GlobalFoundries Inc.
GFS
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- GlobalFoundries is well-positioned in the semiconductor industry, benefiting from increasing demand for chips across various sectors, including automotive and IoT.
- Revenue increased by 9% compared to the prior quarter, reaching $1.8 billion.
- Gross margin improved to 28.3%, up from 27.6% in the previous quarter.
- The company faces challenges with earnings growth, which has declined by 26.8% year-over-year, indicating potential operational issues.
- Net income for 2026-Q2 was $166 million, a decrease from $199 million in 2025-Q4.
- The trailing P/E ratio stands at 37.99, suggesting the stock may be overvalued compared to its earnings growth.
Fundamentals
| Market cap | $27.51B | Enterprise value | $26.46B | Trailing P/E | 38.56 | Forward P/E | 18.81 |
| PEG | 0.72 | Price / book | 2.29 | Beta | 1.77 | Dividend yield | 0.97% |
| Revenue growth | 5.8% | Earnings growth | -26.8% | Gross margin | 27.1% | Operating margin | 9.7% |
| Profit margin | 10.3% | ROE | 6.2% | ROA | 3.0% | Debt / equity | 0.14 |
| Current ratio | 2.48 | Free cash flow | $758.25M | Analyst recommendation | buy | Mean target | $74.68 |
| 52w high | $92.55 | 52w low | $32.02 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $1.8B | $1.6B | $1.8B | $1.7B | $1.7B |
| Op margin | 9.7% | 11.0% | 13.9% | 11.6% | 11.6% |
| Net income | $166M | $103M | $199M | $248M | $228M |
| Gross margin | 28.3% | 27.6% | 27.8% | 24.8% | 24.2% |
| Gross profit | $505M | $451M | $508M | $419M | $408M |
| Operating income | $174M | $180M | $255M | $195M | $196M |
- Revenue +9% vs prior quarter ($1.8B vs $1.6B).
- Gross margin 28.3% (was 27.6% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $6.8B | $6.8B | $7.4B | $8.1B | — |
| Op margin | 11.7% | 10.8% | 16.2% | 15.6% | — |
| Net income | $885M | -$265M | $1.0B | $1.4B | — |
| Gross margin | 24.9% | 24.5% | 28.4% | 27.6% | — |
| Gross profit | $1.7B | $1.7B | $2.1B | $2.2B | — |
| Operating income | $797M | $728M | $1.2B | $1.3B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · GlobalFoundries and TSMC agree on $2bn US silicon interposer supply deal
2026-10-08 · A $2 Billion Reason Why GlobalFoundries Stock Is Up Today
2026-10-08 · Sector Update: Tech Stocks Fall Thursday Afternoon
2026-10-08 · GlobalFoundries Signs $2 Billion Silicon Supply Deal With Taiwan Semiconductor Manufacturing
2026-10-08 · TSMC Taps GlobalFoundries In $2B AI Chip Deal, Putting GFS Stock On Track To Hit Over 1-Month High
2026-10-08 · GlobalFoundries shares rise on $2 billion TSMC agreement
2026-10-08 · TSMC taps GlobalFoundries in $2B U.S. chip deal; GFS shares jump 4%
2026-10-08 · GlobalFoundries, TSMC Agree to Establish US Supply of Silicon Interposers
2026-10-08 · GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging
2026-10-08 · GlobalFoundries (GFS) Enters Multi Year Quantum Hardware Manufacturing Partnership
2026-10-07 · Xanadu Quantum Technologies (TSX:XNDU) Lands GlobalFoundries Deal On A Pricey Valuation
Price (daily)
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