GFS

GlobalFoundries Inc. (GFS) | Rumor.io

GlobalFoundries

GFS

Attention (50-day avg)0.02%

Attention rank (50-day avg)#256

Bullish sentiment (50-day avg)69%

Price to earnings ratio38.2

Market capitalization26.6B

Earnings per share1.25

Dividend yield (TTM)1%

Revenue (annual)6.8B

Net income (annual)888M

Social

What share of all stock conversation is about GFS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% -0.04	0.02% -0.01	0.02% +0.01

Sep 25

GlobalFoundries ($GFS) is reportedly benefiting from the Trump administration's $2 billion investment in quantum computing companies, with the company's stock price rising 4.2% in response.
The company is undergoing a significant transformation, shifting its focus from traditional chip manufacturing to leveraging various disruptions related to the AI wave, including optical interconnects, advanced packaging, and specialized wafers.
GlobalFoundries' Communications and Data Center revenue grew 62% YoY in Q2, and the company has raised its FY26 growth outlook to 50-60%, with silicon photonics revenue expected to more than double this year.

Generated by AI

Sentiment

Of the messages about GFS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	93.91% +49.59	57.04% -38.78	93% +48.58
Bearish	0%	6.09% -49.59	42.96% +38.78	7% -48.58

Bullish· Jun 2

GlobalFoundries' silicon photonics platform will integrate Sivers Semiconductors' laser arrays, a significant development for the company.
GlobalFoundries has reported strong Q1 2026 earnings, with revenue reaching $1.63 billion and record gross margins at 29%, driven by a shift away from mobile chips.
GlobalFoundries' stock price has the potential to reach $100 by the end of June, with analysts predicting a target price of $125, indicating a strong upward momentum for the company.

Bearish· May 27

A major secondary flow event is underway at $GFS, with Mubadala selling a ~$1.91B block of shares, implying a supply overhang that could pressure sentiment and liquidity.
The sale of a large block of shares by Mubadala, a sovereign anchor with a 77% stake, may temporarily pressure sentiment and liquidity, but not necessarily impact the long-term ownership structure.
The sale of $GFS shares by Mubadala may be seen as a sign of a sell-off, but some believe it's a buying opportunity due to oversold conditions on a technical issue related to a fund needing to raise cash.

Generated by AI

Topics

Of the messages about GFS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	90%	60%	63.52%	40.2%
Macro	10%	31.94%	31.81%	54.21%
Technical Analysis	0%	0%	0.94%	1.04%
Earnings	0%	8.06%	0.76%	0.89%
Analysts	0%	0%	0.03%	3.47%
Controversies	0%	0%	2.94%	0.19%

Earnings· Nov 12

GlobalFoundries (GFS) reported Q3 2025 earnings with adjusted EPS of $0.41, beating the estimated $0.38, and revenue of $1.69B, slightly above the expected $1.68B.
The company saw strong growth in automotive (+20%) and data center (+32%) segments, which helped offset a 13% drop in smartphone-chip sales, its largest market.
For Q4, GlobalFoundries guided revenue around $1.8B and an operating margin midpoint of 13.3%, with EPS expected to be between $0.42 and $0.52.

Analysts· Feb 15

GlobalFoundries ($GFS) price target raised to $80 by Loop Capital and to $90 by Raymond James, with both firms maintaining a Buy and Outperform rating respectively.
Analysts at Morgan Stanley, Credit Suisse Group, and Susquehanna have also raised their price targets for GlobalFoundries, to $85, $85, and $84 respectively, with Morgan Stanley maintaining an Overweight rating and the other two firms maintaining Outperform ratings.
Analyst Rajvindra Gill at Needham has the current largest price target movement for GlobalFoundries, upgrading from $72 to $80 with a Buy rating and increasing potential upside from $0.27 to $8.27.

Announcements· Jul 8

GlobalFoundries ($GFS) and SEALSQ ($LAES) have signed a Memorandum of Understanding (MoU) to co-develop secure semiconductor technologies, focusing on post-quantum cryptography and quantum computing.
The partnership aims to create pre-certified post-quantum cryptography (PQC) hardware blocks, secure chiplet architectures, and cryogenic CMOS for quantum computing systems.
This strategic alliance is seen as a significant development in the semiconductor industry, with the potential to prepare for a world where quantum computers become powerful enough to break current encryption methods.

