GlobalFoundries (NASDAQ:GFS) Price Target Raised to $50.00

GlobalFoundries (NASDAQ:GFS) had its price objective hoisted by investment analysts at Wedbush from $40.00 to $50.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Wedbush’s price target suggests a potential upside of 0.15% from the company’s previous close.

A number of other analysts have also recently weighed in on the company. UBS Group reaffirmed a “neutral” rating and set a $45.00 price objective on shares of GlobalFoundries in a research report on Monday, February 2nd. Robert W. Baird lifted their price target on GlobalFoundries from $40.00 to $60.00 and gave the company an “outperform” rating in a research report on Thursday. TD Cowen reissued a “buy” rating on shares of GlobalFoundries in a research note on Thursday. Morgan Stanley set a $43.00 target price on shares of GlobalFoundries in a research report on Monday. Finally, JPMorgan Chase & Co. reduced their price target on GlobalFoundries from $40.00 to $35.00 and set a “neutral” rating on the stock in a research report on Thursday, November 13th. Six investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $45.00.

GlobalFoundries Price Performance

Shares of GFS traded up $1.19 during trading hours on Thursday, reaching $49.93. 1,190,554 shares of the stock traded hands, compared to its average volume of 3,998,360. The company has a market cap of $27.60 billion, a P/E ratio of -552.26, a price-to-earnings-growth ratio of 1.72 and a beta of 1.50. The company’s 50-day moving average price is $40.05 and its two-hundred day moving average price is $36.34. The company has a current ratio of 3.03, a quick ratio of 2.24 and a debt-to-equity ratio of 0.13. GlobalFoundries has a 52-week low of $29.77 and a 52-week high of $50.98.

GlobalFoundries (NASDAQ:GFS) last issued its earnings results on Wednesday, February 11th. The company reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.47 by $0.08. The company had revenue of $1.83 billion for the quarter, compared to analysts’ expectations of $1.80 billion. GlobalFoundries had a negative net margin of 0.65% and a positive return on equity of 6.64%. The firm’s quarterly revenue was up .0% on a year-over-year basis. During the same period in the prior year, the business earned $0.46 EPS. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. On average, analysts anticipate that GlobalFoundries will post 1.31 earnings per share for the current year.

Hedge Funds Weigh In On GlobalFoundries

Several institutional investors have recently bought and sold shares of GFS. Nuveen LLC lifted its position in shares of GlobalFoundries by 1.3% during the fourth quarter. Nuveen LLC now owns 189,442 shares of the company’s stock worth $6,615,000 after purchasing an additional 2,365 shares during the last quarter. Empowered Funds LLC acquired a new stake in GlobalFoundries during the fourth quarter worth $67,000. Inceptionr LLC acquired a new position in shares of GlobalFoundries in the fourth quarter valued at approximately $405,000. Strategic Advocates LLC lifted its holdings in GlobalFoundries by 95.1% during the 4th quarter. Strategic Advocates LLC now owns 1,026 shares of the company’s stock worth $37,000 after buying an additional 500 shares during the last quarter. Finally, Fox Run Management L.L.C. acquired a new position in shares of GlobalFoundries in the 4th quarter valued at $1,094,000.

GlobalFoundries News Summary

Here are the key news stories impacting GlobalFoundries this week:

• Positive Sentiment: Strong Q4 results — GFS beat on earnings and revenue (Q4 EPS $0.55 vs. $0.47 est.; revenue $1.83B vs. $1.80B) and reported a swing to profitability, which underpins the rally. GlobalFoundries Reports Fourth Quarter 2025 and Fiscal Year 2025 Financial Results
• Positive Sentiment: Management announced a share buyback program (up to $500M), which supports EPS and signals capital-return discipline — a common catalyst for higher share prices. GlobalFoundries rises after Q4 beat, plans up to $500M buyback
• Positive Sentiment: Analyst upgrades and price-target increases: Needham raised its target to $55 (buy) and Robert W. Baird to $60 (outperform), which likely drove additional buying interest. GFS price target raised by Needham — The Fly Baird raises price target (Benzinga)
• Positive Sentiment: Company set up an investor webinar to highlight growth areas (silicon photonics and advanced packaging), signaling strategic priorities that could drive longer-term demand. GlobalFoundries to Host Investor Webinar on Silicon Photonics and Advanced Packaging
• Neutral Sentiment: Stock momentum: multiple outlets note GFS hit a new one‑year high on the earnings/strategy news — momentum can attract flows but may also invite profit‑taking. GFS hits new high on swing to profits (MSN)
• Neutral Sentiment: Additional investor materials (earnings transcript and slide deck) are available for those who want detail on customer mix, margin trajectory and capex cadence — important for modelling but not immediate market-moving on their own. Q4 2025 Earnings Call Highlights (Yahoo)
• Negative Sentiment: Guidance caveat — GFS gave Q1 EPS guidance of $0.30–$0.40 (vs. consensus ~ $0.38) and revenue guidance below street expectations ($1.6B–$1.7B vs. ~$1.8B), which introduces near-term uncertainty and could cap gains if end-market demand softens. Q4 results and Q1 guidance (GlobeNewswire)
• Neutral Sentiment: Short-interest data reported looks anomalous (shows 0 shares), so it provides no clear signal about bearish positioning or potential squeeze dynamics. Market data / short interest (MarketBeat)

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.