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GFS Overview

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ET
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Intellectia

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High
85.915
Open
83.415
VWAP
84.69
Vol
2.98M
Mkt Cap
47.07B
Low
82.314
Amount
252.16M
EV/EBITDA(TTM)
20.47
Total Shares
548.42M
EV
42.96B
EV/OCF(TTM)
22.12
P/S(TTM)
6.59
GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business.
Show More

Events Timeline

(ET)
2026-06-03
09:10:00
GlobalFoundries Forms Strategic Partnership with U.S. Department of Energy
select
2026-05-27 (ET)
2026-05-27
15:40:00
D-Wave Quantum Responds to Claims of Quantum Supremacy Being Overturned
select
2026-05-26 (ET)
2026-05-26
19:40:00
Market Optimism Drives Crude Oil Prices Lower
select
2026-05-22 (ET)
2026-05-22
09:00:00
TD Cowen Sees $2B Funding for Quantum Ecosystem as Positive for GFS, QBTS, RGTI
select
2026-05-21 (ET)
2026-05-21
10:20:00
Quantinuum Signs Letter of Intent with U.S. Department of Commerce
select

News

NASDAQ.COM
9.5
09:04 AMNASDAQ.COM
Lam Research Shares Surge 4% Driven by AI Investment Growth
  • Strong Stock Performance: Lam Research shares surged 4% in the last trading session to close at $389.04, with trading volume significantly exceeding normal levels, indicating robust market confidence in its future growth.
  • Optimistic Earnings Outlook: The company is expected to report quarterly earnings of $1.65 per share, reflecting a year-over-year increase of 24.1%, while revenues are projected to reach $6.65 billion, up 28.7% from the previous year, highlighting strong demand in the semiconductor equipment market.
  • AI-Driven Market Demand: With rising investments in AI-driven semiconductors, Lam Research is experiencing strong demand for its deposition and etch equipment across memory, foundry, and logic markets, further bolstering investor confidence in the company's long-term growth prospects.
  • Earnings Estimate Revision Trend: Over the past 30 days, Lam Research's consensus EPS estimate has been slightly revised upward, and this positive trend in earnings estimate revisions is typically correlated with stock price appreciation, making it essential for investors to monitor its future performance.
Yahoo Finance
5.0
06-12Yahoo Finance
Marvell Appoints Adobe CFO Dan Durn as New CFO Amid Growth Phase
  • Executive Transition: Marvell Technology has appointed Adobe CFO Dan Durn as its new Chief Financial Officer, replacing Willem Meintjes, who will serve as an advisor until April 2027, ensuring a smooth transition to support the company's strategic goals during a significant growth phase.
  • Investor Confidence: Durn will start on June 15, and his two years of experience on Marvell's board, along with previous CFO roles at Applied Materials, NXP Semiconductors, and GlobalFoundries, are expected to bolster investor confidence in the company's future, particularly in the AI infrastructure sector.
  • Guidance Reaffirmation: Marvell reaffirmed its fiscal second-quarter guidance, indicating that the leadership change is not linked to any near-term business issues, which further stabilizes investor sentiment and demonstrates the company's ongoing execution capabilities amid growing AI-related demand.
  • Market Focus: As Marvell plays a critical role in AI infrastructure, investor attention on its future performance is increasing, and Durn's appointment is viewed as a steady transition that may help the company maintain its growth momentum in a competitive market.
CNBC
8.5
06-05CNBC
U.S. Government Weighs Financial Stake in AI Companies
  • Government Investment Talks: OpenAI CEO Sam Altman is in ongoing discussions with the White House about a potential financial stake in AI companies, which has been in progress for over a year, aiming to establish a 'Public Wealth Fund' that allows citizens to share in AI growth benefits.
  • Policy Proposal Context: According to OpenAI's proposal, the fund would invest in diversified, long-term assets, and while specific investment terms are yet to be determined, this initiative could enhance public trust and engagement in AI technologies.
  • Presidential Support: President Trump mentioned in a conversation with reporters that the public could become partners with AI companies, indicating the government's commitment to the AI sector and plans for further discussions with AI firms in the near future.
  • Market Valuation and IPO Readiness: OpenAI is currently valued at over $850 billion and is gearing up for an initial public offering this year, with a recent funding round that set records, reflecting strong market confidence in its future growth.
Fool
8.5
06-02Fool
U.S. Government Invests $2 Billion in Quantum Computing
  • Large Investment Scale: The U.S. Department of Commerce announced a $2 billion investment across nine quantum computing companies under the CHIPS and Science Act, granting the government minority equity stakes in each, highlighting the importance of quantum technology and its potential in AI.
  • Key Companies Funded: International Business Machines (IBM) will receive $1 billion to establish a new quantum foundry subsidiary called Anderon, while GlobalFoundries is raising $375 million to build a complementary foundry, enhancing the domestic manufacturing base for quantum chips.
  • Multiple Companies Benefit: Other firms like D-Wave, Rigetti, and Infleqtion each received up to $100 million to address specific engineering variables and modalities, further advancing the research and development of quantum computing.
  • Investor Focus: While IBM and GlobalFoundries are publicly traded, quantum computing represents a small part of their overall business, prompting investors to be selective and consider pure-play quantum companies like D-Wave and Rigetti, or indirectly invest through Honeywell and Nvidia for quantum exposure.
Newsfilter
8.5
06-02Newsfilter
GlobalFoundries Completes Acquisition of Synopsys ARC Business
  • Acquisition Completed: GlobalFoundries (GF) has successfully completed the acquisition of Synopsys' ARC Processor IP Solutions business, enhancing GF's technological capabilities in Physical AI and forming a robust software-to-silicon solution alongside MIPS to meet customer needs in automotive, industrial robotics, and embedded systems.
  • Technology Integration: By combining MIPS with ARC, GF offers a RISC-V processor IP suite that spans high-performance, mid-range, and ultra-low-power compute and AI cores, backed by over 150 patents and more than 300 IP customers, significantly boosting its competitive edge in the market.
  • Market Demand Response: As automotive and industrial systems increasingly require real-time and AI-driven solutions, GF's offerings provide differentiated silicon solutions under tight power and latency constraints, helping customers gain an advantage in the rapidly evolving intelligent systems market.
  • Smooth Transition: GF is working closely with Synopsys to ensure a seamless transition for employees, customers, and partners, further solidifying its leadership position in the global semiconductor manufacturing sector and promoting the widespread adoption of Physical AI.
PRnewswire
7.5
06-02PRnewswire
Sivers Partners with GlobalFoundries to Advance Photonics Technology
  • Strategic Collaboration: Sivers Semiconductors has partnered with GlobalFoundries to develop advanced silicon photonics solutions targeting the $25 billion pluggable optics market by 2030, showcasing a strong synergy in the high-growth AI infrastructure sector.
  • Technology Integration: Sivers' laser arrays will be integrated into reference designs on GF's silicon photonics platform, supporting various optical connectivity architectures, including co-packaged optics and linear pluggable optics, enhancing the flexibility and efficiency of data center interconnect solutions.
  • Market Demand: The rapid expansion of AI workloads and hyperscale data center architectures is driving the demand for higher bandwidth, improved energy efficiency, and scalable optical connectivity, making Sivers and GF's collaboration a crucial response to this market trend.
  • Innovation Leadership: This partnership not only enhances the innovation capabilities in silicon photonics technology but also provides customers with advanced solutions for high-bandwidth co-packaged optics and optical interconnects, further solidifying their market leadership in photonics technology.
Wall Street analysts forecast GFS stock price to rise
11 Analyst Rating
Wall Street analysts forecast GFS stock price to rise
2 Buy
7 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
35.00
Averages
41.32
High
48.50
Current: 0.000
sliders
Low
35.00
Averages
41.32
High
48.50
Evercore ISI
NULL
to
Outperform
upgrade
$58 -> $85
AI Analysis
2026-05-19
Reason
Evercore ISI
Price Target
$58 -> $85
AI Analysis
2026-05-19
upgrade
NULL
to
Outperform
Reason
Evercore ISI raised the firm's price target on GlobalFoundries to $85 from $58 and keeps an Outperform rating on the shares. After a round of Q1 AI channel checks, the firm said the main themes it heard included that AI workloads are shifting from a training-led regime toward an inference-led regime by end of 2026 and that a shift is increasing focus on cost-per-token, ROI and TCO, which is accelerating hyperscaler interest in homegrown ASICs and alternative accelerators.
Susquehanna
Positive
maintain
$100 -> $125
2026-05-11
Reason
Susquehanna
Price Target
$100 -> $125
2026-05-11
maintain
Positive
Reason
Susquehanna raised the firm's price target on GlobalFoundries to $125 from $100 and keeps a Positive rating on the shares. The firm updated its estimates following its analyst day and is being driven by improving fundamentals, with Comm Infrastructure (including Si-Ph) acting as a key accelerator of growth.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for GFS
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Valuation Metrics

