View Future GrowthGLOBALFOUNDRIES 過去の業績過去 基準チェック /36GLOBALFOUNDRIESは、平均年間23.8%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間5.5% 2.1%収益成長率で 成長しています。 GLOBALFOUNDRIESの自己資本利益率は6.6%であり、純利益率は11.4%です。主要情報23.79%収益成長率24.81%EPS成長率Semiconductor 業界の成長27.66%収益成長率2.06%株主資本利益率6.65%ネット・マージン11.37%次回の業績アップデート05 Aug 2026最近の業績更新お知らせ • Jul 01GLOBALFOUNDRIES Inc. to Report Q2, 2026 Results on Aug 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026Reported 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.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, 2026Reported 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 • 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すべての更新を表示Recent updatesSeeking Alpha • Jul 06GlobalFoundries: AI Infrastructure Is Creating A Better BusinessSummary GlobalFoundries is expanding into higher-value semiconductor technologies, including silicon photonics, AI infrastructure, and automotive applications. Communications Infrastructure and Data Center revenue grew 32%, while Automotive revenue increased 24%, improving the company's revenue mix. Management expects silicon photonics to become a $2 billion revenue opportunity by 2030 while expanding higher-margin Technology Services. GFS trades below the peer median on a forward EV to EBITDA basis despite improving margins, cash flow, and shareholder returns. I assign a buy rating with an $88 price target, representing approximately 26% upside from current levels. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$69.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$32.01 per share.お知らせ • Jul 01GLOBALFOUNDRIES Inc. to Report Q2, 2026 Results on Aug 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026ナラティブの更新 • Jul 01GFS: Quantum Funding And Specialty Capacity Expansion Will Support Higher Future P E MultiplesAnalysts have raised their fair value estimate for GlobalFoundries from $60.00 to about $110.91, citing higher assumed revenue growth, slightly firmer discount and profit margin inputs, as well as a richer future P/E multiple supported by recent price target increases and upgrades across the Street. Analyst Commentary Recent research coverage on GlobalFoundries highlights a cluster of bullish views, with several firms revisiting their assumptions on growth, utilization and long term positioning in key chip markets.ライブニュース • Jun 24GlobalFoundries Qualifies SLATE Wafer Bonding Technology for Advanced 5G ApplicationsGLOBALFOUNDRIES has qualified its SLATE wafer-to-wafer bonding technology on the 9SW RF-SOI platform, aiming for volume production ramp in the second half of 2027 and enabling up to a 45% reduction in die size for next-generation 5G radio frequency applications. The company is also expanding a multi-year collaboration with Infosys, which will run AI-led managed services across GLOBALFOUNDRIES’ applications, infrastructure, data and service desk operations to support more automated and optimized IT. GLOBALFOUNDRIES shares trade at about $83.39, with the stock up 126.2% year to date. Execution on RF and packaging roadmaps, along with operational efficiency efforts such as the Infosys deal, may affect sentiment around the company’s ability to win and service complex semiconductor programs.お知らせ • Jun 23GlobalFoundries Qualifies SLATE Advanced Packaging Technology On 9SW Platform For Next-Generation Radio Frequency ApplicationsGlobalFoundries announced the production readiness of its SLATE wafer-to-wafer bonding technology on its 9SW radio-frequency silicon-on-insulator platform, delivering advanced 3D integration for compact, high-performance cellular front-ends. Manufactured at GlobalFoundries’ 300mm facility in Singapore, 9SW SLATE technology is expected to ramp to volume production by the second half of 2027. GlobalFoundries’ first-generation SLATE technology supports wafer-to-wafer bonding, enabling designers to bond two 9SW wafers to stack and integrate large-size field-effect transistors in vertical architectures. By folding large field-effect transistors across bonded wafers, SLATE technology can reduce overall die size by up to 45%, decreasing radio frequency board space and total design area for space-constrained applications in smart mobile devices, including switches, low-noise amplifiers and antenna tuners. First introduced in 2023, the 9SW radio-frequency silicon-on-insulator platform is GlobalFoundries’ most advanced radio-frequency solution for front-end modules, spanning sub-8GHz and FR3 frequency ranges for 5G mobile devices and satellite communications. 