Robert W. Baird Forecasts Strong Price Appreciation for GlobalFoundries (NASDAQ:GFS) Stock

GlobalFoundries (NASDAQ:GFS) had its price target raised by stock analysts at Robert W. Baird from $40.00 to $60.00 in a report issued on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Robert W. Baird’s price target points to a potential upside of 23.30% from the company’s current price.

Several other research analysts have also recently weighed in on the stock. Wedbush cut shares of GlobalFoundries from an “outperform” rating to a “neutral” rating and reduced their price target for the company from $42.00 to $40.00 in a report on Wednesday, December 31st. Bank of America boosted their price objective on shares of GlobalFoundries from $33.00 to $37.00 and gave the company an “underperform” rating in a research report on Thursday, December 4th. Weiss Ratings reiterated a “sell (d)” rating on shares of GlobalFoundries in a report on Thursday, January 22nd. JPMorgan Chase & Co. dropped their price target on GlobalFoundries from $40.00 to $35.00 and set a “neutral” rating on the stock in a research note on Thursday, November 13th. Finally, Evercore boosted their price target on GlobalFoundries from $43.00 to $45.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. Four investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, GlobalFoundries presently has an average rating of “Hold” and a consensus price target of $43.46.

GlobalFoundries Stock Up 16.1%

NASDAQ:GFS opened at $48.66 on Thursday. GlobalFoundries has a 1 year low of $29.77 and a 1 year high of $48.88. The stock has a 50-day moving average price of $40.05 and a two-hundred day moving average price of $36.34. The stock has a market cap of $26.91 billion, a price-to-earnings ratio of -540.62, a PEG ratio of 1.72 and a beta of 1.50. The company has a current ratio of 3.03, a quick ratio of 2.24 and a debt-to-equity ratio of 0.13.

GlobalFoundries (NASDAQ:GFS) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.47 by $0.08. GlobalFoundries had a positive return on equity of 6.64% and a negative net margin of 0.65%.The business had revenue of $1.83 billion during the quarter, compared to analyst estimates of $1.80 billion. During the same period in the previous year, the firm earned $0.46 EPS. GlobalFoundries’s quarterly revenue was up .0% compared to the same quarter last year. GlobalFoundries has set its Q1 2026 guidance at 0.300-0.400 EPS. As a group, equities analysts expect that GlobalFoundries will post 1.31 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in GFS. WealthCollab LLC grew its stake in shares of GlobalFoundries by 674.7% in the fourth quarter. WealthCollab LLC now owns 705 shares of the company’s stock valued at $25,000 after buying an additional 614 shares in the last quarter. True Wealth Design LLC raised its position 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 acquiring an additional 544 shares in the last quarter. Clearstead Advisors LLC lifted its stake 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 acquiring an additional 387 shares during the last quarter. Allworth Financial LP grew its position in shares of GlobalFoundries by 85.5% in the 2nd quarter. Allworth Financial LP now owns 894 shares of the company’s stock valued at $34,000 after acquiring an additional 412 shares during the period. Finally, IFP Advisors Inc grew its position in shares of GlobalFoundries by 824.7% in the 2nd quarter. IFP Advisors Inc now owns 897 shares of the company’s stock valued at $38,000 after acquiring an additional 800 shares during the period.

Key GlobalFoundries News

Here are the key news stories impacting GlobalFoundries this week:

• Positive Sentiment: Q4 beat on both EPS and revenue: GAFA reported $0.55 EPS vs. consensus $0.47 and $1.83B revenue vs. ~$1.80B, showing a better-than-expected quarter that underpins upside sentiment. Read More.
• Positive Sentiment: Board authorized a sizable buyback (reported up to $500M), which reduces float and signals capital-return confidence from management — a direct driver of investor demand. Read More.
• Positive Sentiment: Management highlighted strength in data-center demand and its “physical AI” strategy, giving investors a growth narrative for future high-margin opportunities. Read More.
• Positive Sentiment: Market reaction has pushed the stock to a new 1‑year high as investors re-rate growth prospects after the quarter and capital return announcement. Read More.
• Neutral Sentiment: Company released full Q4 results, slides and the earnings-call transcript for deeper review — useful for investors but informational rather than catalytic by itself. Read More.
• Neutral Sentiment: Multiple outlets have published earnings call highlights and transcripts; these provide color on backlog, customer mix and capex cadence for modeling revisions. Read More.
• Negative Sentiment: Guidance is mixed: Q1 EPS was guided to $0.30–$0.40 (consensus ≈ $0.38) and revenue guidance ($1.6–$1.7B) came in below street estimates, leaving room for near-term downside if guidance proves conservative. Read More.
• Neutral Sentiment: Short-interest data in recent reports appears to show zero shares (likely a reporting anomaly), so there’s no clear short-covering story to explain moves; treat the short-interest numbers cautiously. (internal reporting)

About GlobalFoundries

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.