GlobalFoundries Inc. (GFS)
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.
GlobalFoundries Inc. (GFS) Q3 2025 Earnings Call Transcript
GlobalFoundries Inc. ( GFS ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Eric Chow Timothy Breen - CEO & Director Niels Anderskouv - President & COO Sam Franklin - Interim CFO, Senior VP of Business Finance & Operations Conference Call Participants Ross Seymore - Deutsche Bank AG, Research Division David O'Connor - BNP Paribas, Research Division Christopher Caso - Wolfe Research, LLC Harlan Sur - JPMorgan Chase & Co, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Joseph Moore - Morgan Stanley, Research Division Presentation Operator Thank you for standing by, and welcome to the GlobalFoundries, Inc. Third Quarter of Fiscal 2025 Financial Results Conference Call [Operator Instructions] As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Eric Chow, Investor Relations.
GlobalFoundries (GFS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended September 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) Surpasses Q3 Earnings and Revenue Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.41 per share a year ago.
GlobalFoundries expects upbeat quarter on demand for auto, data center chips
Contract chipmaker GlobalFoundries forecast fourth-quarter profit and revenue above Wall Street estimates on Wednesday, driven by strong demand from its clients in the automotive and data center markets.
GlobalFoundries to expand German facility with 1.1 billion euro investment
U.S. chipmaker GlobalFoundries on Tuesday said it will invest 1.1 billion euros ($1.28 billion) to expand manufacturing capabilities at its German facility as it looks to increase production.
GlobalFoundries: Positioned To Capitalize On Its China-For-China Strategy
I rate GlobalFoundries Inc. (GFS) a Buy due to its strong cash generation, China-for-China strategy, specialty foundry focus, and growing high-margin segments. GFS benefits from diversified manufacturing across the US, Europe, Singapore, and China, providing resilience against trade tensions and regional risks. Key growth drivers include the China-for-China model, MIPS acquisition for RISC-V technology, and rapid expansion in silicon photonics for data centers.
GlobalFoundries (GFS) Surges 8.4%: Is This an Indication of Further Gains?
GlobalFoundries (GFS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
