GlobalFoundries Inc. (NASDAQ:GFS) is a prominent player in the semiconductor industry, known for its advanced manufacturing capabilities. The company provides a wide range of semiconductor solutions, catering to various industries. As a key competitor in the Zacks Electronics - Semiconductors industry, GlobalFoundries consistently strives to enhance its market position through innovation and strategic initiatives.
On February 11, 2026, Goldman Sachs maintained its Neutral rating for GlobalFoundries, advising investors to hold the stock. At that time, the stock was priced at $48.74. Goldman Sachs also adjusted its price target for GFS, raising it from $40 to $46. This reflects a cautious yet optimistic outlook on the company's future performance.
GlobalFoundries recently held its Q4 2025 earnings call, as covered by Seeking Alpha. The company reported earnings of $0.55 per share, surpassing the Zacks Consensus Estimate of $0.47. This represents a positive surprise of 16.4%. The company has consistently outperformed consensus EPS estimates over the past four quarters, showcasing its strong financial performance.
In terms of revenue, GlobalFoundries posted $1.83 billion for Q4 2025, exceeding the Zacks Consensus Estimate by 1.56%. This revenue figure is consistent with the same quarter the previous year. The company reported a gross margin of 27.8% and a non-IFRS gross margin of 29.0%, indicating efficient cost management and operational effectiveness.
For the full year 2025, GlobalFoundries achieved a revenue of $6.791 billion, with a net income of $888 million. The company ended the quarter with $4 billion in cash and marketable securities, highlighting its strong liquidity position. The stock's current price of $48.74 reflects a significant increase of 16.32% over the past year, with a market capitalization of approximately $27.08 billion.
