GLOBALFOUNDRIES（GFS）株式概要半導体ファウンドリーであるGLOBALFOUNDRIES Inc.は、米国、欧州、中東、アフリカ、そして国際的に、主要なウエハー製造サービスと技術を幅広く提供している。 詳細GFS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金0/6報酬株価収益率（ 50 x）は、 Semiconductor業界平均（ 53.7 x）を下回っています。収益は年間23.95%増加すると予測されています 今年は黒字化を達成 リスク分析リスクチェックの結果、GFS 、リスクは検出されなかった。すべてのリスクチェックを見るGFS Community Fair Values Create NarrativeSee what 54 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN18.2% overvaluedAnalystHighTarget•24d agoSecular Trends Will Transform Chip Demand In Automotive And IoT3806AN38.3% overvaluedAnalystConsensusTarget•1mo agoExpanding US And European Capacity Will Unlock New Demand462030AN65.0% overvaluedAnalystLowTarget•9d agoLegacy Fabs Will Suffer As TSMC And Samsung Lead4910Top Analyst NarrativesAN18.2% overvaluedAnalystHighTarget•24d agoSecular Trends Will Transform Chip Demand In Automotive And IoT3806AN38.3% overvaluedAnalystConsensusTarget•1mo agoExpanding US And European Capacity Will Unlock New Demand462030AN65.0% overvaluedAnalystLowTarget•9d agoLegacy Fabs Will Suffer As TSMC And Samsung Lead4910View all narrativesGLOBALFOUNDRIES Inc. 競合他社Tower SemiconductorSymbol: NasdaqGS:TSEMMarket cap: US$24.4bNXP SemiconductorsSymbol: NasdaqGS:NXPIMarket cap: US$76.6bMACOM Technology Solutions HoldingsSymbol: NasdaqGS:MTSIMarket cap: US$23.2bFirst SolarSymbol: NasdaqGS:FSLRMarket cap: US$23.4b価格と性能株価の高値、安値、推移の概要GLOBALFOUNDRIES過去の株価現在の株価US$70.9352週高値US$76.3752週安値US$31.51ベータ1.711ヶ月の変化61.46%3ヶ月変化65.30%1年変化97.36%3年間の変化31.40%5年間の変化n/aIPOからの変化52.87%最新ニュースお知らせ • 22h+ 1 more updateGLOBALFOUNDRIES 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.Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.ライブニュース • May 06GLOBALFOUNDRIES Exceeds Expectations on Data Center Demand as Q2 2026 Guidance RisesQ1 2026 revenue came in at US$1.63b with adjusted EPS of US$0.40, ahead of market estimates, and gross margin reached 27.6%. Management raised Q2 2026 guidance, targeting about US$1.76b in revenue and non-IFRS diluted EPS of around US$0.43, citing stronger demand in data center and specialty chip markets. The company is seeing heavy interest in silicon photonics and SiGe, launching its SCALE optical module for AI data centers while SiGe capacity at its Vermont fab is oversubscribed through 2027. For you as an investor, the story here is about GLOBALFOUNDRIES leaning into higher-value segments such as automotive, communications infrastructure and data centers, rather than chasing leading-edge CPUs and GPUs. Record gross margin, more design wins and a larger partnership with Renesas all point to customers committing to the company’s specialty platforms over multi-year horizons, especially in areas like RF, MRAM and Micro-LED backplanes. At the same time, reported IFRS net income of US$104 million sits well below the non-IFRS US$227 million, and earlier commentary highlights that higher tax and operating costs can weigh on earnings even when revenue is growing. The planned acquisition of Synopsys’ ARC Processor IP Solutions business and recent buybacks show the company is still reshaping its portfolio and capital structure, which adds moving parts for you to watch as the higher Q2 guidance is tested against actual results.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 24%After last week's 24% share price gain to US$74.04, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.86 per share.ナラティブ更新 • Apr 29GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside PotentialAnalysts 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.最新情報をもっと見るRecent updatesお知らせ • 22h+ 1 more updateGLOBALFOUNDRIES 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.Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.ライブニュース • May 06GLOBALFOUNDRIES Exceeds Expectations on Data Center Demand as Q2 2026 Guidance RisesQ1 2026 revenue came in at US$1.63b with adjusted EPS of US$0.40, ahead of market estimates, and gross margin reached 27.6%. Management raised Q2 2026 guidance, targeting about US$1.76b in revenue and non-IFRS diluted EPS of around US$0.43, citing stronger demand in data center and specialty chip markets. The company is seeing heavy interest in silicon photonics and SiGe, launching its SCALE optical module for AI data centers while SiGe capacity at its Vermont fab is oversubscribed through 2027. For you as an investor, the story here is about GLOBALFOUNDRIES leaning into higher-value segments such as automotive, communications infrastructure and data centers, rather than chasing leading-edge CPUs and GPUs. Record gross margin, more design wins and a larger partnership with Renesas all point to customers committing to the company’s specialty platforms over multi-year horizons, especially in areas like RF, MRAM and Micro-LED backplanes. At the same time, reported IFRS net income of US$104 million sits well below the non-IFRS US$227 million, and earlier commentary highlights that higher tax and operating costs can weigh on earnings even when revenue is growing. The planned acquisition of Synopsys’ ARC Processor IP Solutions business and recent buybacks show the company is still reshaping its portfolio and capital structure, which adds moving parts for you to watch as the higher Q2 guidance is tested against actual results.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 24%After last week's 24% share price gain to US$74.04, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.86 per share.ナラティブ更新 • Apr 29GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside PotentialAnalysts 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.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$58.76, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 35x in the Semiconductor industry in the US. Total loss to shareholders of 3.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$36.52 per share.ナラティブ更新 • Apr 14GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Support Higher P E MultiplesAnalysts 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.Buy Or Sell Opportunity • Mar 31Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to US$44.49. The fair value is estimated to be US$35.91, 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ナラティブ更新 • Mar 31GFS: Rising Street Conviction Will Support Execution On Margin StabilityAnalysts 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.ナラティブ更新 • Mar 17GFS: Evolving Expectations On Execution And Capital Actions Will Shape Future UpsideAnalysts 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.Buy Or Sell Opportunity • Mar 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to US$43.77. The fair value is estimated to be US$35.87, 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.Seeking Alpha • Mar 13GlobalFoundries: I'm Maintaining A Neutral View After The Secondary OfferingSummary Globalfoundries Inc. remains rated Hold as current valuation already reflects improving profitability and AI-driven photonics exposure. GFS’s capital allocation balances a secondary share offering with buybacks, while rising capex supports packaging expansion amid ongoing industry transitions. AI data center demand is driving optical networking growth, but GFS faces execution risks in advanced packaging and stiff competition in SiGe and power solutions. With forward P/E at 22.61 and modest 5.58% revenue growth forecast, dilution risk and elevated valuation limit near-term upside for GFS despite sector tailwinds. Read the full article on Seeking Alpha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.