GLOBALFOUNDRIES Gestione
Criteri Gestione verificati 2/4
GLOBALFOUNDRIES Il CEO è Tim Breen, nominato in Apr2025, ha un mandato di 1.42 anni. possiede direttamente 0.021% delle azioni della società, per un valore di $ 5.38M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 5.2 anni.
Informazioni chiave
Tim Breen
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 1.4yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 2.2yrs |
| Durata media del Consiglio di amministrazione | 5.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Sep 03
GFS: AI Hardware Bottleneck Demand And New Platforms Will Support Margins
Analysts have trimmed their fair value estimate for GLOBALFOUNDRIES from $81 to $76, reflecting a slightly higher discount rate, a lower assumed future P/E multiple, and updated views on revenue growth and profit margins following mixed but generally constructive Street research on the stock. Analyst Commentary Recent Street research on GlobalFoundries shows a mix of optimism and caution, with several price target changes and rating shifts that feed directly into how investors may think about valuation, execution risk, and growth prospects.Seeking Alpha • Aug 21
Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Summary 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. GFS's 1% dividend signals financial health, but yield and upside are limited until speculative investments begin to pay off. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 18
GFS: Quantum Awards And AI Demand Will Support Balanced Future Returns
Analysts now place fair value for GlobalFoundries at $55, down $2 from the prior $57, reflecting a blend of lower P/E assumptions and price target trims from several firms, even as some research points to healthier margins and a more supportive mix outside of weaker mobile demand. Analyst Commentary Street research on GlobalFoundries points to a split view.Articolo di analisi • Aug 12
There May Be Underlying Issues With The Quality Of GLOBALFOUNDRIES' (NASDAQ:GFS) Earnings
GLOBALFOUNDRIES Inc. ( NASDAQ:GFS ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Aggiornamento narrativa • Aug 04
GFS: Quantum Awards And AI Custom Chips Will Drive Future Returns
Analysts have trimmed their fair value estimate for GLOBALFOUNDRIES from $60 to $57, as they factor in a slightly higher discount rate alongside mixed read-throughs from mobile exposure. They still cite AI demand, tight trailing edge capacity, and potential benefits from quantum computing initiatives as key supports for the updated view.Aggiornamento narrativa • Jul 15
GFS: AI Inference Shift And Quantum Funding Will Support Margin Stability
Analysts have lifted the GLOBALFOUNDRIES fair value estimate from $51.30 to $81.00, citing higher assumed revenue growth, slightly stronger profit margins, a richer future P/E framework, and a series of recent price target increases and rating upgrades that highlight expectations for tighter foundry capacity and improving pricing power across the sector. Analyst Commentary Recent research on GLOBALFOUNDRIES centers on how foundry capacity, pricing power, and exposure to emerging workloads like AI inference and quantum computing could influence the company’s valuation and execution risk.
Aggiornamento narrativa • Jul 01
GFS: Quantum Funding And Specialty Capacity Expansion Will Support Higher Future P E Multiples
Analysts have raised their fair value estimate for GlobalFoundries from $60.00 to about $110.91, citing higher assumed revenue growth, slightly firmer discount and profit margin inputs, as well as a richer future P/E multiple supported by recent price target increases and upgrades across the Street. Analyst Commentary Recent research coverage on GlobalFoundries highlights a cluster of bullish views, with several firms revisiting their assumptions on growth, utilization and long term positioning in key chip markets.Aggiornamento narrativa • Jun 17
GFS: Quantum Awards And AI Custom Chips Will Pressure Future Returns
Analysts have raised their average price targets on GlobalFoundries stock into the $80+ range, citing expectations for tighter foundry pricing as utilization stays high across both leading and lagging edge capacity, and highlighting potential benefits from government backed quantum computing initiatives and growing interest in custom AI chips. Analyst Commentary on GlobalFoundries Recent Street research on GlobalFoundries points to a mix of optimism around utilization, pricing power and AI exposure, alongside a steady drumbeat of caution on execution and how much of that story is already reflected in the stock.Articolo di analisi • Jun 16
GLOBALFOUNDRIES (GFS) Stock Could Be 56% Overvalued After AI And Europe Manufacturing Deals
GLOBALFOUNDRIES (GFS) stock is in focus after three new partnerships in AI-enabled chip design, silicon photonics and secure European manufacturing raised fresh questions about how the foundry’s model prices in technology and supply chain risk. See our latest analysis for GLOBALFOUNDRIES. Those partnerships have landed alongside a sharp swing in sentiment, with GLOBALFOUNDRIES posting a 90 day share price return of 88.14% and a 1 year total shareholder return of 118.32%, even after a 1 day...Aggiornamento narrativa • Jun 03
