GlobalFoundries (NASDAQ:GFS) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

GlobalFoundries (NASDAQ:GFS) had its price objective hoisted by Needham & Company LLC from $42.00 to $55.00 in a research note issued to investors on Thursday, Marketbeat reports. The firm currently has a “buy” rating on the stock. Needham & Company LLC’s price target would indicate a potential upside of 12.27% from the company’s previous close.

Several other brokerages also recently commented on GFS. Wedbush downgraded GlobalFoundries from an “outperform” rating to a “neutral” rating and dropped their price objective for the stock from $42.00 to $40.00 in a research note on Wednesday, December 31st. Robert W. Baird raised their price target on GlobalFoundries from $40.00 to $60.00 and gave the stock an “outperform” rating in a research report on Thursday. Weiss Ratings reiterated a “sell (d)” rating on shares of GlobalFoundries in a report on Thursday, January 22nd. Bank of America increased their target price on GlobalFoundries from $33.00 to $37.00 and gave the stock an “underperform” rating in a research note on Thursday, December 4th. Finally, Evercore raised their target price on shares of GlobalFoundries from $43.00 to $45.00 and gave the stock an “outperform” rating in a report on Thursday, November 13th. Six equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $46.13.

GlobalFoundries Stock Up 0.6%

GlobalFoundries stock opened at $48.99 on Thursday. The firm has a market capitalization 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 company’s 50 day simple moving average is $40.48 and its 200 day simple moving average is $36.49. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.62 and a quick ratio of 2.24. GlobalFoundries has a fifty-two week low of $29.77 and a fifty-two 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, topping the consensus estimate of $0.47 by $0.08. The company had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.80 billion. GlobalFoundries had a net margin of 13.05% and a return on equity of 6.86%. The business’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period last year, the business posted $0.46 earnings per share. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. As a group, sell-side analysts anticipate that GlobalFoundries will post 1.31 EPS for the current year.

Hedge Funds Weigh In On GlobalFoundries

Large investors have recently bought and sold shares of the company. WealthCollab LLC grew its stake in shares of GlobalFoundries by 674.7% during the 4th quarter. WealthCollab LLC now owns 705 shares of the company’s stock worth $25,000 after acquiring an additional 614 shares in the last quarter. True Wealth Design LLC boosted its holdings in GlobalFoundries by 216.7% during the fourth 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 grew its position in GlobalFoundries by 91.9% in the third quarter. Clearstead Advisors LLC now owns 808 shares of the company’s stock valued at $29,000 after purchasing an additional 387 shares in the last quarter. First Horizon Corp acquired a new stake in GlobalFoundries in the 3rd quarter valued at $33,000. Finally, Covestor Ltd increased its stake in GlobalFoundries by 57.6% in the 4th quarter. Covestor Ltd now owns 955 shares of the company’s stock valued at $33,000 after buying an additional 349 shares during the last quarter.

Key Stories Impacting GlobalFoundries

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.

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.