Controversies· Aug 27

GlobalFoundries (GF) has filed lawsuits against Taiwan Semiconductor Manufacturing Company (TSMC) over alleged patent infringement, seeking to halt imports of Nvidia and Apple chips.
The lawsuits claim TSMC has used GF's proprietary technology in its sales, which total tens of billions of dollars.
GF is seeking "significant damages" from TSMC for its alleged unlawful use of proprietary technology.

Macro· Sep 18

GlobalFoundries (GFS) is reportedly in talks with Japan for a ¥2–3 trillion chip fab in the US, seen as a project from Japan’s US$550 billion tariff-related US investment commitment.
GFS has partnered with Marvell (MRVL) to manufacture photonics equipment and has received a US$375M grant from the US gov't to develop an approach-agnostic quantum manufacturing capability.
GFS is being considered as a potential player in the Physical AI and Edge AI space, with its focus on mature node production, photonics, and quantum technology potentially making it a valuable asset in the robotics supply chain.

Technical Analysis· Dec 25

GLOBALFOUNDRIES Inc. (GFS) is trading at $35.75, near oversold territory with an RSI of 39.15.
The stock is below its 30-day and 50-day moving averages, indicating bearish momentum, but has a potential upside target at $40.63.
A trade plan suggests entering at $35.75, with stop loss at $34.00 and take profit targets at $37.00, $39.00, and $41.75.

Generated by AI

Community

Of the messages about GFS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	23.27%	78.86%	29.12%
Newcomers	100%	76.73%	21.14%	70.88%

Regulars· Mar 12

GlobalFoundries has offered 20M shares at $42, which would likely sell out at this price, indicating that the company expects shorts to cover their positions.
The current share offering by Mubadala is seen as bullish for GLOBALFOUNDRIES, with regulars expecting shorts to cover at this price, given the high volume and the company's potential revenue ramp-up.
The offering allows institutions to buy up to 100% of the float, trapping shorts who are unable to cover, making it a potential opportunity for longs to buy in at a favorable price.

Newcomers· Sep 18

Newcomers are excited about GlobalFoundries' (GFS) potential for growth due to its diversified portfolio, including a partnership with Marvell to manufacture photonics equipment and a grant from the US government to develop a quantum manufacturing capability.
The company's focus on manufacturing larger chips, which are in high demand for physical and edge AI, could lead to increased revenue and market share.
Analysts and traders are optimistic about GFS's future, with Stifel analyst stating that the company is on track to meet its targets and a trader noting that the stock is undervalued compared to its peers.

Generated by AI

GLOBALFOUNDRIES (GFS) has drawn fresh attention after recent trading left the share price at US$47.86. Investors are weighing this level against the company’s reported US$6.9b in revenue and US$716 million in net income. That recent move to US$47.86 comes after a 30-day share price return of 6.9% and a much stronger year to date. However, the 90-day share price return has fallen 38.0% and the 3-year total shareholder return is down 14.3%, suggesting momentum has cooled after an earlier...

13h agoYahoo Finance

Singapore places bigger bet on chips

1d agoFinancial Times

GLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) Are Scaling Up. Can the Growth Last?

On September 9, GLOBALFOUNDRIES Inc. (NASDAQ:GFS) and Monolithic Power Systems, Inc. (NASDAQ:MPWR) announced a long-term manufacturing agreement to deploy MPS’s proprietary process technology to GF’s 300mm facility in Singapore. The partnership expands manufacturing capacity for critical power management solutions, targeting high-growth markets by early 2027. The agreement aligns with both companies’ strategic priorities, though each […]

1d agoYahoo Finance

Globalfoundries chief legal officer sells $15,316 in shares

4d agoInvesting.com

Applied Materials, KLA, GlobalFoundries expand Singapore semiconductor ties (GFS:NASDAQ)

Singapore expands chip R&D with Applied Materials, KLA and GlobalFoundries—boosting packaging, process control and silicon photonics.

4d agoSeeking Alpha

Also Discussed

Investors talking about GFS also mention

#	Name	Attention
1	Tower Semiconductor Ltd.TSEM	0.03%+0.03
2	Amkor Technology IncAMKR	0.01%0
3	SkyWater Technology, Inc.SKYT	0%-0.02
4	United Microelectronics Corp. ADRUMC	0.01%+0
5	MACOM Technology Solutions Holdings, Inc.MTSI	0%-0.05
6	Applied Materials Inc.AMAT	0.01%+0.01
7	Lattice Semiconductor CorporationLSCC	0%0
8	Sanmina CorporationSANM	0%0
9	Synopsys Inc.SNPS	0%+0
10	Lumentum Holdings Inc.LITE	0.01%+0

GlobalFoundries Inc.

