GDS Holdings $GDS Stock Holdings Lifted by AI Squared Management Ltd

AI Squared Management Ltd grew its stake in shares of GDS Holdings (NASDAQ:GDS) by 793.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 98,280 shares of the company’s stock after acquiring an additional 87,280 shares during the period. GDS comprises about 4.0% of AI Squared Management Ltd’s portfolio, making the stock its 11th largest holding. AI Squared Management Ltd owned 0.05% of GDS worth $3,803,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. Canada Pension Plan Investment Board raised its stake in GDS by 77.7% during the 2nd quarter. Canada Pension Plan Investment Board now owns 7,004,083 shares of the company’s stock valued at $214,115,000 after purchasing an additional 3,062,658 shares during the period. Aspex Management HK Ltd lifted its holdings in shares of GDS by 46.4% in the second quarter. Aspex Management HK Ltd now owns 4,406,949 shares of the company’s stock valued at $134,720,000 after purchasing an additional 1,397,073 shares in the last quarter. Light Street Capital Management LLC acquired a new stake in shares of GDS in the second quarter worth $21,845,000. Norges Bank acquired a new stake in shares of GDS in the second quarter worth $18,342,000. Finally, MY.Alpha Management HK Advisors Ltd acquired a new stake in shares of GDS in the second quarter worth $14,273,000. 33.71% of the stock is owned by institutional investors.

Trending Headlines about GDS

Here are the key news stories impacting GDS this week:

• Positive Sentiment: Price and volume signal — The shares are up today on above-average volume, which can reflect renewed investor interest or short-term buying momentum. Keep an eye on whether this volume is sustained or tied to specific, legitimate company news.
• Neutral Sentiment: Littlejohn & Co. announced an investment/partnership with a private power‑infrastructure consulting firm called GDS Associates; this is NOT GDS Holdings (the NASDAQ:GDS data‑center operator). The coverage could create headline confusion and incidental trading in the ticker, but it does not indicate any corporate action by GDS Holdings. Littlejohn invests in GDS Associates
• Neutral Sentiment: Multiple Indian news outlets published guides about India Post “GDS” (Gramin Dak Sevak) exam results and merit lists. These items concern a government hiring process and are unrelated to GDS Holdings’ operations or financials; they may nevertheless cause ticker‑name confusion for retail traders. India Post GDS Result 2026
• Negative Sentiment: Short‑interest data appears inconsistent/erroneous in the feed (reported as a “significant increase” yet showing zero shares and a 0.0 days ratio). This looks like a data glitch rather than a meaningful change in short positioning; however, such reporting errors can spur volatility or misinterpretation by traders.

GDS Stock Up 7.2%

GDS stock opened at $40.87 on Friday. GDS Holdings has a 12 month low of $16.92 and a 12 month high of $48.61. The company has a debt-to-equity ratio of 1.65, a quick ratio of 2.51 and a current ratio of 2.51. The company’s fifty day simple moving average is $42.33 and its 200-day simple moving average is $37.63.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on GDS shares. TD Cowen dropped their price target on GDS from $38.00 to $37.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. Raymond James Financial restated a “strong-buy” rating on shares of GDS in a research report on Tuesday, January 13th. UBS Group set a $55.00 target price on GDS in a research note on Monday, December 1st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of GDS in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $47.91.

GDS Company 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.