9SW, the fourth generation of GlobalFoundries’ XSW technology, delivers a significant reduction in standby currents for longer battery life with a more than 20% enhancement in efficiency through lower on-resistance and off-capacitance. GlobalFoundries’ SLATE wafer-to-wafer bonding technology offers a roadmap for heterogeneous 3D integration across its many differentiated technologies, including FDX FD-SOI, radio-frequency silicon-on-insulator and silicon germanium, for even greater system-level capabilities across diverse markets such as data centers, satellite connectivity, IoT and mobile devices. An integrated process design kit is available through the GlobalFoundries Connect portal to help jumpstart the design process. 9SW and 9SW SLATE are available for prototyping through GlobalFoundries’ GlobalShuttle multi-project wafer program with shuttles scheduled for the second half of the year.ナラティブの更新 • Jun 17GFS: Quantum Awards And AI Custom Chips Will Pressure Future ReturnsAnalysts have raised their average price targets on GlobalFoundries stock into the $80+ range, citing expectations for tighter foundry pricing as utilization stays high across both leading and lagging edge capacity, and highlighting potential benefits from government backed quantum computing initiatives and growing interest in custom AI chips. Analyst Commentary on GlobalFoundries Recent Street research on GlobalFoundries points to a mix of optimism around utilization, pricing power and AI exposure, alongside a steady drumbeat of caution on execution and how much of that story is already reflected in the stock.お知らせ • Jun 17GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 28, 2026GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 28, 2026. Location: 140 east 45 street, 41 floor, new york 10017, new york, United States分析記事 • Jun 16GLOBALFOUNDRIES (GFS) Stock Could Be 56% Overvalued After AI And Europe Manufacturing DealsGLOBALFOUNDRIES (GFS) stock is in focus after three new partnerships in AI-enabled chip design, silicon photonics and secure European manufacturing raised fresh questions about how the foundry’s model prices in technology and supply chain risk. See our latest analysis for GLOBALFOUNDRIES. Those partnerships have landed alongside a sharp swing in sentiment, with GLOBALFOUNDRIES posting a 90 day share price return of 88.14% and a 1 year total shareholder return of 118.32%, even after a 1 day...ライブニュース • Jun 14GLOBALFOUNDRIES Eyes US$1 Billion in Silicon Photonics With Major Malta Facility ExpansionGLOBALFOUNDRIES plans to lift silicon photonics capacity fivefold by 2026 and is targeting more than US$1b in silicon photonics revenue by 2028, supported by a dedicated facility in Malta, New York. The company is concentrating on higher-margin areas such as silicon photonics, high-performance silicon germanium and technology services, with management citing demand from communications infrastructure and data center customers linked to AI workloads. GLOBALFOUNDRIES has joined the U.S. Department of Energy’s Genesis Mission, giving researchers access to its U.S. manufacturing and design resources, and is working with Sivers Semiconductors to integrate laser arrays into its silicon photonics platform for AI data center connectivity. Together, the capacity expansion, product focus and public-sector partnerships position GLOBALFOUNDRIES as a manufacturing partner for AI-related data center and optical networking projects and for secure U.S.-based chip production. Investors may want to track execution on the Malta facility build-out, the ramp toward the US$1b silicon photonics revenue goal and the pace at which Genesis Mission and Sivers-related projects translate into stable, long-term customer commitments.ライブニュース • Jun 06GlobalFoundries Expands AI Platform With Synopsys ARC Deal and Silicon Photonics IntegrationGlobalFoundries has completed the acquisition of Synopsys’ ARC Processor IP Solutions business, combining it with its existing MIPS RISC-V portfolio to build a broader Physical AI platform. The combined IP platform now includes RISC-V and ARC cores, ASIP tools and custom silicon design services, backed by over 150 patents and used by more than 300 IP customers across automotive, industrial robotics, embedded systems and edge markets. GlobalFoundries is also working with Sivers Semiconductors to integrate Sivers’ laser array technology into its silicon photonics platform and SCALE optical engine solutions. This collaboration targets the growing AI data center optical connectivity and pluggable optics market, which is estimated at US$25 billion by 2030. Together, these moves indicate GlobalFoundries is focusing more on AI-centric compute and connectivity, and positioning its foundry services and IP portfolio more directly around AI data centers and edge applications. Investors may want to monitor how quickly these IP and photonics offerings gain commercial traction with large customers, as execution risk, integration of the acquired ARC business and timing of demand in the pluggable optics market could all influence the outcomes of these initiatives.