GlobalFoundries Inc. (GFS)
Here's What Key Metrics Tell Us About GlobalFoundries (GFS) Q4 Earnings
While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
GlobalFoundries Inc. (GFS) Tops Q4 Earnings and Revenue Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.46 per share a year ago.
Seeking Clues to GlobalFoundries (GFS) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Beyond analysts' top-and-bottom-line estimates for GlobalFoundries (GFS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade
In a recent MarketBeat interview, InvestorPlace's Luke Lango suggested 2026 is setting up for more of the second kind. The White House has started placing targeted bets in industries it views as mission-critical to the AI era, and those moves can reprice a stock in days instead of quarters.
GlobalFoundries: Repositioning Toward Long-Cycle Growth In An Era Of Semiconductor Reshoring
GlobalFoundries is a leading pure-play foundry specializing in mature-node and specialty chips, with a strategic shift toward automotive and data center markets. GFS benefits from geopolitical onshoring trends, securing $1.5B in U.S. CHIPS Act funding and expanding its European presence to reinforce supply chain resilience. Design wins in automotive and data center segments, with long product cycles and high switching costs, position GFS for stable, long-term revenue growth.
GlobalFoundries downgraded on longer-than-expected semiconductor industry downturn
GlobalFoundries Inc (NASDAQ:GFS) was downgraded to a 'Neutral' rating by Wedbush on Wednesday, with the firm lowering its 12-month price target to $40 from $42, citing a more prolonged semiconductor industry downturn and weaker near-term end-market conditions than previously anticipated. In a note to clients, the analysts wrote that they continue to see a path toward improved fundamentals for the chipmaker over the longer term, but believe the timeline for key catalysts has been pushed out.
GlobalFoundries Sets Its Sights On Physical AI
GlobalFoundries Inc. is positioned for durable growth, targeting AI data centers, industrial robotics, and optical networking, leveraging its robust global footprint. Recent MIPS acquisition enhances GFS's edge AI and custom silicon capabilities, supporting next-gen autonomous and industrial applications. GFS secured 400 design wins YTD 2025, with optical networking and satellite communications as key growth drivers into eFY27 and beyond.
GlobalFoundries names Sam Franklin as CFO after interim stint
GlobalFoundries on Wednesday appointed Sam Franklin as its chief financial officer, succeeding David Reeder, who stepped down earlier this year.
GlobalFoundries Inc. (GFS) Discusses Market and Strategic Update on Physical AI and Ultra-Low Power Solutions Transcript
GlobalFoundries Inc. (GFS) Discusses Market and Strategic Update on Physical AI and Ultra-Low Power Solutions Transcript
GlobalFoundries Inc. (GFS) Presents at UBS Global Technology and AI Conference 2025 Transcript
GlobalFoundries Inc. (GFS) Presents at UBS Global Technology and AI Conference 2025 Transcript
GlobalFoundries poised for cyclical recovery, share gains amid US onshoring push
GlobalFoundries Inc (NASDAQ:GFS) is entering a period of accelerating momentum as it benefits from a cyclical recovery, US manufacturing onshoring, and growing demand for differentiated semiconductor technologies, according to Baird analysts. Following the company's Q3 earnings, the analysts maintained their ‘Outperform' rating on GlobalFoundries with a $40 price target, citing the company's strong positioning at the intersection of several key secular trends, “notably US onshoring and the rebuild of US-based semiconductor manufacturing capacity, along with the ramp of differentiated technologies serving higher-margin platforms including AI-driven optical networking.
GlobalFoundries Downgrade: Strong Cash, Weak Growth, Tough Timing
GlobalFoundries Inc. remains strategically important in silicon photonics, SATCOM, and domestic chip manufacturing, benefiting from supply chain shifts and regulatory trends. GFS delivered solid financials: $1.69B revenue, 26% gross margin, $232M net income, and strong free cash flow, but near-term growth is soft. Valuation appears inexpensive on EV/EBITDA and price-to-cash-flow, with low leverage, yet the stock trades above its earnings-based fair value.
