Market Cap
$6.3B
GDS
GDS Holdings Ltd
$27.75 ▼ -6.86%
Prev close $29.80Market cap$6.3B
12-mo target$50.38 (+81.5%)
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions19 Institutional Exits Software & IT
Snapshot
The big-picture read on GDS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
28 buys / 19 sells
Insider Activity
$0.00 buy / $1.7M sell
Insider Net $
-$1.7M
Social Sentiment
75° Bullish
SEC Reports
7
Press Releases
2
Price chart 30d -9.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 4, 2026 SEC Short Volume: GDS — 57.5% short (0.4M / 0.8M)
Short: 449,721 | Exempt: 0 | TRF Vol: 782,518 | Short Ratio: 57.5% | Off-exchange volume (dark pool
GDS Holdings filed a 6-K furnishing its Hong Kong 2026 Interim Report as Exhibit 99.1. The actual financial content of t
6-K — Impact 3/10
GDS Holdings reported Q2 2026 results with net revenue of RMB3,088.0M (+6.5% YoY) and net income of RMB837.6M vs a net l
6-K — Impact 5/10
GDS reported Q2 2026 net revenue of RMB3,088M (+6.5% YoY) and net income of RMB837.6M vs a net loss of RMB70.6M a year a
PRESS-RELEASE — Impact 7/10
Aug 3, 2026 Insider
Huang William Wei acquired 53,334 shares
Chairman and CEO
Aug 3, 2026 Insider
Newman Daniel Antony acquired 51,374 shares
Chief financial officer
Aug 3, 2026 Insider
Qian Yixin acquired 12,800 shares
Executive VP, operation
Jun 30, 2026 Inst.
BARCLAYS PLC — DOUBLED
6,654,192 shares ($199.8M)
Analyst ratings buy % -1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 21, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| 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% |
Price targets
Where 16 covering analysts think GDS trades over the next 12 months.
$50.38 +81.5% upside Strong Buy
Current$27.76 Low$40.09 Median$50.38 High$63.04 16 analysts
$40.09$63.04
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 3 neutral · avg impact 4.6/10.Plus 2 press releases.
NEUTRAL6-K3/10
GDS Holdings filed a 6-K furnishing its Hong Kong 2026 Interim Report as Exhibit 99.1. The actual fi
Sep 4, 2026
MIXED6-K5/10
GDS Holdings reported Q2 2026 results with net revenue of RMB3,088.0M (+6.5% YoY) and net income of
Aug 13, 2026
BULLISHPRESS-RELEASE7/10
GDS reported Q2 2026 net revenue of RMB3,088M (+6.5% YoY) and net income of RMB837.6M vs a net loss
Aug 13, 2026
NEUTRAL6-K2/10
GDS Holdings filed a 6-K announcing its board meeting on August 12, 2026, to approve Q2 2026 unaudit
Jul 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: GDS — 57.5% short (0.4M / 0.8M)
Short: 449,721 | Exempt: 0 | TRF Vol: 782,518 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: GDS — 70.0% short (0.5M / 0.8M)
Short: 535,109 | Exempt: 45,600 | TRF Vol: 764,140 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: GDS — 55.0% short (0.3M / 0.5M)
Short: 291,934 | Exempt: 101 | TRF Vol: 530,642 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: GDS — 56.9% short (0.4M / 0.7M)
Short: 403,225 | Exempt: 4,807 | TRF Vol: 708,721 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: GDS — 55.4% short (0.3M / 0.6M)
Short: 344,264 | Exempt: 1,350 | TRF Vol: 621,000 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.28 | $-1.28–$-1.28 | 48.1% | -226.5% | 1↑ 0↓ | $3.2B | 1 |
| Next Q | $-2.70 | $-2.70–$-2.70 | -145.9% | -125.1% | 1↑ 0↓ | $3.2B | 1 |
| Current FY | $3.11 | $2.01–$4.22 | 3.0% | +7.2% | 1↑ 0↓ | $12.8B | 2 |