ナラティブ更新 • Mar 03GFS: Elevated Capital Needs And Execution Risks Will Limit Future Upside PotentialAnalysts 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.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$48.22, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Semiconductor industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$37.05 per share.ナラティブ更新 • Feb 16GFS: Balancing Repriced Expectations With U.S. Manufacturing And Defense ContractsThe 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.Price Target Changed • Feb 12Price target increased by 22% to US$49.81Up from US$40.66, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$48.69. Stock is up 14% over the past year. The company is forecast to post earnings per share of US$1.43 for next year compared to US$1.59 last year.Buy Or Sell Opportunity • Feb 12Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to US$48.74. The fair value is estimated to be US$36.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% 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.ナラティブ更新 • Feb 02GFS: Weighing Sluggish Recovery Against U.S. Manufacturing And Defense ContractsNarrative 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.分析記事 • Jan 22GlobalFoundries Inc.'s (NASDAQ:GFS) Shares Bounce 28% But Its Business Still Trails The IndustryGlobalFoundries Inc. ( NASDAQ:GFS ) shareholders have had their patience rewarded with a 28% share price jump in the...ナラティブ更新 • Jan 19GFS: Sluggish Recovery And Higher Spending Will Restrain Near Term UpsideNarrative 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.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ナラティブ更新 • Jan 05GFS: Sluggish Recovery And Spending Weigh While Capacity Expansion Supports Long-Term OutlookNarrative 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.Buy Or Sell Opportunity • Jan 02Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 3.0% to US$36.87. The fair value is estimated to be US$29.74, 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.ナラティブ更新 • Dec 14GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Drive Upside PotentialAnalysts 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.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.Recent Insider Transactions Derivative • Dec 10Independent Non-Executive Director notifies of intention to sell stockGlenda Dorchak intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$35.99, it would amount to US$144k. As of today, Glenda currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Buy Or Sell Opportunity • Dec 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$37.13. The fair value is estimated to be US$30.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 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.分析記事 • Nov 15GlobalFoundries Inc. Just Recorded A 52% EPS Beat: Here's What Analysts Are Forecasting NextLast week, you might have seen that GlobalFoundries Inc. ( NASDAQ:GFS ) released its quarterly result to the market...Reported Earnings • Nov 13Third quarter 2025 earnings: EPS exceeds analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.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.分析記事 • Aug 08GlobalFoundries Inc. Just Beat EPS By 44%: Here's What Analysts Think Will Happen NextNasdaqGS:GFS 1 Year Share Price vs Fair Value Explore GlobalFoundries's Fair Values from the Community and select yours...Price Target Changed • Aug 06Price target decreased by 10.0% to US$39.91Down from US$44.32, the current price target is an average from 19 analysts. New target price is 20% above last closing price of US$33.37. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$1.44 next year compared to a net loss per share of US$0.48 last year.ナラティブ更新 • Aug 06Expanding US And European Capacity Will Unlock New DemandDespite 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).Reported Earnings • Aug 05Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 44%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.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.分析記事 • Aug 01The Return Trends At GlobalFoundries (NASDAQ:GFS) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Jul 11GlobalFoundries (NASDAQ:GFS) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...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分析記事 • Jun 19A Look At The Intrinsic Value Of GlobalFoundries Inc. (NASDAQ:GFS)Key Insights GlobalFoundries' estimated fair value is US$36.84 based on 2 Stage Free Cash Flow to Equity...分析記事 • May 29GlobalFoundries Inc.'s (NASDAQ:GFS) Price Is Out Of Tune With RevenuesIt's not a stretch to say that GlobalFoundries Inc.'s ( NASDAQ:GFS ) price-to-sales (or "P/S") ratio of 3x right now...Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 94%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.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.Buy Or Sell Opportunity • Apr 04Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to US$31.51. The fair value is estimated to be US$41.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Apr 02+ 1 more updateGlobalFoundries Inc. to Report Q1, 2025 Results on May 06, 2025GlobalFoundries Inc. announced that they will report Q1, 2025 results on May 06, 2025Board Change • Apr 01Insufficient 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. 3 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.Seeking Alpha • Mar 25GlobalFoundries: Facing Increasing Competition Out Of ChinaSummary As of Q4-24, GlobalFoundries is the fifth-largest semiconductor manufacturer in the world. The company's closest peers are United Microelectronics in Taiwan and SMIC in China. GFS is focused on manufacturing semiconductors above the 12nm process node. To put things in perspective, TSMC started production at the 12nm node in 2017. The markets in which GFS operates have been commoditized, as there are no technical barriers to entry anymore. Production out of China is expected to increase meaningfully in the coming quarter, which could come at a time of sluggish demand in GFS' end markets. Read the full article on Seeking AlphaReported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.48 loss per share (down from US$1.85 profit in FY 2023). Revenue: US$6.75b (down 8.7% from FY 2023). Net loss: US$265.0m (down 126% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$36.88. The fair value is estimated to be US$47.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 12+ 1 more updateGlobalFoundries Inc. Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024GlobalFoundries Inc. announced impairment charges for the fourth quarter ended December 31, 2024. In the fourth quarter 2024, the company recorded a $935 million impairment charge on the long-lived assets relating to legacy investments in production capacity at its facility in Malta, New York. GF undertook this action pursuant to the diversification of its long-term manufacturing technology platform roadmap in Malta, which is consistent with the Company’s previously communicated technology transfer strategy needed to meet expected long-term customer demand. Since such impairment is not expected to be a recurring event, the Company believes this additional adjustment to Non-IFRS metrics better enables management and investors to make more meaningful comparisons of fourth quarter 2024 results against prior periods.Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.48 loss per share (down from US$1.85 profit in FY 2023). Revenue: US$6.75b (down 8.7% from FY 2023). Net loss: US$265.0m (down 126% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 06GlobalFoundries Inc. Announces Chief Executive Officer Changes, Effective April 28, 2025GlobalFoundries Inc. announced following a rigorous succession planning process, its Board of Directors has appointed Tim Breen as Chief Executive Officer. Breen, who has been with GF since 2018, and is currently Chief Operating Officer (COO), succeeds Caulfield. With a strong foundation in place, this leadership transition positions GF to accelerate its next phase of growth. These changes will become effective April 28, 2025. Caulfield became President and CEO of GF in 2018. During his tenure he repositioned the technology portfolio to focus on differentiated, essential chips and steered the company to sustainable profitability. In 2021, he spearheaded GF’s IPO. Amid a global chip shortage, he focused on building resilient supply chains, investing in new manufacturing capacity and forging partnerships with key customers and governments. Breen oversees the company’s global operations, including the manufacturing, quality, supply chain and IT teams, based in New York. Prior to becoming COO in 2023, he served in various senior executive roles encompassing strategy, business transformation and finance as a close partner and advisor to the CEO since 2018. Prior to joining GF, Breen was a senior member of the executive team at Mubadala Investment Company where he led global projects and investments across numerous sectors from energy and industrials to consumer and life sciences, including contributing to the creation of several multi-billion-dollar companies. He has also served on the board of several public and private companies, including his current position of Chairman of NOVA Chemicals. Earlier in his career, after graduating from the London Business School, he was a partner at McKinsey & Company.お知らせ • Feb 05Globalfoundries Inc. Announces Management Changes, Effective April 28, 2025GlobalFoundries announced its Board of Directors has appointed Dr. Thomas Caulfield as Executive Chairman and Tim Breen as Chief Executive Officer. Caulfield succeeds Ahmed Yahia who will step down from the Board and his role as Chairman after more than a decade in the position. Breen, who has been with GF since 2018, and is currently Chief Operating Officer (COO), succeeds Caulfield. In addition, Niels Anderskouv, currently GF’s Chief Business Officer, has been appointed GF’s President and COO. With a strong foundation in place, this leadership transition positions GF to accelerate its next phase of growth. These changes will become effective April 28, 2025. Caulfield became President and CEO of GF in 2018. During his tenure he repositioned the technology portfolio to focus on differentiated, essential chips and steered the company to sustainable profitability. In 2021, he spearheaded GF’s IPO. Amid a global chip shortage, he focused on building resilient supply chains, investing in new manufacturing capacity and forging partnerships with key customers and governments. Breen oversees the company’s global operations, including the manufacturing, quality, supply chain and IT teams, based in New York. Prior to becoming COO in 2023, he served in various senior executive roles encompassing strategy, business transformation and finance as a close partner and advisor to the CEO since 2018. Prior to joining GF, Breen was a senior member of the executive team at Mubadala Investment Company where he led global projects and investments across numerous sectors from energy and industrials to consumer and life sciences, including contributing to the creation of several multi-billion-dollar companies. He has also served on the board of several public and private companies, including his current position of Chairman of NOVA Chemicals. Earlier in his career, after graduating from the London Business School, he was a partner at McKinsey & Company. Anderskouv joined GF as Chief Business Officer in 2023 with responsibilities for leading GF’s product and technology roadmap, business and commercial strategy as well as the company’s go-to-market execution. He brings more than 25 years of experience in engineering, manufacturing, executive management and global leadership in the semiconductor industry. Prior to joining GF, he served as Senior Vice President and Executive Officer at Texas Instruments, where he was responsible for the company’s multi-billion-dollar Analog Power business. Anderskouv holds a Master of Science in Electrical Engineering from the Technical University of Denmark (DTU) in Copenhagen.Seeking Alpha • Jan 29GlobalFoundries: Seems To Be Heading LowerSummary The stock has lost steam in recent weeks, and in the process, it has possibly revealed the boundaries of the path forward. GFS has seen sales and profits shrink in recent years, yet it continues to trade at a premium versus some other foundries. A lot is expected from GFS in 2025, which may be difficult to meet if we take the current state of the foundry market into account. Short interest is elevated for GFS, which contrasts with the optimistic earnings estimates on the Street for FY2025. Read the full article on Seeking Alphaお知らせ • Jan 08GlobalFoundries Inc. to Report Q4, 2024 Results on Feb 11, 2025GlobalFoundries Inc. announced that they will report Q4, 2024 results on Feb 11, 2025お知らせ • Jan 02GlobalFoundries and IBM Announce Settlement and Resolution of All Litigation MattersGlobalFoundries and IBM announced that the two companies have reached a settlement in their ongoing lawsuits, resolving all litigation matters, inclusive of breach of contract, trade secrets and intellectual property claims between the two companies. This settlement marks the end of an ongoing legal dispute and allows the companies to explore new opportunities for collaboration in areas of mutual interest. The details of the settlement are confidential and both parties have expressed satisfaction with the outcome.お知らせ • Nov 20GlobalFoundries and U.S. Department of Commerce Announce Award Agreement on CHIPS Act Funding for Essential Chip ManufacturingGlobalFoundries (GF) and the U.S. Department of Commerce have announced an award of up to $1.5 billion in direct funding to GF through the CHIPS and Science Act. The award follows the previously signed preliminary memorandum of terms announced in February 2024 and will enable GF to expand its essential chip manufacturing and technology development in the U.S., strengthening supply chains and supporting customers across a range of vital end-markets including automotive, smart mobile devices, IoT, datacenters, and aerospace and defense. GF’s CHIPS and Science Act award will support three projects: · Expansion of GF’s existing Malta, New York, fab by adding critical technologies already in production at GF’s Singapore and Germany facilities, to enable a secure and reliable supply of domestically manufactured essential chips for the U.S. auto industry. · Modernization and upgrading of GF’s existing fab in Essex Junction, Vermont, to expand production capacity and create one of the facilities capable of high-volume manufacturing of next-generation gallium nitride (GaN) semiconductors for use in electric vehicles, data centers, IoT, smartphones and other critical applications. · In alignment with market conditions and customer demand, construction of a new fab on GF’s Malta, New York, campus to meet expected demand for U.S.