UBS Raises its Price Target on GLOBALFOUNDRIES Inc. (GFS) to $50 and Maintains a Neutral Rating
UBS has increased its price target for GLOBALFOUNDRIES Inc. (GFS) to $50, maintaining a Neutral rating, following Q4 earnings that surpassed consensus estimates. Other analysts from TD Cowen and Baird also raised their price targets, citing positive momentum in various markets and viewing GFS as a value play. The company's CEO highlighted a strong Q4 performance with expanded gross margins and growth in AI Data Center and related megatrends.
GlobalFoundries (GFS), Renesas Electronics Announce Multi-Billion-Dollar Semiconductor Supply Chain Partnership
GlobalFoundries (NASDAQ:GFS) and Renesas Electronics Corporation have entered into a multi-billion-dollar partnership to enhance semiconductor supply chain resiliency. This collaboration will expand Renesas’ access to GlobalFoundries’ specialized technology platforms and align with US priorities for domestic chip production. The agreement aims to support increasing demand for semiconductors in various sectors and includes exploring manufacturing in GlobalFoundries' facilities across the US, Germany, Singapore, and China, with potential porting of technologies to Renesas' plants in Japan.
GlobalFoundries (GFS), Renesas Electronics Announce Multi-Billion-Dollar Semiconductor Supply Chain Partnership
GlobalFoundries (GFS) and Renesas Electronics have announced a multi-billion-dollar partnership to enhance semiconductor supply chain resilience, expanding Renesas' access to GlobalFoundries' specialized technology platforms. This collaboration supports US domestic chip production and addresses the growing demand for semiconductors in smart vehicles, industrial IoT, and next-gen automated systems. Production will initially focus in the US, with potential expansion to facilities in Germany, Singapore, China, and Renesas' internal fabrication plants in Japan.
GlobalFoundries (GFS), Renesas Electronics Announce Multi-Billion-Dollar Semiconductor Supply Chain Partnership
GlobalFoundries (GFS) and Renesas Electronics Corporation have announced a multi-billion-dollar partnership to enhance semiconductor supply chain resiliency. This collaboration will expand Renesas' access to GlobalFoundries’ specialized technology platforms and leverage GlobalFoundries' global manufacturing footprint, with initial production in the US extending to facilities worldwide. The agreement aims to support domestic chip production and meet the growing demand for semiconductors in various advanced applications like smart vehicles and AI-driven systems.
Renesas teams with US-based GlobalFoundries to make next-gen auto chips
Renesas Electronics and U.S.-based GlobalFoundries are partnering to jointly produce semiconductors for next-generation vehicles. The collaboration also includes considering the transfer of GlobalFoundries' manufacturing technology to Renesas's plants in Japan. This move aims to enhance the production capabilities for critical automotive chips.
GlobalFoundries and Renesas Expand Strategic Collaboration to Enhance Semiconductor Manufacturing and Supply Chain Resilience
GlobalFoundries and Renesas Electronics have announced an expanded multi-billion-dollar strategic partnership to strengthen semiconductor supply chains for automotive and IoT applications. This collaboration will give Renesas access to GlobalFoundries' advanced technology platforms, with manufacturing planned across the U.S., Germany, Singapore, and potential integration into Renesas' Japanese facilities. The initiative aims to support the growing demand for semiconductors in advanced automotive technologies and enhance domestic production for economic and national security.
Multibillion-dollar chip deal aims to steady supply for smarter cars, factories
GlobalFoundries (GFS) and Renesas have announced an expanded multibillion-dollar manufacturing partnership to improve semiconductor supply resilience and accelerate U.S. chip manufacturing. The collaboration will broaden Renesas's access to GF's differentiated technologies, including FDX, BCD, and CMOS with non-volatile memory, to support various applications in automotive and industrial sectors. Manufacturing is set to begin in mid-2026 across GF's global footprint, with considerations for porting select GF processes into Renesas's Japan fabs.
