Price
No data yet.
Social Signal Score
Analyst Ratings
19 analystsRevenue
$1.79B+32.42%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Timothy Graham Breen
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 14,000
- Beta
- 1.77
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 3.09
Financials
Revenue
$1.79B+32.4%Net Income
$166.00MEBITDA
$481.00M+104.2%Free Cash Flow
$-6.00M-103.4%EPS (diluted)
$0.30Shares Outstanding (diluted)
556.00M+11.2%Operating Expenses
$331.00MCash & Debt
$2.36BReturn of Capital
$0.00Revenue by Segment (annual)
$769.00MDividend per Share
$0.12Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $6.79B | $885.00M | $1.59 |
| 2024 | $6.75B | $-265.00M | $-0.48 |
| 2023 | $7.39B | $1.02B | $1.85 |
| 2022 | $8.11B | $1.45B | $2.69 |
| 2021 | $6.58B | $-250.00M | $-0.49 |
| 2020 | $4.85B | $-1.35B | $-2.54 |
| 2019 | $5.81B | $-1.37B | $-2.66 |
| 2018 | $6.20B | $-2.70B | $-5.08 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $2.34
- Implied price
- $51.40
- Return from $50.17
- 0.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $25.55 — -49.1% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 19 | 22 | 25 | 28 |
|---|---|---|---|---|---|
| -2.0% | -14.4% | -11.5% | -8.8% | -6.5% | -4.3% |
| 3.0% | -10.1% | -6.9% | -4.2% | -1.7% | 0.6% |
| 8.0% | -5.7% | -2.4% | 0.5% | 3.1% | 5.4% |
| 13.0% | -1.4% | 2.1% | 5.1% | 7.9% | 10.3% |
| 18.0% | 3.0% | 6.6% | 9.8% | 12.6% | 15.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-16.67%Social Signal Score
Mentions (26)
- Newsglobenewswire.com·6d ago·Neutral
GlobalFoundries Announces Conference Call to Review Third Quarter 2026 Financial Results MALTA, N.Y., Sept. 30, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, November 4, 2026, at 8:30 a.m. ET following the release of the company's third quarter 2026 financial results.
View source ↗ - Newszacks.com·13d ago·Neutral
GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth? GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.
View source ↗ - Newszacks.com·14d ago·Positive
GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last? GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.
View source ↗ - News (RSS)yahoo·16d ago·Neutral
Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know
View source ↗ - News (RSS)yahoo·17d ago·Neutral
The U.S. Government Is Preparing to Offload Over 9 Million GlobalFoundries Shares. How You Should Play GFS Stock in Response.
View source ↗ - Newszacks.com·17d ago·Neutral
Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth? GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.
View source ↗ - News (RSS)channelnewsasia·18d ago·Neutral
GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
View source ↗ - News (RSS)investing·18d ago·Neutral
GlobalFoundries, Marvell expand SiGe capacity for AI data centers
View source ↗ - News247wallst.com·18d ago·Neutral
There's a Good Reason to Choose GLOBALFOUNDRIES Over Taiwan Semiconductor Manufacturing TSMC dominates AI silicon and just raised its growth outlook, yet one corner of GlobalFoundries' business is quietly outpacing it on a percentage basis while the stock sits near a 52-week low.
View source ↗ - Newsglobenewswire.com·19d ago·Neutral
GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demand Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demand
View source ↗ - Newszacks.com·19d ago·Positive
GFS Gains From Expanding Partner base: Will it Boost Growth Prospects? GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.
View source ↗ - Newszacks.com·25d ago·Neutral
Can Monolithic Power's GFS Production Deal Drive Future Growth? MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.
View source ↗ - News (RSS)investing·26d ago·Neutral
GlobalFoundries, MPS sign manufacturing deal for Singapore fab
View source ↗ - News247wallst.com·26d ago·Neutral
Top 5 Stocks Poised to Profit From the CHIPS Quantum Incentive Wave Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.
View source ↗ - Newsglobenewswire.com·27d ago·Neutral
GlobalFoundries and Monolithic Power Systems form manufacturing partnership to scale high-performance power solutions MALTA, N.Y. and SCHAFFHAUSEN, Switzerland, Sept.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
GLOBALFOUNDRIES Inc. (GFS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript GLOBALFOUNDRIES Inc. (GFS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - News (RSS)fool·27d ago·Neutral
Why D-Wave Quantum Stock Popped Today D-Wave is investors' favorite quantum computing stock today, but GlobalFoundries is the government's favorite.
View source ↗ - Newsglobenewswire.com·28d ago·Neutral
… U.S. Department of Commerce finalize $375M R&D award to advance American quantum leadership MALTA, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has finalized a definitive agreement with the U.S. Department of Commerce's CHIPS Research and Development Office for a $375 million award for research and development to accelerate the company's Quantum Technology Solutions (QTS) business, designed to help scale domestic quantum semiconductor manufactur…
View source ↗ - News (RSS)yahoo·31d ago·Neutral
GLOBALFOUNDRIES (GFS) Surged on Robust CID Growth and Dividend Announcement
View source ↗ - Newsglobenewswire.com·34d ago·Neutral
GlobalFoundries announces customer availability of UX platform technologies for intelligent edge, connectivity and Physical AI applications Newest feature-rich CMOS platform family combines ultra-low power connectivity, sensing and mixed-signal innovation with cost-efficient manufacturing for next-generation edge devices Newest feature-rich CMOS platform family combines ultra-low power connectivity, sensing and mixed-signal innovation with cost-efficient manufacturing for next-generation edge de…
View source ↗ - Newsgurufocus.com·42d ago·Neutral
A Look at GLOBALFOUNDRIES Inc (GFS) After 4.4% Decline -- GF Value $45.40 vs Price $45.95 On August 24, 2026, GLOBALFOUNDRIES Inc (GFS) shares fell 4.4% to $45.95, amidst a 52-week range of $31.59 to $92.55. This decline reflects broader market trend
View source ↗ - Newsseekingalpha.com·46d ago·Negative
…y Point For GlobalFoundries GlobalFoundries remains a buy after the recent selloff, though upside is now more modest and valuation is less compelling than last year. GFS's growth is driven by surging data center revenue (+62% YoY) and new optical networking wins, offset by cyclical weakness in automotive. CapEx is rising sharply to support quantum and silicon photonics initiatives, creating long-term growth potential but introducing near-term cash flow risk.
View source ↗ - 4chan /biz/biz·46d ago·Neutral
…now what you guys think or if you possibly know better stocks. At least one MAG7 stock needs to be chosen: >SPCX >GOOGL >AMZN >Anduril >ARM (Arm Holdings plc) >QCOM >GFS (GLOBALFOUNDRIES Inc.) >OII (Oceaneering) >NE (Noble Corporation)
View source ↗ - Newszacks.com·46d ago·Positive
TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy? TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.
View source ↗ - 4chan /biz/biz·47d ago·Neutral
…now what you guys think or if you possibly know better stocks. At least one MAG7 stock needs to be chosen: >SPCX >GOOGL >AMZN >Anduril >ARM (Arm Holdings plc) >QCOM >GFS (GLOBALFOUNDRIES Inc.) >OII (Oceaneering) >NE (Noble Corporation)
View source ↗ - Newsschaeffersresearch.com·52d ago·Positive
Why GlobalFoundries Stock Could Be Ready to Climb Subscribers to Schaeffer's Weekend Trader options recommendation service received this GFS commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $0.51 per share
Typical surprise +13.9% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.46 vs $0.43beat
- Tue, May 5$0.40 vs $0.35beat
- Wed, Feb 11$0.55 vs $0.47beat
- Wed, Nov 12$0.41 vs $0.38beat
- Tue, Aug 5$0.42 vs $0.36beat
- Tue, May 6$0.34 vs $0.29beat
Estimates and results for GFS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by GFS officers and directors.
- Bought
- $767
- Sold
- $3.8m
1 trade
47 trades
- Azar Samak Lsold
- Raman Pradheepasold
- Azar Samak Lsold
- Azar Samak Lsold
- Azar Samak Lsold
- Azar Samak Lsold
- Azar Samak Lsold
- Azar Samak Lsold
52 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Thomas Suozzihouse · NY03 · disclosed May 20, 2022 (77d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.