GlobalFoundries Inc. (GFS)
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.
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.
