View ValuationGLOBALFOUNDRIES 将来の成長Future 基準チェック /46GLOBALFOUNDRIES利益と収益がそれぞれ年間23.9%と9.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.5% 24.6%なると予測されています。主要情報23.9%収益成長率24.64%EPS成長率Semiconductor 収益成長21.3%収益成長率9.9%将来の株主資本利益率11.54%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.お知らせ • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.お知らせ • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.お知らせ • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €74.53, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 133% over the past year.お知らせ • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026.お知らせ • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.19 (vs US$0.38 in 1Q 2025)First quarter 2026 results: EPS: US$0.19 (down from US$0.38 in 1Q 2025). Revenue: US$1.63b (up 3.1% from 1Q 2025). Net income: US$103.0m (down 51% from 1Q 2025). Profit margin: 6.3% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • May 05GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged OpticsGlobalFoundries announced the introduction of its SCALE optical module solution for co-packaged optics. GF’s SCALE solution, or Silicon photonics Co-packaged Advanced Light Engine solution, is the industry’s first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA’s optical interconnect specification for modern AI scale-up architectures. Built with GF’s advanced silicon photonics technology, the SCALE CPO solution utilizes both coarse and dense wavelength-division multiplexing (CWDM, DWDM) for bi-directional data transmission over each optical fiber for significant improvements in bandwidth density and system scalability versus traditional copper interconnects. GF has already demonstrated 8 and 16 bi-directional DWDM natively on its platform, a fundamental technology milestone that uniquely positions GF to support the industry’s shift to CPO and accelerate the adoption of optical scale-up interconnects. GF’s SCALE CPO solution and silicon photonics technology offer an advanced portfolio of fully-qualified photonic devices, such as 50Gbps and 100Gbps micro-ring modulators, coupled ring resonators and integrated photodiodes. Additional features include through silicon vias (TSVs) for high-speed signaling and power delivery and copper pad pitches ranging from 110µm down to sub-45µm for 2.5D/3D stacking from organic substrates to silicon interposers, enabling customers to move quickly from design to volume production. The platform integrates electrical ICs on single-digit advanced nodes, enabling optimization between best-in-class compute and optics without compromising performance. While GF offers multiple fiber-attach approaches, the SCALE solution leverages broadband detachable fibers with flat insertion loss over the CWDM spectrum to future-proof scaling from 4 in each direction to 8 and beyond, while still enabling serviceability and known-good-die testability for next-generation AI interconnects.Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €59.64, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 92% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.22 per share.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €50.62, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 34x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.08 per share.Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €39.94. The fair value is estimated to be €33.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Mar 31GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026New Risk • Mar 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Mar 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €38.28. The fair value is estimated to be €31.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Mar 12+ 1 more updateGLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $42お知らせ • Mar 10GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive ApplicationsGlobalFoundries Inc. announced the availability of Auto Grade 1 ready embedded magnetic RAM (eMRAM) technology on the company’s ultra-low power FDX platform, a key enhancement to GF’s portfolio of non-volatile memory (eNVM) technologies and AutoPro platform of automotive-ready solutions. The new FDX+AutoPro150 eMRAM technology delivers essential advantages over competitive industry grade memories, including proven endurance up to 500k cycles, sub-10 nanosecond read speed, and superior scalability for larger memory density. The technology is designed to address known magnetic field effects and qualified for reliable operation in harsh environments up to 150°C, enabling high-performance, system-on-chip (SoC) solutions that meet the demands of critical automotive applications. On-chip integration with GF’s enhanced FDX platform, manufactured in both Germany and the U.S., enables compact and versatile designs with exceptional energy efficiency and security. eMRAM technology is widely used by Tier 1 OEMs for microcontroller units in software-defined vehicles (SDVs) and advanced driver assistance systems (ADAS), enabling real-time processing for safety-critical functions and over-the-air updates for improved user experience with reduced downtime. As Physical AI systems continue to advance and scale, eMRAM’s fast access times and low power consumption enable future-proof designs for self-learning entities, including autonomous vehicles and humanoid robots. A process design kit for FDX+AutoPro150 eMRAM is available through GF’s self-service GF Connect portal to help jumpstart the design process. Volume production is slated for the second half of 2026 through GF’s manufacturing site in Dresden, driven by several key customer engagements.