GlobalFoundries Earnings Call Highlights Growth Amid Investment
GlobalFoundries' Q4 earnings call revealed an upbeat outlook with expanding margins, record free cash flow, and significant design wins, despite some weaknesses in smart mobile and IoT segments. The company delivered Q4 revenue of $1.83 billion and full-year revenue of $6.791 billion, with profitability improving and net income reaching $310 million in Q4. Strategic investments in silicon photonics and acquisitions are aimed at long-term growth, even as the company anticipates higher CapEx and a temporary dip in adjusted free cash flow margins for 2026.
GlobalFoundries Earnings Call Highlights Growth Amid Investment
GlobalFoundries (GFS) reported an upbeat Q4 earnings call, showcasing expanding margins, record free cash flow, and significant design wins, particularly in data center, automotive, and silicon photonics sectors. Despite near-term revenue dips in smart mobile and IoT, and increased capital expenditure, the company's full-year revenue for 2025 approached $6.791 billion with a net income of $965 million. GlobalFoundries is strategically investing in future growth, including acquisitions and increased CapEx, to build manufacturing capabilities and capitalize on upcoming demand in AI-driven applications, even as it navigates temporary softness in some segments and faces a leadership transition.
Why GlobalFoundries (GFS) Is Up 13.5% After Q4 Profit Return And New $500 Million Buyback
GlobalFoundries (GFS) shares rose 13.5% after reporting its Q4 2025 results, which showed a return to net profit despite flat quarterly sales, alongside new Q1 2026 revenue guidance. The company also announced a new $500 million share repurchase program and is expanding its focus into higher-value areas like AI data centers and communications infrastructure. This move towards profitability and strategic investments aims to strengthen its position in the semiconductor market.
How GlobalFoundries aims to speed data with silicon photonics and advanced packaging
GlobalFoundries (NASDAQ: GFS) announced an investor and analyst webinar scheduled for March 10, 2026, to provide updates on its silicon photonics and advanced packaging strategies. Executives will discuss how their platforms enhance speed, efficiency, and scalability for next-generation data applications. The webinar will include presentations, a live Q&A session, and will be accessible via their investor relations website.
GlobalFoundries (GFS) hits new high on swing to profits
This article reports that GlobalFoundries (GFS) shares reached a new high after the company swung to profitability. This positive financial performance likely contributed to increased investor confidence and a rise in stock value for the semiconductor manufacturer.
Needham assumes coverage on GlobalFoundries stock with Buy rating
Needham has initiated coverage on GlobalFoundries Inc. (NASDAQ:GFS) with a Buy rating and a $55.00 price target. This positive outlook follows GlobalFoundries exceeding Q4 2025 revenue expectations, driven by strong automotive and data center demand. Other analysts like Baird and Wedbush have also raised their price targets for the semiconductor foundry, citing growth in silicon photonics and the improving mature foundry market.
GlobalFoundries (GFS) Earnings Swing To US$438m Profit Tests Bullish Margin Narratives
GlobalFoundries (GFS) reported a significant swing to a US$438 million profit in FY 2025 H1, with revenues of US$3.3 billion, contrasting with a US$115 million trailing 12-month (LTM) loss. This performance tests bullish narratives about margin expansion, as analysts predict profitability within three years, but the LTM loss indicates this shift isn't fully reflected yet. While the recent profit is a positive sign for the company's efforts to reduce losses and grow, its P/S ratio and share price above discounted cash flow (DCF) fair value raise questions for skeptics.
Needham assumes coverage on GlobalFoundries stock with Buy rating By Investing.com
Needham has initiated coverage on GlobalFoundries Inc. (NASDAQ:GFS) with a Buy rating and a $55 price target, noting the company's strong fourth-quarter 2025 revenue performance driven by automotive and data center segments. The firm anticipates 2026 to be a growth year for GlobalFoundries, with silicon photonics expected to double. This positive outlook is further supported by recent upgrades from Baird and Wedbush, highlighting the company's progress and improving market conditions.
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) Q4 2025 Earnings Call Transcript
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) reported strong Q4 and full-year 2025 results, with Q4 revenue up 8% sequentially and EPS of $0.55, beating expectations. The company highlighted significant progress in strategic objectives, including technology differentiation through acquisitions in silicon photonics and physical AI, deepened customer partnerships, and leveraging its diversified global manufacturing footprint. GFS provided optimistic guidance for Q1 2026, expecting continued revenue and gross margin expansion, and announced a $500 million share repurchase authorization.
