US · Technology · Semiconductors
EPS came in at 0.45 against a street estimate of 0.39 — a beat of 15.4%.
Analysts rate Globalfoundries Inc a buy (13 buy, 9 hold, 1 sell out of 23) with an average price target of $73.73.
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…
Full summary in the app.
| Fund | Stake |
|---|---|
| Mubadala Investment Company PJSC | 71.68% |
| FMR Inc | 12.53% |
| JPMorgan Chase & Co | 1.21% |
| Marshall Wace Asset Management Ltd | 0.82% |
| T. Rowe Price Associates, Inc. | 0.71% |
| Two Sigma Investments LLC | 0.61% |
| BlackRock Inc | 0.57% |
| Victory Capital Management Inc. | 0.55% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,899 million, up from $1,688 million in third-quarter 2025. • Nine-month 2026 revenue was $5,319 | 2026-11-04 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1.899 billion, up 13% year over year and 6% sequentially. • IFRS gross margin was 30.1%, versus 24.8% a year | 2026-11-04 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • GlobalFoundries (GF) was selected to provide technology and operate two new semiconductor fabs at its Malta, New York, site under | 2026-10-14 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • GlobalFoundries will issue 9,907,399 ordinary shares to the U.S. Department of Commerce (DOC). • The issuance price is $37.85 per | 2026-09-08 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • GLOBALFOUNDRIES entered into a new senior unsecured revolving credit facility totaling $1,500,000,000 on August 21, 2026. • The f | 2026-08-27 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $1.786 billion, up 6% year over year and 9% sequentially. • IFRS gross margin was 28.3%, compared with 24.2% | 2026-08-05 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Second-quarter 2026 revenue was $1,786 million, up from $1,688 million in second-quarter 2025. • Six-month 2026 revenue was $3,42 | 2026-08-05 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • GlobalFoundries reported Q1 2026 revenue of $1.634 billion, up 3% year over year from $1.585 billion but down 11% sequentially fro | 2026-05-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Dec 22, 2026 · pay Jan 14, 2027 | 2026-12-22 |
| 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.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.