GlobalFoundries (NASDAQ:GFS) Given New $50.00 Price Target at Wedbush

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

GFS has been the subject of a number of other research reports. Needham & Company LLC lifted their target price on shares of GlobalFoundries from $42.00 to $55.00 and gave the company a “buy” rating in a research note on Thursday. Jefferies Financial Group reiterated a “hold” rating and set a $38.00 price target on shares of GlobalFoundries in a report on Monday, October 27th. Weiss Ratings reiterated a “sell (d)” rating on shares of GlobalFoundries in a research note on Thursday, January 22nd. TD Cowen reissued a “buy” rating on shares of GlobalFoundries in a report on Thursday. Finally, JPMorgan Chase & Co. cut their price target on shares of GlobalFoundries from $40.00 to $35.00 and set a “neutral” rating on the stock in a research report on Thursday, November 13th. Six equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $45.00.

GlobalFoundries Price Performance

NASDAQ GFS traded up $1.19 during mid-day trading on Thursday, hitting $49.93. The stock had a trading volume of 1,190,554 shares, compared to its average volume of 3,998,360. The company has a 50 day simple moving average of $40.05 and a 200 day simple moving average of $36.34. The company has a quick ratio of 2.24, a current ratio of 3.03 and a debt-to-equity ratio of 0.13. The company has a market cap of $27.60 billion, a price-to-earnings ratio of -552.26, a P/E/G ratio of 1.72 and a beta of 1.50. 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 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.08. The business had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.80 billion. GlobalFoundries had a negative net margin of 0.65% and a positive return on equity of 6.64%. The business’s quarterly revenue was up .0% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.46 EPS. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. Equities analysts forecast that GlobalFoundries will post 1.31 EPS for the current fiscal year.

Institutional Trading of GlobalFoundries

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

Trending Headlines about GlobalFoundries

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)

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.