GlobalFoundries Inc. (GFS)
GFS Stock Looks Ready to Run Higher
Subscribers to Schaeffer's Weekend Trader options recommendation service received this GFS commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering
Globalfoundries Inc. remains rated Hold as current valuation already reflects improving profitability and AI-driven photonics exposure. GFS's capital allocation balances a secondary share offering with buybacks, while rising capex supports packaging expansion amid ongoing industry transitions. AI data center demand is driving optical networking growth, but GFS faces execution risks in advanced packaging and stiff competition in SiGe and power solutions.
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GlobalFoundries: Margin-Accretive Growth Coming Fast
GlobalFoundries is reiterated as a Buy with a $54.52/share price target, reflecting robust Q4'25 margin expansion and strategic positioning. GFS's acquisitions in silicon photonics and power management, plus partnerships in GaN technology, target high-growth data center, industrial, and physical AI markets. Management forecasts incremental margin improvement through FY26 as operations turn towards higher growth, realizing strong operating leverage.
Here's What Key Metrics Tell Us About GlobalFoundries (GFS) Q4 Earnings
While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
GlobalFoundries Inc. (GFS) Tops Q4 Earnings and Revenue Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.46 per share a year ago.
Seeking Clues to GlobalFoundries (GFS) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Beyond analysts' top-and-bottom-line estimates for GlobalFoundries (GFS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade
In a recent MarketBeat interview, InvestorPlace's Luke Lango suggested 2026 is setting up for more of the second kind. The White House has started placing targeted bets in industries it views as mission-critical to the AI era, and those moves can reprice a stock in days instead of quarters.
GlobalFoundries: Repositioning Toward Long-Cycle Growth In An Era Of Semiconductor Reshoring
GlobalFoundries is a leading pure-play foundry specializing in mature-node and specialty chips, with a strategic shift toward automotive and data center markets. GFS benefits from geopolitical onshoring trends, securing $1.5B in U.S. CHIPS Act funding and expanding its European presence to reinforce supply chain resilience. Design wins in automotive and data center segments, with long product cycles and high switching costs, position GFS for stable, long-term revenue growth.
GlobalFoundries downgraded on longer-than-expected semiconductor industry downturn
GlobalFoundries Inc (NASDAQ:GFS) was downgraded to a 'Neutral' rating by Wedbush on Wednesday, with the firm lowering its 12-month price target to $40 from $42, citing a more prolonged semiconductor industry downturn and weaker near-term end-market conditions than previously anticipated. In a note to clients, the analysts wrote that they continue to see a path toward improved fundamentals for the chipmaker over the longer term, but believe the timeline for key catalysts has been pushed out.
GlobalFoundries Sets Its Sights On Physical AI
GlobalFoundries Inc. is positioned for durable growth, targeting AI data centers, industrial robotics, and optical networking, leveraging its robust global footprint. Recent MIPS acquisition enhances GFS's edge AI and custom silicon capabilities, supporting next-gen autonomous and industrial applications. GFS secured 400 design wins YTD 2025, with optical networking and satellite communications as key growth drivers into eFY27 and beyond.
