GlobalFoundries Inc. ($GFS) Stock Forecast: Up 5.3% Today

What is GlobalFoundries Inc.?

GlobalFoundries Inc. (GFS) is a semiconductor foundry that has experienced a strong bullish movement in the market today.

Why is GlobalFoundries Inc. going up?

GFS stock is up 5.3% on Feb 12, 2026 14:57

• Price targets for GFS have been raised by Wedbush and Baird due to improving market conditions, growth opportunities in AI-related sectors, and revenue drivers such as silicon photonics and automotive segments.
• GFS turned profitable in 2025, reporting a net income of $888 million after experiencing a net loss in the previous year, leading to a surge in its stock price.
• The announcement of a $500 million share repurchase program over the following 12 months has also positively impacted investor sentiment toward GFS.
• Allianz Asset Management GmbH and other institutional investors have displayed confidence in GFS by acquiring shares, contributing further to the stock's performance.

GFS Price Chart

GFS Technical Analysis

GFS News

GlobalFoundries price target raised to $50 from $40 at Wedbush

Wedbush has increased its price target for GlobalFoundries Inc. (NASDAQ:GFS) to $50 from $40, maintaining a Neutral rating on the stock. This adjustment is due to improving conditions in the mature foundry market and growth opportunities in AI-related sectors, including power and networking. GlobalFoundries recently exceeded market expectations in its Q4 2025 earnings report, and Baird also raised its price target to $60, citing strong revenue drivers such as silicon photonics and automotive segment momentum.

https://www.investing.com/news/analyst-ratings/globalfoundries-price-target-raised-to-50-from-40-at-wedbush-93CH-4502436

Globalfoundries (GFS) Hits New High on Swing to Profits

Globalfoundries (GFS) shares reached an over one-year high after the company reported a significant swing to profitability in 2025, achieving a net income of $888 million compared to a $262 million net loss in 2024. This financial improvement occurred despite only a 1% increase in net revenues. Additionally, Globalfoundries announced a plan to buy back $500 million worth of its common shares over the next 12 months to enhance shareholder value.

https://finviz.com/news/308701/globalfoundries-gfs-hits-new-high-on-swing-to-profits

GlobalFoundries Inc. (GFS) PT Raised to $50 at Wedbush

Wedbush analyst Matt Bryson increased the price target for GlobalFoundries Inc. (NASDAQ: GFS) to $50.00 from $40.00. The analyst also maintained their prior rating on the stock. This news was published on February 12, 2026, at 6:26 AM EST.

https://www.streetinsider.com/Analyst+Comments/GlobalFoundries+Inc.+%28GFS%29+PT+Raised+to+%2450+at+Wedbush/25986614.html

GlobalFoundries Inc. (GFS) PT Raised to $60 at Baird

Baird analyst Tristan Gerra has raised the price target for GlobalFoundries Inc. (NASDAQ: GFS) to $60.00 from $40.00, while maintaining an Outperform rating. The analyst cites silicon photonics, satellite, and optical networking as key revenue and mix drivers, alongside automotive momentum and industrial growth. GlobalFoundries is expected to benefit from an unfolding upcycle, expansion in high-growth segments, and a favorable pricing environment, leading to gross margin expansion.

https://www.streetinsider.com/Analyst+Comments/GlobalFoundries+Inc.+%28GFS%29+PT+Raised+to+%2460+at+Baird/25986393.html

Allianz Asset Management GmbH Buys Shares of 92,300 GlobalFoundries Inc. $GFS

Allianz Asset Management GmbH has purchased 92,300 shares of GlobalFoundries Inc. (NASDAQ:GFS) in the third quarter, making their new position valued at approximately $3.308 million. Other institutional investors also adjusted their holdings in GFS. GlobalFoundries recently reported strong Q4 earnings, beating analyst expectations, and announced a share repurchase program.

https://www.marketbeat.com/instant-alerts/filing-allianz-asset-management-gmbh-buys-shares-of-92300-globalfoundries-inc-gfs-2026-02-12/