| Next FY | $0.04 | $-1.79–$2.00 | -98.7% | -84.2% | 0↑ 1↓ | $14.0B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.280 | — |
| 7d ago | $-1.280 | — |
| 30d ago | $-0.392 | -0.888 |
| 60d ago | $-0.391 | -0.889 |
| 90d ago | $-0.393 | -0.887 |
Institutional ownership
Which big funds own GDS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (61,039,536 shares) as of 2026-Q2. Top holders: NOMURA, Sachem, CANADA. Net buying activity: 28 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Sachem Head Capital Management LP | 8,685,000 | $260.8M | 14.2% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,004,083 | $210.3M | 11.5% | — |
| BARCLAYS PLC | 6,654,192 | $199.8M | 10.9% | DOUBLED +122.5% |
| BAMCO INC /NY/ | 4,245,033 | $127.5M | 7.0% | — |
| UBS Group AG | 3,590,986 | $107.8M | 5.9% | ADD +77.3% |
| GOLDMAN SACHS GROUP INC | 3,162,100 | $95.0M | 5.2% | ADD +54.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,488,523 | $74.7M | 4.1% | ADD +73.4% |
| BlackRock, Inc. | 2,219,981 | $66.7M | 3.6% | ADD +79.5% |
| Point72 Asset Management, L.P. | 2,169,763 | $65.2M | 3.6% | ADD +39.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARCLAYS PLC | DOUBLED | 2,991,175 | 6,654,192 | +122.5% | $199.8M |
| UBS Group AG | ADD | 2,025,626 | 3,590,986 | +77.3% | $107.8M |
| GOLDMAN SACHS GROUP INC | ADD | 2,048,332 | 3,162,100 | +54.4% | $95.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 1,435,002 | 2,488,523 | +73.4% | $74.7M |
| BlackRock, Inc. | ADD | 1,236,531 | 2,219,981 | +79.5% | $66.7M |
| Point72 Asset Management, L.P. | ADD | 1,553,052 | 2,169,763 | +39.7% | $65.2M |
| Alyeska Investment Group, L.P. | DOUBLED | 400,000 | 1,554,533 | +288.6% | $46.7M |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 1,733,937 | 1,111,344 | -35.9% | $32.6M |
| HSBC HOLDINGS PLC | TRIM | 1,220,693 | 716,506 | -41.3% | $21.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 38,434 | 561,699 | +1361.5% | $16.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 36 transactions. Net -$1.7M — $0.00 bought, $1.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Huang William Wei | Chairman and CEO | J | 53,334 | — | — |
| Aug 3, 2026 | Newman Daniel Antony | Chief financial officer | J | 51,374 | — | — |
| Aug 3, 2026 | Qian Yixin | Executive VP, operation | J | 12,800 | — | — |
| Aug 3, 2026 | Liang Yan | See Remarks | J | 11,166 | — | — |
| Aug 3, 2026 | Zhang Kejing | EVP, sales and service | J | 12,166 | — | — |
| Jul 15, 2026 | SIO TAT HIANG | Director | AWARD | 2,130 | — | — |
| Jul 15, 2026 | Liu Chee Ming | Director | AWARD | 1,130 | — | — |
| Jul 15, 2026 | Sun Qiang Chang | Director | AWARD | 1,130 | — | — |
| Jul 15, 2026 | Wojtaszek Gary J | Director | AWARD | 1,130 | — | — |
| Jul 15, 2026 | LOPEZ BRUNO | Director | AWARD | 1,500 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GDS.
Shares short
12,402,997
Settlement Sep 15, 2026
Change vs prior
-6.5%
Semi-monthly cycle
Days to cover
11.5
At avg daily volume
Of shares outstanding
≈6.2%
Estimate — not % of float
All GDS filing & press-release reports (9)
- 6-K reportSep 4, 2026
- 6-K reportAug 13, 2026
- PRESS-RELEASE reportAug 13, 2026
- 6-K reportJul 30, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 20, 2026
- PRESS-RELEASE reportApr 29, 2026
- PRESS-RELEASE reportMar 17, 2026
- PRESS-RELEASE reportMar 3, 2026