お知らせ • Jun 04GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS).GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS) on January 14, 2026. GF is acquiring the Synopsys Processor IP portfolio, which consists of ARC-V™ (RISC-V) and ARC® CPU IP, DSP IP, Neural Network Processing Unit (NPU) IP, and related software development tools, including ARC MetaWare Development Toolkits. The transaction also includes Synopsys' ASIP Designer™ and ASIP Programmer™ tools for automating the design and implementation of application-specific instruction-set processors (ASIPs). The transaction is expected to be completed in the second half of calendar year 2026, subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS) on June 2, 2026.ナラティブの更新 • Jun 03GFS: Quantum Awards And Custom AI ASIC Ambitions Will Constrain Future ReturnsAnalyst price targets for GLOBALFOUNDRIES have moved higher, with one firm lifting its target to $85 from $58 as analysts highlight quantum computing awards and growing interest in custom AI chips and alternative accelerators as key supports for the stock's long-term positioning. Analyst Commentary Recent Street research around GLOBALFOUNDRIES has centered on two themes investors are likely watching closely: exposure to quantum computing funding and positioning for custom AI silicon.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$85.64, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 31x in the Semiconductor industry in the US. Total returns to shareholders of 43% over the past three years.ナラティブの更新 • May 19GFS: AI Inference ASIC Execution Will Limit Future Share Price UpsideAnalysts have lifted the GLOBALFOUNDRIES fair value estimate to $60 from $43, citing a wave of higher Street price targets that link the stock to growing interest in AI inference workloads and custom ASIC demand. Analyst Commentary Across recent reports, Street research has generally tied higher GLOBALFOUNDRIES price targets to interest in AI inference workloads and custom ASICs, with several firms lifting their valuation frameworks accordingly.お知らせ • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026.お知らせ • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.Reported Earnings • May 06First quarter 2026 earnings: 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.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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 StatesReported 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.収支内訳GLOBALFOUNDRIES の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:GFS 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 266,84077843752331 Dec 256,79188537551830 Sep 256,791-4434850630 Jun 256,842-11534651231 Mar 256,786-18838249931 Dec 246,750-26542749630 Sep 246,77474242148030 Jun 246,88781446645831 Mar 247,10089948444331 Dec 237,3921,02047342830 Sep 237,6391,41151643330 Jun 237,8611,49950244931 Mar 238,0091,52349146331 Dec 228,1081,44849648230 Sep 227,85482353450130 Jun 227,48049253949131 Mar 227,1075562050331 Dec 216,585-25059547830 Sep 215,800-81556346530 Jun 215,191-1,11452846831 Mar 214,920-1,20743145731 Dec 204,851-1,35044547631 Dec 195,813-1,37144658331 Dec 186,196-2,554453926質の高い収益: GFSは 高品質の収益 を持っています。利益率の向上: GFS過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: GFS過去 5 年間で収益を上げており、収益は年間23.8%増加しています。成長の加速: GFSは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: GFS昨年収益を上げたため、昨年の収益成長をSemiconductor業界 ( 22.6% ) と比較することは困難です。株主資本利益率高いROE: GFSの 自己資本利益率 ( 6.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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2026/07/08 18:54終値2026/07/08 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Janco VenterArete Research Services LLPJames FontanelliArete Research Services LLPTristan GerraBaird23 その他のアナリストを表示
お知らせ • Jul 01GLOBALFOUNDRIES Inc. to Report Q2, 2026 Results on Aug 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 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.
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
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
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 • 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
Seeking Alpha • Jul 06GlobalFoundries: AI Infrastructure Is Creating A Better BusinessSummary GlobalFoundries is expanding into higher-value semiconductor technologies, including silicon photonics, AI infrastructure, and automotive applications. Communications Infrastructure and Data Center revenue grew 32%, while Automotive revenue increased 24%, improving the company's revenue mix. Management expects silicon photonics to become a $2 billion revenue opportunity by 2030 while expanding higher-margin Technology Services. GFS trades below the peer median on a forward EV to EBITDA basis despite improving margins, cash flow, and shareholder returns. I assign a buy rating with an $88 price target, representing approximately 26% upside from current levels. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$69.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$32.01 per share.
