GlobalFoundries: Margin-Accretive Growth Coming Fast [Seeking Alpha]
GlobalFoundries Inc. (GFS)
Company Research
Source: Seeking Alpha
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. GFS aims for a $1B silicon photonics run rate by 2028, leveraging vertical integration and global expansion to capture megatrend-driven growth. SweetBunFactory/iStock via Getty Images GlobalFoundries ( GFS ) breathed optimism into the market following its robust Q4'25 earnings release. GFS shares were rewarded with a 16.32% price return following the earnings release, reinvigorating growth that is reflective of the long-term outlook. This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article my
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GFS
News
- Assessing GlobalFoundries (GFS) Valuation After A Strong Multi-Month Share Price Rally [Yahoo! Finance]Yahoo! Finance
- GlobalFoundries (GFS) Q4 2025 Earnings Transcript [Yahoo! Finance]Yahoo! Finance
- GlobalFoundries (NASDAQ:GFS) was given a new $50.00 price target on by analysts at UBS Group AG.MarketBeat
- GlobalFoundries (NASDAQ:GFS) had its "neutral" rating reaffirmed by analysts at Susquehanna.MarketBeat
- GlobalFoundries (NASDAQ:GFS) had its price target raised by analysts at Wedbush from $40.00 to $50.00. They now have a "neutral" rating on the stock.MarketBeat
GFS
Earnings
- 2/11/26 - Beat
GFS
Sec Filings
- 2/11/26 - Form 6-K
- 2/11/26 - Form 6-K
- 2/5/26 - Form SCHEDULE
- GFS's page on the SEC website