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GlobalFoundries Inc. Price History

03.01.2026 - GFS Stock was down 5.1%

• GlobalFoundries' stock price experienced a 5% decline, in line with the broader selloff in the chip sector, as investors reacted to Federal Reserve signals, inflation data, and geopolitical uncertainties.
• The licensing of TSMC's GaN technologies to other foundries like VIS and GlobalFoundries might have impacted investor sentiment towards GlobalFoundries, signaling increased competition in the sector.
• Analysts updating GlobalFoundries' valuation model to 2027 estimates may have also influenced the stock price movement, reflecting a shift in forward-looking financial analysis and market expectations.
• The upcoming earnings report on February 11th will be crucial in providing insights into GlobalFoundries' financial performance, utilization rates, and capital spending plans, which could further sway investor confidence in the company's future prospects.

29.00.2026 - GFS Stock was down 5.4%

• Amidst a volatile chip trade market, GlobalFoundries (GFS) stock declined by nearly 5% due to industry forecasts and macroeconomic factors impacting chip stocks.
• Investors are exercising caution given uncertainties related to factors such as the Federal Reserve's interest rate decision, upcoming earnings reports from tech giants like Apple and Microsoft, as well as GlobalFoundries' own Q4 and full-year 2025 earnings report.
• Despite recent positive developments including market leadership and strategic collaborations, the stock's depreciation may be linked to industry-wide challenges and lower revenue growth predictions relative to competitors, potentially resulting in an undervalued perception.

13.00.2026 - GFS Stock was up 3.5%

• An announcement of a conference call by GlobalFoundries to review its fourth quarter and full-year 2025 financial results has likely generated positive investor sentiment.
• The anticipation surrounding the financial results may indicate that investors are optimistic about the company's performance and future outlook.
• The proactive approach of GlobalFoundries in providing transparency and engaging with stakeholders through the conference call could be contributing to the bullish movement in the stock.
• Investors seem to be reacting favorably to the opportunity to gain insights into the company's financial health and strategic direction, leading to the bullish market movement for GlobalFoundries (GFS) today.

20.00.2026 - GFS Stock was up 4.8%

• GFS experienced a strong bullish movement recently.
• The appointment of Ganesh Moorthy, a seasoned veteran in the semiconductor industry, to the board of directors is seen as a positive move to bolster manufacturing and technology leadership.
• The upcoming acquisition of Synopsys' processor IP business is anticipated to accelerate GFS's Physical AI applications, enhancing its position in custom silicon solutions for wearables, robotics, and advanced AI silicon.
• Market watchers are eagerly awaiting GFS's Q4 and full-year 2025 earnings report for updates on demand, capacity, and the timeline of the Synopsys deal, which adds to the positive sentiment surrounding the stock.

06.01.2026 - GFS Stock was up 5.3%

• GFS showed strong bullish movement today, standing out from the overall decline in the chip sector.
• The appointment of Samer Halawa, Chief Legal Officer of majority shareholder Mubadala Investment Company, to the board and Strategy & Investment Committee, indicates strengthened governance influence, potentially boosting investor confidence.
• The company's reliable position in the chip supply chain, along with positive earnings momentum and potential for growth, likely contributed to the bullish market movement.
• Despite concerns about profitability and valuations, the strategic importance of GlobalFoundries in the chip industry and its appeal for diversification might have outweighed short-term uncertainties, leading to an increase in the stock price.

21.00.2026 - GFS Stock was up 7.3%

• GFS experienced a strong bullish movement likely due to the positive market sentiment surrounding its specialization in key growth areas like data centers and high-performance computing.
• The appointment of Ganesh Moorthy, a seasoned veteran in the semiconductor industry, to the board of directors is seen as a strategic move to enhance GFS's technology leadership and customer-focused execution.
• Investors are eagerly awaiting GFS's upcoming Q4 and full-year 2025 earnings report, which is expected to provide insights into demand, capacity, and updates on the Synopsys deal.
• Despite concerns about profitability and valuation, GFS's steady revenue and EBITDA growth, along with its attractive valuation multiples, are contributing to its bullish momentum.