-made essential chips across a broad range of markets and applications including automotive, AI in the data center and at the edge, as well as aerospace and defense. The two New York-based projects are expected to triple the existing capacity of GF’s Malta campus over the next 10-plus years, in alignment with expected market requirements and customer demand. Construction of the new fab will leverage the GF site’s existing infrastructure and ecosystem, enabling a fast and efficient path from construction to production. In aggregate, these projects represent more than $13 billion of investment over the next 10-plus years across GF’s two U.S. sites. This investment includes the $1.5 billion CHIPS and Science Act award, more than $550 million in support from the New York State Green CHIPS Program, as well as funding and support from Vermont, GF ecosystem partners and key strategic customers, and other incentives. Combined, these investments are expected to create close to 1,000 direct manufacturing jobs and more than 9,000 construction jobs over the life of these projects. GF’s fabs in New York and Vermont are both Trusted Foundry accredited and manufacture secure chips in partnership with the U.S. government. As part of its CHIPS and Science Act award, to attract and cultivate a pipeline of semiconductor talent in New York and Vermont, GF will continue to invest in and develop new workforce development efforts including curriculum development, internship and apprenticeship programs, K-12 STEM outreach, as well as additional education and training programs. Consistent with GF’s longstanding commitment to communities and the environment, GF’s design and construction plans for its expansions and modernizations in New York and Vermont will reflect the company’s sustainability goals for future operations.Major Estimate Revision • Nov 12Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.05 to US$1.19. Revenue forecast steady at US$6.75b. Net income forecast to grow 9.0% next year vs 23% growth forecast for Semiconductor industry in the US. Consensus price target down from US$52.35 to US$48.64. Share price was steady at US$42.09 over the past week.Price Target Changed • Nov 07Price target decreased by 7.1% to US$48.64Down from US$52.35, the current price target is an average from 17 analysts. New target price is 7.4% above last closing price of US$45.27. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.19 for next year compared to US$1.85 last year.Reported Earnings • Nov 05Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.32 (down from US$0.45 in 3Q 2023). Revenue: US$1.74b (down 6.1% from 3Q 2023). Net income: US$177.0m (down 29% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Seeking Alpha • Oct 13GlobalFoundries: A Good Value BuySummary GlobalFoundries faces growth challenges due to weak demand in key segments, but Smart Mobile Devices show signs of recovery with forecasted 4% increase in smartphone shipments. The Communications Infrastructure & Datacenter segment struggles with competitiveness as customers shift to advanced nodes, impacting GlobalFoundries' market position. Home and Industrial IoT segments are expected to see slow recovery as customer inventories normalize and industrial production growth shows modest improvement. Despite a lower price target, GlobalFoundries is upgraded to a Buy due to its attractive current valuation. Read the full article on Seeking Alphaお知らせ • Oct 07GlobalFoundries Inc. to Report Q3, 2024 Results on Nov 05, 2024GlobalFoundries Inc. announced that they will report Q3, 2024 results on Nov 05, 2024お知らせ • Sep 11Globalfoundries Inc. Announces Board ChangesOn September 8, 2024, the board of directors (the "Board") of GLOBALFOUNDRIES Inc. elected Camilla Languille as a new member of the Board and of each of the Board's People and Compensation Committee and Strategy and Technology Committee. Ms. Languille is currently the Co-Deputy Chief Executive Officer of Mubadala Investment Company’s Direct Investments platform ("Mubadala"), the Company's majority shareholder. Ms. Languille will serve as a Class I director, with an initial term expiring at the Company's 2025 annual general meeting of shareholders. Ms. Languille was elected as a member of the Board to replace Ahmed Saeed Al Calily as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala. Mr. Al Calily’s resignation is effective on the same day and was not due to any disagreement between Mr. Al Calily and the Company on any matter related to the operations, policies or practices of the Company. Ms. Languille’s compensation for her role as a director on the Board will be the same as the compensation paid to each other non-employee director for their service on the Board.Seeking Alpha • Sep 10After A Rough Period For Semiconductors, GlobalFoundries Looks Like A Good Rebound CandidateSummary GlobalFoundries has a solid balance sheet with a strong current ratio and manageable long-term debt, despite industry challenges. The semiconductor industry is cyclical and currently facing overcapacity, but GlobalFoundries is expected to see revenue and earnings growth through 2026 and beyond. The company is cash flow positive and holds $2.2 billion in cash, focusing on growth rather than paying dividends. Given the current low stock price, GlobalFoundries is a buy for long-term investors, with a focus on monitoring growth rates and market trends. Read the full article on Seeking AlphaReported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.28 (vs US$0.43 in 2Q 2023)Second quarter 2024 results: EPS: US$0.28 (down from US$0.43 in 2Q 2023). Revenue: US$1.63b (down 12% from 2Q 2023). Net income: US$155.0m (down 35% from 2Q 2023). Profit margin: 9.5% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US.Price Target Changed • Aug 07Price target decreased by 8.2% to US$55.29Down from US$60.23, the current price target is an average from 17 analysts. New target price is 29% above last closing price of US$42.70. Stock is down 28% over the past year. The company is forecast to post earnings per share of US$1.05 for next year compared to US$1.85 last year.Recent Insider Transactions Derivative • Jul 12President notifies of intention to sell stockThomas Caulfield intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of July. If the sale is conducted around the recent share price of US$55.00, it would amount to US$2.8m. As of today, Thomas currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Jul 09GlobalFoundries Inc. to Report Q2, 2024 Results on Aug 06, 2024GlobalFoundries Inc. announced that they will report Q2, 2024 results on Aug 06, 2024お知らせ • Jun 22GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024. Location: 140 east 45lh street, 41s` floor, new york 10017., new york United StatesSeeking Alpha • Jun 21GlobalFoundries: Same Headwinds, Different Quarter - Hold RatingSummary GlobalFoundries reported their 1Q24 with better than expected net income, but the headwind from the industry slowdown continues to show up. GlobalFoundries reported lower smart mobile device revenue, with inventory levels increasing and weak end-demand environment. In my opinion, GlobalFoundries' heavy exposure to smartphones continues to underperform peer group, with little upside in the near-term. I share my thoughts on GlobalFoundries here, and why I think it has limited upside in 2024. Read the full article on Seeking Alphaお知らせ • May 24GLOBALFOUNDRIES Inc. (NasdaqGS:GFS) announces an Equity Buyback for $200 million worth of its shares.GLOBALFOUNDRIES Inc. (NasdaqGS:GFS) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares. The company intends to fund the share repurchase with cash on hand. The repurchase is subject to completion of the offering.株主還元GFSUS SemiconductorUS 市場7D9.8%8.4%3.2%1Y97.4%119.7%31.0%株主還元を見る業界別リターン: GFS過去 1 年間で119.7 % の収益を上げたUS Semiconductor業界を下回りました。リターン対市場: GFS過去 1 年間で31 % の収益を上げたUS市場を上回りました。価格変動Is GFS's price volatile compared to industry and market?GFS volatilityGFS Average Weekly Movement9.0%Semiconductor Industry Average Movement10.5%Market Average Movement7.1%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: GFS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GFSの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200814,000Tim Breengf.com半導体ファウンドリーであるGLOBALFOUNDRIES Inc.は、米国、欧州、中東、アフリカ、および国際的な主流ウェハ製造サービスおよび技術を幅広く提供している。同社は、マイクロプロセッサー、モバイル・アプリケーション・プロセッサー、ベースバンド・プロセッサー、ネットワーク・プロセッサー、無線周波数モデム、マイクロコントローラー、パワー・マネージメント・ユニットなどの半導体デバイスを提供している。2008年に法人化され、ニューヨーク州マルタに本社を置いている。もっと見るGLOBALFOUNDRIES Inc. 基礎のまとめGLOBALFOUNDRIES の収益と売上を時価総額と比較するとどうか。GFS 基礎統計学時価総額US$39.65b収益（TTM）US$778.00m売上高(TTM)US$6.84b50.0xPER（株価収益率5.7xP/SレシオGFS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GFS 損益計算書（TTM）収益US$6.84b売上原価US$5.05b売上総利益US$1.79bその他の費用US$1.01b収益US$778.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.42グロス・マージン26.11%純利益率11.37%有利子負債／自己資本比率9.8%GFS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/07 18:34終値2026/05/07 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。25 アナリスト機関Janco VenterArete Research Services LLPTristan GerraBairdDavid O'ConnorBNP Paribas22 その他のアナリストを表示
お知らせ • 22h+ 1 more updateGLOBALFOUNDRIES 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.
Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
ライブニュース • May 06GLOBALFOUNDRIES Exceeds Expectations on Data Center Demand as Q2 2026 Guidance RisesQ1 2026 revenue came in at US$1.63b with adjusted EPS of US$0.40, ahead of market estimates, and gross margin reached 27.6%. Management raised Q2 2026 guidance, targeting about US$1.76b in revenue and non-IFRS diluted EPS of around US$0.43, citing stronger demand in data center and specialty chip markets. The company is seeing heavy interest in silicon photonics and SiGe, launching its SCALE optical module for AI data centers while SiGe capacity at its Vermont fab is oversubscribed through 2027. For you as an investor, the story here is about GLOBALFOUNDRIES leaning into higher-value segments such as automotive, communications infrastructure and data centers, rather than chasing leading-edge CPUs and GPUs. Record gross margin, more design wins and a larger partnership with Renesas all point to customers committing to the company’s specialty platforms over multi-year horizons, especially in areas like RF, MRAM and Micro-LED backplanes. At the same time, reported IFRS net income of US$104 million sits well below the non-IFRS US$227 million, and earlier commentary highlights that higher tax and operating costs can weigh on earnings even when revenue is growing. The planned acquisition of Synopsys’ ARC Processor IP Solutions business and recent buybacks show the company is still reshaping its portfolio and capital structure, which adds moving parts for you to watch as the higher Q2 guidance is tested against actual results.
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 24%After last week's 24% share price gain to US$74.04, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.86 per share.
ナラティブ更新 • Apr 29GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside PotentialAnalysts 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.
お知らせ • 22h+ 1 more updateGLOBALFOUNDRIES 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.
Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
ライブニュース • May 06GLOBALFOUNDRIES Exceeds Expectations on Data Center Demand as Q2 2026 Guidance RisesQ1 2026 revenue came in at US$1.63b with adjusted EPS of US$0.40, ahead of market estimates, and gross margin reached 27.6%. Management raised Q2 2026 guidance, targeting about US$1.76b in revenue and non-IFRS diluted EPS of around US$0.43, citing stronger demand in data center and specialty chip markets. The company is seeing heavy interest in silicon photonics and SiGe, launching its SCALE optical module for AI data centers while SiGe capacity at its Vermont fab is oversubscribed through 2027. For you as an investor, the story here is about GLOBALFOUNDRIES leaning into higher-value segments such as automotive, communications infrastructure and data centers, rather than chasing leading-edge CPUs and GPUs. Record gross margin, more design wins and a larger partnership with Renesas all point to customers committing to the company’s specialty platforms over multi-year horizons, especially in areas like RF, MRAM and Micro-LED backplanes. At the same time, reported IFRS net income of US$104 million sits well below the non-IFRS US$227 million, and earlier commentary highlights that higher tax and operating costs can weigh on earnings even when revenue is growing. The planned acquisition of Synopsys’ ARC Processor IP Solutions business and recent buybacks show the company is still reshaping its portfolio and capital structure, which adds moving parts for you to watch as the higher Q2 guidance is tested against actual results.
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 24%After last week's 24% share price gain to US$74.04, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.86 per share.
ナラティブ更新 • Apr 29GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside PotentialAnalysts 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.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$58.76, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 35x in the Semiconductor industry in the US. Total loss to shareholders of 3.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$36.52 per share.
ナラティブ更新 • Apr 14GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Support Higher P E MultiplesAnalysts 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.
Buy Or Sell Opportunity • Mar 31Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to US$44.49. The fair value is estimated to be US$35.91, 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
ナラティブ更新 • Mar 31GFS: Rising Street Conviction Will Support Execution On Margin StabilityAnalysts 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.
ナラティブ更新 • Mar 17GFS: Evolving Expectations On Execution And Capital Actions Will Shape Future UpsideAnalysts 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.
Buy Or Sell Opportunity • Mar 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to US$43.77. The fair value is estimated to be US$35.87, 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.
