GlobalFoundries jumps as silicon photonics collaboration highlights AI data-center upside

GlobalFoundries (GFS) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: Shares appear to be reacting to a newly announced silicon photonics collaboration tied to AI data-center networking, an area investors often treat as a high-growth adjacency to AI compute spending. The announcement reinforces GlobalFoundries’ positioning in optical interconnect and advanced packaging workflows that could benefit from rising demand for higher-bandwidth, lower-power data-center links.

Details:

GlobalFoundries and Sivers Semiconductors announced a strategic collaboration to develop advanced silicon photonics solutions aimed at AI infrastructure in data centers.

The collaboration includes making Sivers’ laser-array technology available within GlobalFoundries’ silicon photonics and optical-engine designs, supporting next-generation optical sub-assemblies.

The effort is framed around scaling bandwidth density and energy efficiency for AI data-center connectivity, where pluggable and co-packaged optical approaches are gaining momentum.

While financial terms were not highlighted, the market often prices in optionality when a foundry is linked to higher-value photonics content for AI-driven networking upgrades.

Sources:

PR Newswire, StockTitan, MarketScreener

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GFS Insider Trading Activity

$GFS insiders have traded $GFS stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.

Here’s a breakdown of recent trading of $GFS stock by insiders over the last 6 months:

MICHAEL JAMES HOGAN (Chief Strategy Officer) has made 0 purchases and 8 sales selling 14,300 shares for an estimated $891,523.
SAMUEL VICARI (Chief Customer Officer) sold 8,692 shares for an estimated $657,289
SAMAK L AZAR (Chief Legal Officer) has made 0 purchases and 10 sales selling 4,670 shares for an estimated $265,393.
GLENDA DORCHAK sold 4,000 shares for an estimated $233,840

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$GFS Hedge Fund Activity

We have seen 218 institutional investors add shares of $GFS stock to their portfolio, and 164 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MUBADALA INVESTMENT CO PJSC removed 27,344,840 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $1,216,298,483
FMR LLC added 8,595,583 shares (+15.5%) to their portfolio in Q1 2026, for an estimated $382,331,531
MORGAN STANLEY added 2,997,792 shares (+182.9%) to their portfolio in Q1 2026, for an estimated $133,341,788
BESSEMER GROUP INC added 2,813,548 shares (+8275141.2%) to their portfolio in Q1 2026, for an estimated $125,146,615
MARSHALL WACE, LLP added 2,669,645 shares (+112.1%) to their portfolio in Q1 2026, for an estimated $118,745,809
INVESCO LTD. removed 2,142,292 shares (-72.3%) from their portfolio in Q4 2025, for an estimated $74,808,836
PACER ADVISORS, INC. removed 1,874,440 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $65,455,444

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GFS Government Contracts

We have seen $29,805,321 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:

SOW 25-5C9: $15,349,292
THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $500,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$GFS 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 0 firms issue sell ratings.

Here are some recent analyst ratings:

Baird issued a "Outperform" rating on 02/12/2026

To track analyst ratings and price targets for $GFS, check out Quiver Quantitative's $GFS forecast page.

$GFS Price Targets

Multiple analysts have issued price targets for $GFS recently. We have seen 12 analysts offer price targets for $GFS in the last 6 months, with a median target of $70.0.

Here are some recent targets:

Mark Lipacis from Evercore ISI Group set a target price of $85.0 on 05/19/2026
Mehdi Hosseini from Susquehanna set a target price of $125.0 on 05/11/2026
Joseph Moore from Morgan Stanley set a target price of $65.0 on 05/06/2026
Atif Malik from Citigroup set a target price of $70.0 on 05/06/2026
Timothy Arcuri from UBS set a target price of $77.0 on 05/06/2026
Harlan Sur from JP Morgan set a target price of $70.0 on 05/06/2026
Charles Shi from Needham set a target price of $80.0 on 05/05/2026

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.