11.01.2026 - GFS Stock was up 8.7%

• GlobalFoundries' stock surged by about 8% pre-market after surpassing Q4 estimates, demonstrating strong investor confidence.
• The rise in Relative Strength (RS) Rating from 77 to 81 indicates solid price performance and market leadership, enhancing GFS's market positioning.
• The positive movement is supported by the company's strong financial results, positive outlook on AI-driven demand, and the overall optimistic sentiment in the semiconductor industry. Projections suggest global chip sales could hit $1 trillion by 2026.

23.00.2026 - GFS Stock was down 5.0%

• Despite a recent 28% share price jump, GFS still lags behind industry peers in terms of revenue growth, leading to potential undervaluation with a low price-to-sales ratio.
• The stock saw a 6.69% increase on January 20th, but market analysts have a target price indicating a downside, while financial estimates a fair value suggesting an upside.
• A bullish case for GFS emphasizes its specialization in silicon photonics, steady revenue growth, and attractive valuation multiples, positioning it well in key sectors like data centers and telecommunications.
• However, a recent downgrade by a financial institution to Neutral from Outperform highlights concerns over a longer and more severe downturn in the semiconductor industry, impacting GFS's Q4 guidance and leading to a reduction in price target.

06.00.2026 - GFS Stock was up 5.0%

• The positive movement in GlobalFoundries (GFS) stock today may be linked to the announcement of the MIPS S8200 processor IP, designed to enhance AI workloads in autonomous edge applications. This indicates the company's focus on innovation and growth potential in emerging technologies.
• The collaboration with Onsemi to develop next-generation GaN power devices reflects GlobalFoundries' expansion efforts into high-demand sectors such as AI data centers, automotive, and aerospace/defense. This partnership could have boosted investor confidence in the company's future prospects.
• Despite recent downgrades citing industry downturn and short-term risks to consumer electronics demand, the market appears to be optimistic about GlobalFoundries' strategic positioning and potential for strong margins, looking beyond current challenges towards future opportunities.

27.00.2026 - GFS Stock was up 9.8%

• Following a 5% decline earlier in the week, GFS surged by 6.69% today, closing at $44.00.
• The stock has rebounded by 28% in the last month, potentially due to investors perceiving it as undervalued given its lower price-to-sales ratio compared to the industry average.
• Investors are eagerly awaiting GFS's upcoming earnings report on February 11 for guidance amidst escalating costs and anticipated reductions in smartphone and PC sales, which could shed light on the stock's trajectory.
• Market sentiment towards chip stocks, including GFS, remains uncertain as investors await the Federal Reserve's interest rate decision and pivotal earnings reports from tech giants like Apple and Microsoft, intensifying volatility in the sector.

12.01.2026 - GFS Stock was up 5.3%

• Price targets for GFS have been raised by Wedbush and Baird due to improving market conditions, growth opportunities in AI-related sectors, and revenue drivers such as silicon photonics and automotive segments.
• GFS turned profitable in 2025, reporting a net income of $888 million after experiencing a net loss in the previous year, leading to a surge in its stock price.
• The announcement of a $500 million share repurchase program over the following 12 months has also positively impacted investor sentiment toward GFS.
• Allianz Asset Management GmbH and other institutional investors have displayed confidence in GFS by acquiring shares, contributing further to the stock's performance.

30.00.2026 - GFS Stock was down 5.2%

• Today's decline in GlobalFoundries' stock price is linked to overall volatility in the chip sector, driven by Intel's forecast and concerns about AI investment returns.
• Although the stock hit a 52-week high and demonstrated robust financials, it dropped almost 5% due to market uncertainties and impending earnings reports.
• Investors are observing GlobalFoundries' strategic decisions and guidance amid escalating costs and possible decreases in smartphone and PC sales, leading to a negative impact on the stock performance.