GDS

GDS shares rose over 4.9% intraday, following Citi raising its target price to $58.1 with a Buy rating and UBS labeling the China IDC industry at a demand inflection point, naming GDS a top pick. By ET 09:47, the stock hit $32.675, near its intraday high, on volume of 165,855 shares. Q1 net profit surged 267.9% YoY to $379.6 million, with revenue up 29.9% YoY. Still, the stock remains 32.8% below its 52-week high of $48.61 and below its 60-day MA of $36.313, with a YTD decline of 14.8%. However, Goldman Sachs previously cut its target to HKD 47, citing slower client move-ins, indicating mixed analyst views.

GDS opened lower and traded down, with only one trade in the regular session closing at $31.135, down 4.93% from the previous close of $32.75, pressured by two factors: Goldman Sachs had cut its GDS-SW target price from HKD 58 to HKD 47, citing slower-than-expected client move-in; and a recent fraud investigation by Schall Law Firm was announced. During pre-market, the stock briefly spiked to $32.20 on AI infrastructure news, but sold off at the open. The current price is 35.95% below the 52-week high of $48.61 and has fallen below the 60-day MA ($36.49), though it sits just above the 20-day MA ($31.38). However, Q1 2026 earnings were strong: revenue of $487M (+29.93% YoY) and net profit of $380M (+267.89% YoY), and the stock recovered to $32.80 in after-hours trading, suggesting underlying confidence in fundamentals.

GDS Holdings closed up 5.0% at $33.68 during the regular session, driven by recent target price upgrades from multiple institutions and optimism around AI infrastructure demand. The company reported Q1 revenue of $487M, up 29.9% YoY, and net profit of $379.6M, up 267.9% YoY, with EPS of $1.53 and operating income up 161.2% YoY. However, the stock remains 30.7% below its 52-week high of $48.61 and below its MA60 of $36.90, with a YTD decline of 12.2%. Pre-market traded in a $32.20-$32.72 range, while regular session rose steadily from $32.82 to an intraday high of $33.68 on volume of ~997K shares. Citi raised its target price to $58.1 with a Buy rating, and UBS cited GDS as a top pick in China's IDC sector. However, Goldman Sachs flagged slower-than-expected client move-ins, trimming its target to HKD47.

GDS Holdings 今日盘前交易活跃，股价从隔夜收盘价 30.41 美元冲高至 32.42 美元，但盘中开盘后迅速回落至 31.72 美元，仅微涨 4.3%，形成冲高回落走势。消息面上，高盛近期报告将中国数据中心行业列为下半年首选子板块，并重申 GDS 为首选股之一，同时交银国际也因生成式 AI 需求激增将其列为行业首选，这些看好情绪推动了盘前上涨。不过，高盛另一份报告指出客户迁入速度慢于预期，将目标价从 58.1 美元下调至 47 港元，形成多空交织。财报方面，公司一季度营收 4.87 亿美元同比增长 29.93%，净利润 3.80 亿美元同比扭亏，但股价仍较 52 周高点 48.61 美元下跌 34.75%，且处于 20 日均线 31.72 美元附近，低于 60 日均线 37.74 美元，价格位置偏弱。

GDS.US staged a recovery today, rising 3.6% during regular trading to close at $30.890, bouncing from an intraday low of $29.590 in pre-market to a session high of $31.320, driven by improved sentiment around data center demand and technical buying. The stock remains near its 52-week high of $31.320, while post-market trades held steady at $30.890, suggesting sustained momentum.