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
$18B
-
-$0.21
1.48
-

What the Analysts think about GlobalFoundries

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

Bulls say / Bears say

GlobalFoundries secured milestone-based CHIPS Act funding without dilutive equity, ensuring government-backed capital for planned capacity expansions under its long-term $16 billion investment strategy. (Reuters)
The company’s June 2025 announcement of a $16 billion investment boost—including $1 billion in capex for New York and Vermont fab expansions and $3 billion in R&D on advanced packaging, silicon photonics, and gallium nitride—positions GF to capture growth in AI servers, EVs, and quantum computing. (Reuters)
GlobalFoundries posted Q2 2025 revenue and profit slightly above Wall Street estimates on May 6, driven by stable demand and year-over-year growth in its automotive segment despite smartphone headwinds. (Reuters)
For Q3 2025, GF forecast net revenue of $1.68 billion and adjusted EPS of 38 cents, both below analyst consensus (est. $1.79 billion revenue, 41 cents EPS), prompting a 6% premarket share sell-off and reflecting near-term demand weakness. (Reuters)
Sluggish recovery in the consumer electronics sector, especially low-end smartphone orders slowing to just 1% growth in Q2 2025, continues to drag on GF’s largest revenue segment, undermining top-line recovery. (Reuters)
Policy uncertainty from potential CHIPS Act revisions and President Trump’s sweeping tariff plans risks disrupting GF’s subsidy framework and end-market stability, clouding visibility on future funding and cost structures. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 29 Aug 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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