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GlobalFoundries Inc. (NASDAQ:GFS) Receives Consensus Rating of "Hold" from Brokerages

GlobalFoundries Inc. (NASDAQ:GFS) has received a consensus "Hold" rating from 19 analysts, with an average 12-month price target of $75.11. The company recently surpassed quarterly earnings expectations and issued positive guidance for Q3 2026. Despite some insider selling, institutional investors have increased their stakes, …

GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Eric ChowChief Executive Officer - Timothy BreenChief Financial Officer - Sam Franklin TAKEAWAYS Revenue -- GLOBALFOUNDRIES(NASDAQ:GFS) reported revenue of $1.786 billion, up 6% …

GlobalFoundries Inc (GFS) Earnings Forecast: Future EPS & Revenue Growth Estimates

This article provides an earnings forecast for GlobalFoundries Inc (GFS), detailing its current earnings forecast score, analyst ratings, and price targets. It highlights that 22 analysts have issued ratings, with most supporting a "Buy" trend, and provides expected revenue and EPS for upcoming quarters. …

GLOBALFOUNDRIES Stock Keeps Swinging Because Its Fastest Business Is Its Smallest

GLOBALFOUNDRIES (GFS) stock experienced significant swings despite beating revenue estimates and raising its outlook for its fastest-growing segment. The volatility is attributed to this fast-growing "comms infrastructure and data center" market being the smallest part of its business, making up only 16% of revenue. …

GlobalFoundries Inc. (GFS) Stock forecasts

This report by Morningstar analyzes GlobalFoundries Inc. (GFS), a top-five contract semiconductor manufacturer. The report indicates that strong data center guidance from GlobalFoundries does not alter its valuation. The company, originally spun out from AMD, sells chips across various markets including smartphones, PCs, IoT, …

Janus Henderson Group PLC Purchases New Holdings in GlobalFoundries Inc. $GFS

Janus Henderson Group PLC recently acquired 24,906 shares of GlobalFoundries Inc. worth approximately $1.1 million, making it a new stakeholder in the company. Several other institutional investors also increased their holdings. This comes as GlobalFoundries reported strong Q2 earnings, beating analyst expectations, and announced …

Why GLOBALFOUNDRIES (GFS) Is Up 7.8% After CHIPS R&D Deal and Mixed Q2 Earnings Report

GLOBALFOUNDRIES (GFS) saw its stock rise 7.8% following a letter of intent with the U.S. Department of Commerce for a planned US$300 million CHIPS R&D award, focusing on silicon photonics and AI-focused optical technologies. This news coincided with the company's Q2 2026 earnings report, …

GlobalFoundries (NASDAQ:GFS) Insider Sells 335 Shares

An insider at GlobalFoundries (NASDAQ:GFS), Samak Azar, sold 335 shares of the company's stock for approximately $16,177 under a pre-arranged trading plan. This transaction reduced the insider's ownership by 2.84%. The company recently reported adjusted earnings of $0.46 per share and revenue of $1.79 …

GLOBALFOUNDRIES Inc. (GFS) CLO sells 335 shares under Rule 10b5-1 plan

GLOBALFOUNDRIES Inc.'s Chief Legal Officer, Azar Samak L, sold 335 ordinary shares of the company on August 6, 2026, at $48.29 per share through a pre-arranged Rule 10b5-1 trading plan. After this transaction, the insider directly holds 11,474 ordinary shares. This sale amounted to …

GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint

GlobalFoundries (NASDAQ: GFS) has partnered with Redpanda to establish a unified real-time data platform across its global semiconductor manufacturing operations. This collaboration aims to modernize core digital manufacturing capabilities, improve operational efficiency, and leverage Redpanda's Agentic Data Plane to develop AI agents for automating …

GlobalFoundries Inc (GFS) Stock News Today

This article provides recent news and analysis for GlobalFoundries Inc (GFS) stock, including past earnings movements and a forward-looking piece on how U.S. investment and semiconductor tariff exemptions could affect chip stocks. It highlights several instances of GFS stock price changes following earnings reports …

GlobalFoundries Inc. $GFS Shares Bought by Sei Investments Co.

Sei Investments Co. significantly increased its stake in GlobalFoundries Inc. (NASDAQ:GFS) by 239% during the first quarter, now holding 48,246 shares valued at $2.15 million. This comes as GlobalFoundries reported strong quarterly results, beating EPS and revenue expectations, and declared a quarterly dividend. Analysts …

Can GLOBALFOUNDRIES (GFS) Justify Its Valuation As Guidance Improves And Silicon Photonics Wins?

How Investors May Respond To GLOBALFOUNDRIES (GFS) Silicon Photonics Award and Q3 Outlook

GLOBALFOUNDRIES Inc. recently reported second-quarter 2026 results showing sales of US$1,786 million versus US$1,688 million a year earlier, while net income eased to US$167 million and diluted EPS to US$0.30; it also issued third-quarter guidance for revenue of about US$1,885 million and diluted EPS …

SEALSQ's SEALQuantum Sovereign Quantum Vertical Stack Interconnects Its Growing Ecosystem as $200 Million SEALQuantum.com Initiative Enters Second Phase of Deployment in September

SEALSQ GlobalFoundries' secure CMOS manufacturing platform, Quobly's silicon spin-qubit processors and EeroQ's electrons-on-helium architecture converge inside a single Root-to-Qubit-to-Space trust framework, as SEALQUANTUM.com prepares to deploy the next $100 million across new sovereign quantum assets Geneva, Switzerland , Aug. 07, 2026 (GLOBE NEWSWIRE) -- …

Globalfoundries chief legal officer Azar Samak L sells $27,470 in stock

Globalfoundries' Chief Legal Officer, Azar Samak L, sold 335 ordinary shares for $27,470, executing a pre-planned transaction. This sale comes as GFS stock has seen a 100% return over the past year, though it is currently trading below the sale price. Despite the insider …

