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The $10 Billion Data Center Shock: DayOne's Monster Raise Sends Investors Scrambling

DayOne Data Centers, a rapidly growing digital-infrastructure player in Asia, is in advanced talks to raise over $2 billion in a Series C round, potentially valuing the company at $10 billion. The round may be led by existing investors, with new participants expected. DayOne's expansion is driven by increasing AI infrastructure spending. GDS Holdings, owning 35.6% of DayOne, has seen its shares rise 46% in Hong Kong this year. The data center sector is attracting significant capital, with recent major deals highlighting shifting valuations.

GuruFocus·
HK
09698
+0.72%
US
GDS
+0.12%
GuruFocus·
HK
09698
+0.72%
US
GDS
+0.12%

Taikang Asset Management Hong Kong Co Ltd Makes New Investment in GDS Holdings $GDS

Taikang Asset Management Hong Kong Co Ltd acquired 55,000 shares of GDS Holdings, valued at $1,681,000, in Q2. Analysts have mixed ratings on GDS, with a Moderate Buy consensus and a $46.70 average price target. GDS reported $0.45 EPS, beating estimates, with revenue up 10.2% year-over-year. The stock opened at $34.62, with a market cap of $6.60 billion.

Market Beat·
HK
09698
+0.72%
US
GDS
+0.12%
Market Beat·
HK
09698
+0.72%
US
GDS
+0.12%

Is GDS Holdings (NasdaqGM:GDS) Undervalued After Profitable Quarter and Revenue Growth?

GDS Holdings reported a transition from net loss to net profit in Q3, with increased revenue and reaffirmed 2025 revenue guidance. The stock has gained 46.6% YTD, with a 71.6% total shareholder return over 12 months. Analysts see the stock as undervalued with a fair value of $48.21, despite a high P/E ratio of 41.3x. The company benefits from capital recycling and AI investments, but risks include high leverage and declining service revenue.

Simplywall·
HK
09698
+0.72%
US
GDS
+0.12%
Simplywall·
HK
09698
+0.72%
US
GDS
+0.12%

GDS bets on a new AI cycle, finding a balance between expansion and deleveraging

GDS Holdings Limited is striving to find a balance between expansion and deleveraging in the new wave of construction driven by artificial intelligence. The company's revenue in the third quarter was 2.887 billion yuan, a year-on-year increase of 10.2%, and it achieved a profit of 1.369 billion yuan through asset injection into C-REIT, with a net profit of 729 million yuan. Despite strong AI demand, the growth rate of new orders has slowed, and renewal negotiations have led to a decline in unit revenue. The company has listed part of its assets through the REITs model to cope with financial pressure

BambooWorks·
US
GDS
+0.12%
HK
09698
+0.72%
BambooWorks·
US
GDS
+0.12%
HK
09698
+0.72%
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