GlobalFoundries Inc. (GFS)
Slowly But Surely, Things Are Turning Positive For GlobalFoundries
GlobalFoundries remains a buy, offering steady growth, consistent earnings beats, and attractive valuation versus sector peers. GFS benefits from strong automotive and communications segments, improved balance sheet, and lower price/book and forward P/E than the sector median. Potential US chip import tariffs could favor GFS due to its substantial domestic production, though macro risks from tariffs remain.
GFS vs. LSCC: Which Stock Is the Better Value Option?
Investors interested in Electronics - Semiconductors stocks are likely familiar with GlobalFoundries Inc. (GFS) and Lattice Semiconductor (LSCC). But which of these two stocks offers value investors a better bang for their buck right now?
Semi Tariffs: TSMC Vs. GlobalFoundries
President Trump announced 100% tariffs on semis with the exception of companies building in the U.S., which includes TSMC and inherently sent GlobalFoundries Inc. shares up as a U.S. semi. TSM stock remains our top pick, benefiting from strong execution, growing AI/HPC exposure, and bullish technicals, while GlobalFoundries faces fundamental and technical headwinds. GlobalFoundries' smartphone-heavy revenue mix and weak Q3 guidance deepen our cautious stance. We advise investors to exit GlobalFoundries and look for windows into TSMC.
GlobalFoundries Faces Near-Term Headwinds, Positioned For Industrial Growth
GFS reported solid Q2'25 results but issued soft Q3 guidance, leading to a sharp share price decline and cautious market sentiment. Despite near-term headwinds, I see strong long-term growth potential in industrial robotics, automotive, satellite tech, and smart glasses markets. Valuing GFS at $36.60/share (7.79x eFY26 EV/aEBITDA), I recommend a cautious Buy, expecting shares may trend lower before rebounding.
GlobalFoundries Inc. (GFS) Q2 2025 Earnings Call Transcript
GlobalFoundries Inc. (NASDAQ:GFS ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants John C. Hollister - Chief Financial Officer Niels Anderskouv - President & COO Sam Franklin - Senior Vice President of Business Finance & Operations Timothy Graham Breen - CEO & Director Conference Call Participants Christopher Caso - Wolfe Research, LLC Christopher James Muse - Cantor Fitzgerald & Co., Research Division Harlan L.
Compared to Estimates, GlobalFoundries (GFS) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for GlobalFoundries (GFS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GlobalFoundries Inc. (GFS) Q2 Earnings and Revenues Surpass Estimates
GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.38 per share a year ago.
GlobalFoundries: 'Made In U.S.' Momentum Won't Do Anything For Near-Term Financials
GlobalFoundries Inc. is becoming the face of chip-making in the U.S., but we think it has high exposure to weakening smart mobile device business line. Onshoring momentum and U.S. foundry status offer long-term potential, but financial benefits will take time to materialize. We think GlobalFoundries has its work cut out for it and don't see a convincing enough near-term catalyst to upgrade GFS stock to a Buy ahead of Q2 earnings results.
GlobalFoundries Is Ahead Of The Market's Attention Span
GlobalFoundries is overlooked due to market fixation on headlines, despite strong fundamentals and alignment with long-term industrial policy. Operationally, GFS is delivering: margin expansion, robust cash flow, and critical design wins in AI, automotive, and communications sectors. Short-term headwinds include weak mobile demand, falling ASPs, and margin pressure, but the company maintains a strong balance sheet and strategic investments.
GlobalFoundries Stock Hits Bottom: Is a Rebound Coming?
GlobalFoundries NASDAQ: GFS stock hit bottom in early Q2 2025, and a rebound is coming. The protracted downtrend and move to long-term lows were driven by a sustained contraction in business that is now over.
GlobalFoundries Inc. (GFS) Q1 2025 Earnings Call Transcript
GlobalFoundries Inc. (NASDAQ:GFS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Sam Franklin - VP, Business Finance & IR Thomas Caulfield - CEO John Hollister - CFO Niels Anderskouv - Chief Business Officer Timothy Breen - COO Conference Call Participants Mark Lipacis - Evercore ISI Christopher Muse - Cantor Fitzgerald Vivek Arya - Bank of America Securities Ross Seymore - Deutsche Bank Christopher Caso - Wolfe Research Quinn Bolton - Needham & Company Krish Sankar - TD Cowen Operator Hello, and welcome to the conference call to review GlobalFoundries First Quarter of Fiscal 2025 Financial Results. At this time all participants are in a listen-only mode.
GlobalFoundries (GFS) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
