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UBS Raises its Price Target on GLOBALFOUNDRIES Inc. (GFS) to $50 and Maintains a Neutral Rating

GLOBALFOUNDRIES Inc. (NASDAQ:GFS) is among the 12 Best Tech Stocks that Beat Earnings Estimates.

On February 12, 2026, UBS raised its price target on GLOBALFOUNDRIES Inc. (NASDAQ:GFS) to $50 from $45 and maintained a Neutral rating. UBS said 2026 is likely to be a transition year as the company’s end-market exposure shifts.

Also on February 12, 2026, TD Cowen analyst Krish Sankar raised his price target to $56 from $42 and kept a Buy rating, citing upside in the December quarter results and positive CY26 commentary driven by momentum in Comm/DC, Def/Aero, and Auto, partly offset by known mobile softness. Baird analyst Tristan Gerra raised his price target the same day to $60 from $40 and maintained an Outperform rating, updating his model and describing the stock as a value play on the ongoing upcycle with improving fundamentals.

Photo by Yogesh Phuyal on Unsplash

On February 11, 2026, GlobalFoundries reported Q4 EPS of 55c versus consensus of 47c and Q4 revenue of $1.83B versus consensus of $1.8B. CEO Tim Breen said, “GF delivered a strong fourth quarter,” with revenue, gross margin, operating margin, and earnings per share at or above the high end of guidance ranges. He added that Non-IFRS gross margin expanded by nearly 400 basis points year-over-year and said recent acquisitions are expanding the company’s capabilities as it serves AI Data Center, Physical AI, and on-shoring megatrends.

GLOBALFOUNDRIES Inc. (NASDAQ:GFS) is a semiconductor foundry providing mainstream wafer fabrication services and technologies worldwide.

While we acknowledge the potential of GFS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GFS and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Most Profitable Undervalued Stocks to Buy and 11 Best Mining Stocks to Buy According to Wall Street.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

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This prediction might not be bold at all:

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