Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.9B
200M shares
52-week range
$26.97 – $48.61
11% from low
Exchange
NASDAQ
ADRC
Borrow rate
1.03%
Moderate
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.79B | $4.12B | $5.74B | $7.82B | $9.33B | $9.96B | $10.32B | $11.43B |
| Cost of revenue | $2.17B | $3.08B | $4.19B | $6.04B | $7.39B | $8.03B | $8.10B | $8.85B |
| Gross profit | $622.4M | $1.04B | $1.55B | $1.78B | $1.94B | $1.92B | $2.22B | $2.59B |
| Gross margin | 22.3% | 25.3% | 27.0% | 22.8% | 20.8% | 19.3% | 21.5% | 22.6% |
| R&D | $13.9M | $21.6M | $40.0M | $39.3M | $35.8M | $38.2M | $36.3M | $32.7M |
| Operating income | $168.4M | $479.8M | $672.9M | $569.5M | $551.8M | −$2.46B | $1.15B | $1.54B |
| EBITDA | $958.0M | $1.62B | $2.33B | $3.23B | $4.19B | $1.36B | $4.51B | $6.07B |
| Net income | −$430.3M | −$442.1M | −$669.2M | −$1.19B | −$1.27B | −$4.29B | $3.43B | $949.6M |
| Net margin | -15.4% | -10.7% | -11.7% | -15.2% | -13.6% | -43.1% | 33.2% | 8.3% |
| EPS (diluted) | -3.44 | -3.60 | -4.72 | -7.20 | -8.24 | -23.68 | 18.40 | 4.24 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $12.6B | $6.11 | $0.59–$11.53 | 4 |
| 2027 | $14.1B | $1.48 | $0.26–$3.47 | 4 |
| 2028 | $16.5B | $2.19 | $-0.17–$4.74 | 4 |
| 2029 | $16.9B | $0.51 | $0.47–$0.55 | 2 |
Forward consensus · source: Financial Modeling Prep
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.
| $4.4B |
| — |
| GGenpact Limited | $27.85 | -2.38% | $4.7B | — |
| INGMIngram Micro Holding Corporation | $27.45 | -0.29% | $6.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 0.5× sales vs its 0.6× historical median P/S.
Fair value ≈ $33.86 · price $29.33 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Notable flow from yesterday (OI confirmed) $NOK 15C (7/24) — $2.9M @ 1.29 $QRVO 115C (8/21) — $6.5M @ 4.84 $AA 65C (8/21) — $2.0M @ 3.11 $GDS 36C (9/18) — $2.9M @ 2.68 $MU 1500C (12/17/27) — $120M @ 444.01 Some of this feels more intentional than usual Not every line item is short-term directional, but it’s worth watching how it bleeds into today’s tape Especially the longer-dated stuff on $MU that’s not retail noise Could be nothing, could be positioning into a bigger macro leg Either way, I’m just marking it, not overreading it Next alert coming soon If you’re not following with notifications on, you’re usually seeing the move after it’s already started
View on StockTwits ↗Keep an eye on $GDS at this long-term supporting trendline! September $36 calls getting LOADED 🟢
View on StockTwits ↗$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 ↗China is preparing to spend $295B over the next five years building a nationwide network of AI data centers. The ambitious plan — led by the National Development and Reform Commission and operated by state giants China Mobile and China Telecom — is already lifting shares of $GDS and $VNET as Beijing doubles down on domestic AI infrastructure and reduces reliance on foreign chips. https://notreload.xyz/china-295b-ai-data-center-plan-boosts-gds-vnet/
View on StockTwits ↗$GDS $VNET this 295B announcement is largely a benefit to SOE (State Owned Enterprises) not private operators. If anything this is a competitive headwind for GDS and VNET. The main beneficiaries are the domestic data center component suppliers.
View on StockTwits ↗$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 ↗Is it holding stocks that are hot? AI stocks? 🤷🏽♂️ $INHD $CHAI $GDS $CCTG
View on StockTwits ↗$GDS Someone purchased 1M dollars in $40 calls expiring july 17th
View on StockTwits ↗$GDS today so strong any chance to buy back
View on StockTwits ↗$GDS Looks like this tracks with KWEB, as someone said on here
View on StockTwits ↗$GDS "In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal."
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.