Morgan Stanley GlobalFoundries · GFS

Morgan Stanley Raises GlobalFoundries Price Target to $47

Analyst: Charlie Chan 1 min read Reproduced verbatim
Rating
Unknown
Target
$47
from $43 (+9%)
Outcome
Reached
on February 18, 2026
Morgan Stanley and GlobalFoundries logos

What the analyst said

Morgan Stanley analyst Charlie Chan raised the price target on GlobalFoundries (NASDAQ: GFS) to $47.00 (from $43.00) while maintaining an Equalweight rating.

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

GFS trades at $36.36. The 10 analysts who set a target in the last 3 months range from $43 to $110, with a median of $53. This $47 target is 11% below the median.

Since the note GFS has moved −25% (from $48.74). 12-month window: day 266 of 365, closes on February 12, 2027.

Track record

This call✓ Target reached on February 18, 2026, 6 days after the note.

Firm track recordMorgan Stanley: 82% of its 49 targets at least a year old were reached within 12 months (#8 of 26 firms). Accuracy ranking →

Earnings reactionOne of 7 notes after GlobalFoundries’s Feb 11 results: 6 raised · 0 cut · 0 kept. See every call →

Morgan Stanley on GlobalFoundries

Morgan Stanley price targets on GlobalFoundries

7 calls from February 9, 2026 to November 5, 2026. The target went from $43 to $50 (+16%). The rating stayed Hold.

Morgan Stanley targetGFS share price
  1. November 5, 2026Target cut from $56 (−11%)Hold$50
  2. November 2, 2026Target cut from $60 (−7%)Hold$56
  3. August 6, 2026Target raised from $57 (+5%)Hold$60
  4. August 3, 2026Target cut from $58 (−2%)Hold$57
  5. May 4, 2026Target raised from $47 (+23%)$58
  6. February 12, 2026 This noteTarget raised from $43 (+9%)$47
  7. February 9, 2026Earliest call shown$43
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Other analysts on GlobalFoundries

TD CowenBuy Cut price target −20%, kept rating Nov 5 $60from $75 UBSHold Cut price target −10%, kept rating Nov 5 $43from $48 JP MorganHold Cut price target −12%, kept rating Nov 5 $50from $57 NeedhamBuy Cut price target −31%, kept rating Nov 5 $55from $80 SusquehannaBuy Cut price target −12%, kept rating Nov 4 $110from $125
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.