GlobalFoundries (NASDAQ:GFS) Price Target Raised to $55.00

GlobalFoundries (NASDAQ:GFS) had its price objective increased by Needham & Company LLC from $42.00 to $55.00 in a report issued on Thursday, MarketBeat.com reports. The firm currently has a buy rating on the stock.

A number of other analysts also recently weighed in on the stock. The Goldman Sachs Group upped their price target on shares of GlobalFoundries from $40.00 to $46.00 and gave the stock a “neutral” rating in a report on Wednesday. Weiss Ratings restated a “sell (d)” rating on shares of GlobalFoundries in a research report on Thursday, January 22nd. Robert W. Baird raised their target price on GlobalFoundries from $40.00 to $60.00 and gave the company an “outperform” rating in a report on Thursday. Citigroup upped their price objective on GlobalFoundries from $35.00 to $42.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Finally, Evercore lifted their target price on GlobalFoundries from $43.00 to $45.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. Six investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $46.13.

GlobalFoundries Price Performance

GlobalFoundries stock opened at $48.99 on Thursday. The company has a market capitalization of $27.09 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 2.01 and a beta of 1.50. The company has a current ratio of 2.62, a quick ratio of 2.24 and a debt-to-equity ratio of 0.13. GlobalFoundries has a 12 month low of $29.77 and a 12 month high of $50.98. The stock’s 50 day moving average is $40.48 and its 200-day moving average is $36.46.

GlobalFoundries (NASDAQ:GFS) last released 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. GlobalFoundries had a net margin of 13.05% and a return on equity of 6.86%. The business had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.80 billion. During the same period last year, the firm earned $0.46 earnings per share. GlobalFoundries’s revenue for the quarter was up .0% compared to the same quarter last year. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. Equities research analysts expect that GlobalFoundries will post 1.31 EPS for the current year.

Hedge Funds Weigh In On GlobalFoundries

A number of hedge funds have recently modified their holdings of 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 purchasing an additional 614 shares during the last quarter. True Wealth Design LLC lifted its holdings in GlobalFoundries by 216.7% during the 4th quarter. True Wealth Design LLC now owns 795 shares of the company’s stock worth $28,000 after buying an additional 544 shares during the period. Clearstead Advisors LLC grew its position in shares of GlobalFoundries by 91.9% in the 3rd quarter. Clearstead Advisors LLC now owns 808 shares of the company’s stock valued at $29,000 after buying an additional 387 shares during the last quarter. First Horizon Corp acquired a new stake in shares of GlobalFoundries in the third quarter valued at about $33,000. Finally, Covestor Ltd raised its position in shares of GlobalFoundries by 57.6% during the fourth quarter. Covestor Ltd now owns 955 shares of the company’s stock worth $33,000 after acquiring an additional 349 shares during the last quarter.

Key Headlines Impacting 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.

GlobalFoundries Company Profile

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.