Hel Ved Capital Management Ltd Buys Shares of 84,400 GDS Holdings $GDS

Hel Ved Capital Management Ltd purchased a new position in GDS Holdings (NASDAQ:GDS) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 84,400 shares of the company’s stock, valued at approximately $3,266,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of GDS. Light Street Capital Management LLC bought a new stake in GDS in the 2nd quarter worth about $21,845,000. Taikang Asset Management Hong Kong Co Ltd bought a new position in GDS during the 2nd quarter valued at about $1,681,000. Summit Global Investments purchased a new stake in shares of GDS during the 2nd quarter valued at about $350,000. Future Fund LLC bought a new stake in shares of GDS in the second quarter worth approximately $1,333,000. Finally, Aspex Management HK Ltd raised its holdings in shares of GDS by 46.4% during 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 during the last quarter. 33.71% of the stock is owned by institutional investors.

Key GDS News

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.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on GDS. 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 price target on GDS in a report on Monday, December 1st. Weiss Ratings restated a “hold (c)” rating on shares of GDS in a research note on Monday, December 29th. Finally, TD Cowen cut their price objective on GDS from $38.00 to $37.00 and set a “buy” rating for the company in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $47.91.

GDS Trading Up 7.2%

GDS opened at $40.87 on Friday. The company’s 50 day moving average is $42.33 and its 200 day moving average is $37.59. The company has a debt-to-equity ratio of 1.65, a current ratio of 2.51 and a quick ratio of 2.51. GDS Holdings has a 12-month low of $16.92 and a 12-month high of $48.61.

About GDS

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.