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$1.60 (vs US$0.48 loss in FY 2024)Full year 2025 results: EPS: US$1.60 (up from US$0.48 loss in FY 2024). Revenue: US$6.79b (flat on FY 2024). Net income: US$885.0m (up US$1.15b from FY 2024). Profit margin: 13% (up from net loss in FY 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Feb 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to €39.92. The fair value is estimated to be €32.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 11+ 2 more updatesGlobalFoundries Inc. Announces Niels Anderskouv Intends to Resign as President and Chief Operating Office, Effective March 2, 2026On February 11, 2026, GlobalFoundries Inc. announced that Niels Anderskouv intends to resign as President and Chief Operating Officer of the Company, effective as of March 2, 2026, to pursue another professional opportunity. Mr. Anderskouv’s decision to resign did not result from any dispute or disagreement with the Company, including with respect to any matters relating to the Company’s operations or policies. The responsibilities of President and Chief Operating Officer will be assumed by Mr. Breen and other members of the executive leadership team.お知らせ • Feb 05GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026GLOBALFOUNDRIES Inc. announced that on February 3, 2026, the Board of Directors elected Samer Halawa as a new member of the Board and of the Board's Strategy & Investment Committee. Mr. Halawa is currently the Chief Legal Officer of Mubadala Investment Company, the Company's majority shareholder. Mr. Halawa will serve as a Class III director, with an initial term expiring at the Company's 2027 annual general meeting of shareholders. Mr. Halawa was elected as a member of the Board as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala.お知らせ • Jan 15Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026GlobalFoundries announced the appointment of Ganesh Moorthy to its board of directors. Mr. Moorthy, former president and CEO of Microchip Technology Inc., joins GF’s Board, effective from January 15, 2026. Mr. Moorthy brings more than four decades of experience in the semiconductor industry, including transformative leadership at Microchip Technology, where he served as CEO, president and board member until his retirement in November 2024. He was appointed CEO and president in March 2021 and joined Microchip’s Board of Directors in January 2021. Prior to that, he held senior leadership roles at Microchip including COO and executive vice president. Earlier in his career, Mr. Moorthy spent 19 years at Intel in engineering and executive leadership positions, building deep expertise across manufacturing, product innovation and customer-driven execution. Currently, Mr. Moorthy serves as Chair of the Board of Ralliant, a global precision technologies company essential for breakthrough innovation in an electrified and digital world. He also serves on the Board of Directors of Celanese, SiTime and Ayar Labs, a leader in optical interconnect solutions for large-scale AI workloads. Previously, he served for over a decade on the board of Rogers, a global leader in engineered materials.Mr. Moorthy’s appointment reinforces GF’s commitment to advance its long-term growth strategy through a resilient manufacturing footprint that delivers power-efficient, differentiated technologies to customers worldwide.お知らせ • Jan 07GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026GlobalFoundries Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2026Buy Or Sell Opportunity • Jan 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to €32.27. The fair value is estimated to be €26.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Dec 11GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025GlobalFoundries Inc. announced that its Board of Directors has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025. Mr. Franklin previously served as Senior Vice President of Business Finance & Operations and Investor Relations and recently Interim CFO. Franklin brings extensive financial leadership experience and a proven track record of driving operational excellence and strategic growth. He joined GF in 2022 and has held senior roles overseeing finance operations, business finance, investor relations, capital markets and treasury. His deep understanding of GF’s business and commitment to disciplined financial management position him to lead the company’s finance and operations organization as GF continues to execute its long-term strategy.Buy Or Sell Opportunity • Dec 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €31.97. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Nov 18GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd.GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd. on November 17, 2025. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Advanced Micro Foundry Pte Ltd. on November 17, 2025.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.32 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (up from US$0.32 in 3Q 2024). Revenue: US$1.69b (down 2.9% from 3Q 2024). Net income: US$248.0m (up 40% from 3Q 2024). Profit margin: 15% (up from 10% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.お知らせ • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.