Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
โ
of holders' portfolios
13F filers
1
institution
Market cap
$6.6B
200M shares
52-week range
$26.97 โ $48.61
36% from low
Exchange
NASDAQ
ADRC
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.
www.gds-services.comNo one on the platform currently holds GDS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 409,385 | $10.4M |
No one on the platform has traded GDS yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$VNET guidance next week will be interesting. $GDS just showed massive pipeline growth and are targeting 1GW of leases this year. $FRMI
View on StockTwits โGDS Q2 2026 Earnings Summary $GDS https://stocktwits.com/news/earnings/ai summaries/gds-q2-2026-earnings-summary/cZoq0oeRJLh
View on StockTwits โ$GDS Q2 '26 Earnings Results & Recap โข Reported GAAP EPS of $4.16 up 966.67% YoY โข Reported revenue of $3.09B up 6.47% YoY โข GDS Holdings revises 2026 total revenue guidance to RMB12,700 million RMB13,000 million, Adjusted EBITDA guidance to RMB5,900 million RMB6,100 million, and increases capex guidance to around RMB10,000 million for GDS Holdings.
View on StockTwits โ$GDS options call open interest worth checking after weekly move https://www.macroaxis.com/stock-options/GDS/GDS-Holdings?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits โ@AIWealthCircle so are we assuming the $GDS block is short hedging? I got into this when there was almost a 10k block at 40 on the same date and it's continued to bleed. Good thing is now they are at 29 instead of 40 because it kept letting me roll for .05 each contract. I'm 6% down now because of that. Hoping it was an error and somebody somewhere doesn't know something that I don't. Well on this at least.
View on StockTwits โNotable flow from yesterday (OI confirmed) $NOK 15C (7/24) โ $2.9M @ 1.29 $QRVO 115C (8/21) โ $6.5M @ 4.84 $AA 65C (8/21) โ $2.0M @ 3.11 $GDS 36C (9/18) โ $2.9M @ 2.68 $MU 1500C (12/17/27) โ $120M @ 444.01 Some of this feels more intentional than usual Not every line item is short-term directional, but itโs worth watching how it bleeds into todayโs tape Especially the longer-dated stuff on $MU thatโs not retail noise Could be nothing, could be positioning into a bigger macro leg Either way, Iโm just marking it, not overreading it Next alert coming soon If youโre not following with notifications on, youโre usually seeing the move after itโs already started
View on StockTwits โKeep an eye on $GDS at this long-term supporting trendline! September $36 calls getting LOADED ๐ข
View on StockTwits โ$GDS closed out position yesterday for a small gain as $GDS confirmed break below weekly trend line that held up from Jan 2024 lows. This price action below that 2 year trend line is very concerning.
View on StockTwits โChina is preparing to spend $295B over the next five years building a nationwide network of AI data centers. The ambitious plan โ led by the National Development and Reform Commission and operated by state giants China Mobile and China Telecom โ is already lifting shares of $GDS and $VNET as Beijing doubles down on domestic AI infrastructure and reduces reliance on foreign chips. https://notreload.xyz/china-295b-ai-data-center-plan-boosts-gds-vnet/
View on StockTwits โ$GDS $VNET this 295B announcement is largely a benefit to SOE (State Owned Enterprises) not private operators. If anything this is a competitive headwind for GDS and VNET. The main beneficiaries are the domestic data center component suppliers.
View on StockTwits โ$GDS $VNET China to spend $295B on building data centers across country, Bloomberg says American depository receipts of Chinese cloud providers GDS Holdings (GDS) and Vnet Group (VNET) rise about 7% and 9% respectively after Bloomberg reported China is preparing to spend $295B on building data centers across the country, citing people familiar with the matter. Government agencies, such as the National Development and Reform Commission, are currently drafting a blueprint of a network of inter-connected hubs across the country. State firms, including China Mobile and China Telecom, will operate the bulk of the data centers and while local suppliers will supply 80% of the technology, the sources added.
View on StockTwits โRecent $TICKER stream from stocktwits.com โ refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $12.7B | +11.2% | $6.85 | $0.67โ$12.92 | 5.1ร | 4 |
| 2027 | $14.1B | +11.0% | $1.68 | $0.29โ$3.93 | 20.7ร | 4 |
| 2028 | $16.7B | +18.0% | $2.50 | $-0.19โ$5.42 | 13.9ร | 4 |
| 2029 | $17.0B | +2.0% | $0.51 | $0.47โ$0.57 | 67.9ร | 1 |
Forward consensus ยท growth is YoY vs the prior fiscal-year estimate ยท Fwd P/E at the current price ยท source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-13 | $0.01 | $0.56 | +4981.7% |
| 2026-05-20 | $-0.03 | $1.53 | +4689.1% |
| 2026-03-17 | $-0.04 | $0.56 | +1500.0% |
| 2025-11-19 | $-0.06 | $0.45 | +850.0% |
| 2025-08-20 | $-0.11 | $-0.06 | +45.5% |
| 2025-05-20 | $-0.22 | $0.48 | +318.2% |
| 2025-03-19 | $-0.27 | $-0.10 | +63.0% |
| 2024-11-19 | $-0.20 |
| $-0.16 |
| +20.0% |
| $4.4B |
| โ |
| GGenpact Limited | $34.37 | +1.24% | $5.8B | โ |
| INGMIngram Micro Holding Corporation | $28.33 | +1.03% | $6.5B | โ |
Source: Financial Modeling Prep ยท peers by sector/industry