GlobalFoundries (NASDAQ:GFS) Updates Q4 2025 Earnings Guidance

GlobalFoundries (NASDAQ:GFS) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided EPS guidance of 0.420-0.520 for the period, compared to the consensus EPS estimate of 0.440. The company issued revenue guidance of $1.8 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion.

GlobalFoundries Stock Up 0.5%

GFS opened at $34.81 on Wednesday. The business has a 50-day moving average of $34.29 and a two-hundred day moving average of $36.10. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.63 and a quick ratio of 1.92. GlobalFoundries has a 12 month low of $29.77 and a 12 month high of $47.69. The stock has a market capitalization of $19.25 billion, a price-to-earnings ratio of -165.75, a price-to-earnings-growth ratio of 1.35 and a beta of 1.49.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on GFS shares. Bank of America cut GlobalFoundries from a “neutral” rating to an “underperform” rating and set a $35.00 target price on the stock. in a report on Monday, October 13th. Weiss Ratings reissued a “sell (d)” rating on shares of GlobalFoundries in a research report on Wednesday, October 8th. BNP Paribas Exane initiated coverage on GlobalFoundries in a research report on Friday, October 24th. They issued an “outperform” rating and a $45.00 target price for the company. Wedbush lowered their target price on GlobalFoundries from $48.00 to $40.00 and set an “outperform” rating for the company in a research note on Wednesday, August 6th. Finally, Arete upgraded GlobalFoundries from a “sell” rating to a “neutral” rating and set a $37.00 target price on the stock in a report on Wednesday, August 27th. Four equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $40.67.

Institutional Trading of GlobalFoundries

Hedge funds have recently bought and sold shares of the company. The Manufacturers Life Insurance Company grew its holdings in GlobalFoundries by 3.4% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 9,744 shares of the company’s stock worth $372,000 after buying an additional 324 shares in the last quarter. California State Teachers Retirement System raised its position in shares of GlobalFoundries by 5.7% during the 2nd quarter. California State Teachers Retirement System now owns 6,480 shares of the company’s stock worth $248,000 after buying an additional 347 shares in the last quarter. Daiwa Securities Group Inc. boosted its stake in GlobalFoundries by 1.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 41,382 shares of the company’s stock valued at $1,581,000 after purchasing an additional 642 shares in the last quarter. Royal Bank of Canada raised its stake in shares of GlobalFoundries by 4.4% in the 1st quarter. Royal Bank of Canada now owns 15,583 shares of the company’s stock worth $575,000 after buying an additional 660 shares in the last quarter. Finally, American Century Companies Inc. lifted its holdings in shares of GlobalFoundries by 3.4% in the second quarter. American Century Companies Inc. now owns 27,606 shares of the company’s stock valued at $1,055,000 after buying an additional 903 shares during the period.

GlobalFoundries Company Profile

GlobalFoundries Inc, a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. It manufactures various semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units.