State of Wyoming Buys New Holdings in GDS Holdings $GDS

State of Wyoming bought a new stake in shares of GDS Holdings (NASDAQ:GDS) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 17,835 shares of the company’s stock, valued at approximately $690,000.

Several other hedge funds and other institutional investors have also bought and sold shares of GDS. Advisors Asset Management Inc. acquired a new position in GDS in the first quarter valued at about $25,000. NewEdge Advisors LLC bought a new position in shares of GDS during the 1st quarter valued at about $25,000. Huntington National Bank lifted its holdings in shares of GDS by 83,700.0% during the 2nd quarter. Huntington National Bank now owns 838 shares of the company’s stock valued at $26,000 after purchasing an additional 837 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in GDS by 41.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,806 shares of the company’s stock worth $55,000 after buying an additional 531 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in GDS by 113.0% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,836 shares of the company’s stock valued at $56,000 after buying an additional 974 shares in the last quarter. Institutional investors own 33.71% of the company’s stock.

Trending Headlines about GDS

Here are the key news stories impacting GDS this week:

• Positive Sentiment: Nov. quarter beat and revenue growth — GDS reported $0.45 EPS vs. consensus -$0.06 and revenue of $405.3M (up ~10% YoY); strong margins (reported net margin ~49.6%) and improving top-line trends are the primary bullish fundamentals lifting the stock today.
• Neutral Sentiment: Unrelated press coverage using the “GDS” acronym — multiple India Post “GDS recruitment 2026” stories are circulating (high volume of press in India). These items refer to “Gramin Dak Sevak (GDS)” recruitment and are unrelated to GDS Holdings; they can, however, create ticker-search noise for casual investors. India Post GDS Recruitment
• Neutral Sentiment: Conflicting short-interest data — exchange-sourced short-interest entries in the feed show zero shares / NaN change (likely a reporting glitch), implying no meaningful official short position reported as of Feb 2.
• Negative Sentiment: Media report of a “significant increase” in short interest — at least one outlet flagged rising short interest in early February; if true, higher short activity could add downward pressure or volatility. Note: this report conflicts with the zero-value short-interest data in the exchange feed, so verify with official exchange short-interest release. Short Interest Article
• Negative Sentiment: Analyst outlook still cautious — consensus for the current fiscal year shows a negative EPS forecast (around -$0.89), which limits upside despite the recent quarter’s beat and contributes to valuation risk.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on GDS. Macquarie set a $46.70 price objective on shares of GDS in a research report on Thursday, November 6th. UBS Group set a $55.00 price target on GDS in a research note on Monday, December 1st. TD Cowen reduced their price objective on GDS from $38.00 to $37.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Raymond James Financial reiterated a “strong-buy” rating on shares of GDS in a research note on Tuesday, January 13th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of GDS in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, GDS has a consensus rating of “Moderate Buy” and a consensus target price of $46.70.

GDS Stock Performance

Shares of NASDAQ GDS opened at $45.08 on Tuesday. The company has a current ratio of 2.51, a quick ratio of 2.51 and a debt-to-equity ratio of 1.65. The company has a market capitalization of $8.52 billion, a P/E ratio of 11.30 and a beta of 0.37. GDS Holdings has a 12 month low of $16.92 and a 12 month high of $52.50. The stock has a 50 day moving average of $38.17 and a 200-day moving average of $36.23.

GDS (NASDAQ:GDS) last released its quarterly earnings data on Wednesday, November 19th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of ($0.06) by $0.51. The firm had revenue of $405.28 million during the quarter, compared to analysts’ expectations of $402.81 million. GDS had a net margin of 49.60% and a return on equity of 5.17%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.14) earnings per share. As a group, equities research analysts predict that GDS Holdings will post -0.89 EPS for the current year.

GDS Profile

GDS Holdings Limited, founded in 2001 and headquartered in Shanghai, is a leading network-neutral data center services provider in China. The company operates a portfolio of state-of-the-art data center facilities designed to support the mission-critical IT infrastructure of cloud service providers, internet enterprises, financial institutions, and government entities. GDS was among the first Chinese providers to offer high-density colocation solutions, catering to customers with demanding computing and storage requirements.

GDS specializes in delivering scalable colocation, cross-connect, and interconnection services within its facilities, enabling clients to establish high-speed, low-latency connections to major cloud platforms and internet exchange points.