$40,000 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:
"Issues related to semiconductor manufacturing and supply chain. Issues related to semiconductor manufacturing and supply chain. Issues related to Sec. 232 semiconductor investigation."
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 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 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 10 sales selling 19,900 shares for an estimated $1,335,883.
- 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 15 sales selling 6,345 shares for an estimated $401,647.
- 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 201 institutional investors add shares of GFS stock to their portfolio, and 106 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.
