GDS
GDS Holdings Ltd
$34.04
-5.73%
$7.2B
No data for this timeframe.
Vol
Market Cap$7.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders4 funds
Inst. Value$101.7M
Inst. Activity1 buys / 3 sells
Insider Activity0B / 1S
Insider Net $-$1.4M
Reddit Sentiment75° Bullish
SEC Reports2
Press Releases2
Exchange OTC·Sector Services-Computer Programming, Data Processing, Etc.·CIK 0001526125·Prev Close $36.11
Recent Activity
Jun 9, 2026
short_volume
Short Volume: GDS — 68.9% short (1.4M / 2.1M)
Short: 1,445,231 | Exempt: 5 | TRF Vol: 2,097,113 | Short Ratio: 68.9% | Off-exchange volume (dark p
Jun 2, 2026
Insider
Ye Judy Qing sold 37,394 shares
Director @ $36.21 ($1.4M)
May 22, 2026
Insider
Zhang Kejing sold 17,313 shares
EVP, sales and service @ $0.00 ($0.00)
May 22, 2026
Insider
Zhang Kejing sold 5,899 shares
EVP, sales and service @ $33.80 ($199.4K)
May 20, 2026
SEC
GDS reported Q1 2026 net revenue of RMB3,367M (+23.6% YoY) and Adjusted EBITDA of RMB1,949M (+47.2% YoY). The massive EP
PRESS-RELEASE — Impact 7/10
Apr 29, 2026
SEC
GDS Holdings filed its Form 20-F for FY2025, reporting EPS of $0.73 against consensus of $-0.28, a significant beat. How
PRESS-RELEASE — Impact 4/10
Inst.
BANK OF AMERICA CORP — DOUBLED
1,734,887 shares ($60.5M)
Inst.
WELLS FARGO & COMPANY/MN — NEAR_EXIT
30,615 shares ($1.1M)
Price Targets
$53.74
+57.9% upside
Strong Buy
Current $34.04
Low $36.15
Median $50.79
High $70.45
18 analysts
$36.15
$70.45
Analyst Ratings
7Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 21, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.34 ▲ +1.5% | $-0.34 — $-0.34 | 27% YoY | 1 |
| Next Q | $-0.39 ▲ +1.5% | $-0.39 — $-0.39 | 84% YoY | 1 |
| Current FY | $4.85 ▲ +14.3% | $1.94 — $9.02 | 60% YoY | 4 |
| Next FY | $1.09 ▼ -35.8% | $-1.40 — $2.18 | -78% YoY | 4 |
Latest Reports
BULLISH
PRESS-RELEASE
7/10
GDS reported Q1 2026 net revenue of RMB3,367M (+23.6% YoY) and Adjusted EBITDA of RMB1,949M (+47.2% YoY). The massive EP
May 20, 2026
NEUTRAL
PRESS-RELEASE
4/10
GDS Holdings filed its Form 20-F for FY2025, reporting EPS of $0.73 against consensus of $-0.28, a significant beat. How
Apr 29, 2026
MIXED
Press
6/10
GDS Holdings reported mixed Q4 and full-year 2025 results with solid revenue and adjusted EBITDA growth, but a significa
Mar 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BANK OF AMERICA CORP | $60.5M | DOUBLED |
| MORGAN STANLEY | $40.1M | TRIM |
| WELLS FARGO & COMPANY/MN | $1.1M | NEAR_EXIT |
| FMR LLC | $1.6K | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Ye Judy | SELL | $1.4M |
| May 22, 2026 | Zhang Kejing | J | $0.00 |
| May 22, 2026 | Zhang Kejing | F | $199.4K |
| May 15, 2026 | YU BIN | J | $0.00 |
| May 15, 2026 | BAHARUDIN ZULKIFLI | J | $0.00 |
Reddit Sentiment
75°
Bullish
Bearish
Neutral
Bullish
4 institutional holders with $101.7M total value (2,914,043 shares) as of 2025-Q4. Top holders: BANK, MORGAN, WELLS. Net selling activity: 3 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,734,887 | $60.5M | 59.5% | DOUBLED +227.6% |
| 2 | MORGAN STANLEY | 1,148,494 | $40.1M | 39.4% | TRIM -57.8% |
| 3 | WELLS FARGO & COMPANY/MN | 30,615 | $1.1M | 1.1% | NEAR_EXIT -75.9% |
| 4 | FMR LLC | 47 | $1.6K | 0.0% | NEAR_EXIT -100.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 529,536 | 1,734,887 | +227.6% | $60.5M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 127,118 | 30,615 | -75.9% | $1.1M | 2025-Q4 |