Technology
Semiconductors

GlobalFoundries Inc. is a semiconductor foundry that provides wafer fabrication and related manufacturing services for chip designers and systems companies. The company supports a broad range of semiconductor products, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management devices. GlobalFoundries also offers specialized services such as global shuttle, mask, post-fab, and turnkey solutions, along with differentiated process technologies used across mainstream and advanced applications. Its business serves industries including automotive, communications, consumer electronics, industrial, aerospace, and other technology-driven markets. As a pure-play foundry, GlobalFoundries plays a central role in the semiconductor supply chain by helping customers convert chip designs into manufactured devices across its global operations.

Website

Location

400 Stonebreak Road Extension

Malta, NY, 12020

United States

Social

What share of all stock conversation is about GFS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% -0.04	0.02% -0.01	0.02% +0.01

Sep 25

GlobalFoundries ($GFS) is reportedly benefiting from the Trump administration's $2 billion investment in quantum computing companies, with the company's stock price rising 4.2% in response.
The company is undergoing a significant transformation, shifting its focus from traditional chip manufacturing to leveraging various disruptions related to the AI wave, including optical interconnects, advanced packaging, and specialized wafers.
GlobalFoundries' Communications and Data Center revenue grew 62% YoY in Q2, and the company has raised its FY26 growth outlook to 50-60%, with silicon photonics revenue expected to more than double this year.

Generated by AI

Sentiment

Of the messages about GFS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	93.91% +49.59	57.04% -38.78	93% +48.58
Bearish	0%	6.09% -49.59	42.96% +38.78	7% -48.58

Bullish· Jun 2

GlobalFoundries' silicon photonics platform will integrate Sivers Semiconductors' laser arrays, a significant development for the company.
GlobalFoundries has reported strong Q1 2026 earnings, with revenue reaching $1.63 billion and record gross margins at 29%, driven by a shift away from mobile chips.
GlobalFoundries' stock price has the potential to reach $100 by the end of June, with analysts predicting a target price of $125, indicating a strong upward momentum for the company.

Bearish· May 27

A major secondary flow event is underway at $GFS, with Mubadala selling a ~$1.91B block of shares, implying a supply overhang that could pressure sentiment and liquidity.
The sale of a large block of shares by Mubadala, a sovereign anchor with a 77% stake, may temporarily pressure sentiment and liquidity, but not necessarily impact the long-term ownership structure.
The sale of $GFS shares by Mubadala may be seen as a sign of a sell-off, but some believe it's a buying opportunity due to oversold conditions on a technical issue related to a fund needing to raise cash.

Generated by AI

Topics

Of the messages about GFS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	90%	60%	63.52%	40.2%
Macro	10%	31.94%	31.81%	54.21%
Technical Analysis	0%	0%	0.94%	1.04%
Earnings	0%	8.06%	0.76%	0.89%
Analysts	0%	0%	0.03%	3.47%
Controversies	0%	0%	2.94%	0.19%

Earnings· Nov 12

GlobalFoundries (GFS) reported Q3 2025 earnings with adjusted EPS of $0.41, beating the estimated $0.38, and revenue of $1.69B, slightly above the expected $1.68B.
The company saw strong growth in automotive (+20%) and data center (+32%) segments, which helped offset a 13% drop in smartphone-chip sales, its largest market.
For Q4, GlobalFoundries guided revenue around $1.8B and an operating margin midpoint of 13.3%, with EPS expected to be between $0.42 and $0.52.

Analysts· Feb 15

GlobalFoundries ($GFS) price target raised to $80 by Loop Capital and to $90 by Raymond James, with both firms maintaining a Buy and Outperform rating respectively.
Analysts at Morgan Stanley, Credit Suisse Group, and Susquehanna have also raised their price targets for GlobalFoundries, to $85, $85, and $84 respectively, with Morgan Stanley maintaining an Overweight rating and the other two firms maintaining Outperform ratings.
Analyst Rajvindra Gill at Needham has the current largest price target movement for GlobalFoundries, upgrading from $72 to $80 with a Buy rating and increasing potential upside from $0.27 to $8.27.

Announcements· Jul 8

GlobalFoundries ($GFS) and SEALSQ ($LAES) have signed a Memorandum of Understanding (MoU) to co-develop secure semiconductor technologies, focusing on post-quantum cryptography and quantum computing.
The partnership aims to create pre-certified post-quantum cryptography (PQC) hardware blocks, secure chiplet architectures, and cryogenic CMOS for quantum computing systems.
This strategic alliance is seen as a significant development in the semiconductor industry, with the potential to prepare for a world where quantum computers become powerful enough to break current encryption methods.

