GDS
GDS Holdings Ltd
$32.56
-3.55%
$6.5B
No data for this timeframe.
Vol
Market Cap$6.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity18 buys / 7 sells
Insider Activity0B / 2S
Insider Net $-$1.7M
Reddit Sentiment75° Bullish
SEC Reports3
Press Releases2
Exchange OTC·Sector Services-Computer Programming, Data Processing, Etc.·CIK 0001526125·Prev Close $33.76
Recent Activity
Jun 11, 2026
SEC
A mixed institutional cluster in GDS for Q3 2025 shows four buyers (led by Citadel's massive position increase and UBS's
INST-CLUSTER — Impact 4/10
Jun 11, 2026
short_volume
Short Volume: GDS — 74.2% short (0.6M / 0.8M)
Short: 611,165 | Exempt: 0 | TRF Vol: 823,245 | Short Ratio: 74.2% | Off-exchange volume (dark pool
Jun 10, 2026
Insider
Qian Yixin sold 10,000 shares
Executive VP, operation @ $35.25 ($352.5K)
Jun 2, 2026
Insider
Ye Judy Qing sold 37,394 shares
Director @ $36.21 ($1.4M)
May 22, 2026
Insider
Zhang Kejing acquired 17,313 shares
EVP, sales and service
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 — ADD
2,177,301 shares ($87.7M)
Price Targets
$53.58
+64.6% upside
Strong Buy
Current $32.56
Low $36.25
Median $50.35
High $70.63
18 analysts
$36.25
$70.63
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 | $3.62 ▼ -15.3% | $1.27 — $9.02 | 20% YoY | 4 |
| Next FY | $0.04 ▼ -97.0% | $-2.01 — $2.02 | -99% YoY | 4 |
Latest Reports
MIXED
INST-CLUSTER
4/10
A mixed institutional cluster in GDS for Q3 2025 shows four buyers (led by Citadel's massive position increase and UBS's
Jun 11, 2026
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
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 |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| Sachem Head Capital Management | $349.9M | ADD |
| CANADA PENSION PLAN INVESTMENT | $282.2M | — |
| BAMCO INC /NY/ | $185.2M | ADD |
| BARCLAYS PLC | $120.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Qian Yixin | SELL | $352.5K |
| 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 |
Reddit Sentiment
75°
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $2.0B total value (49,879,670 shares) as of 2026-Q1. Top holders: NOMURA, Sachem, CANADA. Net buying activity: 18 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | Sachem Head Capital Management LP | 8,685,000 | $349.9M | 17.5% | ADD +45.0% |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 7,004,083 | $282.2M | 14.1% | — |
| 4 | BAMCO INC /NY/ | 4,597,246 | $185.2M | 9.2% | ADD +35.0% |
| 5 | BARCLAYS PLC | 2,991,175 | $120.5M | 6.0% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 2,177,301 | $87.7M | 4.4% | ADD +25.5% |
| 7 | GOLDMAN SACHS GROUP INC | 2,048,332 | $82.5M | 4.1% | — |
| 8 | D. E. Shaw & Co., Inc. | 1,964,818 | $79.2M | 3.9% | — |
| 9 | MARSHALL WACE, LLP | 1,720,653 | $69.3M | 3.5% | DOUBLED +1671.6% |
| 10 | WCM INVESTMENT MANAGEMENT, LLC | 1,733,937 | $68.1M | 3.4% | NEW |
| 11 | MORGAN STANLEY | 1,593,952 | $64.2M | 3.2% | ADD +38.8% |
| 12 | Point72 Asset Management, L.P. | 1,553,052 | $62.6M | 3.1% | ADD +29.0% |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,435,002 | $57.8M | 2.9% | ADD +63.4% |
| 14 | BlackRock, Inc. | 1,236,531 | $49.8M | 2.5% | ADD +83.2% |
| 15 | HSBC HOLDINGS PLC | 1,220,693 | $48.7M | 2.4% | DOUBLED +294.4% |
| 16 | Cerity Partners LLC | 1,062,310 | $42.8M | 2.1% | ADD +34.9% |
| 17 | CITIGROUP INC | 874,144 | $35.2M | 1.8% | — |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 690,400 | $27.8M | 1.4% | — |
| 19 | BNP Paribas Asset Management Holding S.A. | 670,491 | $26.3M | 1.3% | — |
| 20 | CITADEL ADVISORS LLC | 560,751 | $22.6M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 1,734,887 | 2,177,301 | +25.5% | $87.7M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | NEW | — | 1,733,937 | — | $68.1M | 2026-Q1 |
| MORGAN STANLEY | ADD | 1,148,494 | 1,593,952 | +38.8% | $64.2M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 1,203,879 | 1,553,052 | +29.0% | $62.6M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 878,448 | 1,435,002 | +63.4% | $57.8M | 2026-Q1 |
| BlackRock, Inc. | ADD | 675,124 | 1,236,531 | +83.2% | $49.8M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 309,502 | 1,220,693 | +294.4% | $48.7M | 2026-Q1 |
