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StocksMedium•13 February 2026•

1 min read

GlobalFoundries Price Targets Raised Following Strong Q4 Earnings Beat

Major research firms have raised their price targets for GlobalFoundries (GFS) following the company's robust Q4 2025 earnings report. Wedbush increased its price target from $40 to $50 while maintaining a Neutral rating, while Baird raised its target to $60. The upgrades follow a period where GlobalFoundries exceeded market expectations, signaling a recovery in the mature foundry market. Analysts point to expanding opportunities in AI-related sectors, automotive, and networking as key catalysts for future growth. This positive sentiment underscores increasing investor confidence in the semiconductor firm's strategic positioning within high-growth industries like silicon photonics.