Seeking Alpha • Mar 13GlobalFoundries: I'm Maintaining A Neutral View After The Secondary OfferingSummary Globalfoundries Inc. remains rated Hold as current valuation already reflects improving profitability and AI-driven photonics exposure. GFS’s capital allocation balances a secondary share offering with buybacks, while rising capex supports packaging expansion amid ongoing industry transitions. AI data center demand is driving optical networking growth, but GFS faces execution risks in advanced packaging and stiff competition in SiGe and power solutions. With forward P/E at 22.61 and modest 5.58% revenue growth forecast, dilution risk and elevated valuation limit near-term upside for GFS despite sector tailwinds. Read the full article on Seeking Alpha
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.
ナラティブ更新 • Mar 03GFS: Elevated Capital Needs And Execution Risks Will Limit Future Upside PotentialAnalysts 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.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$48.22, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Semiconductor industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$37.05 per share.
ナラティブ更新 • Feb 16GFS: Balancing Repriced Expectations With U.S. Manufacturing And Defense ContractsThe 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.
Price Target Changed • Feb 12Price target increased by 22% to US$49.81Up from US$40.66, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$48.69. Stock is up 14% over the past year. The company is forecast to post earnings per share of US$1.43 for next year compared to US$1.59 last year.
Buy Or Sell Opportunity • Feb 12Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to US$48.74. The fair value is estimated to be US$36.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% 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.
ナラティブ更新 • Feb 02GFS: Weighing Sluggish Recovery Against U.S. Manufacturing And Defense ContractsNarrative 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.
分析記事 • Jan 22GlobalFoundries Inc.'s (NASDAQ:GFS) Shares Bounce 28% But Its Business Still Trails The IndustryGlobalFoundries Inc. ( NASDAQ:GFS ) shareholders have had their patience rewarded with a 28% share price jump in the...
ナラティブ更新 • Jan 19GFS: Sluggish Recovery And Higher Spending Will Restrain Near Term UpsideNarrative 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.
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
ナラティブ更新 • Jan 05GFS: Sluggish Recovery And Spending Weigh While Capacity Expansion Supports Long-Term OutlookNarrative 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.
Buy Or Sell Opportunity • Jan 02Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 3.0% to US$36.87. The fair value is estimated to be US$29.74, 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.
ナラティブ更新 • Dec 14GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Drive Upside PotentialAnalysts 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.
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.
Recent Insider Transactions Derivative • Dec 10Independent Non-Executive Director notifies of intention to sell stockGlenda Dorchak intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$35.99, it would amount to US$144k. As of today, Glenda currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Buy Or Sell Opportunity • Dec 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$37.13. The fair value is estimated to be US$30.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 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.
分析記事 • Nov 15GlobalFoundries Inc. Just Recorded A 52% EPS Beat: Here's What Analysts Are Forecasting NextLast week, you might have seen that GlobalFoundries Inc. ( NASDAQ:GFS ) released its quarterly result to the market...
Reported Earnings • Nov 13Third quarter 2025 earnings: EPS exceeds analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
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
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.
分析記事 • Aug 08GlobalFoundries Inc. Just Beat EPS By 44%: Here's What Analysts Think Will Happen NextNasdaqGS:GFS 1 Year Share Price vs Fair Value Explore GlobalFoundries's Fair Values from the Community and select yours...
Price Target Changed • Aug 06Price target decreased by 10.0% to US$39.91Down from US$44.32, the current price target is an average from 19 analysts. New target price is 20% above last closing price of US$33.37. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$1.44 next year compared to a net loss per share of US$0.48 last year.
ナラティブ更新 • Aug 06Expanding US And European Capacity Will Unlock New DemandDespite 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).
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 44%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
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.
分析記事 • Aug 01The Return Trends At GlobalFoundries (NASDAQ:GFS) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Jul 11GlobalFoundries (NASDAQ:GFS) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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
分析記事 • Jun 19A Look At The Intrinsic Value Of GlobalFoundries Inc. (NASDAQ:GFS)Key Insights GlobalFoundries' estimated fair value is US$36.84 based on 2 Stage Free Cash Flow to Equity...
分析記事 • May 29GlobalFoundries Inc.'s (NASDAQ:GFS) Price Is Out Of Tune With RevenuesIt's not a stretch to say that GlobalFoundries Inc.'s ( NASDAQ:GFS ) price-to-sales (or "P/S") ratio of 3x right now...
Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 94%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
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.
Buy Or Sell Opportunity • Apr 04Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to US$31.51. The fair value is estimated to be US$41.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Apr 02+ 1 more updateGlobalFoundries Inc. to Report Q1, 2025 Results on May 06, 2025GlobalFoundries Inc. announced that they will report Q1, 2025 results on May 06, 2025
Board Change • Apr 01Insufficient 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. 3 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.
Seeking Alpha • Mar 25GlobalFoundries: Facing Increasing Competition Out Of ChinaSummary As of Q4-24, GlobalFoundries is the fifth-largest semiconductor manufacturer in the world. The company's closest peers are United Microelectronics in Taiwan and SMIC in China. GFS is focused on manufacturing semiconductors above the 12nm process node. To put things in perspective, TSMC started production at the 12nm node in 2017. The markets in which GFS operates have been commoditized, as there are no technical barriers to entry anymore. Production out of China is expected to increase meaningfully in the coming quarter, which could come at a time of sluggish demand in GFS' end markets. Read the full article on Seeking Alpha
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.48 loss per share (down from US$1.85 profit in FY 2023). Revenue: US$6.75b (down 8.7% from FY 2023). Net loss: US$265.0m (down 126% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to US$36.88. The fair value is estimated to be US$47.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 12+ 1 more updateGlobalFoundries Inc. Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024GlobalFoundries Inc. announced impairment charges for the fourth quarter ended December 31, 2024. In the fourth quarter 2024, the company recorded a $935 million impairment charge on the long-lived assets relating to legacy investments in production capacity at its facility in Malta, New York. GF undertook this action pursuant to the diversification of its long-term manufacturing technology platform roadmap in Malta, which is consistent with the Company’s previously communicated technology transfer strategy needed to meet expected long-term customer demand. Since such impairment is not expected to be a recurring event, the Company believes this additional adjustment to Non-IFRS metrics better enables management and investors to make more meaningful comparisons of fourth quarter 2024 results against prior periods.