GFS: Quantum Awards And Custom AI ASIC Ambitions Will Constrain Future Returns
Analyst price targets for GLOBALFOUNDRIES have moved higher, with one firm lifting its target to $85 from $58 as analysts highlight quantum computing awards and growing interest in custom AI chips and alternative accelerators as key supports for the stock's long-term positioning. Analyst Commentary Recent Street research around GLOBALFOUNDRIES has centered on two themes investors are likely watching closely: exposure to quantum computing funding and positioning for custom AI silicon.Aggiornamento narrativa • May 19
GFS: AI Inference ASIC Execution Will Limit Future Share Price Upside
Analysts have lifted the GLOBALFOUNDRIES fair value estimate to $60 from $43, citing a wave of higher Street price targets that link the stock to growing interest in AI inference workloads and custom ASIC demand. Analyst Commentary Across recent reports, Street research has generally tied higher GLOBALFOUNDRIES price targets to interest in AI inference workloads and custom ASICs, with several firms lifting their valuation frameworks accordingly.Aggiornamento narrativa • Apr 29
GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside Potential
Analysts have raised their average price targets on GLOBALFOUNDRIES by a mid to high single digit dollar range, citing updates to revenue growth and margin assumptions, along with refined P/E expectations that support a fair value estimate of approximately $43.00 per share. Analyst Commentary Recent Street research has clustered around mid to high single digit adjustments to GLOBALFOUNDRIES price targets, with several firms referencing updates to revenue growth assumptions, margin frameworks, and P/E multiples.Aggiornamento narrativa • Apr 14
GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Support Higher P E Multiples
Analysts have lifted the GLOBALFOUNDRIES fair value estimate from $46.56 to $60.00. They point to updated assumptions on revenue growth, profitability and future P/E multiples that are also reflected in a series of recent price target increases across the Street.Aggiornamento narrativa • Mar 31
GFS: Rising Street Conviction Will Support Execution On Margin Stability
Analysts have raised GLOBALFOUNDRIES' price target to a fair value estimate of $51.30, citing updated modeling of discount rates, revenue growth assumptions, profit margins and future P/E expectations as the main drivers of this change. Analyst Commentary Recent Street research on GLOBALFOUNDRIES clusters around a series of higher price targets across multiple firms, with analysts revisiting their models on discount rates, revenue trajectories, margin profiles and future P/E assumptions.Aggiornamento narrativa • Mar 17
GFS: Evolving Expectations On Execution And Capital Actions Will Shape Future Upside
Analysts have raised their average price targets on GLOBALFOUNDRIES by a range of $4 to $20, citing updated expectations on growth, profitability and valuation, even though the model fair value estimate remains at $43.00. Analyst Commentary Street research on GLOBALFOUNDRIES has been active, with several firms adjusting their price targets across a wide range, including both increases and at least one very large downward move.Aggiornamento narrativa • Mar 03
GFS: Elevated Capital Needs And Execution Risks Will Limit Future Upside Potential
Analysts have raised their price target for GlobalFoundries from $35 to $43, citing revised assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple as the main factors behind the update. Analyst Commentary Street research on GlobalFoundries has recently skewed toward higher price targets, but not all commentary is positive.Aggiornamento narrativa • Feb 16
GFS: Balancing Repriced Expectations With U.S. Manufacturing And Defense Contracts
The analyst price target for GlobalFoundries has been raised by about $10 to $50.62, with analysts citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E as key factors behind the change. Analyst Commentary Recent Street research on GlobalFoundries shows multiple firms revisiting their models and adjusting price targets by a wide range, from modest single digit moves to a US$20 increase.Aggiornamento narrativa • Feb 02
GFS: Weighing Sluggish Recovery Against U.S. Manufacturing And Defense Contracts
Narrative Update on GlobalFoundries The analyst price target for GlobalFoundries has edged higher by about $0.85. Analysts are factoring in slightly higher fair value estimates, an adjusted discount rate, and expectations for modestly stronger profit margins, along with updated views from recent research that highlight mixed spending and demand trends.Articolo di analisi • Jan 22
GlobalFoundries Inc.'s (NASDAQ:GFS) Shares Bounce 28% But Its Business Still Trails The Industry
