GLOBALFOUNDRIES ($GFS) posted quarterly earnings results for Q4 2025 on Wednesday, February 11th. The company reported earnings of $0.55 per share, beating estimates of $0.47 by $0.08. The company also reported revenue of $1,830,000,000, beating estimates of $1,821,502,811 by $8,497,189.
You can see Quiver Quantitative's $GFS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
GLOBALFOUNDRIES Hedge Fund Activity
We have seen 179 institutional investors add shares of GLOBALFOUNDRIES stock to their portfolio, and 167 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MATRIX CAPITAL MANAGEMENT COMPANY, LP removed 3,475,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $124,544,000
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,417,176 shares (+2778.3%) to their portfolio in Q3 2025, for an estimated $86,631,587
- PACER ADVISORS, INC. removed 1,874,440 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $65,455,444
- SLATE PATH CAPITAL LP added 1,769,100 shares (+inf%) to their portfolio in Q3 2025, for an estimated $63,404,544
- AQR CAPITAL MANAGEMENT LLC added 1,635,338 shares (+168.2%) to their portfolio in Q3 2025, for an estimated $58,610,513
- ROYAL BANK OF CANADA added 1,278,426 shares (+3703.8%) to their portfolio in Q3 2025, for an estimated $45,818,787
- MORGAN STANLEY added 1,153,844 shares (+73.5%) to their portfolio in Q3 2025, for an estimated $41,353,768
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GLOBALFOUNDRIES Government Contracts
We have seen $78,866,172 of award payments to $GFS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $30,630,483
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $27,617,050
- SOW 25-5C9: $5,458,700
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $1,843,944
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
GLOBALFOUNDRIES Analyst Ratings
Wall Street analysts have issued reports on $GFS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 12/04/2025
- Evercore ISI Group issued a "Outperform" rating on 11/13/2025
To track analyst ratings and price targets for GLOBALFOUNDRIES, check out Quiver Quantitative's $GFS forecast page.
GLOBALFOUNDRIES Price Targets
Multiple analysts have issued price targets for $GFS recently. We have seen 5 analysts offer price targets for $GFS in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- Christopher Danely from Citigroup set a target price of $42.0 on 01/15/2026
- Matt Bryson from Wedbush set a target price of $40.0 on 12/31/2025
- Vivek Arya from B of A Securities set a target price of $37.0 on 12/04/2025
- Mark Lipacis from Evercore ISI Group set a target price of $45.0 on 11/13/2025
- Harlan Sur from JP Morgan set a target price of $35.0 on 11/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
