GDS icon

GDS Holdings

39.14 USD
+3.12
8.66%
At close Feb 14, 4:00 PM EST
After hours
39.21
+0.07
0.18%
1 day
8.66%
5 days
39.79%
1 month
76.62%
3 months
76.31%
6 months
242.73%
Year to date
68.85%
1 year
543.75%
5 years
-35.17%
10 years
275.98%
 

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. It has aggressively raised capital over the past four years for expansion. 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. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.

Employees: 2,345

0
Funds holding %
of 6,831 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

249% more call options, than puts

Call options by funds: $52.5M | Put options by funds: $15.1M

110% more capital invested

Capital invested by funds: $788M [Q2] → $1.65B (+$864M) [Q3]

40% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 7 (+2) [Q3]

30% more funds holding

Funds holding: 105 [Q2] → 137 (+32) [Q3]

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

0.25% less ownership

Funds ownership: 5.61% [Q2] → 5.36% (-0.25%) [Q3]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$26
34%
downside
Avg. target
$31
22%
downside
High target
$35
11%
downside

2 analyst ratings

positive
100%
neutral
0%
negative
0%
RBC Capital
Jonathan Atkin
70% 1-year accuracy
14 / 20 met price target
34%downside
$26
Outperform
Reiterated
29 Jan 2025
JMP Securities
Greg Miller
0 / 0 met price target
11%downside
$35
Market Outperform
Initiated
27 Jan 2025

Financial journalist opinion

Based on 5 articles about GDS published over the past 30 days

Positive
The Motley Fool
2 days ago
Why GDS Holdings Stock Was Skyrocketing This Week
GDS Holdings (GDS 4.62%) hasn't yet scheduled its upcoming quarterly earnings release. Despite that, over the past few days several analysts have published bullish updates on the Chinese data center operator in anticipation of the event.
Why GDS Holdings Stock Was Skyrocketing This Week
Positive
The Motley Fool
5 days ago
Why GDS Holdings Stock Rocketed 17% Higher Today
After news broke of a potential initial public offering (IPO) of a key business unit, investors piled into GDS Holdings (GDS 17.23%) on Tuesday. That rush powered the Chinese data center specialist's stock to an over 17% gain on the day, crushing the marginal gain of the bellwether S&P 500 (^GSPC 0.03%).
Why GDS Holdings Stock Rocketed 17% Higher Today
Positive
Schwab Network
5 days ago
Overlooked Stock: GDS
George Tsilis turns to GDX Holdings (GDS), a Chinese data center company that has seen tremendous growth in its stock price. George talks about what's drawing enthusiasm form American investors.
Overlooked Stock: GDS
Positive
The Motley Fool
6 days ago
Why GDS Holdings Stock Zoomed Higher Today
News of a significant price-target boost from an analyst tracking GDS Holdings (GDS 7.20%) was the main catalyst behind the stock's jump on Monday. It rose by more than 7% that day on the move, a far greater rise than the 0.6% posted by the bellwether S&P 500 index.
Why GDS Holdings Stock Zoomed Higher Today
Positive
Zacks Investment Research
1 week ago
GDS Holdings (GDS) Moves 18.3% Higher: Will This Strength Last?
GDS Holdings (GDS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
GDS Holdings (GDS) Moves 18.3% Higher: Will This Strength Last?
Positive
Zacks Investment Research
1 month ago
Has GDS Holdings (GDS) Outpaced Other Business Services Stocks This Year?
Here is how GDS Holdings (GDS) and Sezzle Inc. (SEZL) have performed compared to their sector so far this year.
Has GDS Holdings (GDS) Outpaced Other Business Services Stocks This Year?
Positive
Zacks Investment Research
2 months ago
All You Need to Know About GDS Holdings (GDS) Rating Upgrade to Buy
GDS Holdings (GDS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
All You Need to Know About GDS Holdings (GDS) Rating Upgrade to Buy
Positive
Seeking Alpha
2 months ago
Undercovered Dozen: Arqit Quantum, CleanSpark, Sezzle, STAG Industrial +
The 'Undercovered' Dozen highlights 12 lesser-covered stocks, showcasing diverse investment opportunities and sparking community discussion on their potential. Xinyu Ru sees Argan, Inc. as undervalued with strong growth in gas and renewable energy projects, trading at 21x 1-year forward earnings. AES Corporation's sell-off creates a buying opportunity according to Zenzizenzike Investments due to strong fundamentals and potential upside despite renewable energy subsidy concerns.
Undercovered Dozen: Arqit Quantum, CleanSpark, Sezzle, STAG Industrial +
Negative
Zacks Investment Research
2 months ago
Are Business Services Stocks Lagging GDS Holdings (GDS) This Year?
Here is how GDS Holdings (GDS) and NextNav Inc. (NN) have performed compared to their sector so far this year.
Are Business Services Stocks Lagging GDS Holdings (GDS) This Year?
Negative
Seeking Alpha
2 months ago
GDS Holdings: From AI Darling To Cash-Burning Nomad
GDS Holdings Limited's Q3 2024 revenue and EPS met expectations, but margin pressures, AI impact skepticism, and high international capex are key concerns. Despite strong YTD performance, international growth faces headwinds from elevated capex, competition, and regulatory risks, impacting execution. China's growth is stagnant due to soft demand, delayed AI impact, and customer churn, with increased power costs reducing EBITDA margins.
GDS Holdings: From AI Darling To Cash-Burning Nomad
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