Elevate Capital Advisors LLC Takes Position in GDS Holdings $GDS

Elevate Capital Advisors LLC bought a new stake in GDS Holdings (NASDAQ:GDS) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 15,820 shares of the company’s stock, valued at approximately $552,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Canada Pension Plan Investment Board raised its stake in shares of GDS by 77.7% in the second quarter. Canada Pension Plan Investment Board now owns 7,004,083 shares of the company’s stock valued at $214,115,000 after acquiring an additional 3,062,658 shares during the period. Bamco Inc. NY raised its stake in shares of GDS by 35.0% in the third quarter. Bamco Inc. NY now owns 4,258,664 shares of the company’s stock valued at $164,810,000 after acquiring an additional 1,104,756 shares during the period. Triata Capital Ltd raised its stake in shares of GDS by 35.5% in the third quarter. Triata Capital Ltd now owns 2,407,953 shares of the company’s stock valued at $93,188,000 after acquiring an additional 630,339 shares during the period. Alyeska Investment Group L.P. raised its stake in shares of GDS by 62.0% in the third quarter. Alyeska Investment Group L.P. now owns 1,892,103 shares of the company’s stock valued at $73,224,000 after acquiring an additional 724,290 shares during the period. Finally, Carrhae Capital LLP raised its stake in shares of GDS by 295.4% in the third quarter. Carrhae Capital LLP now owns 1,648,278 shares of the company’s stock valued at $63,788,000 after acquiring an additional 1,231,375 shares during the period. Hedge funds and other institutional investors own 33.71% of the company’s stock.

GDS Stock Up 1.9%

Shares of GDS stock opened at $41.99 on Friday. The company has a debt-to-equity ratio of 1.60, a current ratio of 2.60 and a quick ratio of 2.51. GDS Holdings has a 1 year low of $18.09 and a 1 year high of $48.61. The firm’s 50-day moving average is $42.79 and its two-hundred day moving average is $38.77. The stock has a market cap of $8.16 billion, a price-to-earnings ratio of 80.75 and a beta of 0.46.

GDS (NASDAQ:GDS) last issued its earnings results on Saturday, February 14th. The company reported ($0.35) earnings per share (EPS) for the quarter. GDS had a return on equity of 8.72% and a net margin of 8.12%.The business had revenue of $417.60 million for the quarter. As a group, research analysts expect that GDS Holdings will post -0.89 earnings per share for the current fiscal year.

Key GDS News

Here are the key news stories impacting GDS this week:

• Positive Sentiment: GDS launched a pilot with EcoCeres to trial the use of HVO (a low‑carbon diesel substitute) at a data center in northern China — a potential win for emissions reduction, ESG positioning and diesel cost/consumption management if scaled. This type of pilot can improve commercial appeal to sustainability‑focused customers and may modestly reduce operating fuel costs versus conventional diesel, though near‑term financial impact depends on scale and fuel pricing. GDS launches pilot with EcoCeres to trial use of HVO at data center in northern China
• Neutral Sentiment: Multiple news items circulating today refer to “GDS” but are about India Post Gramin Dak Sevak (GDS) recruitment/merit lists, not GDS Holdings. These stories can generate search‑and‑news feed noise but are unrelated to GDS Holdings’ business or fundamentals. Representative links: India Post GDS 2nd Merit List 2026 Out, Verification by April 27: State-Wise Result Link Here India Post GDS 2nd merit list 2026 out: Check download link, document verification details here India Post GDS Result 2026 2nd Merit List Out | Check Status India Post GDS 2nd Merit List 2026 Released at indiapostgdsonline.gov.in, Direct PDF Download Link Here
• Neutral Sentiment: Reported short‑interest data for April shows inconsistent/zero values (an apparent data error). The published note indicates short interest totaled “0 shares” with NaN change from prior period — not actionable as presented. Monitor reliable filings/seasonal updates for a clearer short‑interest picture. (Internal short‑interest entry provided.)

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Wall Street Zen raised shares of GDS from a “sell” rating to a “hold” rating in a research note on Saturday, April 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of GDS in a research note on Friday, March 27th. Zacks Research raised shares of GDS from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 23rd. Raymond James Financial reaffirmed a “strong-buy” rating on shares of GDS in a research note on Tuesday, January 13th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $64.00 price target on shares of GDS in a research note on Tuesday, March 17th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $49.90.

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.