GlobalFoundries Inc. ($GFS) Stock Forecast: Down 5.1% Today

What is GlobalFoundries Inc.?

GlobalFoundries (GFS) is a semiconductor manufacturing company that is part of the chip sector, which has been experiencing volatility in the market. The company is set to release its fourth-quarter and full-year 2025 financial results soon, with investors closely monitoring its performance.

Why is GlobalFoundries Inc. going down?

GFS stock is down 5.1% on Feb 3, 2026 17:02

• 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.

GFS Price Chart

GFS Technical Analysis

GFS News

GaN sector shifts as TSMC licenses technology to VIS and GlobalFoundries

TSMC is exiting direct GaN foundry services and instead licensing its GaN technologies to other foundries like VIS and GlobalFoundries. This shift allows TSMC to focus on higher-margin AI chip businesses while supporting the broader development of the rapidly growing GaN power device market, projected to reach $3.51 billion by 2030 due to demand from AI infrastructure and clean energy. VIS plans to begin mass production using TSMC's licensed processes by the first half of 2028, expanding its GaN-on-QST platform for various voltage applications.

https://www.newelectronics.co.uk/content/blogs/gan-sector-shifts-as-tsmc-licenses-technology-to-vis-and-globalfoundries

GlobalFoundries stock price slides 5% into weekend as chip sector sours

GlobalFoundries (GFS) shares dropped 5% to $42.20, mirroring a broader decline in the chip sector, which saw the PHLX Semiconductor Sector index fall by almost 4%. Investors are anticipating GlobalFoundries' earnings report on February 11th, along with the U.S. jobs report and other corporate earnings, as new geopolitical announcements create uncertainty in the market. The company will release its fourth-quarter and full-year 2025 results on February 11, with analysts focusing on utilization and capital spending plans.

https://ts2.tech/en/globalfoundries-stock-price-slides-5-into-weekend-as-chip-sector-sours/

Citi updates GlobalFoundries (GFS) valuation model to 2027 estimates from 2026

Citi has updated its valuation model for GlobalFoundries (GFS) by shifting to 2027 estimates from the previous 2026 estimates. This change reflects a forward-looking adjustment in its financial analysis of the company. The article provides details regarding this model update by Citi.

https://www.msn.com/en-us/money/top-stocks/citi-updates-globalfoundries-gfs-valuation-model-to-2027-estimates-from-2026/ar-AA1VlJyt

GlobalFoundries stock price slides 5% as chip selloff bites — what to watch next for GFS

GlobalFoundries (GFS) stock fell 5.1% amidst a broader semiconductor selloff driven by investor reactions to Federal Reserve signals, inflation data, and President Trump's Fed pick. The company is poised to release its fourth-quarter and full-year 2025 financial results and guidance on February 11, which will be crucial for investor insights into demand trends and market outlook. Additionally, GlobalFoundries recently announced an agreement to acquire Synopsys’ ARC Processor IP Solutions business, aiming to enhance manufacturing capabilities and customer adoption.

https://ts2.tech/en/globalfoundries-stock-price-slides-5-as-chip-selloff-bites-what-to-watch-next-for-gfs/

GLOBALFOUNDRIES (GFS) Stock Price, Quote, News & History

This article provides a comprehensive overview of GLOBALFOUNDRIES (GFS) stock, including its current price, market data, financial performance, and analyst forecasts. It highlights key statistics such as market cap, P/E ratio, and recent news like a downgrade due to the semiconductor down cycle. The report also addresses frequently asked questions about buying the stock, competitors, price targets, dividends, and upcoming earnings.

https://www.benzinga.com/quote/GFS

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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.

13.10.2025 - GFS Stock was down 5.7%

• Despite delivering steady quarterly results and optimistic guidance, GlobalFoundries' stock witnessed a downward trend today, possibly influenced by market skepticism over the company's projections for 2026.
• Increased demand for AI chips, exemplified by Taiwan Semiconductor (NYSE: TSM), might have overshadowed investor interest in GlobalFoundries, impacting its stock price negatively.
• While exceeding Q3 earnings and revenue expectations, uncertainty surrounding GlobalFoundries' future growth prospects could be driving the current market response.
• The recent technology licensing agreement with Taiwan Semiconductor likely provided an initial boost to GlobalFoundries' stock, although profit-taking or broader market conditions may have contributed to today's downward movement.

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.

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.

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.

12.10.2025 - GFS Stock was up 6.2%

• Exceeded analyst expectations in fiscal third-quarter results
• Quarterly revenue slightly declined but beat estimates
• Stock gained momentum after announcing technology licensing deal with Taiwan Semiconductor Manufacturing Company (TSM) to develop advanced Gallium Nitride (GaN) chips
• Strategic move to accelerate the development of GF's next-generation GaN technologies for various industries
• Positive Wall Street estimates for key metrics indicate potential strong performance in the near future

12.10.2025 - GFS Stock was down 5.7%

• Despite reporting fiscal third-quarter results that beat analyst estimates, GlobalFoundries stock saw a bearish movement, indicating a possible sell-off by investors.
• The positive earnings and revenue surprises may not have been sufficient to offset broader market concerns or profit-taking by traders.
• The technology licensing deal with Taiwan Semiconductor (TSM) to develop advanced GaN chips could be a positive long-term catalyst, but short-term market sentiment may have been influenced by other factors.
• Investors might be reacting to macroeconomic trends or industry-specific news impacting semiconductor stocks, leading to the bearish movement in GlobalFoundries stock today.

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.