Why These 15 Data Center Stocks Are Skyrocketing So Far In 2025

Page 13 of 14

2. GDS Holdings Ltd (NASDAQ:GDS)

Number of Hedge Fund Holders In Q4 2024: 32

GDS Holdings Ltd (NASDAQ:GDS) makes high-performance data centers in China and Southeast Asia.

The stock is up significantly so far in 2025 as there have been rumors of a potential DayOne IPO, though the company later clarified that no concrete IPO plans exist. DayOne is GDS Holdings’ international data center business unit that operates outside of mainland China.

Regardless, it surged after TD Cowen’s price target increased to $39. Morgan Stanley also maintained an Overweight rating with a $39 price target ahead of Alibaba’s earnings, which is a major client of GDS Holdings.

The consensus price target of $22.6 implies 49.45% downside.

GDS stock is up 89.85% year-to-date.

Page 13 of 14