GlobalFoundries
GFS
Market cap $20.4B

36.72 USD

-1.18

3.11%

At close Jun 13, 4:00 PM EDT

After hours

36.72

+0.00

0.00%

1 day

-3.11%

5 days

-3.52%

1 month

-7.51%

3 months

0.52%

6 months

-16.32%

Year to date

-13.56%

1 year

-24.46%

5 years

-20.86%

10 years

-20.86%

About: GlobalFoundries is a top-five contract semiconductor manufacturer globally. It was originally the manufacturing arm of Advanced Micro Devices before it was spun out in 2009. The foundry sells chips into a range of end markets including smartphones, PCs, Internet of Things, data centers, automotive, industrial, and so on, but primarily focuses on more mature process technologies. Until 2021, the firm was privately held by Mubadala Investment, the sovereign wealth fund of the United Arab Emirates, which remains its controlling shareholder today. GlobalFoundries merged with Chartered Semiconductor Manufacturing in 2009 and acquired IBM's chipmaking business in 2015. GF is headquartered in Malta, New York, and employs about 13,000 people.

Employees: 13,000

Technology Semiconductors

0

Funds holding %

of 7,296 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

0% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $34.3M

0% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]

0.08% less ownership

Funds ownership: 99.91% [Q4 2024] → 99.83% (-0.08%) [Q1 2025]

4% less funds holding

Funds holding: 266 [Q4 2024] → 255 (-11) [Q1 2025]

14% less capital invested

Capital invested by funds: $23.8B [Q4 2024] → $20.4B (-$3.44B) [Q1 2025]

15% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 52

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$35

5%

downside

Avg. target

$37

0%

upside

High target

$38

3%

upside

3 analyst ratings

0 positive

0%

3 neutral

100%

0 negative

0%

Morgan Stanley Joseph Moore	3%upside $38	Equal-Weight Maintained	7 May 2025
UBS Timothy Arcuri	1%upside $37	Neutral Maintained	29 Apr 2025
Citigroup Christopher Danely	5%downside $35	Neutral Maintained	11 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about GFS published over the past 30 days

GlobalFoundries Is Ahead Of The Market's Attention Span

GlobalFoundries is overlooked due to market fixation on headlines, despite strong fundamentals and alignment with long-term industrial policy. Operationally, GFS is delivering: margin expansion, robust cash flow, and critical design wins in AI, automotive, and communications sectors. Short-term headwinds include weak mobile demand, falling ASPs, and margin pressure, but the company maintains a strong balance sheet and strategic investments.

GlobalFoundries Is Ahead Of The Market's Attention Span

Bloomberg Technology

GlobalFoundries to Spend $16 Billion on US Production

Chipmaker GlobalFoundries plans to spend $16 billion to bolster production in New York and Vermont. GlobalFoundries CEO Tim Breen joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.

GlobalFoundries to Spend $16 Billion on US Production

GlobalFoundries to Invest $16 Billion to Reshore Chip Manufacturing

The semiconductor manufacturing company points to ‘explosive growth' in artificial intelligence.

GlobalFoundries to Invest $16 Billion to Reshore Chip Manufacturing

GlobalFoundries boosts investment plans to $16 billion, with research focus

Chip manufacturer GlobalFoundries said on Wednesday it planned to increase its investment plans to $16 billion, allocating an additional $1 billion to capital spending and $3 billion to research in several emerging chip technologies.

GlobalFoundries boosts investment plans to $16 billion, with research focus

GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth

Backed by leading tech giants, the investment reinforces domestic semiconductor production and U.S.-based innovation in AI-enabling and power efficient technologies Backed by leading tech giants, the investment reinforces domestic semiconductor production and U.S.-based innovation in AI-enabling and power efficient technologies

GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth

Lightshift Energy to Build Vermont's Largest Energy Storage Project to Power Semiconductor Manufacturing for GlobalFoundries

ARLINGTON, Va.--(BUSINESS WIRE)--Lightshift Energy, a leading developer, owner, and operator of energy storage projects, will build Vermont's largest battery energy storage project at GlobalFoundries' semiconductor manufacturing facility in Essex Junction. The project, which has completed permitting and contracting, will begin construction this year and is set to come online in early 2026. This project represents a forward-thinking approach to integrating battery technology within a large-scale.

Lightshift Energy to Build Vermont's Largest Energy Storage Project to Power Semiconductor Manufacturing for GlobalFoundries

CNBC International TV

Globalfoundries CEO: Southeast Asia key in semiconductor innovation, not just manufacturing

Tim Breen, CEO of GlobalFoundries, discusses the company's MOU with A*STAR, the growing significance of Southeast Asia in the semiconductor space, as well as the tariff woes plaguing the industry,

Globalfoundries CEO: Southeast Asia key in semiconductor innovation, not just manufacturing

GlobalFoundries Partners with A*STAR to Accelerate Advanced Packaging Innovation

The collaboration will provide GF with access to A*STAR's state-of-the-art R&D facilities, capabilities and technical support for technology development and workforce skills enhancement in advanced packaging The collaboration will provide GF with access to A*STAR's state-of-the-art R&D facilities, capabilities and technical support for technology development and workforce skills enhancement in advanced packaging

GlobalFoundries Partners with A*STAR to Accelerate Advanced Packaging Innovation

GlobalFoundries Stock Hits Bottom: Is a Rebound Coming?

GlobalFoundries NASDAQ: GFS stock hit bottom in early Q2 2025, and a rebound is coming. The protracted downtrend and move to long-term lows were driven by a sustained contraction in business that is now over.

GlobalFoundries Stock Hits Bottom: Is a Rebound Coming?

GlobalFoundries Inc. (GFS) Q1 2025 Earnings Call Transcript

GlobalFoundries Inc. (NASDAQ:GFS ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Sam Franklin - VP, Business Finance & IR Thomas Caulfield - CEO John Hollister - CFO Niels Anderskouv - Chief Business Officer Timothy Breen - COO Conference Call Participants Mark Lipacis - Evercore ISI Christopher Muse - Cantor Fitzgerald Vivek Arya - Bank of America Securities Ross Seymore - Deutsche Bank Christopher Caso - Wolfe Research Quinn Bolton - Needham & Company Krish Sankar - TD Cowen Operator Hello, and welcome to the conference call to review GlobalFoundries First Quarter of Fiscal 2025 Financial Results. At this time all participants are in a listen-only mode.

GlobalFoundries Inc. (GFS) Q1 2025 Earnings Call Transcript

See News Rankings

Charts implemented using Lightweight Charts™