GlobalFoundries Inc. (GFS)
GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript
GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript
GlobalFoundries (GFS) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for GlobalFoundries (GFS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
GlobalFoundries Inc. (GFS) Beats Q1 Earnings and Revenue Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.34 per share a year ago.
GlobalFoundries forecasts upbeat second quarter on data center demand
Specialty chipmaker GlobalFoundries forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by acceleration in data center deployments globally.
GlobalFoundries (GFS) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates
Get a deeper insight into the potential performance of GlobalFoundries (GFS) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
GlobalFoundries (GFS) Moves 7.3% Higher: Will This Strength Last?
GlobalFoundries (GFS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
GlobalFoundries Sues Tower Semiconductor for Patent Infringement
The lawsuits allege that Tower infringed on 11 GlobalFoundries' patents in the U.S.
GFS Stock Looks Ready to Run Higher
Subscribers to Schaeffer's Weekend Trader options recommendation service received this GFS commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering
Globalfoundries Inc. remains rated Hold as current valuation already reflects improving profitability and AI-driven photonics exposure. GFS's capital allocation balances a secondary share offering with buybacks, while rising capex supports packaging expansion amid ongoing industry transitions. AI data center demand is driving optical networking growth, but GFS faces execution risks in advanced packaging and stiff competition in SiGe and power solutions.
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
GlobalFoundries: Margin-Accretive Growth Coming Fast
GlobalFoundries is reiterated as a Buy with a $54.52/share price target, reflecting robust Q4'25 margin expansion and strategic positioning. GFS's acquisitions in silicon photonics and power management, plus partnerships in GaN technology, target high-growth data center, industrial, and physical AI markets. Management forecasts incremental margin improvement through FY26 as operations turn towards higher growth, realizing strong operating leverage.