GLOBALFOUNDRIES (GFS) Reported Second Quarter Revenue Above Wall Street Estimates

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. GlobalFoundries (NasdaqGS:GFS) reported second quarter revenue above Wall Street estimates, supported by demand tied …

GlobalFoundries’ Growth Makes the Case for a U.S. Photonics Buildout

GlobalFoundries' strong Q2 performance, particularly in communications infrastructure and data centers, validates its investment in silicon photonics. The company's CEO, Tim Breen, expects silicon photonics revenue to more than double in 2026, driven by rising demand for optical networking in AI systems. A proposed …

GlobalFoundries Could Accelerate Diversification Amid Weaker Smartphone Environment, Morgan Stanley Says

GlobalFoundries (GFS) could accelerate its diversification process amid a weaker smartphone environment, with mobile numbers coming down meaningfully in H2, Morgan Stanley said in a Thursday note. Looking at this in a positive light, Morgan Stanley said that mobile could move Silver Upgrade to …

GLOBALFOUNDRIES Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:GFS) 2026-08-05

GLOBALFOUNDRIES Inc. (NASDAQ:GFS) released its Q2 2026 earnings call presentation, showing an EPS of $0.46, beating estimates by $0.03. The company also reported revenues of $1.79 billion, surpassing expectations by $21.36 million and representing a 5.81% year-over-year increase. The slide deck was published in …

GlobalFoundries Q2 Earnings Call Highlights AI Data Center Momentum

GlobalFoundries (GFS) reported strong Q2 2026 earnings, exceeding revenue and EPS estimates, driven by surging AI data center demand. The company raised its 2026 revenue growth outlook for communications infrastructure and data centers to 50-60%, citing significant growth in silicon photonics. GlobalFoundries also emphasized …

300-million Dollars Awarded to GlobalFoundries

GlobalFoundries has been awarded $300 million by the U.S. Department of Commerce under the CHIPS and Science Act. This funding will accelerate research and development in next-generation silicon photonics wafer technologies, novel optical materials, and advanced packaging, building on GF's SCALE™ platform. The initiative …

GlobalFoundries Inc. (GFS) PT Lowered to $55 at UBS

UBS analyst Timothy Arcuri has lowered the price target for GlobalFoundries Inc. (NASDAQ: GFS) to $55.00 from $61.00. The analyst maintained a previous rating, though the specific rating is not mentioned in the provided snippet. The article notes that this is a premium article, …

UBS cuts GlobalFoundries stock price target on mobile outlook

UBS has lowered its price target for GlobalFoundries (NASDAQ: GFS) to $55 from $61, while maintaining a Neutral rating, citing a more cautious outlook for the mobile sector. This adjustment follows GlobalFoundries' revised full-year mobile outlook and higher operating expenses, leading to a modest …

GLOBALFOUNDRIES (GFS) Stock Sinks As Cash Flow Doubts Cloud Margin Gains

GlobalFoundries (NASDAQ:GFS) Dips After Q3 Revenue Forecast Trails Estimates

GlobalFoundries (NASDAQ:GFS) reported Q2 2026 financial results, with revenue aligning with estimates and adjusted earnings slightly exceeding them. Despite this, shares dipped in premarket trading due to a Q3 revenue forecast that trailed analyst expectations. The company is actively expanding into AI infrastructure and …

GlobalFoundries Inc. Stock 12‑Month Price Target Cut to $80.35, Implies 54% Upside

GlobalFoundries Inc.'s average 12-month price target has been slightly reduced from $80.85 to $80.35 by 20 analysts. Despite the cut, the new target still suggests a significant 54% potential upside from its August 4th closing price. The consensus rating for GFS remains a "Buy" …

GlobalFoundries Falls 5% as Investors Digest Q2 Earnings-Day Update

GlobalFoundries (GFS) shares dropped 5% following its Q2 earnings-day update, likely due to investors reassessing prior optimism about AI infrastructure and silicon photonics. Despite previous strong guidance and growth areas highlighted by management, the market reaction suggests that expectations might have been too high, …

GlobalFoundries Acquires Integrated Voltage Regulator IP

GlobalFoundries (GF) has acquired the integrated voltage regulator (IVR) business of Photeon Technologies, including its technology, R&D operations in Italy and Serbia, and specialized engineering talent. This acquisition aims to accelerate the development and commercialization of IVR technology, strengthening GF's power management solutions. Photeon …

Earnings call transcript: GLOBALFOUNDRIES tops Q2 2026 estimates on margins

GLOBALFOUNDRIES (GFS) reported Q2 2026 results exceeding Wall Street estimates, with adjusted earnings of $0.46 per share on revenue of $1.79 billion, driven by strong demand in communications infrastructure and data center markets. The company raised its full-year outlook for this segment to 50-60% …

GlobalFoundries (GFS) Reports Q2 Earnings: What Key Metrics Have to Say

For the quarter ended June 2026, GlobalFoundries Inc. (GFS) reported revenue of $1.79 billion, up 5.8% over the same period last year. EPS came in at $0.46, compared to $0.42 in the year-ago quarter. The reported revenue represents a surprise of +1.42% over the …

GLOBALFOUNDRIES Inc. Announces Retreat In Q2 Income

(RTTNews) - GLOBALFOUNDRIES Inc. (GFS) reported a profit for second quarter that Drops, from the same period last year The company's bottom line totaled $167 million, or $0.30 per share. This compares with $228 million, or $0.41 per share, last year. Excluding items, GLOBALFOUNDRIES …

GlobalFoundries Inc. (GFS) Surpasses Q2 Earnings and Revenue Estimates

GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …