GlobalFoundries (NASDAQ:GFS – Free Report) had its price objective boosted by Wedbush from $40.00 to $50.00 in a report published on Thursday, MarketBeat reports. The brokerage currently has a neutral rating on the stock.
A number of other equities research analysts have also weighed in on the stock. Zacks Research raised shares of GlobalFoundries from a “strong sell” rating to a “hold” rating in a research note on Friday, January 30th. Wall Street Zen lowered shares of GlobalFoundries from a “buy” rating to a “hold” rating in a report on Saturday, November 15th. Morgan Stanley set a $43.00 target price on GlobalFoundries in a report on Monday, February 9th. Robert W. Baird raised their target price on GlobalFoundries from $40.00 to $60.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, BNP Paribas Exane started coverage on GlobalFoundries in a report on Friday, October 24th. They issued an “outperform” rating and a $45.00 price objective for the company. Six equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, GlobalFoundries presently has an average rating of “Hold” and an average price target of $46.13.
Read Our Latest Stock Analysis on GFS
GlobalFoundries Price Performance
GlobalFoundries (NASDAQ:GFS – Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.08. The company had revenue of $1.83 billion during the quarter, compared to analyst estimates of $1.80 billion. GlobalFoundries had a return on equity of 6.86% and a net margin of 13.05%.The firm’s revenue was up .0% on a year-over-year basis. During the same quarter last year, the firm posted $0.46 earnings per share. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. On average, equities research analysts anticipate that GlobalFoundries will post 1.31 earnings per share for the current year.
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in GFS. WealthCollab LLC grew its stake in shares of GlobalFoundries by 674.7% in the fourth quarter. WealthCollab LLC now owns 705 shares of the company’s stock worth $25,000 after acquiring an additional 614 shares during the last quarter. True Wealth Design LLC grew its position in GlobalFoundries by 216.7% during the 4th quarter. True Wealth Design LLC now owns 795 shares of the company’s stock valued at $28,000 after purchasing an additional 544 shares during the last quarter. Clearstead Advisors LLC increased its stake in GlobalFoundries by 91.9% during the 3rd quarter. Clearstead Advisors LLC now owns 808 shares of the company’s stock valued at $29,000 after purchasing an additional 387 shares in the last quarter. Allworth Financial LP raised its holdings in GlobalFoundries by 85.5% in the second quarter. Allworth Financial LP now owns 894 shares of the company’s stock worth $34,000 after buying an additional 412 shares during the last quarter. Finally, IFP Advisors Inc lifted its stake in shares of GlobalFoundries by 824.7% in the second quarter. IFP Advisors Inc now owns 897 shares of the company’s stock worth $38,000 after buying an additional 800 shares in the last quarter.
Trending Headlines about GlobalFoundries
Here are the key news stories impacting GlobalFoundries this week:
- Positive Sentiment: Q4 earnings beat and upbeat guidance — GFS reported EPS $0.55 vs. $0.47 expected and revenue $1.83B vs. $1.80B expected, and provided Q1 2026 EPS guidance of $0.30–$0.40; the beat and guidance helped push the stock to a one-year high. GLOBALFOUNDRIES Inc (GFS) Q4 2025 Earnings Call Highlights
- Positive Sentiment: Analyst upgrades and higher price targets — Needham raised its PT to $55 (buy) and Robert W. Baird raised its PT to $60 (outperform), signaling increased analyst conviction in growth and margin expansion. Needham price target raise Baird price target raise
- Positive Sentiment: Sell-side conviction on margin improvement — A Seeking Alpha piece reiterates a Buy with a $54.52 target, citing margin-accretive growth, strategic acquisitions (silicon photonics, power management) and exposure to AI/data-center markets. GlobalFoundries: Margin-Accretive Growth Coming Fast
- Positive Sentiment: Investor interest and bullish derivative flow — Unusually large options activity with ~15,176 calls traded (≈+139% vs. typical) points to speculative/hedged bullish bets by traders. GFS Trading Higher After Earnings Beat
- Positive Sentiment: Corporate outreach on growth technologies — GFS scheduled an investor webinar on silicon photonics and advanced packaging, underscoring management’s focus on higher-margin, strategic end markets. Investor webinar on silicon photonics
- Neutral Sentiment: Mixed analyst action — Wedbush raised its PT to $50 but kept a “neutral” rating; that is less bullish than other firms and tempers consensus upside. Wedbush price target note
- Neutral Sentiment: Short-interest reporting appears unreliable/zero — multiple filings show “0 shares” and NaN changes, which likely reflects data/reporting quirks rather than a meaningful short position; treat these figures cautiously.
About GlobalFoundries
GlobalFoundries, Inc (NASDAQ: GFS) is a leading contract semiconductor manufacturer that provides wafer fabrication and related services to semiconductor companies and systems manufacturers. The company operates as a pure-play foundry, producing integrated circuits across a range of process technologies for customers in markets such as automotive, communications, consumer electronics, industrial, and aerospace. Its service offering spans process development, manufacturing, test and packaging support, and design enablement including process design kits (PDKs) and intellectual property (IP) libraries to help customers bring designs to production.
GlobalFoundries focuses on a portfolio of differentiated and specialty process nodes, offering technologies for radio-frequency (RF) and wireless, analog and mixed-signal, power management, embedded non-volatile memory, and silicon-on-insulator (SOI) process families.
Recommended Stories
- Five stocks we like better than GlobalFoundries
- Your Bank Account Is No Longer Safe
- Nvidia CEO Issues Bold Tesla Call
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- The day the gold market broke
Receive News & Ratings for GlobalFoundries Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GlobalFoundries and related companies with MarketBeat.com's FREE daily email newsletter.
