GLOBALFOUNDRIES Inc. (GFS)

AXQ Capital LP lowered its stake in shares of GlobalFoundries Inc. (NASDAQ: GFS) by 62.3% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 9,207 shares of the company's stock after selling 15,245 shares during the period. AXQ Capital LP's holdings in GlobalFoundries were worth

GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) has been given an average rating of "Hold" by the twenty ratings firms that are presently covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell recommendation, twelve have given a hold recommendation and six have assigned a buy recommendation to the company.

Multi‑billion-dollar collaboration strengthens supply chain resiliency and supports growing demand for chips powering smart vehicles and next-generation industrial systems Multi‑billion-dollar collaboration strengthens supply chain resiliency and supports growing demand for chips powering smart vehicles and next-generation industrial systems

MALTA, N.Y. & TOKYO--(BUSINESS WIRE)-- #GlobalFoundries--GF and Renesas expand a multibillion-dollar partnership, broadening access to GF technologies to strengthen secure global semiconductor supply chains.

GlobalFoundries (NASDAQ: GFS) reported fourth-quarter and full-year 2025 results that management said came in at or above the high end of its guidance ranges for revenue, gross margin, and earnings per share, highlighting mix improvements, cost discipline, and continued strength in communications infrastructure and data center demand. Quarterly performance and profitability Chief Executive Officer Tim Breen

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.

GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) traded up 9% on Wednesday after the company announced better than expected quarterly earnings. The company traded as high as $47.19 and last traded at $45.6910. 1,580,789 shares changed hands during trading, a decline of 59% from the average session volume of 3,890,551 shares. The stock had previously

GlobalFoundries Inc. (GFS) Q4 2025 Earnings Call Transcript

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) 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.

GlobalFoundries forecast first-quarter revenue above Wall Street expectations on Wednesday, bolstered by strong demand for its chips, and announced a $500 million share buyback program, sending its shares up over 7% in premarket trading.

MALTA, N.Y., Feb. 11, 2026 (GLOBE NEWSWIRE) -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the fourth quarter and fiscal year ended December 31, 2025.

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.

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 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.

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