GlobalFoundries (GFS) News Today

GlobalFoundries Inc. (NASDAQ: GFS) shares are trading higher today, supported by upbeat earnings revisions and new partnership wins, despite several firms trimming their price targets.

• Positive Sentiment: Cantor Fitzgerald lifted its FY2025 EPS estimate from $1.34 to $1.37 per share, above the consensus of $1.31.
• Positive Sentiment: Cantor Fitzgerald predicts FY2026 EPS of $1.79, well above the consensus of $1.31. Cantor Fitzgerald Predicts GlobalFoundries FY2026 Earnings
• Positive Sentiment: Cyient (Cyrient) Semiconductors joined GlobalFoundries’ channel network to offer advanced chip services. Cyient Joins GlobalFoundries’ Channel Network to Offer Advanced Chip Services
• Positive Sentiment: GlobalFoundries expanded its partnership with Apple, driving a notable stock jump. GlobalFoundries stock jumps after expanding partnership with Apple
• Positive Sentiment: GFS was named among top AI picks benefiting from the new “Big Beautiful Bill” stimulus, underlining its role in AI chip supply. Trump's $12-$15 Trillion of New Capital Makes These 4 AI Stocks (and 1 ETF) a Buy
• Neutral Sentiment: Analysts offered general insights on GFS alongside Toast Inc. and Broadridge Financial—no rating changes were disclosed. Analysts Offer Insights on Technology Companies: Toast Inc, GlobalFoundries Inc and Broadridge Financial Solutions
• Neutral Sentiment: Zacks compared GFS to Lattice Semiconductor (LSCC) in a value‐stock showdown, without a clear winner highlighted. GFS vs. LSCC: Which Stock Is the Better Value Option?
• Neutral Sentiment: Seeking Alpha highlighted near-term headwinds for GFS but noted its positioning for industrial growth. GlobalFoundries Faces Near-Term Headwinds, Positioned For Industrial Growth
• Neutral Sentiment: American Banking News published a valuation‐style comparison of Diodes Inc. (DIOD) versus GFS. Comparing Diodes (NASDAQ:DIOD) & GlobalFoundries (NASDAQ:GFS)
• Negative Sentiment: Wedbush lowered its price target on GFS shares to $40.00, maintaining an “outperform” rating. GlobalFoundries (NASDAQ:GFS) Price Target Lowered to $40.00 at Wedbush
• Negative Sentiment: Morgan Stanley cut its GFS price objective from $38.00 to $35.00 and kept an “equal weight” rating. GlobalFoundries (NASDAQ:GFS) Given New $35.00 Price Target at Morgan Stanley
• Negative Sentiment: UBS Group trimmed its price target to $37.00 from $43.00 with a “neutral” rating. GlobalFoundries (NASDAQ:GFS) Given New $37.00 Price Target at UBS Group
• Negative Sentiment: Raymond James lowered its GFS target to $50 from $55, reflecting more cautious near‐term expectations. GlobalFoundries price target lowered to $50 from $55 at Raymond James