GlobalFoundries to Host Investor Webinar on Silicon Photonics and Advanced Packaging
GlobalFoundries (NASDAQ: GFS) announced an investor and analyst webinar scheduled for Tuesday, March 10, 2026, at 4:30 p.m. ET. During this event, GF executives will provide updates on their business, technology, and strategy, focusing on their leadership in Silicon Photonics and Advanced Packaging. The webinar will highlight how GF's platforms address the rising demand for speed, efficiency, and scalability in next-generation data and connectivity applications.
Globalfoundries (GFS) Hits New High on Swing to Profits
Globalfoundries (GFS) shares reached an over one-year high after the company reported swinging to a net profit of $888 million in 2025, a significant improvement from a $262 million net loss in 2024. This profitability was achieved despite only a 1% increase in net revenues. Following these results, the company's stock jumped by 16.32% and Globalfoundries also announced a $500 million share buyback program to enhance shareholder value.
GlobalFoundries price target raised to $50 from $40 at Wedbush
Wedbush has increased its price target for GlobalFoundries Inc. (NASDAQ:GFS) to $50 from $40, maintaining a Neutral rating on the stock. This adjustment is due to improving conditions in the mature foundry market and growth opportunities in AI-related sectors, including power and networking. GlobalFoundries recently exceeded market expectations in its Q4 2025 earnings report, and Baird also raised its price target to $60, citing strong revenue drivers such as silicon photonics and automotive segment momentum.
Globalfoundries (GFS) Hits New High on Swing to Profits
Globalfoundries (GFS) shares reached an over one-year high after the company reported a significant swing to profitability in 2025, achieving a net income of $888 million compared to a $262 million net loss in 2024. This financial improvement occurred despite only a 1% increase in net revenues. Additionally, Globalfoundries announced a plan to buy back $500 million worth of its common shares over the next 12 months to enhance shareholder value.
GlobalFoundries Inc. (GFS) PT Raised to $50 at Wedbush
Wedbush analyst Matt Bryson increased the price target for GlobalFoundries Inc. (NASDAQ: GFS) to $50.00 from $40.00. The analyst also maintained their prior rating on the stock. This news was published on February 12, 2026, at 6:26 AM EST.
GlobalFoundries Inc. (GFS) PT Raised to $60 at Baird
Baird analyst Tristan Gerra has raised the price target for GlobalFoundries Inc. (NASDAQ: GFS) to $60.00 from $40.00, while maintaining an Outperform rating. The analyst cites silicon photonics, satellite, and optical networking as key revenue and mix drivers, alongside automotive momentum and industrial growth. GlobalFoundries is expected to benefit from an unfolding upcycle, expansion in high-growth segments, and a favorable pricing environment, leading to gross margin expansion.
Allianz Asset Management GmbH Buys Shares of 92,300 GlobalFoundries Inc. $GFS
Allianz Asset Management GmbH has purchased 92,300 shares of GlobalFoundries Inc. (NASDAQ:GFS) in the third quarter, making their new position valued at approximately $3.308 million. Other institutional investors also adjusted their holdings in GFS. GlobalFoundries recently reported strong Q4 earnings, beating analyst expectations, and announced a share repurchase program.
GlobalFoundries shares soar 16% on strong quarterly results, guidance
GlobalFoundries' shares surged 16% after the chipmaker reported strong fourth-quarter results for 2025, exceeding analyst expectations for both revenue and earnings. The company also announced a $500 million share buyback program and provided an optimistic outlook for the current quarter. Growth was driven by increased demand for high-margin products in the auto, communications, infrastructure, and data center segments, alongside significant investments in manufacturing capacity and photonics technology.
GlobalFoundries Q4 Results Top Estimates; Guides Q1 In Line With Estimates; Stock Up 7%
GlobalFoundries (GFS) reported strong Q4 results, surpassing analyst estimates with $0.55 adjusted earnings per share and $1.83 billion in revenue. The company also announced a Q1 guidance largely in line with expectations and a new $500 million share repurchase authorization. Following the news, GlobalFoundries' stock saw a 7.18 percent increase in pre-market trading.