お知らせ • Oct 28GlobalFoundries Inc. Announces Chief Financial Officer ChangesGlobalFoundries Inc. announced that, effectively October 27, 2025, John Hollister, GF’s Chief Financial Officer, is leaving the company for personal reasons. Sam Franklin, GF’s Senior Vice President of Business Finance, Operations and Investor Relations, will assume the position of Interim Chief Financial Officer while the company conducts a search for a permanent CFO. Mr. Franklin is an experienced financial leader, with over 18 years in corporate finance, investment management and investment banking, and has been with GF since 2022. He brings deep institutional knowledge and extensive expertise to the role. During his Senior Vice President roles at GF, Sam’s responsibilities have included Finance Operations, Business Finance, Investor Relations, Capital Markets and Treasury. Previously, he was a Senior Vice President at Mubadala Investment Company with financial responsibilities for the Direct Investments group.お知らせ • Oct 08GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025Buy Or Sell Opportunity • Sep 17Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to €27.65. The fair value is estimated to be €22.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Aug 28+ 1 more updateGlobalFoundries Inc Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communications and Industrial ApplicationsGlobalFoundries Inc. announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company's highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 130CBIC delivers unmatched performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz--making it the only high-performance SiGe platform capable of addressing multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications and industrial IoT. Developed and manufactured at GF's facility in Burlington, Vermont, 130CBIC is optimized to push the limits of RF performance in connected applications while reducing cost. For cellular smartphones, the platform enables low-noise amplifiers (LNAs) that reduce current consumption while maintaining ultra-low noise figure, helping to reduce battery drain. In the datacenter, the platform's high-performance PNP transistors enable innovative amplifier topologies that deliver high gain-bandwidth at lower power for high-speed analog and optical networking. The platform also supports advanced mmWave industrial radar applications exceeding 100GHz, enabling high resolution sensing and distance ranging in a reduced form factor. 130CBIC is available for prototyping through GF's GlobalShuttle multi-project wafer program, with shuttles scheduled through 2025 and 2026. RF reference designs are available through GF's self-service GF Connect portal to help jumpstart the design process.お知らせ • Aug 14GlobalFoundries Inc. (NasdaqGS:GFS) acquired MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc. Evercore Group L.L.C. acted as financial advisor to GlobalFoundries Inc. Needham & Company, LLC acted as financial advisor to MIPS Tech LLC. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of MIPS Tech LLC on August 8, 2025. MIPS is expected to continue to operate as a standalone business within GF, maintaining its licensing model and focusing on serving a broad customer base across diverse technology sectors.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.28 in 2Q 2024)Second quarter 2025 results: EPS: US$0.41 (up from US$0.28 in 2Q 2024). Revenue: US$1.69b (up 3.4% from 2Q 2024). Net income: US$228.0m (up 47% from 2Q 2024). Profit margin: 14% (up from 9.5% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.お知らせ • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.お知らせ • Jul 09GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc.お知らせ • Jul 02GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025お知らせ • Jun 20GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United StatesReported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.38 (vs US$0.24 in 1Q 2024)First quarter 2025 results: EPS: US$0.38 (up from US$0.24 in 1Q 2024). Revenue: US$1.59b (up 2.3% from 1Q 2024). Net income: US$210.0m (up 58% from 1Q 2024). Profit margin: 13% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.お知らせ • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.Board Change • May 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Camilla Languille was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BIT:1GFS - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288,9451,4351,2752,9991112/31/20278,0661,1111,0642,3501812/31/20267,2677568392,115203/31/20266,8407781,0741,942N/A12/31/20256,7918851,0091,731N/A9/30/20256,791-441,1651,814N/A6/30/20256,842-1159721,594N/A3/31/20256,786-1881,0031,565N/A12/31/20246,750-2651,0971,722N/A9/30/20246,7747421,2311,949N/A6/30/20246,8878141,1101,990N/A3/31/20247,1008999542,134N/A12/31/20237,3921,0203212,125N/A9/30/20237,6391,411-6351,932N/A6/30/20237,8611,499-6612,195N/A3/31/20238,0091,523-1,0112,258N/A12/31/20228,1081,448-4352,624N/A9/30/20227,8548235633,280N/A6/30/20227,4804921,2143,711N/A3/31/20227,107551,4283,536N/A12/31/20216,585-2501,0722,839N/A9/30/20215,800-8155711,892N/A6/30/20215,191-1,114-21,049N/A3/31/20214,920-1,207123884N/A12/31/20204,851-1,3504121,004N/A12/31/20195,813-1,371N/A497N/A12/31/20186,196-2,554N/A279N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1GFSの予測収益成長率 (年間23.9% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1GFSの収益 ( 23.9% ) はItalian市場 ( 11.3% ) よりも速いペースで成長すると予測されています。高成長収益: 1GFSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1GFSの収益 ( 9.9% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 1GFSの収益 ( 9.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1GFSの 自己資本利益率 は、3年後には低くなると予測されています ( 11.5 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 23:46終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GLOBALFOUNDRIES Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Janco VenterArete Research Services LLPTristan GerraBairdDavid O'ConnorBNP Paribas23 その他のアナリストを表示
お知らせ • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.
