Seeking Clues to GlobalFoundries (GFS) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics

Beyond analysts' top-and-bottom-line estimates for GlobalFoundries (GFS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Zacks Investment Research • 14 hours ago

3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade

In a recent MarketBeat interview, InvestorPlace's Luke Lango suggested 2026 is setting up for more of the second kind. The White House has started placing targeted bets in industries it views as mission-critical to the AI era, and those moves can reprice a stock in days instead of quarters.

MarketBeat • Feb 2, 2026

GlobalFoundries: Repositioning Toward Long-Cycle Growth In An Era Of Semiconductor Reshoring

GlobalFoundries is a leading pure-play foundry specializing in mature-node and specialty chips, with a strategic shift toward automotive and data center markets. GFS benefits from geopolitical onshoring trends, securing $1.5B in U.S. CHIPS Act funding and expanding its European presence to reinforce supply chain resilience. Design wins in automotive and data center segments, with long product cycles and high switching costs, position GFS for stable, long-term revenue growth.

Seeking Alpha • Jan 29, 2026

Wall Street Breakfast Podcast: Intel Surges Into Earnings

Intel (INTC) surged 11% ahead of its Q4 earnings release, with the sector broadly higher. Paramount Skydance (PSKY) extended its Warner Bros.

Seeking Alpha • Jan 22, 2026

GlobalFoundries Appoints Ganesh Moorthy to Board of Directors

Seasoned semiconductor industry leader brings decades of operational and strategic expertise to GF's Board Seasoned semiconductor industry leader brings decades of operational and strategic expertise to GF's Board

GlobeNewsWire • Jan 15, 2026

GlobalFoundries to Acquire Synopsys' Processor IP Solutions Business, Expanding Capabilities to Accelerate Physical AI Applications

MALTA, N.Y., Jan. 14, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced its execution of a definitive agreement to acquire Synopsys' ARC Processor IP Solutions business, including its teams of engineers and designers.

GlobeNewsWire • Jan 14, 2026

Synopsys Enters Definitive Agreement with GlobalFoundries For Sale of Processor IP Solutions Business

Key Highlights: Synopsys further focuses its IP resources and roadmap on extending leadership in interface and foundation IP while pursuing highest-value, AI-driven opportunities from cloud to edge. Transaction underscores Synopsys' commitment to disciplined portfolio management while capturing highest growth engineering solutions from silicon to systems.

PRNewsWire • Jan 14, 2026

GlobalFoundries downgraded on longer-than-expected semiconductor industry downturn

GlobalFoundries Inc (NASDAQ:GFS) was downgraded to a 'Neutral' rating by Wedbush on Wednesday, with the firm lowering its 12-month price target to $40 from $42, citing a more prolonged semiconductor industry downturn and weaker near-term end-market conditions than previously anticipated. In a note to clients, the analysts wrote that they continue to see a path toward improved fundamentals for the chipmaker over the longer term, but believe the timeline for key catalysts has been pushed out.

Proactive Investors • Dec 31, 2025

GlobalFoundries Sets Its Sights On Physical AI

GlobalFoundries Inc. is positioned for durable growth, targeting AI data centers, industrial robotics, and optical networking, leveraging its robust global footprint. Recent MIPS acquisition enhances GFS's edge AI and custom silicon capabilities, supporting next-gen autonomous and industrial applications. GFS secured 400 design wins YTD 2025, with optical networking and satellite communications as key growth drivers into eFY27 and beyond.

Seeking Alpha • Dec 23, 2025

GlobalFoundries names Sam Franklin as CFO after interim stint

GlobalFoundries on Wednesday appointed Sam Franklin as its chief financial officer, succeeding David Reeder, who stepped down earlier this year.

Reuters • Dec 10, 2025