GLOBALFOUNDRIES Inc. announced that its Board of Directors has officially approved a stock repurchase authorization.
GLOBALFOUNDRIES Inc.'s Board of Directors has approved a stock repurchase authorization of up to $500 million worth of common stock. This strategic move aims to optimize the company's capital structure and signal management's confidence in its future prospects to the market.
GlobalFoundries' stock rises after Q4 beat, plans up to $500M buyback
GlobalFoundries' stock increased by approximately 8% premarket after beating fourth-quarter estimates. The company reported a 34% year-over-year surge in non-IFRS EPS to $0.55 and flat revenue at $1.83 billion for the quarter ended December 31, 2025, exceeding both top and bottom-line expectations. The positive results were accompanied by plans for a stock buyback of up to $500 million.
ProShare Advisors LLC Sells 151,942 Shares of GlobalFoundries Inc. $GFS
ProShare Advisors LLC reduced its stake in GlobalFoundries Inc. by 19.9%, selling 151,942 shares, bringing their total ownership to 610,902 shares valued at approximately $21.9 million. This move occurred as GlobalFoundries missed analysts' EPS estimates, reporting $0.34 against an expected $0.39, with revenue largely in line but down 2.9% year-over-year. Despite ProShare's sell-off, other institutions like AQR Capital Management and Invesco significantly increased their positions, indicating a noticeable shift in institutional ownership for the semiconductor manufacturer.
GlobalFoundries Inc. (GFS) Tops Q4 Earnings and Revenue Estimates
GlobalFoundries Inc. (GFS) reported strong Q4 results, surpassing Zacks Consensus Estimates for both earnings and revenue. The company posted earnings of $0.55 per share against an estimate of $0.47, and revenues of $1.83 billion, exceeding the forecast by 1.56%. GFS shares have seen a significant 20% increase year-to-date, and the stock currently holds a Zacks Rank #3 (Hold), indicating expected in-line performance with the market.
Stocks Showing Rising Market Leadership: GlobalFoundries Earns 81 RS Rating
GlobalFoundries (GFS) has seen its Relative Strength (RS) Rating increase from 77 to 81, indicating strong price performance. This proprietary rating from Investor's Business Daily assesses a stock's price leadership on a scale from 1 to 99, with higher scores denoting better performance. The chipmaker has recently shown significant market leadership with its RS Rating reaching the 80-plus level multiple times, even as it expands into AI chipmaking.
GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week
GlobalFoundries (GFS) stock saw a nearly 5% jump, closing at $42.91, as chip stocks rebounded, driven by renewed optimism in AI-driven demand and ahead of its Q4 and full-year 2025 earnings report on February 11. Analysts are focused on pricing and wafer shipment volumes, with consensus earnings at 47 cents per share on roughly $1.8 billion in revenue. The broader semiconductor industry outlook remains positive, projecting global chip sales to reach $1 trillion by 2026.
GlobalFoundries Adds Mubadala Legal Chief Samer Halawa to Board and Strategy Committee
GlobalFoundries (GFS) has appointed Samer Halawa, Chief Legal Officer of its majority shareholder Mubadala Investment Company, to its board of directors and the Strategy & Investment Committee. This appointment, effective February 3, 2026, reinforces Mubadala’s governance influence over GlobalFoundries' strategic decisions. While analysts have a "Buy" rating on GFS stock, TipRanks' AI Analyst, Spark, rates it as "Neutral" due to strong technical momentum and positive earnings offset by profitability concerns and valuation challenges.
GlobalFoundries Is Quietly Winning the Chip War – Here’s Why Everyone Suddenly Cares
GlobalFoundries, a chip maker, is gaining attention for its critical role in powering various gadgets without having the flashy brand recognition of consumer companies. The company specializes in manufacturing mature and specialty chips for industries like automotive, 5G, and industrial applications, making it a reliable and necessary player in the chip supply chain rather than a meme stock. While it doesn't compete with TSMC in cutting-edge technology or Intel in brand recognition, GlobalFoundries is becoming a strategic choice for diversification and reliable chip infrastructure.