The current forward P/E ratio for GlobalFoundries Inc (GFS.O) is 40.98, compared to its 5-year average forward P/E of 27.16. For a more detailed relative valuation and DCF analysis to assess GlobalFoundries Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
27.16
Current PE
40.98
Overvalued PE
37.69
Undervalued PE
16.63

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
10.26
Current EV/EBITDA
21.23
Overvalued EV/EBITDA
12.82
Undervalued EV/EBITDA
7.70

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.76
Current PS
5.70
Overvalued PS
4.48
Undervalued PS
3.05

Financials

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Whales Holding GFS

C
Cathay Securities Investment Trust Co., LTD
Holding
GFS
+71.07%
3M Return
S
Slate Path Capital LP
Holding
GFS
+47.17%
3M Return
H
Hudson River Trading LLC
Holding
GFS
+17.86%
3M Return
Y
Y-Intercept (Hong Kong) Limited
Holding
GFS
+13.37%
3M Return
A
ArrowMark Colorado Holdings, LLC
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Frequently Asked Questions

What is GlobalFoundries Inc (GFS) stock price today?

The current price of GFS is 85.83 USD — it has increased 6.44

What is GlobalFoundries Inc (GFS)'s business?

GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business.

What is the price predicton of GFS Stock?

Wall Street analysts forecast GFS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GFS is41.32 USD with a low forecast of 35.00 USD and a high forecast of 48.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is GlobalFoundries Inc (GFS)'s revenue for the last quarter?

GlobalFoundries Inc revenue for the last quarter amounts to 1.63B USD, increased 3.09

What is GlobalFoundries Inc (GFS)'s earnings per share (EPS) for the last quarter?

GlobalFoundries Inc. EPS for the last quarter amounts to 0.19 USD, decreased -50.00

How many employees does GlobalFoundries Inc (GFS). have?

GlobalFoundries Inc (GFS) has 14000 emplpoyees as of June 19 2026.

What is GlobalFoundries Inc (GFS) market cap?

Today GFS has the market capitalization of 47.07B USD.