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Has GDS Holdings (GDS) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.GDS Holdings is one of 305 companies in the Business Services group. The Business Services group currently sits at #4 within the Zacks Sector Rank. The Zacks Sector Rank gauges ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. GDS Holdings (GDS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.GDS Holdings is one of 303 companies in the Business Services group. The Business Ser ...

Core Insights - GDS Holdings Limited reported Q3 2024 revenue and EPS that were largely in line with consensus expectations, indicating stable performance in the current market environment [1] - There are growing concerns regarding margin pressure, skepticism about the timing of AI's impact, and elevated capital expenditures related to international growth [1] Financial Performance - The revenue and EPS figures for Q3 2024 were consistent with market expectations, suggesting that the company is maintaining its financial stability despite external pressures [1] Market Concerns - Analysts are expressing concerns about increasing margin pressure, which could affect profitability in the near term [1] - There is skepticism surrounding the timing of AI's impact on the company's operations and growth potential, indicating uncertainty in future performance [1] - Elevated capital expenditures for international growth may pose additional challenges, potentially impacting cash flow and financial flexibility [1]

News of higher capital expenditures than previously expected put the hurt on GDS Holdings (GDS -16.22%) stock on Tuesday. The Chinese data center specialist reported third-quarter earnings that beat on the bottom line, but investors were clearly more concerned with those looming expenses. The company's shares closed the day 16% down in value, in contrast to the S&P 500 index's 0.4% gain.A mixed third frameFor the quarter, GDS managed to lift its revenue nearly 18% higher year over year to 2.97 billion yuan ...

GDS Holdings (GDS) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to loss of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 23.81%. A quarter ago, it was expected that this company would post a loss of $0.25 per share when it actually produced a loss of $0.18, delivering a surprise of 28%.Over the last four quarters, the company has surpassed conse ...