Wedbush Raises GlobalFoundries (NASDAQ:GFS) Price Target to $50.00

GlobalFoundries (NASDAQ:GFS) had its price target lifted by research analysts at Wedbush from $40.00 to $50.00 in a research note issued to investors on Thursday, Marketbeat Ratings reports. The firm presently has a “neutral” rating on the stock. Wedbush’s price target would suggest a potential upside of 2.06% from the stock’s current price.

Other research analysts also recently issued reports about the stock. The Goldman Sachs Group upped their price target on shares of GlobalFoundries from $40.00 to $46.00 and gave the stock a “neutral” rating in a report on Wednesday. Bank of America upped their target price on GlobalFoundries from $33.00 to $37.00 and gave the stock an “underperform” rating in a report on Thursday, December 4th. Jefferies Financial Group reissued a “hold” rating and set a $38.00 price target on shares of GlobalFoundries in a research note on Monday, October 27th. Citigroup upped their price objective on GlobalFoundries from $42.00 to $49.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, JPMorgan Chase & Co. cut their target price 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 analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $46.13.

GlobalFoundries Stock Up 0.6%

Shares of NASDAQ GFS opened at $48.99 on Thursday. The stock has a 50-day moving average price of $40.48 and a two-hundred day moving average price of $36.49. GlobalFoundries has a 12 month low of $29.77 and a 12 month high of $50.98. The company has a current ratio of 2.62, a quick ratio of 2.24 and a debt-to-equity ratio of 0.13. The company 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.

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

Institutional Trading of GlobalFoundries

Institutional investors have recently added to or reduced their stakes in the stock. Kestra Advisory Services LLC bought a new position in GlobalFoundries during the 4th quarter worth approximately $119,000. Marshall Wace LLP increased its position in shares of GlobalFoundries by 126.0% during the fourth quarter. Marshall Wace LLP now owns 2,382,003 shares of the company’s stock worth $83,180,000 after buying an additional 1,328,129 shares during the period. Hudson Bay Capital Management LP bought a new position in GlobalFoundries during the fourth quarter worth $2,410,000. Quarry LP raised its stake in GlobalFoundries by 315.9% during the fourth quarter. Quarry LP now owns 1,859 shares of the company’s stock worth $65,000 after buying an additional 1,412 shares during the last quarter. Finally, Bridgefront Capital LLC acquired a new position in GlobalFoundries in the fourth quarter valued at $1,124,000.

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.

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.