Reported Earnings • Feb 12Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.48 loss per share (down from US$1.85 profit in FY 2023). Revenue: US$6.75b (down 8.7% from FY 2023). Net loss: US$265.0m (down 126% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 06GlobalFoundries Inc. Announces Chief Executive Officer Changes, Effective April 28, 2025GlobalFoundries Inc. announced following a rigorous succession planning process, its Board of Directors has appointed Tim Breen as Chief Executive Officer. Breen, who has been with GF since 2018, and is currently Chief Operating Officer (COO), succeeds Caulfield. With a strong foundation in place, this leadership transition positions GF to accelerate its next phase of growth. These changes will become effective April 28, 2025. Caulfield became President and CEO of GF in 2018. During his tenure he repositioned the technology portfolio to focus on differentiated, essential chips and steered the company to sustainable profitability. In 2021, he spearheaded GF’s IPO. Amid a global chip shortage, he focused on building resilient supply chains, investing in new manufacturing capacity and forging partnerships with key customers and governments. Breen oversees the company’s global operations, including the manufacturing, quality, supply chain and IT teams, based in New York. Prior to becoming COO in 2023, he served in various senior executive roles encompassing strategy, business transformation and finance as a close partner and advisor to the CEO since 2018. Prior to joining GF, Breen was a senior member of the executive team at Mubadala Investment Company where he led global projects and investments across numerous sectors from energy and industrials to consumer and life sciences, including contributing to the creation of several multi-billion-dollar companies. He has also served on the board of several public and private companies, including his current position of Chairman of NOVA Chemicals. Earlier in his career, after graduating from the London Business School, he was a partner at McKinsey & Company.
お知らせ • Feb 05Globalfoundries Inc. Announces Management Changes, Effective April 28, 2025GlobalFoundries announced its Board of Directors has appointed Dr. Thomas Caulfield as Executive Chairman and Tim Breen as Chief Executive Officer. Caulfield succeeds Ahmed Yahia who will step down from the Board and his role as Chairman after more than a decade in the position. Breen, who has been with GF since 2018, and is currently Chief Operating Officer (COO), succeeds Caulfield. In addition, Niels Anderskouv, currently GF’s Chief Business Officer, has been appointed GF’s President and COO. With a strong foundation in place, this leadership transition positions GF to accelerate its next phase of growth. These changes will become effective April 28, 2025. Caulfield became President and CEO of GF in 2018. During his tenure he repositioned the technology portfolio to focus on differentiated, essential chips and steered the company to sustainable profitability. In 2021, he spearheaded GF’s IPO. Amid a global chip shortage, he focused on building resilient supply chains, investing in new manufacturing capacity and forging partnerships with key customers and governments. Breen oversees the company’s global operations, including the manufacturing, quality, supply chain and IT teams, based in New York. Prior to becoming COO in 2023, he served in various senior executive roles encompassing strategy, business transformation and finance as a close partner and advisor to the CEO since 2018. Prior to joining GF, Breen was a senior member of the executive team at Mubadala Investment Company where he led global projects and investments across numerous sectors from energy and industrials to consumer and life sciences, including contributing to the creation of several multi-billion-dollar companies. He has also served on the board of several public and private companies, including his current position of Chairman of NOVA Chemicals. Earlier in his career, after graduating from the London Business School, he was a partner at McKinsey & Company. Anderskouv joined GF as Chief Business Officer in 2023 with responsibilities for leading GF’s product and technology roadmap, business and commercial strategy as well as the company’s go-to-market execution. He brings more than 25 years of experience in engineering, manufacturing, executive management and global leadership in the semiconductor industry. Prior to joining GF, he served as Senior Vice President and Executive Officer at Texas Instruments, where he was responsible for the company’s multi-billion-dollar Analog Power business. Anderskouv holds a Master of Science in Electrical Engineering from the Technical University of Denmark (DTU) in Copenhagen.
Seeking Alpha • Jan 29GlobalFoundries: Seems To Be Heading LowerSummary The stock has lost steam in recent weeks, and in the process, it has possibly revealed the boundaries of the path forward. GFS has seen sales and profits shrink in recent years, yet it continues to trade at a premium versus some other foundries. A lot is expected from GFS in 2025, which may be difficult to meet if we take the current state of the foundry market into account. Short interest is elevated for GFS, which contrasts with the optimistic earnings estimates on the Street for FY2025. Read the full article on Seeking Alpha
お知らせ • Jan 08GlobalFoundries Inc. to Report Q4, 2024 Results on Feb 11, 2025GlobalFoundries Inc. announced that they will report Q4, 2024 results on Feb 11, 2025
お知らせ • Jan 02GlobalFoundries and IBM Announce Settlement and Resolution of All Litigation MattersGlobalFoundries and IBM announced that the two companies have reached a settlement in their ongoing lawsuits, resolving all litigation matters, inclusive of breach of contract, trade secrets and intellectual property claims between the two companies. This settlement marks the end of an ongoing legal dispute and allows the companies to explore new opportunities for collaboration in areas of mutual interest. The details of the settlement are confidential and both parties have expressed satisfaction with the outcome.
お知らせ • Nov 20GlobalFoundries and U.S. Department of Commerce Announce Award Agreement on CHIPS Act Funding for Essential Chip ManufacturingGlobalFoundries (GF) and the U.S. Department of Commerce have announced an award of up to $1.5 billion in direct funding to GF through the CHIPS and Science Act. The award follows the previously signed preliminary memorandum of terms announced in February 2024 and will enable GF to expand its essential chip manufacturing and technology development in the U.S., strengthening supply chains and supporting customers across a range of vital end-markets including automotive, smart mobile devices, IoT, datacenters, and aerospace and defense. GF’s CHIPS and Science Act award will support three projects: · Expansion of GF’s existing Malta, New York, fab by adding critical technologies already in production at GF’s Singapore and Germany facilities, to enable a secure and reliable supply of domestically manufactured essential chips for the U.S. auto industry. · Modernization and upgrading of GF’s existing fab in Essex Junction, Vermont, to expand production capacity and create one of the facilities capable of high-volume manufacturing of next-generation gallium nitride (GaN) semiconductors for use in electric vehicles, data centers, IoT, smartphones and other critical applications. · In alignment with market conditions and customer demand, construction of a new fab on GF’s Malta, New York, campus to meet expected demand for U.S.-made essential chips across a broad range of markets and applications including automotive, AI in the data center and at the edge, as well as aerospace and defense. The two New York-based projects are expected to triple the existing capacity of GF’s Malta campus over the next 10-plus years, in alignment with expected market requirements and customer demand. Construction of the new fab will leverage the GF site’s existing infrastructure and ecosystem, enabling a fast and efficient path from construction to production. In aggregate, these projects represent more than $13 billion of investment over the next 10-plus years across GF’s two U.S. sites. This investment includes the $1.5 billion CHIPS and Science Act award, more than $550 million in support from the New York State Green CHIPS Program, as well as funding and support from Vermont, GF ecosystem partners and key strategic customers, and other incentives. Combined, these investments are expected to create close to 1,000 direct manufacturing jobs and more than 9,000 construction jobs over the life of these projects. GF’s fabs in New York and Vermont are both Trusted Foundry accredited and manufacture secure chips in partnership with the U.S. government. As part of its CHIPS and Science Act award, to attract and cultivate a pipeline of semiconductor talent in New York and Vermont, GF will continue to invest in and develop new workforce development efforts including curriculum development, internship and apprenticeship programs, K-12 STEM outreach, as well as additional education and training programs. Consistent with GF’s longstanding commitment to communities and the environment, GF’s design and construction plans for its expansions and modernizations in New York and Vermont will reflect the company’s sustainability goals for future operations.