GLOBALFOUNDRIES Inc (GFS) Trading Down 3.79% on Feb 3
GLOBALFOUNDRIES Inc (GFS) saw its shares trade down 3.79% on February 3rd, closing at $40.58. This places the stock significantly above its 52-week low but below its 52-week high, with analyst price targets suggesting a modest upside. GuruFocus estimates a higher fair value for GFS, indicating potential for greater appreciation.
GaN sector shifts as TSMC licenses technology to VIS and GlobalFoundries
TSMC is exiting direct GaN foundry services and instead licensing its GaN technologies to other foundries like VIS and GlobalFoundries. This shift allows TSMC to focus on higher-margin AI chip businesses while supporting the broader development of the rapidly growing GaN power device market, projected to reach $3.51 billion by 2030 due to demand from AI infrastructure and clean energy. VIS plans to begin mass production using TSMC's licensed processes by the first half of 2028, expanding its GaN-on-QST platform for various voltage applications.
GlobalFoundries stock price slides 5% into weekend as chip sector sours
GlobalFoundries (GFS) shares dropped 5% to $42.20, mirroring a broader decline in the chip sector, which saw the PHLX Semiconductor Sector index fall by almost 4%. Investors are anticipating GlobalFoundries' earnings report on February 11th, along with the U.S. jobs report and other corporate earnings, as new geopolitical announcements create uncertainty in the market. The company will release its fourth-quarter and full-year 2025 results on February 11, with analysts focusing on utilization and capital spending plans.
Citi updates GlobalFoundries (GFS) valuation model to 2027 estimates from 2026
Citi has updated its valuation model for GlobalFoundries (GFS) by shifting to 2027 estimates from the previous 2026 estimates. This change reflects a forward-looking adjustment in its financial analysis of the company. The article provides details regarding this model update by Citi.
GlobalFoundries stock price slides 5% as chip selloff bites — what to watch next for GFS
GlobalFoundries (GFS) stock fell 5.1% amidst a broader semiconductor selloff driven by investor reactions to Federal Reserve signals, inflation data, and President Trump's Fed pick. The company is poised to release its fourth-quarter and full-year 2025 financial results and guidance on February 11, which will be crucial for investor insights into demand trends and market outlook. Additionally, GlobalFoundries recently announced an agreement to acquire Synopsys’ ARC Processor IP Solutions business, aiming to enhance manufacturing capabilities and customer adoption.
GLOBALFOUNDRIES (GFS) Stock Price, Quote, News & History
This article provides a comprehensive overview of GLOBALFOUNDRIES (GFS) stock, including its current price, market data, financial performance, and analyst forecasts. It highlights key statistics such as market cap, P/E ratio, and recent news like a downgrade due to the semiconductor down cycle. The report also addresses frequently asked questions about buying the stock, competitors, price targets, dividends, and upcoming earnings.
Citi updates GlobalFoundries (GFS) valuation model to 2027 estimates from 2026
Citi has updated its valuation model for GlobalFoundries (GFS), shifting its estimates from 2026 to 2027. This change reflects a forward-looking adjustment in their financial analysis for the semiconductor company.
GLOBALFOUNDRIES Inc (GFS) Stock Price Down 3.42% on Jan 30
Shares of GLOBALFOUNDRIES Inc (GFS) experienced a 3.42% decline on January 30, reaching an intraday low of $42.81 before closing at $42.94. Wall Street analysts have an average one-year target price of $40.26, suggesting a slight downside, while GuruFocus estimates a fair value of $48.64, indicating a potential upside. The company currently holds an "Outperform" status based on consensus recommendations from brokerage firms.
Citi Updates GlobalFoundries (GFS) Valuation Model to 2027 Estimates From 2026
Citi has updated its valuation model for GlobalFoundries (GFS), rolling forward to 2027 estimates from 2026, and raised its price target to $42 from $35, maintaining a Neutral rating. This adjustment follows GlobalFoundries' recent acquisition of Synopsys Inc.'s ARC Processor IP Solutions business, a strategic move aimed at enhancing physical AI roadmaps and custom silicon solutions. The acquisition strengthens GF's IP offerings by integrating the ARC product lines with MIPS, a GlobalFoundries company, to accelerate time-to-market for customers.