お知らせ • Jul 01GLOBALFOUNDRIES Inc. to Report Q2, 2026 Results on Aug 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026
ナラティブの更新 • Jul 01GFS: Quantum Funding And Specialty Capacity Expansion Will Support Higher Future P E MultiplesAnalysts have raised their fair value estimate for GlobalFoundries from $60.00 to about $110.91, citing higher assumed revenue growth, slightly firmer discount and profit margin inputs, as well as a richer future P/E multiple supported by recent price target increases and upgrades across the Street. Analyst Commentary Recent research coverage on GlobalFoundries highlights a cluster of bullish views, with several firms revisiting their assumptions on growth, utilization and long term positioning in key chip markets.
ライブニュース • Jun 24GlobalFoundries Qualifies SLATE Wafer Bonding Technology for Advanced 5G ApplicationsGLOBALFOUNDRIES has qualified its SLATE wafer-to-wafer bonding technology on the 9SW RF-SOI platform, aiming for volume production ramp in the second half of 2027 and enabling up to a 45% reduction in die size for next-generation 5G radio frequency applications. The company is also expanding a multi-year collaboration with Infosys, which will run AI-led managed services across GLOBALFOUNDRIES’ applications, infrastructure, data and service desk operations to support more automated and optimized IT. GLOBALFOUNDRIES shares trade at about $83.39, with the stock up 126.2% year to date. Execution on RF and packaging roadmaps, along with operational efficiency efforts such as the Infosys deal, may affect sentiment around the company’s ability to win and service complex semiconductor programs.
お知らせ • Jun 23GlobalFoundries Qualifies SLATE Advanced Packaging Technology On 9SW Platform For Next-Generation Radio Frequency ApplicationsGlobalFoundries announced the production readiness of its SLATE wafer-to-wafer bonding technology on its 9SW radio-frequency silicon-on-insulator platform, delivering advanced 3D integration for compact, high-performance cellular front-ends. Manufactured at GlobalFoundries’ 300mm facility in Singapore, 9SW SLATE technology is expected to ramp to volume production by the second half of 2027. GlobalFoundries’ first-generation SLATE technology supports wafer-to-wafer bonding, enabling designers to bond two 9SW wafers to stack and integrate large-size field-effect transistors in vertical architectures. By folding large field-effect transistors across bonded wafers, SLATE technology can reduce overall die size by up to 45%, decreasing radio frequency board space and total design area for space-constrained applications in smart mobile devices, including switches, low-noise amplifiers and antenna tuners. First introduced in 2023, the 9SW radio-frequency silicon-on-insulator platform is GlobalFoundries’ most advanced radio-frequency solution for front-end modules, spanning sub-8GHz and FR3 frequency ranges for 5G mobile devices and satellite communications. 9SW, the fourth generation of GlobalFoundries’ XSW technology, delivers a significant reduction in standby currents for longer battery life with a more than 20% enhancement in efficiency through lower on-resistance and off-capacitance. GlobalFoundries’ SLATE wafer-to-wafer bonding technology offers a roadmap for heterogeneous 3D integration across its many differentiated technologies, including FDX FD-SOI, radio-frequency silicon-on-insulator and silicon germanium, for even greater system-level capabilities across diverse markets such as data centers, satellite connectivity, IoT and mobile devices. An integrated process design kit is available through the GlobalFoundries Connect portal to help jumpstart the design process. 9SW and 9SW SLATE are available for prototyping through GlobalFoundries’ GlobalShuttle multi-project wafer program with shuttles scheduled for the second half of the year.
ナラティブの更新 • Jun 17GFS: Quantum Awards And AI Custom Chips Will Pressure Future ReturnsAnalysts have raised their average price targets on GlobalFoundries stock into the $80+ range, citing expectations for tighter foundry pricing as utilization stays high across both leading and lagging edge capacity, and highlighting potential benefits from government backed quantum computing initiatives and growing interest in custom AI chips. Analyst Commentary on GlobalFoundries Recent Street research on GlobalFoundries points to a mix of optimism around utilization, pricing power and AI exposure, alongside a steady drumbeat of caution on execution and how much of that story is already reflected in the stock.
お知らせ • Jun 17GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 28, 2026GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 28, 2026. Location: 140 east 45 street, 41 floor, new york 10017, new york, United States
分析記事 • Jun 16GLOBALFOUNDRIES (GFS) Stock Could Be 56% Overvalued After AI And Europe Manufacturing DealsGLOBALFOUNDRIES (GFS) stock is in focus after three new partnerships in AI-enabled chip design, silicon photonics and secure European manufacturing raised fresh questions about how the foundry’s model prices in technology and supply chain risk. See our latest analysis for GLOBALFOUNDRIES. Those partnerships have landed alongside a sharp swing in sentiment, with GLOBALFOUNDRIES posting a 90 day share price return of 88.14% and a 1 year total shareholder return of 118.32%, even after a 1 day...