Major Estimate Revision • Nov 12Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.05 to US$1.19. Revenue forecast steady at US$6.75b. Net income forecast to grow 9.0% next year vs 23% growth forecast for Semiconductor industry in the US. Consensus price target down from US$52.35 to US$48.64. Share price was steady at US$42.09 over the past week.
Price Target Changed • Nov 07Price target decreased by 7.1% to US$48.64Down from US$52.35, the current price target is an average from 17 analysts. New target price is 7.4% above last closing price of US$45.27. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.19 for next year compared to US$1.85 last year.
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.32 (down from US$0.45 in 3Q 2023). Revenue: US$1.74b (down 6.1% from 3Q 2023). Net income: US$177.0m (down 29% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Seeking Alpha • Oct 13GlobalFoundries: A Good Value BuySummary GlobalFoundries faces growth challenges due to weak demand in key segments, but Smart Mobile Devices show signs of recovery with forecasted 4% increase in smartphone shipments. The Communications Infrastructure & Datacenter segment struggles with competitiveness as customers shift to advanced nodes, impacting GlobalFoundries' market position. Home and Industrial IoT segments are expected to see slow recovery as customer inventories normalize and industrial production growth shows modest improvement. Despite a lower price target, GlobalFoundries is upgraded to a Buy due to its attractive current valuation. Read the full article on Seeking Alpha
お知らせ • Oct 07GlobalFoundries Inc. to Report Q3, 2024 Results on Nov 05, 2024GlobalFoundries Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
お知らせ • Sep 11Globalfoundries Inc. Announces Board ChangesOn September 8, 2024, the board of directors (the "Board") of GLOBALFOUNDRIES Inc. elected Camilla Languille as a new member of the Board and of each of the Board's People and Compensation Committee and Strategy and Technology Committee. Ms. Languille is currently the Co-Deputy Chief Executive Officer of Mubadala Investment Company’s Direct Investments platform ("Mubadala"), the Company's majority shareholder. Ms. Languille will serve as a Class I director, with an initial term expiring at the Company's 2025 annual general meeting of shareholders. Ms. Languille was elected as a member of the Board to replace Ahmed Saeed Al Calily as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala. Mr. Al Calily’s resignation is effective on the same day and was not due to any disagreement between Mr. Al Calily and the Company on any matter related to the operations, policies or practices of the Company. Ms. Languille’s compensation for her role as a director on the Board will be the same as the compensation paid to each other non-employee director for their service on the Board.
Seeking Alpha • Sep 10After A Rough Period For Semiconductors, GlobalFoundries Looks Like A Good Rebound CandidateSummary GlobalFoundries has a solid balance sheet with a strong current ratio and manageable long-term debt, despite industry challenges. The semiconductor industry is cyclical and currently facing overcapacity, but GlobalFoundries is expected to see revenue and earnings growth through 2026 and beyond. The company is cash flow positive and holds $2.2 billion in cash, focusing on growth rather than paying dividends. Given the current low stock price, GlobalFoundries is a buy for long-term investors, with a focus on monitoring growth rates and market trends. Read the full article on Seeking Alpha
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.28 (vs US$0.43 in 2Q 2023)Second quarter 2024 results: EPS: US$0.28 (down from US$0.43 in 2Q 2023). Revenue: US$1.63b (down 12% from 2Q 2023). Net income: US$155.0m (down 35% from 2Q 2023). Profit margin: 9.5% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US.
Price Target Changed • Aug 07Price target decreased by 8.2% to US$55.29Down from US$60.23, the current price target is an average from 17 analysts. New target price is 29% above last closing price of US$42.70. Stock is down 28% over the past year. The company is forecast to post earnings per share of US$1.05 for next year compared to US$1.85 last year.
Recent Insider Transactions Derivative • Jul 12President notifies of intention to sell stockThomas Caulfield intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of July. If the sale is conducted around the recent share price of US$55.00, it would amount to US$2.8m. As of today, Thomas currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Jul 09GlobalFoundries Inc. to Report Q2, 2024 Results on Aug 06, 2024GlobalFoundries Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
お知らせ • Jun 22GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024. Location: 140 east 45lh street, 41s` floor, new york 10017., new york United States
Seeking Alpha • Jun 21GlobalFoundries: Same Headwinds, Different Quarter - Hold RatingSummary GlobalFoundries reported their 1Q24 with better than expected net income, but the headwind from the industry slowdown continues to show up. GlobalFoundries reported lower smart mobile device revenue, with inventory levels increasing and weak end-demand environment. In my opinion, GlobalFoundries' heavy exposure to smartphones continues to underperform peer group, with little upside in the near-term. I share my thoughts on GlobalFoundries here, and why I think it has limited upside in 2024. Read the full article on Seeking Alpha
お知らせ • May 24GLOBALFOUNDRIES Inc. (NasdaqGS:GFS) announces an Equity Buyback for $200 million worth of its shares.GLOBALFOUNDRIES Inc. (NasdaqGS:GFS) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares. The company intends to fund the share repurchase with cash on hand. The repurchase is subject to completion of the offering.
