GDS Holdings (NasdaqGM:GDS) Valuation Check As Backed DayOne Data Centers Targets US$20b IPO And New Funding

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Feb 16

GDS Holdings (GDS) is back in focus after DayOne Data Centers, which it backs, lined up banks for a potential U.S. IPO targeting up to a US$20b valuation alongside a Series C round above US$2b. See ...

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See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-gds/gds-holdings/news/gds-holdings-nasdaqgmgds-valuation-check-as-backed-dayone-da\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GDS Holdings (NasdaqGM:GDS) Valuation Check As Backed DayOne Data Centers Targets US$20b IPO And New Funding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGDS Holdings (NasdaqGM:GDS) Valuation Check As Backed DayOne Data Centers Targets US$20b IPO And New Funding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-16 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-gds/gds-holdings/news/gds-holdings-nasdaqgmgds-valuation-check-as-backed-dayone-da><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GDS Holdings (GDS) is back in focus after DayOne Data Centers, which it backs, lined up banks for a potential U.S. IPO targeting up to a US$20b valuation alongside a Series C round above US$2b. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-gds/gds-holdings/news/gds-holdings-nasdaqgmgds-valuation-check-as-backed-dayone-da\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-gds/gds-holdings/news/gds-holdings-nasdaqgmgds-valuation-check-as-backed-dayone-da","article_id":"2611103612","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8030001-choice1-main-header/1585186837196"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-gds/gds-holdings/news/gds-holdings-nasdaqgmgds-valuation-check-as-backed-dayone-da","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611103612","pubTimestamp":1771212222,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"GDS Holdings (GDS) is back in focus after DayOne Data Centers, which it backs, lined up banks for a potential U.S. IPO targeting up to a US$20b valuation alongside a Series C round above US$2b.\nSee our latest analysis for GDS Holdings.\nThe DayOne IPO plans and recent Series C funding arrive after a sharp 90 day share price return of 57.14% and a 30 day share price return of 13.43%, while the 3 year total shareholder return of 119.83% contrasts with a 5 year total shareholder return of a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","GDS":"万国数据","BK4563":"昨日强势股","BK4505":"高瓴资本持仓","LYY.SI":"中云集团","BK4116":"互联网服务与基础架构","BK4588":"碎股","BK4526":"热门中概股","BK4529":"IDC概念","BK6051":"信息科技咨询与其它服务","BK4531":"中概回港概念","BK4607":"DeepSeek概念股","BK4614":"Manus概念股"},"translate_title":"GDS Holdings(NasdaqGM：GDS)在DayOne Data Centers的支持下进行估值检查目标是200亿美元的IPO和新融资","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GDS":1.5,"LYY.SI":1.5},"content_text":"GDS Holdings (GDS) is back in focus after DayOne Data Centers, which it backs, lined up banks for a potential U.S. IPO targeting up to a US$20b valuation alongside a Series C round above US$2b. See our latest analysis for GDS Holdings. The DayOne IPO plans and recent Series C funding arrive after a sharp 90 day share price return of 57.14% and a 30 day share price return of 13.43%, while the 3 year total shareholder return of 119.83% contrasts with a 5 year total shareholder return of a 60.14% decline. This suggests momentum has picked up recently despite a weaker long run picture. If GDS’s data center story has caught your eye, this could be a good moment to broaden your watchlist with our screener of 34 AI infrastructure stocks. With GDS riding a sharp recent rebound, fresh capital coming in and a high profile DayOne IPO on the horizon, you have to ask: is the stock still undervalued or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 4.5% Undervalued GDS Holdings closed at $46.12, slightly below a widely followed fair value estimate of $48.30, which is built on detailed long term growth and profitability assumptions.  The successful implementation of China's first data center ABS and C REIT IPOs has pioneered a pathway for GDS to repeatedly recycle capital at cap rates (and multiples) well above the company's own market valuation, allowing the company to fund new growth while improving leverage and enhancing ROIC, supporting stronger net earnings over time.  Read the complete narrative. Curious how that capital recycling, revenue ramp and margin profile all feed into one fair value number and future earnings multiple assumptions? The full narrative connects those dots in a way the share price alone does not. Result: Fair Value of $48.30 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still meaningful risks around high leverage and reliance on asset sales, as well as uncertainty on AI demand timing that could easily shake this narrative. Find out about the key risks to this GDS Holdings narrative. Another View: Rich Multiple Raises Questions The 4.5% undervaluation story from fair value models contrasts with a very different picture when you look at P/E. GDS trades on 54.8x earnings, compared with 23.2x for the US IT industry, 37.6x for peers, and a fair ratio of 23.5x. This suggests far less room for error if growth or margins disappoint. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGM:GDS P/E Ratio as at Feb 2026 Build Your Own GDS Holdings Narrative If you look at these numbers and reach a different conclusion, or simply prefer to test your own assumptions, you can build a tailored view of GDS yourself in just a few minutes, Do it your way. A great starting point for your GDS Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? Before you move on, give yourself a better shot at finding the next opportunity by lining up a few fresh ideas that match your style.  Target quality at a discount and see which companies our screener flags as 53 high quality undervalued stocks with strong underlying fundamentals. Prioritise resilience first and scan our picks for 84 resilient stocks with low risk scores that may better suit a steadier approach to returns. Get ahead of the crowd by checking out our screener containing 23 high quality undiscovered gems that are not yet widely followed but already show solid financial profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}