GlobalFoundries Inc. (NASDAQ:GFS) financial report and price target update

Core Insights - GlobalFoundries Inc. is a significant player in the semiconductor industry, recognized for its advanced manufacturing capabilities and a diverse range of semiconductor solutions [2] - Goldman Sachs maintains a Neutral rating for GlobalFoundries, raising its price target from $40 to $46, indicating a cautious yet optimistic outlook [3][7] Financial Performance - In Q4 2025, GlobalFoundries reported earnings of $0.55 per share, exceeding the Zacks Consensus Estimate of $0.47 by 16.4% [4][7] - The company achieved Q4 2025 revenue of $1.83 billion, surpassing the Zacks Consensus Estimate by 1.56%, consistent with the same quarter the previous year [5] - For the full year 2025, GlobalFoundries reported revenue of $6.791 billion and a net income of $888 million, ending the quarter with $4 billion in cash and marketable securities [6][7] Market Position - The stock price of GlobalFoundries is currently $48.74, reflecting a 16.32% increase over the past year, with a market capitalization of approximately $27.08 billion [6][7] - The company has consistently outperformed consensus EPS estimates over the past four quarters, demonstrating strong financial performance [4]