お知らせ • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.
お知らせ • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.
お知らせ • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €74.53, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 133% over the past year.
お知らせ • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026.
お知らせ • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.19 (vs US$0.38 in 1Q 2025)First quarter 2026 results: EPS: US$0.19 (down from US$0.38 in 1Q 2025). Revenue: US$1.63b (up 3.1% from 1Q 2025). Net income: US$103.0m (down 51% from 1Q 2025). Profit margin: 6.3% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • May 05GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged OpticsGlobalFoundries announced the introduction of its SCALE optical module solution for co-packaged optics. GF’s SCALE solution, or Silicon photonics Co-packaged Advanced Light Engine solution, is the industry’s first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA’s optical interconnect specification for modern AI scale-up architectures. Built with GF’s advanced silicon photonics technology, the SCALE CPO solution utilizes both coarse and dense wavelength-division multiplexing (CWDM, DWDM) for bi-directional data transmission over each optical fiber for significant improvements in bandwidth density and system scalability versus traditional copper interconnects. GF has already demonstrated 8 and 16 bi-directional DWDM natively on its platform, a fundamental technology milestone that uniquely positions GF to support the industry’s shift to CPO and accelerate the adoption of optical scale-up interconnects. GF’s SCALE CPO solution and silicon photonics technology offer an advanced portfolio of fully-qualified photonic devices, such as 50Gbps and 100Gbps micro-ring modulators, coupled ring resonators and integrated photodiodes. Additional features include through silicon vias (TSVs) for high-speed signaling and power delivery and copper pad pitches ranging from 110µm down to sub-45µm for 2.5D/3D stacking from organic substrates to silicon interposers, enabling customers to move quickly from design to volume production. The platform integrates electrical ICs on single-digit advanced nodes, enabling optimization between best-in-class compute and optics without compromising performance. While GF offers multiple fiber-attach approaches, the SCALE solution leverages broadband detachable fibers with flat insertion loss over the CWDM spectrum to future-proof scaling from 4 in each direction to 8 and beyond, while still enabling serviceability and known-good-die testability for next-generation AI interconnects.
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €59.64, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 92% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.22 per share.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €50.62, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 34x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.08 per share.
Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €39.94. The fair value is estimated to be €33.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Mar 31GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026
New Risk • Mar 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Mar 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €38.28. The fair value is estimated to be €31.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Mar 12+ 1 more updateGLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $42
お知らせ • Mar 10GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive ApplicationsGlobalFoundries Inc. announced the availability of Auto Grade 1 ready embedded magnetic RAM (eMRAM) technology on the company’s ultra-low power FDX platform, a key enhancement to GF’s portfolio of non-volatile memory (eNVM) technologies and AutoPro platform of automotive-ready solutions. The new FDX+AutoPro150 eMRAM technology delivers essential advantages over competitive industry grade memories, including proven endurance up to 500k cycles, sub-10 nanosecond read speed, and superior scalability for larger memory density. The technology is designed to address known magnetic field effects and qualified for reliable operation in harsh environments up to 150°C, enabling high-performance, system-on-chip (SoC) solutions that meet the demands of critical automotive applications. On-chip integration with GF’s enhanced FDX platform, manufactured in both Germany and the U.S., enables compact and versatile designs with exceptional energy efficiency and security. eMRAM technology is widely used by Tier 1 OEMs for microcontroller units in software-defined vehicles (SDVs) and advanced driver assistance systems (ADAS), enabling real-time processing for safety-critical functions and over-the-air updates for improved user experience with reduced downtime. As Physical AI systems continue to advance and scale, eMRAM’s fast access times and low power consumption enable future-proof designs for self-learning entities, including autonomous vehicles and humanoid robots. A process design kit for FDX+AutoPro150 eMRAM is available through GF’s self-service GF Connect portal to help jumpstart the design process. Volume production is slated for the second half of 2026 through GF’s manufacturing site in Dresden, driven by several key customer engagements.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$1.60 (vs US$0.48 loss in FY 2024)Full year 2025 results: EPS: US$1.60 (up from US$0.48 loss in FY 2024). Revenue: US$6.79b (flat on FY 2024). Net income: US$885.0m (up US$1.15b from FY 2024). Profit margin: 13% (up from net loss in FY 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Feb 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to €39.92. The fair value is estimated to be €32.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 11+ 2 more updatesGlobalFoundries Inc. Announces Niels Anderskouv Intends to Resign as President and Chief Operating Office, Effective March 2, 2026On February 11, 2026, GlobalFoundries Inc. announced that Niels Anderskouv intends to resign as President and Chief Operating Officer of the Company, effective as of March 2, 2026, to pursue another professional opportunity. Mr. Anderskouv’s decision to resign did not result from any dispute or disagreement with the Company, including with respect to any matters relating to the Company’s operations or policies. The responsibilities of President and Chief Operating Officer will be assumed by Mr. Breen and other members of the executive leadership team.
お知らせ • Feb 05GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026GLOBALFOUNDRIES Inc. announced that on February 3, 2026, the Board of Directors elected Samer Halawa as a new member of the Board and of the Board's Strategy & Investment Committee. Mr. Halawa is currently the Chief Legal Officer of Mubadala Investment Company, the Company's majority shareholder. Mr. Halawa will serve as a Class III director, with an initial term expiring at the Company's 2027 annual general meeting of shareholders. Mr. Halawa was elected as a member of the Board as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala.
お知らせ • Jan 15Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026GlobalFoundries announced the appointment of Ganesh Moorthy to its board of directors. Mr. Moorthy, former president and CEO of Microchip Technology Inc., joins GF’s Board, effective from January 15, 2026. Mr. Moorthy brings more than four decades of experience in the semiconductor industry, including transformative leadership at Microchip Technology, where he served as CEO, president and board member until his retirement in November 2024. He was appointed CEO and president in March 2021 and joined Microchip’s Board of Directors in January 2021. Prior to that, he held senior leadership roles at Microchip including COO and executive vice president. Earlier in his career, Mr. Moorthy spent 19 years at Intel in engineering and executive leadership positions, building deep expertise across manufacturing, product innovation and customer-driven execution. Currently, Mr. Moorthy serves as Chair of the Board of Ralliant, a global precision technologies company essential for breakthrough innovation in an electrified and digital world. He also serves on the Board of Directors of Celanese, SiTime and Ayar Labs, a leader in optical interconnect solutions for large-scale AI workloads. Previously, he served for over a decade on the board of Rogers, a global leader in engineered materials.Mr. Moorthy’s appointment reinforces GF’s commitment to advance its long-term growth strategy through a resilient manufacturing footprint that delivers power-efficient, differentiated technologies to customers worldwide.
お知らせ • Jan 07GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026GlobalFoundries Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2026
Buy Or Sell Opportunity • Jan 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to €32.27. The fair value is estimated to be €26.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Dec 11GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025GlobalFoundries Inc. announced that its Board of Directors has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025. Mr. Franklin previously served as Senior Vice President of Business Finance & Operations and Investor Relations and recently Interim CFO. Franklin brings extensive financial leadership experience and a proven track record of driving operational excellence and strategic growth. He joined GF in 2022 and has held senior roles overseeing finance operations, business finance, investor relations, capital markets and treasury. His deep understanding of GF’s business and commitment to disciplined financial management position him to lead the company’s finance and operations organization as GF continues to execute its long-term strategy.
