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GDS Holdings

GDS

Market cap $6.07B

30.27 USD

-0.55

1.78%

At close Updated Sep 14, 4:00 PM EDT

Pre-market

After hours

30.27

0.00

0%

1 day

-1.78%

5 days

-2.45%

1 month

-12.03%

3 months

-9.61%

6 months

-29.87%

Year to date

-21.05%

1 year

-18.63%

5 years

-50.33%

10 years

190.78%

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 expanding into Southeast Asia via the now 23% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.

Employees: 2,434

Technology Information Technology Services

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 51.9%

Neutral 44.4%

Negative 3.7%

Baron Global Opportunity Fund Q2 2026 Portfolio Activity

Baron Global Opportunity Fund (the Fund) gained 26.7% (Institutional Shares) during the second quarter, compared to the 14.9% gain for the MSCI ACWI Index (the Index). During the second quarter, we initiated five new positions: Alphabet, Samsung Electronics, Cerebras, DPC Holdings and Innio. We also took advantage of stock price volatility and significant inflows into the Fund to add to many existing positions including Shopify, Nu, NVIDIA, Amazon, GDS, ASML, TSMC, MercadoLibre, Tesla, ServiceTitan, and others.

Baron Global Opportunity Fund Q2 2026 Portfolio Activity

Baron Emerging Markets Fund Q2 2026 Contributors And Detractors

Baron Emerging Markets Fund gained 19.61% (Institutional Shares) during Q2 2026, while its primary benchmark, the MSCI Emerging Markets Index, returned 24.05%. Top contributors were SK hynix, Taiwan Semiconductor, Samsung Electronics, Montage Technology and Delta Electronics. Top detractors were Alibaba Group, ISC Co., BYD Company, Tencent Holdings and GDS Holdings.

Baron Emerging Markets Fund Q2 2026 Contributors And Detractors

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual boosters now achieving up to 35 re-flights. In the April quarter, Nvidia's data center revenue grew 92% year-over-year to $75.2 billion, with total revenue of $81.6 billion, up 85%; for its July quarter, the company guided for total revenue to grow at least another $9.5 billion sequentially.

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

Zacks Investment Research

Bet on 5 Top-Ranked Stocks With Rising P/E

Tap these five stocks - CURI, INO, GDS, NMG and CCOI - with increasing P/E ratios to try out an out-of-the-box approach.

Bet on 5 Top-Ranked Stocks With Rising P/E

Zacks Investment Research

GDS Stock Jumps 13% in a Month: Here's What You Should Know

GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.

GDS Stock Jumps 13% in a Month: Here's What You Should Know

Zacks Investment Research

Top China Tech Plays Worth Adding to Your Portfolio Right Now

China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.

Top China Tech Plays Worth Adding to Your Portfolio Right Now

GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case

GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.

GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case

GDS' Record AI-Driven Bookings Fueled By New Markets, 3 Hyperscale Customers

China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance

GDS' Record AI-Driven Bookings Fueled By New Markets, 3 Hyperscale Customers

Zacks Investment Research

GDS Holdings (GDS) Upgraded to Buy: Here's Why

GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

GDS Holdings (GDS) Upgraded to Buy: Here's Why

Zacks Investment Research

GDS Q2 Earnings Call Focuses on AI Demand, 1-GW Sales Target

AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.

GDS Q2 Earnings Call Focuses on AI Demand, 1-GW Sales Target

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