Sensor fusion in action: How cameras and LiDAR integrate with radar for safer driving
This article discusses how sensor fusion, integrating radar, cameras, and LiDAR with AI, is crucial for advanced driver-assistance systems (ADAS) and autonomous vehicles. It details the specific roles and advancements of cameras and LiDAR in enhancing perception, highlighting GlobalFoundries' contributions to improving their performance, integration, and efficiency through advanced semiconductor technologies. The piece emphasizes that while each sensor has its strengths, their combined operation is essential for safer and smarter driving.
GlobalFoundries Shows Market Leadership With Jump To 85 RS Rating
GlobalFoundries (GFS) recently saw its Relative Strength (RS) Rating upgrade from 78 to 85, indicating strong market leadership. This proprietary rating from Investor's Business Daily assesses a stock's price performance over 52 weeks compared to other major index stocks. The semiconductor company has been making strides, including pushing deeper into AI chipmaking.
GlobalFoundries stock hits 52-week high at 47.7 USD By Investing.com
GlobalFoundries (GFS) stock has reached a new 52-week high of $47.7 USD, demonstrating significant growth with a 26.63% year-to-date return. The semiconductor manufacturer holds strong financials with more cash than debt, and while not profitable in the last year, analysts predict profitability for the current year. Recent strategic moves include acquiring Synopsys' ARC Processor IP Solutions and a collaboration with ON Semiconductor to develop next-generation gallium nitride power devices.
GlobalFoundries stock hits 52-week high at 47.7 USD
GlobalFoundries Inc. (GFS) stock reached a 52-week high of $47.7, showcasing a 26.63% year-to-date return and a 7.33% increase over the past year. The company holds more cash than debt, suggesting financial strength, and analysts predict profitability this year despite it not being profitable over the last twelve months. Recent strategic moves include the acquisition of Synopsys' ARC Processor IP Solutions business, the appointment of Ganesh Moorthy to its board, and a collaboration with ON Semiconductor to develop GaN power devices.
GlobalFoundries stock slides 5% into Fed week — what to watch for GFS next
GlobalFoundries (NASDAQ: GFS) shares dropped 4.8% to $42.85 on Friday as investors prepare for the Federal Reserve's decision and upcoming crucial megacap tech earnings. The chipmaker is set to report its Q4 and full-year 2025 results on February 11, with additional focus on potential shifts in the Fed's rate policy and the pending acquisition of Synopsys’ ARC processor IP solutions business. Investors are weighing whether Friday's selloff was a temporary dip or a sign of a larger market reset ahead of the earnings season.
GlobalFoundries (GFS) stock slides nearly 5%: what investors watch before Monday’s open
GlobalFoundries (GFS) stock dropped 4.8% on Friday as investors await the Federal Reserve's policy meeting on January 27-28 and the company's earnings release on February 11. The semiconductor manufacturer's shares were impacted by overall tech sector concerns, Intel's weak outlook, and a recent downgrade by Wedbush. Key upcoming events, including regulatory clearance for the Synopsys acquisition, will be crucial in determining the stock's future trajectory.
GlobalFoundries (GFS) stock price slides nearly 5% into weekend as chip trade turns jumpy
GlobalFoundries (GFS) stock fell nearly 5% to $42.85, closing a volatile week for chip stocks influenced by Intel's disappointing forecast and concerns about AI investment returns. The market is awaiting the Federal Reserve's interest rate decision and critical earnings reports from major tech companies like Apple and Microsoft. Investors are closely watching GlobalFoundries' upcoming Q4 and full-year 2025 earnings report on February 11, particularly focusing on guidance amidst rising costs and predicted declines in smartphone and PC sales.
GlobalFoundries Inc.'s (NASDAQ:GFS) Shares Bounce 28% But Its Business Still Trails The Industry
GlobalFoundries Inc. (NASDAQ:GFS) saw its share price jump 28% in the last month, contributing to a 10% rise over the past year. However, its price-to-sales (P/S) ratio of 3.8x remains lower than the industry average, suggesting it may still be undervalued. This lower P/S ratio is attributed to slower revenue growth compared to competitors, with analyst forecasts predicting 7.8% annual revenue growth over the next three years against an industry average of 30%.
