GlobalFoundries/$GFS

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About GlobalFoundries

GlobalFoundries is a top-five contract semiconductor manufacturer globally. It was originally the manufacturing arm of Advanced Micro Devices before it was spun out in 2009. The foundry sells chips into a range of end markets including smartphones, PCs, Internet of Things, data centers, automotive, industrial, and so on, but primarily focuses on more mature process technologies. Until 2021, the firm was privately held by Mubadala Investment, the sovereign wealth fund of the United Arab Emirates, which remains its controlling shareholder today. GlobalFoundries merged with Chartered Semiconductor Manufacturing in 2009 and acquired IBM's chipmaking business in 2015. GF is headquartered in Malta, New York, and employs about 13,000 people.

Ticker

$GFS

Sector

Semiconductors
Primary listing

Employees

13,000
Website

GlobalFoundries Metrics

BasicAdvanced
$19B
-
-$0.21
1.48
-

What the Analysts think about GlobalFoundries

Analyst ratings (Buy, Hold, Sell) for GlobalFoundries stock.

Bulls say / Bears say

Q2 2025 net revenue guidance of $1.68 billion and adjusted EPS of $0.36 topped Wall Street forecasts, highlighting steady demand for GlobalFoundries’ mature-node products and surpassing Q1 results.
Automotive segment posted year-over-year growth in Q1, underlining strength in a key end market and broadening revenue beyond smartphones.
Announced a $16 billion expansion, including an extra $1 billion for capital expenditure and $3 billion for R&D in advanced packaging, silicon photonics, and gallium nitride—steps that position the company to benefit from AI and electric vehicle growth.
Issued a weaker-than-expected Q3 2025 forecast with revenue guidance of $1.68 billion and EPS of $0.38, both below analyst estimates, leading to a 6% drop in shares as consumer electronics face headwinds.
A sharp fall in low-end smartphone orders continues to pressure the largest revenue segment, limiting near-term demand recovery even as other markets show growth.
Uncertainty over potential CHIPS Act changes and new U.S.-led global tariffs threatens GlobalFoundries’ subsidy framework and could disrupt its supply chain and expansion strategy.
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2025.

GlobalFoundries Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

GlobalFoundries Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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