GlobalFoundries (NASDAQ:GFS) Price Target Raised to $60.00

GlobalFoundries (NASDAQ:GFS) had its price target raised by Robert W. Baird from $40.00 to $60.00 in a research note released on Thursday, MarketBeat.com reports. They currently have an outperform rating on the stock.

Several other analysts have also issued reports on the company. Zacks Research upgraded GlobalFoundries from a “strong sell” rating to a “hold” rating in a research note on Friday, January 30th. BNP Paribas Exane assumed coverage on GlobalFoundries in a report on Friday, October 24th. They issued an “outperform” rating and a $45.00 price objective for the company. Weiss Ratings reaffirmed a “sell (d)” rating on shares of GlobalFoundries in a report on Thursday, January 22nd. Citigroup lifted their target price on shares of GlobalFoundries from $35.00 to $42.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Finally, Wedbush lowered shares of GlobalFoundries from an “outperform” rating to a “neutral” rating and lowered their price target for the company from $42.00 to $40.00 in a research report on Wednesday, December 31st. Six equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $46.13.

GlobalFoundries Stock Performance

NASDAQ GFS opened at $48.99 on Thursday. The company has a market capitalization of $27.09 billion, a PE ratio of 30.81, a price-to-earnings-growth ratio of 2.01 and a beta of 1.50. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.24 and a current ratio of 2.62. GlobalFoundries has a 52-week low of $29.77 and a 52-week high of $50.98. The company has a 50-day simple moving average of $40.48 and a 200 day simple moving average of $36.46.

GlobalFoundries (NASDAQ:GFS) last released its earnings results on Wednesday, February 11th. The company reported $0.55 earnings per share for the quarter, beating 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 firm had revenue of $1.83 billion during the quarter, compared to the consensus estimate of $1.80 billion. During the same period in the prior year, the firm earned $0.46 EPS. The company’s revenue was up .0% compared to the same quarter last year. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. On average, research analysts predict that GlobalFoundries will post 1.31 EPS for the current year.

Institutional Investors Weigh In On GlobalFoundries

A number of institutional investors and hedge funds have recently added to or reduced their stakes in GFS. WealthCollab LLC raised its position in shares of GlobalFoundries by 674.7% during the 4th quarter. WealthCollab LLC now owns 705 shares of the company’s stock valued at $25,000 after purchasing an additional 614 shares during the period. True Wealth Design LLC increased its stake in GlobalFoundries by 216.7% in 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 in the last quarter. Clearstead Advisors LLC lifted its position in shares of GlobalFoundries by 91.9% in the third quarter. Clearstead Advisors LLC now owns 808 shares of the company’s stock valued at $29,000 after acquiring an additional 387 shares in the last quarter. First Horizon Corp bought a new position in shares of GlobalFoundries in the third quarter worth about $33,000. Finally, Covestor Ltd grew 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 purchasing an additional 349 shares in the last quarter.

GlobalFoundries News Roundup

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.