GDS Holdings Ltd Class A

09698: XHKG (HKG)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GDS Earnings: Guidance Upgrade on AI-Driven Demand; Increase Fair Value Estimate 5% to HKD 39

Dan Baker

Aug 14, 2026

GDS lifted its fiscal 2026 revenue growth guidance to 12.4% midpoint from 10.6% previously and raised adjusted EBITDA growth to 11% from 8.7% previously. Fiscal 2026 capital expenditure guidance has also been lifted to CNY 10 billion from CNY 9 billion previously.

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GDS Holdings Ltd Class A

GDS Earnings: Guidance Upgrade on AI-Driven Demand; Increase Fair Value Estimate 5% to HKD 39

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