GlobalFoundries and Renesas Expand Partnership to Accelerate U.S. Semiconductor Manufacturing

MALTA, N.Y. & TOKYO--(BUSINESS WIRE)-- #GlobalFoundries--GF and Renesas expand a multibillion-dollar partnership, broadening access to GF technologies to strengthen secure global semiconductor supply chains.

Business Wire • Feb 16, 2026

GlobalFoundries: Margin-Accretive Growth Coming Fast

GlobalFoundries is reiterated as a Buy with a $54.52/share price target, reflecting robust Q4'25 margin expansion and strategic positioning. GFS's acquisitions in silicon photonics and power management, plus partnerships in GaN technology, target high-growth data center, industrial, and physical AI markets. Management forecasts incremental margin improvement through FY26 as operations turn towards higher growth, realizing strong operating leverage.

Seeking Alpha • Feb 12, 2026

GlobalFoundries expects strong quarterly revenue on chips demand from data centers

GlobalFoundries forecast first-quarter revenue above Wall Street expectations on Wednesday, bolstered by strong demand for its chips, and announced a $500 million share buyback program, sending its shares up over 7% in premarket trading.

Reuters • Feb 11, 2026

GlobalFoundries Inc. (GFS) Q4 2025 Earnings Call Transcript

GlobalFoundries Inc. (GFS) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 11, 2026

GlobalFoundries Reports Fourth Quarter 2025 and Fiscal Year 2025 Financial Results

MALTA, N.Y., Feb. 11, 2026 (GLOBE NEWSWIRE) -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the fourth quarter and fiscal year ended December 31, 2025.

GlobeNewsWire • Feb 11, 2026

Here's What Key Metrics Tell Us About GlobalFoundries (GFS) Q4 Earnings

While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 11, 2026

GlobalFoundries Inc. (GFS) Tops Q4 Earnings and Revenue Estimates

GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.46 per share a year ago.

Zacks Investment Research • Feb 11, 2026

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 • Feb 6, 2026

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