Can Monolithic Power's GFS Production Deal Drive Future Growth?
MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.
GFS - GLOBALFOUNDRIES Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$82.08
DETAILS
HIGH:
$140.00
LOW:
$55.00
MEDIAN:
$77.50
CONSENSUS:
$82.08
UPSIDE:
74.82%
Stock News
Top 5 Stocks Poised to Profit From the CHIPS Quantum Incentive Wave
Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.
GlobalFoundries and Monolithic Power Systems form manufacturing partnership to scale high-performance power solutions
MALTA, N.Y. and SCHAFFHAUSEN, Switzerland, Sept.
GLOBALFOUNDRIES Inc. (GFS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
GLOBALFOUNDRIES Inc. (GFS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
GlobalFoundries and U.S. Department of Commerce finalize $375M R&D award to advance American quantum leadership
MALTA, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has finalized a definitive agreement with the U.S. Department of Commerce's CHIPS Research and Development Office for a $375 million award for research and development to accelerate the company's Quantum Technology Solutions (QTS) business, designed to help scale domestic quantum semiconductor manufacturing and strengthen the United States' leadership in quantum technologies.
GlobalFoundries announces customer availability of UX platform technologies for intelligent edge, connectivity and Physical AI applications
Newest feature-rich CMOS platform family combines ultra-low power connectivity, sensing and mixed-signal innovation with cost-efficient manufacturing for next-generation edge devices Newest feature-rich CMOS platform family combines ultra-low power connectivity, sensing and mixed-signal innovation with cost-efficient manufacturing for next-generation edge devices
GlobalFoundries and RAAAM Memory Technologies announce the joint development of next-generation GCRAM technology and test chip on FDX platform
Collaboration targets to enable the densest standard CMOS on-chip memory solution for the FDX platform widely used for advanced AI chips, by delivering 40% area shrink and up to 60% power reduction compared to commodity SRAM Collaboration targets to enable the densest standard CMOS on-chip memory solution for the FDX platform widely used for advanced AI chips, by delivering 40% area shrink and up to 60% power reduction compared to commodity SRAM
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, GitLab, GLOBAL FOUNDRIES, Martin Marietta Materials, Rocket Lab USA, Strategy, Toast, Tower Semiconductor, and More
Markets took a beating Tuesday as war tensions, surging oil, and the September curse hammered stocks, bonds, and gold all at once. Find out which stocks Wall Street upgraded, downgraded, or initiated fresh coverage on as analysts scramble to reposition heading into a brutal stretch.
A Look at GLOBALFOUNDRIES Inc (GFS) After 4.4% Decline -- GF Value $45.40 vs Price $45.95
On August 24, 2026, GLOBALFOUNDRIES Inc (GFS) shares fell 4.4% to $45.95, amidst a 52-week range of $31.59 to $92.55. This decline reflects broader market trend
Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
GlobalFoundries remains a buy after the recent selloff, though upside is now more modest and valuation is less compelling than last year. GFS's growth is driven by surging data center revenue (+62% YoY) and new optical networking wins, offset by cyclical weakness in automotive. CapEx is rising sharply to support quantum and silicon photonics initiatives, creating long-term growth potential but introducing near-term cash flow risk.
TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy?
TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.
GlobalFoundries: A Cyclical Value Play, Not An AI Rocket
GlobalFoundries Inc. is a mature-node semiconductor manufacturer, positioned as a cyclical industrial value play rather than a high-growth AI stock. GFS's diversified end-market exposure dilutes high-growth segments, but rising data center and robotics demand signals the start of a new upcycle. Geopolitical tensions and Western protectionism provide GFS with a resilient client base and $1.5 billion in CHIPS Act subsidies, shielding it from Chinese overcapacity risk.
United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries
Shares of United Microelectronics (NYSE:UMC | UMC Price Prediction) are dropping 7% Tuesday afternoon to $18.22, part of a broad foundry selloff tied to renewed fears about AI capital spending.
Why GlobalFoundries Stock Could Be Ready to Climb
Subscribers to Schaeffer's Weekend Trader options recommendation service received this GFS commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
SEALSQ Issues CEO Letter to Shareholders
Geneva, Switzerland, Aug. 13, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today issued a CEO Letter to Shareholders, outlining the Company's recent achievements and strategic priorities for the year. Dear Fellow Shareholders, The first half of 2026 marked an inflection point for SEALSQ.
GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint
Collaboration establishes a real-time data foundation to improve operational efficiency,scalability and decision-making across its operations SAN FRANCISCO, Aug. 10, 2026 /PRNewswire/ -- Redpanda, the leading provider of mission-critical data and agent governance infrastructure, today announced that GlobalFoundries (NASDAQ: GFS) (GF), a leading semiconductor manufacturer, has selected Redpanda as a key partner in its digital transformation journey. Through the collaboration, GF and Redpanda are building a unified real-time data platform that connects manufacturing, engineering and business systems across its operations while supporting a new generation of AI-driven capabilities across GF's global workforce.
SEALSQ's SEALQuantum Sovereign Quantum Vertical Stack Interconnects Its Growing Ecosystem as $200 Million SEALQuantum.com Initiative Enters Second Phase of Deployment in September
Geneva, Switzerland , Aug. 07, 2026 (GLOBE NEWSWIRE) -- August 7, 2026 — SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or the "Company"), a global leader in secure semiconductors, PKI and post-quantum cybersecurity technologies, outlines today how its SEALQuantum.com Sovereign Quantum Vertical Stack (“Stack”) is interconnecting the growing roster of partners and portfolio companies within the SEALQUANTUM.com ecosystem. Beginning in September SEALSQ will enter the second phase of deploying its $200 million budgeted allocation of capital, an internal strategic initiative through which SEALSQ allocates its own capital resources, targeting strategic Quantum assets to further strengthen and scale the platform and accelerate development of its post-quantum and quantum technology capabilities.
GlobalFoundries Q2 Earnings Call Highlights AI Data Center Momentum
GFS raises its 2026 data center outlook in Q2 earnings as optical demand surges, while a richer mix lifts margins and new IP broadens its AI opportunity.
GLOBALFOUNDRIES Inc. (GFS) Q2 2026 Earnings Call Transcript
GLOBALFOUNDRIES Inc. (GFS) Q2 2026 Earnings Call Transcript
GlobalFoundries Q2 Earnings Call Highlights
GlobalFoundries NASDAQ: GFS reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion.
Price Targets
GlobalFoundries initiated with a Buy at Stifel
$60.00
(was $43.93)
Stifel Nicolaus
GlobalFoundries price target lowered to $75 from $80 at Deutsche Bank
$75.00
(was $52.80)
Deutsche Bank
GlobalFoundries price target raised to $60 from $57 at Morgan Stanley
$60.00
(was $50.33)
Morgan Stanley
GlobalFoundries price target raised to $140 from $100 at Baird
$140.00
(was $50.82)
Robert W. Baird
GlobalFoundries price target lowered to $55 from $61 at UBS
$55.00
(was $49.46)
UBS
GlobalFoundries price target lowered to $60 from $65 at Jefferies
$60.00
(was $49.46)
Jefferies
GlobalFoundries price target lowered to $57 from $65 at Morgan Stanley
$57.00
(was $49.99)
Morgan Stanley
Arete Upgrades GlobalFoundries Inc. (GFS) to Buy
$95.00
(was $75.26)
Janco Venter
·
Arete Research
GlobalFoundries price target raised to $85 from $58 at Evercore ISI
$85.00
(was $67.84)
Evercore ISI
GlobalFoundries price target raised to $125 from $100 at Susquehanna
$125.00
(was $74.12)
Susquehanna
GlobalFoundries price target raised to $77 from $65 at UBS
$77.00
(was $71.00)
UBS
GlobalFoundries price target raised to $65 from $46 at Jefferies
$65.00
(was $70.53)
Jefferies
GlobalFoundries price target raised to $100 from $60 at Baird
$100.00
(was $74.04)
Robert W. Baird
GlobalFoundries price target raised to $65 from $58 at Morgan Stanley
$65.00
(was $74.04)
Joseph Moore
·
Morgan Stanley
GlobalFoundries upgraded to Positive from Neutral at Susquehanna
$100.00
(was $74.04)
Susquehanna
GlobalFoundries price target raised to $70 from $46 at Goldman Sachs
$70.00
(was $74.04)
James Schneider
·
Goldman Sachs
GlobalFoundries upgraded to Overweight from Neutral at Cantor Fitzgerald
$80.00
(was $64.91)
Loop Capital Markets
GlobalFoundries upgraded to Overweight from Neutral at Cantor Fitzgerald
$80.00
(was $64.91)
Cantor Fitzgerald
GlobalFoundries price target raised to $50 from $45 at UBS
$50.00
(was $48.91)
UBS
GlobalFoundries price target raised to $50 from $40 at Wedbush
$50.00
(was $49.10)
Wedbush