Buy Or Sell Opportunity • Dec 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €31.97. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Nov 18GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd.GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd. on November 17, 2025. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Advanced Micro Foundry Pte Ltd. on November 17, 2025.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.32 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (up from US$0.32 in 3Q 2024). Revenue: US$1.69b (down 2.9% from 3Q 2024). Net income: US$248.0m (up 40% from 3Q 2024). Profit margin: 15% (up from 10% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
お知らせ • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.
お知らせ • Oct 28GlobalFoundries Inc. Announces Chief Financial Officer ChangesGlobalFoundries Inc. announced that, effectively October 27, 2025, John Hollister, GF’s Chief Financial Officer, is leaving the company for personal reasons. Sam Franklin, GF’s Senior Vice President of Business Finance, Operations and Investor Relations, will assume the position of Interim Chief Financial Officer while the company conducts a search for a permanent CFO. Mr. Franklin is an experienced financial leader, with over 18 years in corporate finance, investment management and investment banking, and has been with GF since 2022. He brings deep institutional knowledge and extensive expertise to the role. During his Senior Vice President roles at GF, Sam’s responsibilities have included Finance Operations, Business Finance, Investor Relations, Capital Markets and Treasury. Previously, he was a Senior Vice President at Mubadala Investment Company with financial responsibilities for the Direct Investments group.
お知らせ • Oct 08GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025
Buy Or Sell Opportunity • Sep 17Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to €27.65. The fair value is estimated to be €22.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Aug 28+ 1 more updateGlobalFoundries Inc Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communications and Industrial ApplicationsGlobalFoundries Inc. announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company's highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 130CBIC delivers unmatched performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz--making it the only high-performance SiGe platform capable of addressing multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications and industrial IoT. Developed and manufactured at GF's facility in Burlington, Vermont, 130CBIC is optimized to push the limits of RF performance in connected applications while reducing cost. For cellular smartphones, the platform enables low-noise amplifiers (LNAs) that reduce current consumption while maintaining ultra-low noise figure, helping to reduce battery drain. In the datacenter, the platform's high-performance PNP transistors enable innovative amplifier topologies that deliver high gain-bandwidth at lower power for high-speed analog and optical networking. The platform also supports advanced mmWave industrial radar applications exceeding 100GHz, enabling high resolution sensing and distance ranging in a reduced form factor. 130CBIC is available for prototyping through GF's GlobalShuttle multi-project wafer program, with shuttles scheduled through 2025 and 2026. RF reference designs are available through GF's self-service GF Connect portal to help jumpstart the design process.
お知らせ • Aug 14GlobalFoundries Inc. (NasdaqGS:GFS) acquired MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc. Evercore Group L.L.C. acted as financial advisor to GlobalFoundries Inc. Needham & Company, LLC acted as financial advisor to MIPS Tech LLC. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of MIPS Tech LLC on August 8, 2025. MIPS is expected to continue to operate as a standalone business within GF, maintaining its licensing model and focusing on serving a broad customer base across diverse technology sectors.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.28 in 2Q 2024)Second quarter 2025 results: EPS: US$0.41 (up from US$0.28 in 2Q 2024). Revenue: US$1.69b (up 3.4% from 2Q 2024). Net income: US$228.0m (up 47% from 2Q 2024). Profit margin: 14% (up from 9.5% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.
お知らせ • Jul 09GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc.
お知らせ • Jul 02GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025
お知らせ • Jun 20GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United States
Reported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.38 (vs US$0.24 in 1Q 2024)First quarter 2025 results: EPS: US$0.38 (up from US$0.24 in 1Q 2024). Revenue: US$1.59b (up 2.3% from 1Q 2024). Net income: US$210.0m (up 58% from 1Q 2024). Profit margin: 13% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.
Board Change • May 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Camilla Languille was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.