US · Technology · Semiconductors
EPS came in at 0.33 against a street estimate of 0.32 — a beat of 3.1%.
Analysts rate Globalfoundries Inc a buy (10 buy, 9 hold, 1 sell out of 20) with an average price target of $76.00.
CONFIDENT GF crushed Q2 with 6% YoY revenue growth and 29.9% gross margin (470 bps expansion). Comms/data center surged 62% YoY. Quantum and silicon photonics emerging as major growth drivers with government grants. Raised FY26 CID guidance to 50-60% growth. Q2 FY26 Transcript focused on end markets rather than geography; U.S. manufacturing footprint highlighted as strategic advantage for Quantum and silicon photonics with government backing. Analysts probed capacity constraints, competitive threats in silicon photonics, and timing of NPL/co-packaged optics ramps. Management emphasized secular demand durability, customer diversification (40+ SIPO customers, not concentrated), and ability to flex capacity across end markets to offset mobile weakness. 2026-08-05…
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| Fund | Stake |
|---|---|
| Mubadala Investment Company PJSC | 77.09% |
| FMR Inc | 11.67% |
| JPMorgan Chase & Co | 0.92% |
| Marshall Wace Asset Management Ltd | 0.92% |
| Morgan Stanley - Brokerage Accounts | 0.84% |
| Two Sigma Investments LLC | 0.62% |
| AQR Capital Management LLC | 0.59% |
| Victory Capital Management Inc. | 0.56% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Sep 23, 2026 · pay Oct 9, 2026 | 2026-09-23 |
| Dividend | $0.12 / share ex-date Jun 24, 2026 · pay Jul 14, 2026 | 2026-06-24 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Globalfoundries Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.