ライブニュース • Jun 14GLOBALFOUNDRIES Eyes US$1 Billion in Silicon Photonics With Major Malta Facility ExpansionGLOBALFOUNDRIES plans to lift silicon photonics capacity fivefold by 2026 and is targeting more than US$1b in silicon photonics revenue by 2028, supported by a dedicated facility in Malta, New York. The company is concentrating on higher-margin areas such as silicon photonics, high-performance silicon germanium and technology services, with management citing demand from communications infrastructure and data center customers linked to AI workloads. GLOBALFOUNDRIES has joined the U.S. Department of Energy’s Genesis Mission, giving researchers access to its U.S. manufacturing and design resources, and is working with Sivers Semiconductors to integrate laser arrays into its silicon photonics platform for AI data center connectivity. Together, the capacity expansion, product focus and public-sector partnerships position GLOBALFOUNDRIES as a manufacturing partner for AI-related data center and optical networking projects and for secure U.S.-based chip production. Investors may want to track execution on the Malta facility build-out, the ramp toward the US$1b silicon photonics revenue goal and the pace at which Genesis Mission and Sivers-related projects translate into stable, long-term customer commitments.
ライブニュース • Jun 06GlobalFoundries Expands AI Platform With Synopsys ARC Deal and Silicon Photonics IntegrationGlobalFoundries has completed the acquisition of Synopsys’ ARC Processor IP Solutions business, combining it with its existing MIPS RISC-V portfolio to build a broader Physical AI platform. The combined IP platform now includes RISC-V and ARC cores, ASIP tools and custom silicon design services, backed by over 150 patents and used by more than 300 IP customers across automotive, industrial robotics, embedded systems and edge markets. GlobalFoundries is also working with Sivers Semiconductors to integrate Sivers’ laser array technology into its silicon photonics platform and SCALE optical engine solutions. This collaboration targets the growing AI data center optical connectivity and pluggable optics market, which is estimated at US$25 billion by 2030. Together, these moves indicate GlobalFoundries is focusing more on AI-centric compute and connectivity, and positioning its foundry services and IP portfolio more directly around AI data centers and edge applications. Investors may want to monitor how quickly these IP and photonics offerings gain commercial traction with large customers, as execution risk, integration of the acquired ARC business and timing of demand in the pluggable optics market could all influence the outcomes of these initiatives.
お知らせ • Jun 04GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS).GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS) on January 14, 2026. GF is acquiring the Synopsys Processor IP portfolio, which consists of ARC-V™ (RISC-V) and ARC® CPU IP, DSP IP, Neural Network Processing Unit (NPU) IP, and related software development tools, including ARC MetaWare Development Toolkits. The transaction also includes Synopsys' ASIP Designer™ and ASIP Programmer™ tools for automating the design and implementation of application-specific instruction-set processors (ASIPs). The transaction is expected to be completed in the second half of calendar year 2026, subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS) on June 2, 2026.
ナラティブの更新 • Jun 03GFS: Quantum Awards And Custom AI ASIC Ambitions Will Constrain Future ReturnsAnalyst price targets for GLOBALFOUNDRIES have moved higher, with one firm lifting its target to $85 from $58 as analysts highlight quantum computing awards and growing interest in custom AI chips and alternative accelerators as key supports for the stock's long-term positioning. Analyst Commentary Recent Street research around GLOBALFOUNDRIES has centered on two themes investors are likely watching closely: exposure to quantum computing funding and positioning for custom AI silicon.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$85.64, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 31x in the Semiconductor industry in the US. Total returns to shareholders of 43% over the past three years.
ナラティブの更新 • May 19GFS: AI Inference ASIC Execution Will Limit Future Share Price UpsideAnalysts have lifted the GLOBALFOUNDRIES fair value estimate to $60 from $43, citing a wave of higher Street price targets that link the stock to growing interest in AI inference workloads and custom ASIC demand. Analyst Commentary Across recent reports, Street research has generally tied higher GLOBALFOUNDRIES price targets to interest in AI inference workloads and custom ASICs, with several firms lifting their valuation frameworks accordingly.
お知らせ • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026.
お知らせ • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.
Reported Earnings • May 06First quarter 2026 earnings: 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.
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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
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.
