For the first quarter of 2026, analysts anticipate GlobalFoundries will report consensus revenue of $1.63 billion and EPS of $0.35, with the current $64.91 stock price trading significantly above the $46.13 analyst target.
The primary focus for investors is the recovery of manufacturing utilization rates and its subsequent impact on the company's gross margin trajectory.
Strong demand in the automotive and data center segments is expected to offset lingering softness in smart mobile devices and IoT markets. Investors also remain focused on the company's silicon photonics expansion as it targets high-growth AI and optical networking opportunities.