GDS Holdings
About: GDS Holdings started as an IT service provider in 2001 then moved to the data center business with its first self-developed data center opening in 2010. The company now develops and operates data centers in China and also builds, operates and transfers data centers for other clients. It offers colocation and managed services and mainly targets hyperscale cloud service customers who take large areas of its data centers or even whole data centers under long-term contracts. Its data centers are located predominantly in and around the Tier 1 cities in China and it has also started an expanding into Southeast Asia via the now 38% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.
Employees: 2,276
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
104% more call options, than puts
Call options by funds: $110M | Put options by funds: $54.2M
39.11% more ownership
Funds ownership: 5.01% [Q1] → 44.12% (+39.11%) [Q2]
33% more funds holding in top 10
Funds holding in top 10: 9 [Q1] → 12 (+3) [Q2]
29% more capital invested
Capital invested by funds: $1.92B [Q1] → $2.47B (+$557M) [Q2]
24% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 34
17% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 46
4% more funds holding
Funds holding: 153 [Q1] → 159 (+6) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
B of A Securities
Daley Li
|
$51
|
Buy
Maintained
|
22 Aug 2025 |
|
JMP Securities
Greg P. Miller
|
$50
|
Market Outperform
Maintained
|
21 Aug 2025 |
|
RBC Capital
Jonathan Atkin
|
$48
|
Outperform
Upgraded
|
12 Aug 2025 |
|
JP Morgan
Gokul Hariharan
|
$46
|
Overweight
Upgraded
|
16 Jul 2025 |
Financial journalist opinion
Based on 4 articles about GDS published over the past 30 days
