GlobalFoundries Sets Its Sights On Physical AI [Seeking Alpha]
GlobalFoundries Inc. (GFS)
Company Research
Source: Seeking Alpha
Recent MIPS acquisition enhances GFS's edge AI and custom silicon capabilities, supporting next-gen autonomous and industrial applications. GFS secured 400 design wins YTD 2025, with optical networking and satellite communications as key growth drivers into eFY27 and beyond. I reiterate a Buy rating on GFS with a $48.84 price target, based on 8.64x eFY27 EV/aEBITDA and strong margin-accretive growth outlook. PhonlamaiPhoto/iStock via Getty Images GlobalFoundries Inc. ( GFS ) is setting the tone for future growth across next-generation markets, with management setting its sights on optical networking and custom silicon for data center AI and physical AI for industrial robotics and This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GFS over the next 7
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GFS
News
- GlobalFoundries (NASDAQ:GFS) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "hold" rating.MarketBeat
- GlobalFoundries (NASDAQ:GFS) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- GlobalFoundries partners with Telsys to expand Israel presence, customer access and supportPR Newswire
- Citi Updates GlobalFoundries (GFS) Valuation Model to 2027 Estimates From 2026 [Yahoo! Finance]Yahoo! Finance
- GlobalFoundries: Repositioning Toward Long-Cycle Growth In An Era Of Semiconductor Reshoring [Seeking Alpha]Seeking Alpha
GFS
Earnings
- 11/12/25 - Beat
GFS
Sec Filings
- 2/5/26 - Form SCHEDULE
- 2/4/26 - Form 6-K
- 1/21/26 - Form 144
- GFS's page on the SEC website