Controversies· Aug 27

GlobalFoundries (GF) has filed lawsuits against Taiwan Semiconductor Manufacturing Company (TSMC) over alleged patent infringement, seeking to halt imports of Nvidia and Apple chips.
The lawsuits claim TSMC has used GF's proprietary technology in its sales, which total tens of billions of dollars.
GF is seeking "significant damages" from TSMC for its alleged unlawful use of proprietary technology.

Macro· Sep 18

GlobalFoundries (GFS) is reportedly in talks with Japan for a ¥2–3 trillion chip fab in the US, seen as a project from Japan’s US$550 billion tariff-related US investment commitment.
GFS has partnered with Marvell (MRVL) to manufacture photonics equipment and has received a US$375M grant from the US gov't to develop an approach-agnostic quantum manufacturing capability.
GFS is being considered as a potential player in the Physical AI and Edge AI space, with its focus on mature node production, photonics, and quantum technology potentially making it a valuable asset in the robotics supply chain.

Technical Analysis· Dec 25

GLOBALFOUNDRIES Inc. (GFS) is trading at $35.75, near oversold territory with an RSI of 39.15.
The stock is below its 30-day and 50-day moving averages, indicating bearish momentum, but has a potential upside target at $40.63.
A trade plan suggests entering at $35.75, with stop loss at $34.00 and take profit targets at $37.00, $39.00, and $41.75.

Generated by AI

Community

Of the messages about GFS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	23.27%	78.86%	29.12%
Newcomers	100%	76.73%	21.14%	70.88%

Regulars· Mar 12

GlobalFoundries has offered 20M shares at $42, which would likely sell out at this price, indicating that the company expects shorts to cover their positions.
The current share offering by Mubadala is seen as bullish for GLOBALFOUNDRIES, with regulars expecting shorts to cover at this price, given the high volume and the company's potential revenue ramp-up.
The offering allows institutions to buy up to 100% of the float, trapping shorts who are unable to cover, making it a potential opportunity for longs to buy in at a favorable price.

Newcomers· Sep 18

Newcomers are excited about GlobalFoundries' (GFS) potential for growth due to its diversified portfolio, including a partnership with Marvell to manufacture photonics equipment and a grant from the US government to develop a quantum manufacturing capability.
The company's focus on manufacturing larger chips, which are in high demand for physical and edge AI, could lead to increased revenue and market share.
Analysts and traders are optimistic about GFS's future, with Stifel analyst stating that the company is on track to meet its targets and a trader noting that the stock is undervalued compared to its peers.

Generated by AI

GlobalFoundries

Social

Sep 25

Bullish· Jun 2

Bearish· May 27

Earnings· Nov 12

Analysts· Feb 15

Announcements· Jul 8

Controversies· Aug 27

Macro· Sep 18

Technical Analysis· Dec 25

Regulars· Mar 12

Newcomers· Sep 18

Can GLOBALFOUNDRIES (GFS) Justify Its Price On Future Cash Flow?

GLOBALFOUNDRIES (GFS) Could Be 37% Undervalued Following Its Edge AI Valuation Narrative

Singapore places bigger bet on chips

GLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) Are Scaling Up. Can the Growth Last?

Globalfoundries chief legal officer sells $15,316 in shares

Applied Materials, KLA, GlobalFoundries expand Singapore semiconductor ties (GFS:NASDAQ)

Also Discussed

GlobalFoundries Inc.

Company Information

Location

Can GLOBALFOUNDRIES (GFS) Justify Its Price On Future Cash Flow?

GLOBALFOUNDRIES (GFS) Could Be 37% Undervalued Following Its Edge AI Valuation Narrative

Singapore places bigger bet on chips

GLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) Are Scaling Up. Can the Growth Last?

Globalfoundries chief legal officer sells $15,316 in shares

Applied Materials, KLA, GlobalFoundries expand Singapore semiconductor ties (GFS:NASDAQ)

Also Discussed

Social

Sep 25

Bullish· Jun 2

Bearish· May 27

Earnings· Nov 12

Analysts· Feb 15

Announcements· Jul 8

Controversies· Aug 27

Macro· Sep 18

Technical Analysis· Dec 25

Regulars· Mar 12

Newcomers· Sep 18