| Cerity Partners LLC | ADD | 787,502 | 1,062,310 | +34.9% | $42.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 270,069 | 550,485 | +103.8% | $22.2M | 2026-Q1 |
| Allianz Asset Management GmbH | NEW | — | 521,767 | — | $21.0M | 2026-Q1 |
| Alyeska Investment Group, L.P. | TRIM | 1,028,000 | 400,000 | -61.1% | $16.1M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | NEW | — | 297,543 | — | $12.0M | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | NEW | — | 292,000 | — | $11.8M | 2026-Q1 |
| LMR Partners LLP | TRIM | 323,965 | 118,365 | -63.5% | $4.8M | 2026-Q1 |
| Pictet Asset Management Holding SA | TRIM | 142,771 | 102,607 | -28.1% | $4.1M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 27,781 | 60,906 | +119.2% | $2.5M | 2026-Q1 |
| Mariner, LLC | ADD | 28,972 | 36,815 | +27.1% | $1.5M | 2026-Q1 |
| PEAK6 LLC | NEAR_EXIT | 121,194 | 23,296 | -80.8% | $938.6K | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 5,824 | 8,142 | +39.8% | $328.0K | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | TRIM | 10,596 | 6,717 | -36.6% | $270.6K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 10,809 | 6,694 | -38.1% | $267.2K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 360 | 2,853 | +692.5% | $114.9K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 100 | 220 | +120.0% | $8.9K | 2026-Q1 |
| FMR LLC | ADD | 47 | 64 | +36.2% | $2.6K | 2026-Q1 |
| Nuveen, LLC | EXIT | 377,800 | 0 | -100.0% | $0.00 | 2026-Q1 |
16 unique insiders with 19 transactions. Net insider value: -$1.7M ($0.00 bought, $1.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Qian Yixin | Executive VP, operation | SELL | 10,000 | $35.25 | $352.5K |
| 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 | — | — |
| May 22, 2026 | Zhang Kejing | EVP, sales and service | TAX W/H | 5,899 | $33.80 | $199.4K |
| May 15, 2026 | YU BIN | Director | J | 1,190 | — | — |
| May 15, 2026 | BAHARUDIN ZULKIFLI BIN | Director | J | 1,500 | — | — |
| May 15, 2026 | Wojtaszek Gary J | Director | J | 980 | — | — |
| May 15, 2026 | KING JONATHAN ALLEN | J | 160 | — | — | |
| May 15, 2026 | LOPEZ BRUNO | Director | J | 1,290 | — | — |
| May 15, 2026 | Ye Judy Qing | Director | J | 1,140 | — | — |
| May 15, 2026 | Liu Chee Ming | Director | J | 980 | — | — |
| May 15, 2026 | SIO TAT HIANG | Director | J | 1,840 | — | — |
| May 15, 2026 | Sun Qiang Chang | Director | J | 980 | — | — |
| May 15, 2026 | Okada Satoshi | Director | J | 980 | — | — |
| May 15, 2026 | LIM AH DOO | Director | J | 1,390 | — | — |
| Apr 30, 2026 | Huang William Wei | Chairman and CEO | J | 200,888 | — | — |
| Apr 30, 2026 | Qian Yixin | Executive VP, operation | J | 52,660 | — | — |
| Apr 30, 2026 | Liang Yan | See Remarks | J | 20,775 | — | — |
| Apr 30, 2026 | Newman Daniel Antony | Chief financial officer | J | 161,492 | — | — |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 5.0/10.
MIXED
INST-CLUSTER
4/10
A mixed institutional cluster in GDS for Q3 2025 shows four buyers (led by Citadel's massive positio
Jun 11, 2026
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%
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 s
Apr 29, 2026
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
$53.58 mean target
+64.6% upside
Strong Buy (1.28)
$36.25 Low
$70.63 High
| Metric | Value |
|---|---|
| Current Price | $32.56 |
| Target Low | $36.25 |
| Target Mean | $53.58 |
| Target Median | $50.35 |
| Target High | $70.63 |
| # 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 |
$3.62 | $1.27 | $9.02 | 19.7% | -15.3% | 1↑ 0↓ | $12.7B | 10.9% | 4 |
| Next FY 2027-12-31 |
$0.04 | $-2.01 | $2.02 | -98.8% | -97.0% | 0↑ 1↓ | $14.0B | 10.7% | 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 11, 2026
short_volume
Short Volume: GDS — 74.2% short (0.6M / 0.8M)
Short: 611,165 | Exempt: 0 | TRF Vol: 823,245 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: GDS — 59.6% short (0.7M / 1.1M)
Short: 669,011 | Exempt: 1,688 | TRF Vol: 1,122,881 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
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