Analyst Downgrades GlobalFoundries (GFS) Citing Prolonged Semiconductor Down Cycle

Benzinga

01/01

Shares of GlobalFoundries Inc. (NASDAQ:GFS) are trading lower Wednesday after Wedbush downgraded the semiconductor stock to Neutral and lowered the price target. In a note published on Wednesday, ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2600705839"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2600705839\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2600705839?lang=zh_CN&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/12/31/Cramer-shocks-markets-on-chips.jpeg?optimize=medium&dpr=2&auto=webp&width=260","is_english":true,"pubTime":"2026-01-01 01:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2600705839","market":"nz","top_or_hot":-1,"title":"Analyst Downgrades GlobalFoundries (GFS) Citing Prolonged Semiconductor Down Cycle","media":"Benzinga","content":"<div>\n<p>Shares of GlobalFoundries Inc. (NASDAQ:GFS) are trading lower Wednesday after Wedbush downgraded the semiconductor stock to Neutral and lowered the price target.\nIn a note published on Wednesday, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/12/49651628/analyst-downgrades-globalfoundries-gfs-citing-prolonged-semiconductor-down-cycle\">网页链接</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analyst Downgrades GlobalFoundries (GFS) Citing Prolonged Semiconductor Down Cycle</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalyst Downgrades GlobalFoundries (GFS) Citing Prolonged Semiconductor Down Cycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-01 01:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/25/12/49651628/analyst-downgrades-globalfoundries-gfs-citing-prolonged-semiconductor-down-cycle><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of GlobalFoundries Inc. (NASDAQ:GFS) are trading lower Wednesday after Wedbush downgraded the semiconductor stock to Neutral and lowered the price target.\nIn a note published on Wednesday, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/12/49651628/analyst-downgrades-globalfoundries-gfs-citing-prolonged-semiconductor-down-cycle\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GFS","symbol_name":"GLOBALFOUNDRIES Inc.","start_time":0,"source_url":"https://www.benzinga.com/trading-ideas/movers/25/12/49651628/analyst-downgrades-globalfoundries-gfs-citing-prolonged-semiconductor-down-cycle","article_id":"2600705839","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/31/Cramer-shocks-markets-on-chips.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/trading-ideas/movers/25/12/49651628/analyst-downgrades-globalfoundries-gfs-citing-prolonged-semiconductor-down-cycle","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2600705839","pubTimestamp":1767200460,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Shares of GlobalFoundries are trading lower Wednesday after Wedbush downgraded the semiconductor stock to Neutral.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"translate_title":"分析师以半导体下行周期延长为由下调格芯(GFS)评级","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GFS":1.5},"content_text":"Shares of GlobalFoundries Inc. (NASDAQ:GFS) are trading lower Wednesday after Wedbush downgraded the semiconductor stock to Neutral and lowered the price target.\nIn a note published on Wednesday, analyst Matt Bryson cited near-term risk to CE device builds due to higher production cost regarding memory. OEMs, or original equipment manufacturers, are already lowering the number of builds after anticipating a downturn in demand.\nImproved end market fundamentals and a shift towards local supply chains would help GlobalFoundries bolster the company’s business model, but Bryson said that the timeframe for those improvements are a little far out. \nFollowing a recent trip to Asia, Bryson noted that industrial and auto demand seems weak without any hints of near-term recovery. Half of GlobalFoundries’s revenue is tied to smart mobile devices and home and industrial internet of things, which creates modest risk to the already conservative sales outlook. Even though artificial intelligence will supply a boon to the industry, that catalyst is over a year out. \nDespite near-term challenges, GlobalFoundries’ strategic positioning in the U.S. and Europe, and its minimal exposure to China, are seen as fundamental strengths. This positioning becomes increasingly important as global tech customers seek to diversify away from geopolitical risks associated with Chinese supply chains. \nHowever, the anticipated benefits from U.S. government actions, such as tariffs on Chinese semiconductors set for June 2027, might not materialize as quickly as hoped. With rising consumer prices becoming a hot-button political issue, the imposition of burdensome tariffs could be delayed, thus affecting the timeline for potential shifts to domestic manufacturing facilities like those operated by GlobalFoundries.\nDespite the current headwinds, analysts remain optimistic about GlobalFoundries’ long-term prospects. The company is expected to maintain strong margins this quarter, close to historical highs, even with utilization levels below the ideal 95%+. The combination of likely higher future margins and full fab utilization suggests that, while the brighter future for GlobalFoundries is probable, it is just further out on the horizon than previously anticipated.\nGFS Price Action: Shares were down 2.60% at $35.18 at the time of publication on Wednesday, according to Benzinga Pro.\nRead Next:\nImage: Shutterstock.com\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}