Track record · closed signal

GDS Holdings Limited (GDS) — closed signal from September 24, 2025

Partial Published before the outcome was known, scored automatically when the window closed on December 23, 2025.

Predicted vs. what happened

GDS price · publication thesis → realized outcomesplit-adjusted
$41.31 Published $51.22 Target $34.93 Window close $43.94 Peak
$40.50 – $42.00Entry zone — fair-value band
$41.31Published — price the day we called it
$51.22Target — the price the thesis aimed for
$43.94Peak — highest point inside the window, not a realized return
$34.93Window close — end-of-window price, context only

What happened

Partial

Reached 27% of the predicted growth at its peak, without hitting the target.

Peak price
$43.94
peak on September 24, 2025 — not a realized return
Peak gain
+6.4%
peak, from the publication price
Window close
$34.93
end-of-window price, context only
Days to target
—
Window
September 24, 2025 – December 23, 2025

The thesis — published September 24, 2025

Predicted growth
+24%
over the measurement window
Target price
$51.22
the price the thesis aimed for
Entry zone
$40.50 – $42.00
the fair-value band we waited for
Price at publication
$41.31
published September 24, 2025
Confidence
83%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

GDS builds data centers for AI and cloud apps, and demand is rising while execution improves. Bank of America rates it a Buy with a $47.60 goal. The company targets 2025 sales of RMB 11.3-11.6B, showing plans to scale. Recent trading shows lots more people are buying than usual. Over the next 0-3 months, as sites fill up and interest in Asia AI capacity stays strong, the stock could return to the mid-to-high $40s.

Primary drivers

  • Bank of America keeps a Buy rating and a $47.60 goal, signaling confidence.
  • 2025 sales outlook (RMB 11.3-11.6B) points to steady growth and scale.
  • Trading shows lots more buyers than usual, a positive short-term sign.
  • Rising need for AI-ready data centers supports long-term demand.

How it played out

GDS: the target was not reached

Lyra published GDS on 2025-09-24 at $41.31. The thesis expected 24% growth, with a target of $51.22. It pointed to Bank of America's Buy rating and $47.60 goal, the 2025 sales outlook of RMB 11.3-11.6B, heavier buying than usual, and demand for data centers built for artificial intelligence and cloud apps.

Inside the window from 2025-09-24 to 2025-12-23, GDS peaked at $43.94 on 2025-09-24, for a 6.4% gain. It never reached $51.22. The stock ended at $34.93. The thesis only partially played out: there was an early move higher, but it stayed below the target and finished below the publication price.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Share this receipt

A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All GDS signals