Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects?
GLOBALFOUNDRIES is set to operate two new semiconductor plants in New York under a U.S.-Japan initiative worth up to $21 billion, boosting U.S. chip capacity.
GFS - GLOBALFOUNDRIES Inc.
Price:
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--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$79.69
DETAILS
HIGH:
$140.00
LOW:
$51.00
MEDIAN:
$75.00
CONSENSUS:
$79.69
UPSIDE:
77.09%
Stock News
Insider Selling: GlobalFoundries (NASDAQ:GFS) Insider Sells $15,678.00 in Stock
GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) insider Samak Azar sold 335 shares of the business's stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $46.80, for a total transaction of $15,678.00. Following the transaction, the insider owned 8,124 shares of the company's stock, valued
Analyzing Micron Technology (NASDAQ:MU) and GlobalFoundries (NASDAQ:GFS)
Micron Technology (NASDAQ: MU - Get Free Report) and GlobalFoundries (NASDAQ: GFS - Get Free Report) are both large-cap technology companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, analyst recommendations, dividends, valuation, risk, institutional ownership and earnings. Dividends Micron Technology pays an annual dividend of
GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking
Building modern semiconductor fabrication facilities usually demands eye-watering capital expenditures that can strain free cash flow and saddle corporate balance sheets with heavy debt. For foundry operators trying to meet global chip demand, this capital intensity often compresses margins during cyclical downturns.
GlobalFoundries shares retreat as investors weigh US-Japan manufacturing deal
Globalfoundries Inc (NASDAQ:GFS), the American semiconductor manufacturer, fell over 5% on Thursday morning in New York, retreating after a major US-Japan manufacturing agreement sent its shares higher a day earlier. The pullback came despite plans by the Trump administration to increase its equity stake in the chipmaker from 3% to 7%, more than doubling its holding.
Japan Is Putting Up to $21 Billion Into New GlobalFoundries Chip Plants in New York
Japan is writing a multibillion-dollar check to build chip factories on American soil, but GlobalFoundries gets to run them without paying for them.
GLOBALFOUNDRIES Inc. (GFS) Shareholder/Analyst Call Prepared Remarks Transcript
GLOBALFOUNDRIES Inc. (GFS) Shareholder/Analyst Call Prepared Remarks Transcript
GlobalFoundries Stock Extends Rally on Chip Deal Worth Up to $21 Billion
GlobalFoundries will operate two new factories in New York, with Japan providing funding under an initiative worth up to $21 billion.
GlobalFoundries Eyes $21B Japan-Backed New York Fab Expansion
GlobalFoundries NASDAQ: GFS said it has been selected to provide technology and operate two new 300-millimeter semiconductor fabs planned for its Malta, New York campus, under an investment framework of up to $21 billion funded by Japan through the U.S.-Japan trade agreement.
GlobalFoundries to Build Two Chip Fabs With Up to $21 Billion Funding
GlobalFoundries plans to build two new semiconductor-manufacturing facilities in New York under a U.S.-Japanese initiative providing up to $21 billion in funding.
Japan to invest up to $21 billion in two US chip factories to be run by GlobalFoundries
Japan to invest up to $21 billion in two US chip factories to be run by GlobalFoundries
GlobalFoundries selected to operate two new semiconductor fabs in New York under landmark U.S.-Japan initiative
President Trump's agreement with Japan unlocks up to $21 billion investment to expand foundational semiconductor production, support American jobs and strengthen domestic supply chains President Trump's agreement with Japan unlocks up to $21 billion investment to expand foundational semiconductor production, support American jobs and strengthen domestic supply chains
GlobalFoundries Can Profit From AI Without Making GPUs
GlobalFoundries' agreement with TSMC establishes a substantial manufacturing role in the advanced AI packaging supply chain. The agreement expands GlobalFoundries' AI exposure without requiring a return to leading-edge GPU fabrication.
GF unveils roadmap to deliver the world's most advanced FD-SOI platform for Physical AI
New FDX Fusion platform extends GF's FD-SOI leadership as the first process technology in Europe to deliver single-digit nanometer digital performance optimized for the physical world New FDX Fusion platform extends GF's FD-SOI leadership as the first process technology in Europe to deliver single-digit nanometer digital performance optimized for the physical world
GlobalFoundries shares rise on $2 billion TSMC agreement
Globalfoundries Inc (NASDAQ:GFS) shares rose over 3% to $49.86 on Thursday morning after the semiconductor manufacturer announced a multiyear agreement with TSMC valued at $2 billion to expand US production of advanced packaging components. The agreement will see GlobalFoundries add manufacturing capacity at its Malta, New York, facility to supply silicon interposers for TSMC's CoWoS advanced packaging technology, which is increasingly used for AI and high-performance computing systems.
GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging
Multi-year $2 billion agreement will expand capacity for advanced packaging ecosystem and support growing demand for AI and high-performance computing technologies Multi-year $2 billion agreement will expand capacity for advanced packaging ecosystem and support growing demand for AI and high-performance computing technologies
Why Xanadu Quantum Technologies Stock Jumped 17% Today
A manufacturing deal with GlobalFoundries got Xanadu investors excited. Here's why the stock jumped and what hasn't changed.
Xanadu Quantum Taps GlobalFoundries to Mass Produce Its Computers
Xanadu Quantum Technologies and GlobalFoundries strike a multiyear partnership to build quantum hardware components.
Xanadu Stock Climbs on Multi-Year GlobalFoundries Manufacturing Partnership
Xanadu Quantum Technologies Ltd. (NASDAQ:XNDU) shares are trading higher Tuesday after the company announced a strategic multi-year partnership with GlobalFoundries Inc. (NASDAQ:GFS) to manufacture components for utility-scale quantum computers.
GlobalFoundries Announces Conference Call to Review Third Quarter 2026 Financial Results
MALTA, N.Y., Sept. 30, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, November 4, 2026, at 8:30 a.m. ET following the release of the company's third quarter 2026 financial results.
Price Targets
BNP Paribas Exane Downgrades GlobalFoundries Inc. (GFS) to Neutral
$51.00
(was $50.17)
Karl Ackerman
·
BNP Paribas
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