GFS GlobalFoundries
Specialty-node foundry incl. silicon photonics
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
GFS · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-05EarningsBeat / raise
Reported EPS 0.46 vs 0.43 expected (+6.5% surprise).
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7
2026-05-05EarningsBeat / raise
Reported EPS 0.4 vs 0.35 expected (+14.0% surprise).
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6
2026-02-11EarningsBeat / raise
Reported EPS 0.55 vs 0.47 expected (+16.2% surprise).
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5
2025-11-12EarningsBeat / raise
Reported EPS 0.41 vs 0.39 expected (+5.4% surprise).
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4
2025-08-05EarningsBeat / raise
Reported EPS 0.42 vs 0.36 expected (+16.9% surprise).
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3
2025-05-06EarningsBeat / raise
Reported EPS 0.34 vs 0.29 expected (+17.8% surprise).
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2
2025-02-11EarningsBeat / raise
Reported EPS 0.46 vs 0.45 expected (+1.8% surprise).
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1
2024-11-05EarningsBeat / raise
Reported EPS 0.41 vs 0.33 expected (+23.7% surprise).
Latest headlines
Auto-updated daily- Is GLOBALFOUNDRIES (GFS) Cheap After Its New York Fab Expansion Plans?2026-10-21
- GlobalFoundries (GFS) Stock Could Be 35% Overvalued On New York Fab Plans2026-10-21
- GLOBALFOUNDRIES (GFS) Will Operate Two New New York Chip Fabs2026-10-21
- Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects?2026-10-20
- GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking2026-10-16
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-05 | 0.43 | 0.46 | +6.5% |
| 2026-05-05 | 0.35 | 0.4 | +14.0% |
| 2026-02-11 | 0.47 | 0.55 | +16.2% |
| 2025-11-12 | 0.39 | 0.41 | +5.4% |
| 2025-08-05 | 0.36 | 0.42 | +16.9% |
| 2025-05-06 | 0.29 | 0.34 | +17.8% |
| 2025-02-11 | 0.45 | 0.46 | +1.8% |
| 2024-11-05 | 0.33 | 0.41 | +23.7% |
| 2024-08-06 | 0.29 | 0.38 | +31.5% |
| 2024-05-07 | 0.23 | 0.31 | +34.1% |
| 2024-02-13 | 0.59 | 0.64 | +8.7% |
| 2023-11-07 | 0.5 | 0.55 | +9.8% |
| 2023-08-08 | 0.5 | 0.53 | +5.4% |
| 2023-05-09 | 0.49 | 0.52 | +5.1% |
| 2023-02-14 | 1.32 | 1.44 | +8.8% |
| 2022-11-08 | 0.62 | 0.67 | +8.9% |
| 2022-08-09 | 0.45 | 0.58 | +28.3% |
| 2022-05-10 | 0.24 | 0.42 | +73.5% |
| 2022-02-08 | 0.11 | 0.18 | +61.2% |
| 2021-11-30 | — | 0.07 | +4535.8% |
About GlobalFoundries
Website ↗GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. The company also provides quantum technology solutions. GLOBALFOUNDRIES Inc. has a strategic partnership with the U.S. Department of Energy's Genesis Mission to accelerate scientific discovery through artificial intelligence and advanced computing; and Xanadu Quantum Technologies Limited to accelerate utility-scale quantum manufacturing. The company was incorporated in 2008 and is headquartered in Malta, New York.
One company produces almost all leading-edge AI logic. N3/N2 capacity is allocated years ahead and every new fab is a multi-year, tens-of-billions bet.
What would prove us wrong. Weakens if leading-node utilisation falls while packaging and HBM stay loose — logic would no longer bind.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor | Leading-node foundry and CoWoS packaging chokepoint | $427.1 | +2.06% | −5.2% | +41.7% | |
| INTC Intel | US foundry rebuild with advanced-packaging optionality | $91.44 | +5.15% | −25.7% | +147.8% | |
| 005930.KS Samsung Electronics | HBM, DRAM and foundry across memory and logic | ₩213,000 | −1.16% | −22.3% | +78.2% | |
| UMC United Microelectronics | Mature-node foundry and interposer capacity | $19.27 | +2.01% | −20.7% | +149.5% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.