$360,000 of GLOBALFOUNDRIES U.S. INC. lobbying was just disclosed, from Q2 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Monitoring and outreach regarding: -Implementation of P.L. 116-283, National Defense Authorization Act for Fiscal Year 2021, including the CHIPS for America Act. -Implementation of P.L. 117-167, including the CHIPS and Science Act. -H.R. 7148 - Consolidated Appropriations Act, 2026. -House/Senate Draft, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2027. -House/Senate Draft, Department of Defense Appropriations Act, 2027. -House/Senate Draft, National Defense Authorization Act for Fiscal Year 2027. -FY2026 and FY2027 Appropriations and CHIPS funding, generally. Monitoring and outreach regarding: -Defense microelectronics/security methods/trust and assurance/traceability. -Acquisition policy at Department of Defense. - S. 3597, National Quantum Initiative Reauthorization Act of 2026. -H.R. 7148 - Consolidated Appropriations Act, 2026. -House/Senate Draft, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2027. -House/Senate Draft, Department of Defense Appropriations Act, 2027. -House/Senate Draft, National Defense Authorization Act for Fiscal Year 2027. Monitoring and outreach regarding: -Semiconductor manufacturing, infrastructure, and economic/workforce development. -Implementation of P.L. 116-283, National Defense Authorization Act for Fiscal Year 2021, including the CHIPS for America Act. -Implementation of P.L. 117-167, including the CHIPS and Science Act. Monitoring and outreach regarding: -Issues related to trade and market access. -Executive Branch actions taken under Sec. 232 of the Trade Expansion Act. -Executive Branch actions taken under Sec. 301 of the Trade Act of 1974. -Defense microelectronics/security methods/trust and assurance/traceability. Monitoring and outreach regarding: -Investment tax credit related to semiconductor manufacturing."
You can find more data on corporate lobbying on Quiver Quantitative.
GFS Insider Trading Activity
GFS insiders have traded $GFS stock on the open market 32 times in the past 6 months. Of those trades, 1 have been purchases and 31 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 1 purchase buying 12 shares for an estimated $767 and 12 sales selling 22,600 shares for an estimated $1,516,313.
- 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 17 sales selling 7,015 shares for an estimated $445,224.
- 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.
GFS Hedge Fund Activity
We have seen 217 institutional investors add shares of GFS stock to their portfolio, and 112 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
- GHISALLO CAPITAL MANAGEMENT LLC added 1,800,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $80,064,000
- HRT FINANCIAL LP removed 1,261,976 shares (-70.0%) from their portfolio in Q1 2026, for an estimated $56,132,692
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 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.
