Collaboration Announcement: GlobalFoundries announced a partnership with Egis Technology to develop new direct time-of-flight (dToF) sensors on GF's 55nm platform, aimed at enhancing smart sensing technologies for mobile, IoT, and automotive applications.
Technology Features: The first-generation FSI SPAD device offers superior performance with best-in-class Dark Count Rate and Near-Infrared Photon Detection Probability, enabling high-SNR dToF sensing and integration of multiple functionalities on a single chip.
Market Applications: The new sensor technology is designed for various applications, including laser-assisted auto focus in smart devices, presence detection in smart appliances, and collision avoidance in robotics and drones.
Production and Prototyping: The 55nm SPAD technology is available for mass production at GF's facility in Singapore, with resources for designers to begin prototyping through GF's GlobalShuttle multi-project wafer program.
GFS
$36.63+Infinity%1D
Analyst Views on GFS
Wall Street analysts forecast GFS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GFS is 37.45 USD with a low forecast of 33.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast GFS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GFS is 37.45 USD with a low forecast of 33.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
7 Hold
1 Sell
Hold
Current: 36.170
Low
33.00
Averages
37.45
High
45.00
Current: 36.170
Low
33.00
Averages
37.45
High
45.00
BofA
Underperform
maintain
$37 -> $41
2025-12-16
Reason
BofA
Price Target
$37 -> $41
2025-12-16
maintain
Underperform
Reason
BofA raised the firm's price target on GlobalFoundries to $41 from $37 and keeps an Underperform rating on the shares. The firm is updating its price targets for U.S. Semiconductor stocks under its coverage, the analyst tells investors. BofA views 2026 as a midpoint for an 8 to 10 year journey upgrading traditional IT infrastructure for faster, AI workloads. While stocks may remain choppy amid greater scrutiny of AI returns and hyperscaler cash flows, this should be offset by faster large language model builders and AI factories, the firm adds.
BofA
Underperform
maintain
$33 -> $37
2025-12-04
Reason
BofA
Price Target
$33 -> $37
2025-12-04
maintain
Underperform
Reason
BofA raised the firm's price target on GlobalFoundries to $37 from $33 and keeps an Underperform rating on the shares. After having listened to the company's webinar on its participation in the emerging physical AI theme, the firm trims estimates for a shallower recovery slope, but raised its target as it upped its multiple given the company's increasing AI focus.
JPMorgan
Neutral
downgrade
$40 -> $35
2025-11-13
Reason
JPMorgan
Price Target
$40 -> $35
2025-11-13
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on GlobalFoundries to $35 from $40 and keeps a Neutral rating on the shares. The company reported a solid quarter with inline guidance, but a "sluggish" cyclical recovery will likely weigh on its growth in 2026, the analyst tells investors in a research note.
Evercore ISI
Outperform
maintain
$43 -> $45
2025-11-13
Reason
Evercore ISI
Price Target
$43 -> $45
2025-11-13
maintain
Outperform
Reason
Evercore ISI raised the firm's price target on GlobalFoundries to $45 from $43 and keeps an Outperform rating on the shares. GlobalFoundries delivered a "solid" Q3 performance, but the stock dipped 5% intraday due to in-line guidance for Q4, the analyst noted. Despite short-term market reactions, a strategic shift towards high-growth sectors and disciplined financial management positions GlobalFoundries well for the future, the analyst tells investors.
About GFS
GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
