Robert W. Baird Boosts GlobalFoundries (NASDAQ:GFS) Price Target to $60.00

GlobalFoundries (NASDAQ:GFS) had its price objective lifted by analysts at Robert W. Baird from $40.00 to $60.00 in a research report issued to clients and investors on Thursday, Marketbeat reports. The firm currently has an “outperform” rating on the stock. Robert W. Baird’s price objective would suggest a potential upside of 22.47% from the company’s previous close.

A number of other analysts have also recently weighed in on GFS. Weiss Ratings reaffirmed a “sell (d)” rating on shares of GlobalFoundries in a research report on Thursday, January 22nd. UBS Group restated a “neutral” rating and issued a $45.00 target price on shares of GlobalFoundries in a report on Monday, February 2nd. BNP Paribas Exane started coverage on GlobalFoundries in a report on Friday, October 24th. They set an “outperform” rating and a $45.00 price target on the stock. Jefferies Financial Group restated a “hold” rating and issued a $38.00 price objective on shares of GlobalFoundries in a research note on Monday, October 27th. Finally, Wall Street Zen downgraded shares of GlobalFoundries from a “buy” rating to a “hold” rating in a report on Saturday, November 15th. Six equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $46.13.

GlobalFoundries Trading Up 0.6%

Shares of NASDAQ GFS opened at $48.99 on Thursday. The stock has a market cap of $27.09 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 2.00 and a beta of 1.50. The business has a 50 day simple moving average of $40.48 and a 200 day simple moving average of $36.49. 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.

GlobalFoundries (NASDAQ:GFS) last posted its earnings results on Wednesday, February 11th. The company reported $0.55 EPS for the quarter, topping the consensus estimate of $0.47 by $0.08. The company had revenue of $1.83 billion during the quarter, compared to the consensus estimate of $1.80 billion. GlobalFoundries had a net margin of 13.05% and a return on equity of 6.86%. The company’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.46 earnings per share. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. On average, research analysts predict that GlobalFoundries will post 1.31 earnings per share for the current fiscal year.

Institutional Investors Weigh In On GlobalFoundries

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

Key GlobalFoundries News

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.