GlobalFoundries Inc. ( NASDAQ:GFS ) shareholders have had their patience rewarded with a 28% share price jump in the...Aggiornamento narrativa • Jan 19
GFS: Sluggish Recovery And Higher Spending Will Restrain Near Term Upside
Narrative Update: GlobalFoundries The analyst price target for GlobalFoundries has been reset to US$35, reflecting a neutral stance as analysts balance solid recent results with expectations for a sluggish cyclical recovery and higher spending that may limit near term upside. Analyst Commentary Recent research on GlobalFoundries points to a more cautious mood, even as the company delivers results that line up with guidance.Aggiornamento narrativa • Jan 05
GFS: Sluggish Recovery And Spending Weigh While Capacity Expansion Supports Long-Term Outlook
Narrative Update on GlobalFoundries The analyst price target for GlobalFoundries has moved to US$35.00, a cut of US$5.00 from the prior US$40.00 level, as analysts factor in a sluggish cyclical recovery, rising spending that offsets near term margin benefits, and the longer timeline for U.S. manufacturing demand to translate into revenues. Analyst Commentary Recent research updates on GlobalFoundries show a cluster of lower price targets, with several bearish analysts resetting expectations closer to US$33 to US$35.Aggiornamento narrativa • Dec 14
GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Drive Upside Potential
Analysts have trimmed their price target on GlobalFoundries by about $8 to approximately $47 per share, citing a sluggish cyclical recovery, higher near term spending that offsets margin gains, and the longer runway before U.S. manufacturing advantages fully translate into revenue growth. Analyst Commentary Analyst reactions to the latest results have been mixed, with headline price targets moving lower but commentary emphasizing that GlobalFoundries continues to execute steadily against a challenging cyclical backdrop.Articolo di analisi • Nov 15
GlobalFoundries Inc. Just Recorded A 52% EPS Beat: Here's What Analysts Are Forecasting Next
Last week, you might have seen that GlobalFoundries Inc. ( NASDAQ:GFS ) released its quarterly result to the market...Aggiornamento narrativa • Aug 06
Expanding US And European Capacity Will Unlock New Demand
Despite slightly improved revenue growth forecasts, a notable reduction in forward P/E multiples suggests increased valuation caution, resulting in a lower consensus analyst price target for GlobalFoundries, down from $44.32 to $41.54. What's in the News GlobalFoundries provided Q3 2025 earnings guidance, expecting net revenue of $1,675 million (±$25 million) and diluted EPS of $0.28 (±$0.05).AMMINISTRATORE DELEGATO
Tim Breen (48 yo)
1.4yrs
Mandato
Mr. Timothy Graham Breen, also known as Tim, is Chief Executive Officer of GlobalFoundries Inc. from April 28, 2025. He was a Non-Independent Director of Equinox Gold Corp. since August 1, 2019 until Janua...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 8.5yrs | Nessun dato | 0.048% $ 12.3m | |
| CEO & Director | 1.4yrs | Nessun dato | 0.021% $ 5.4m | |
| Chief Financial Officer | less than a year | Nessun dato | 0.0036% $ 927.5k | |
| Chief Accounting Officer | 2.7yrs | Nessun dato | 0.0028% $ 713.7k | |
| Chief Technology Officer | no data | Nessun dato | Nessun dato | |
| Chief Information Officer | 1.7yrs | Nessun dato | Nessun dato | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP | 9.7yrs | Nessun dato | 0.0019% $ 476.6k | |
| Chief Communications & Marketing Officer | 2.7yrs | Nessun dato | Nessun dato | |
| Chief Corporate Development Officer | 1.7yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 4yrs | Nessun dato | 0% $ 0 | |
| Chief Strategy Officer | 7yrs | Nessun dato | 0% $ 0 |
2.2yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di GFS è considerato esperto (durata media dell'incarico 2.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 8.5yrs | Nessun dato | 0.048% $ 12.3m | |
| CEO & Director | 8.7yrs | Nessun dato | 0.021% $ 5.4m | |
| Independent Non-Executive Director | 7.3yrs | Nessun dato | 0.0037% $ 958.4k | |
| Independent Non-Executive Director | 5.2yrs | Nessun dato | 0.0051% $ 1.3m | |
| Independent Non-Executive Director | 14.7yrs | Nessun dato | 0.0036% $ 914.6k | |
| Lead Independent Director | 8.7yrs | Nessun dato | 0.013% $ 3.2m | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 4.5yrs | Nessun dato | 0.0051% $ 1.3m | |
| Independent Non-Executive Director | 2yrs | Nessun dato | 0.0014% $ 355.5k | |
| Director | 1.4yrs | Nessun dato | 0.0017% $ 432.8k | |
| Director | less than a year | Nessun dato | Nessun dato |
5.2yrs
Durata media
59yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GFS sono considerati esperti (durata media dell'incarico 5.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 10:32 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
GLOBALFOUNDRIES Inc. è coperta da 28 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Tristan Gerra | Baird |