| FMR LLC | NEAR_EXIT | 314,632 | 47 | -100.0% | $1.6K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 6,866 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | ADD | 1,023,192 | 1,504,762 | +47.1% | $58.2M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 2,730,393 | 1,151,055 | -57.8% | $44.5M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 230,573 | 529,536 | +129.7% | $20.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 23,915 | 127,118 | +431.5% | $4.9M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 6,866 | — | $265.7K | 2025-Q3 |
| NORGES BANK | EXIT | 600,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 2,292,290 | 1,023,192 | -55.4% | $31.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 600,000 | — | $18.3M | 2025-Q2 |
| FMR LLC | TRIM | 736,802 | 314,654 | -57.3% | $9.6M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 170,241 | 230,573 | +35.4% | $7.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 409,385 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 656,925 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | ADD | 1,608,506 | 2,634,457 | +63.8% | $66.7M | 2025-Q1 |
| UBS Group AG | ADD | 1,411,604 | 2,292,290 | +62.4% | $58.1M | 2025-Q1 |
| FMR LLC | DOUBLED | 4 | 736,802 | +18419950.0% | $18.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 409,385 | — | $10.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 207,528 | 316,100 | +52.3% | $8.0M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 3,788 | 22,642 | +497.7% | $573.5K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 2,384,241 | 1,608,506 | -32.5% | $38.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 496,416 | 1,411,604 | +184.4% | $33.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 674,815 | 207,528 | -69.2% | $4.9M | 2024-Q4 |
16 unique insiders with 1 transactions. Net insider value: -$1.4M ($0.00 bought, $1.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ye Judy Qing | Director | SELL | 37,394 | $36.21 | $1.4M |
| May 22, 2026 | Zhang Kejing | EVP, sales and service | J | 17,313 | $0.00 | $0.00 |
| May 22, 2026 | Zhang Kejing | EVP, sales and service | F | 5,899 | $33.80 | $199.4K |
| May 15, 2026 | YU BIN | Director | J | 1,190 | $0.00 | $0.00 |
| May 15, 2026 | BAHARUDIN ZULKIFLI BIN | Director | J | 1,500 | $0.00 | $0.00 |
| May 15, 2026 | Wojtaszek Gary J | Director | J | 980 | $0.00 | $0.00 |
| May 15, 2026 | KING JONATHAN ALLEN | J | 160 | $0.00 | $0.00 | |
| May 15, 2026 | LOPEZ BRUNO | Director | J | 1,290 | $0.00 | $0.00 |
| May 15, 2026 | Ye Judy Qing | Director | J | 1,140 | $0.00 | $0.00 |
| May 15, 2026 | Liu Chee Ming | Director | J | 980 | $0.00 | $0.00 |
| May 15, 2026 | SIO TAT HIANG | Director | J | 1,840 | $0.00 | $0.00 |
| May 15, 2026 | Sun Qiang Chang | Director | J | 980 | $0.00 | $0.00 |
| May 15, 2026 | Okada Satoshi | Director | J | 980 | $0.00 | $0.00 |
| May 15, 2026 | LIM AH DOO | Director | J | 1,390 | $0.00 | $0.00 |
| Apr 30, 2026 | Huang William Wei | Chairman and CEO | J | 200,888 | $0.00 | $0.00 |
| Apr 30, 2026 | Qian Yixin | Executive VP, operation | J | 52,660 | $0.00 | $0.00 |
| Apr 30, 2026 | Liang Yan | See Remarks | J | 20,775 | $0.00 | $0.00 |
| Apr 30, 2026 | Newman Daniel Antony | Chief financial officer | J | 161,492 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.5/10.
Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 7 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$53.74 mean target
+57.9% upside
Strong Buy (1.28)
$36.15 Low
$70.45 High
| Metric | Value |
|---|---|
| Current Price | $34.04 |
| Target Low | $36.15 |
| Target Mean | $53.74 |
| Target Median | $50.79 |
| Target High | $70.45 |
| # Analysts | 18 |
| Recommendation | Strong Buy (1.28) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.34 | $-0.34 | $-0.34 | 26.7% | +1.5% | 1↑ 0↓ | $3.1B | 6.7% | 1 |
| Next Q 2026-09-30 |
$-0.39 | $-0.39 | $-0.39 | 84.1% | +1.5% | 1↑ 0↓ | $3.1B | 8.2% | 1 |
| Current FY 2026-12-31 |
$4.85 | $1.94 | $9.02 | 60.4% | +14.3% | 1↑ 0↓ | $12.7B | 10.8% | 4 |
| Next FY 2027-12-31 |
$1.09 | $-1.40 | $2.18 | -77.5% | -35.8% | 0↑ 1↓ | $14.1B | 11.3% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.337 | |
| 7d ago | $-0.338 | +0.001 |
| 30d ago | $-0.342 | +0.005 |
| 60d ago | $-0.342 | +0.005 |
| 90d ago | $0.000 | -0.337 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 21, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Jan 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
75°
Bullish
Bearish
Neutral
Bullish
4 mentions
4 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 9, 2026
short_volume
Short Volume: GDS — 68.9% short (1.4M / 2.1M)
Short: 1,445,231 | Exempt: 5 | TRF Vol: 2,097,113 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: GDS — 88.1% short (0.7M / 0.8M)
Short: 745,331 | Exempt: 25 | TRF Vol: 846,043 | Short Ratio: 88.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: GDS — 73.4% short (0.8M / 1.1M)
Short: 832,101 | Exempt: 1,492 | TRF Vol: 1,133,038 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: GDS — 78.5% short (0.8M / 1.0M)
Short: 758,837 | Exempt: 0 | TRF Vol: 967,047 | Short Ratio: 78.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: GDS — 75.8% short (0.6M / 0.8M)
Short: 628,032 | Exempt: 733 | TRF Vol: 828,336 | Short Ratio: 75.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
other
GDS to Hold Annual General Meeting on June 25, 2026
<p align="justify">SHANGHAI, China, June 02, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HK
Jun 2, 2026
short_volume
Short Volume: GDS — 62.9% short (0.7M / 1.1M)
Short: 689,997 | Exempt: 161 | TRF Vol: 1,096,345 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: GDS — 64.9% short (0.6M / 0.9M)
Short: 565,158 | Exempt: 498 | TRF Vol: 870,497 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: GDS — 70.6% short (0.8M / 1.1M)
Short: 800,328 | Exempt: 260 | TRF Vol: 1,133,899 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: GDS — 77.2% short (1.4M / 1.8M)
Short: 1,372,754 | Exempt: 2,227 | TRF Vol: 1,779,027 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: GDS — 55.9% short (0.7M / 1.3M)
Short: 712,749 | Exempt: 0 | TRF Vol: 1,274,237 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 20, 2026
other
GDS Announces Resignation and Appointment of Independent Director and Audit Committee Chair
<p align="justify">SHANGHAI, China, May 20, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKE
May 20, 2026
earnings
GDS Holdings Limited Reports First Quarter 2026 Results
<p align="justify">SHANGHAI, China, May 20, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKE
May 19, 2026
short_volume
Short Volume: GDS — 60.1% short (0.4M / 0.7M)
Short: 410,013 | Exempt: 0 | TRF Vol: 681,971 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: GDS — 194,728 shares ($8.9M) failed to deliver
Settlement: 20260514, Price: $45.70, FTD Value: $8,899,069.6, GDS HLDGS LTD SPONSORED ADR (C