GlobalFoundries

GFS

Market cap $17.8B

Overview Fund Activity

32.12 USD

+0.45

1.42%

At close Updated Sep 15, 11:00 AM EDT

1 day

1.42%

5 days

-2.43%

1 month

-2.87%

3 months

-14.57%

6 months

-17.09%

Year to date

-24.39%

1 year

-18.04%

5 years

-30.78%

10 years

-30.78%

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 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

134% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 32

69% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 70

15% more funds holding

Funds holding: 255 [Q1] → 294 (+39) [Q2]

3% more capital invested

Capital invested by funds: $20.4B [Q1] → $21B (+$610M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

0.49% less ownership

Funds ownership: 99.83% [Q1] → 99.34% (-0.49%) [Q2]

37% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $35M

See Fund Rankings

Research analyst outlook

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

Low target

$35

9% upside

Avg. target

$41

28% upside

High target

$52

62% upside

6 analyst ratings

2 positive

33%

4 neutral

67%

0 negative

0%

Morgan Stanley Joseph Moore	$35	Equal-Weight Maintained	6 Aug 2025
Wedbush Matt Bryson	$40	Outperform Maintained	6 Aug 2025
UBS Timothy Arcuri	$37	Neutral Maintained	6 Aug 2025
Goldman Sachs James Sheehan	$40	Neutral Initiated	10 Jul 2025
Citigroup Christopher Danely	$42	Neutral Maintained	7 Jul 2025
Argus Research David Toung	$52	Buy Initiated	1 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about GFS published over the past 30 days

GlobalFoundries Inc. (GFS) Presents At Goldman Sachs Communacopia & Technology Conference (Transcript)

GlobalFoundries Inc. (NASDAQ:GFS ) Goldman Sachs Communacopia & Technology Conference September 8, 2025 4:45 PM EDT Company Participants John Hollister - Chief Financial Officer Conference Call Participants James Schneider - Goldman Sachs Group, Inc., Research Division Presentation James Schneider Senior Research Analyst Okay. Let's get started.

GlobalFoundries Inc. (GFS) Presents At Goldman Sachs Communacopia & Technology Conference (Transcript)

Synopsys and GlobalFoundries Establish Pilot Program to Bring Chip Design and Manufacturing to University Classrooms

Strategic Collaboration to Deliver Practical Chip Design Experience to Prepare the Next Generation of Engineering Talent Key Highlights Launching a pilot 'chip design to tapeout' flow curriculum, enabling academic institutions with industry-aligned coursework. Pilot testing underway at over 40 select worldwide universities with intent to scale.

Synopsys and GlobalFoundries Establish Pilot Program to Bring Chip Design and Manufacturing to University Classrooms

MIPS Appoints Michael Zirngibl as Vice President of Business Development to Accelerate EMEA Growth

SAN JOSE, Calif.--(BUSINESS WIRE)--MIPS, a GlobalFoundries company, announced today that Michael Zirngibl has joined as Vice President, Business Development for EMEA. In this role, Michael will lead business expansion across the region, building on his extensive background in automotive, industrial, and communications infrastructure sectors to support MIPS mission to advance the next wave of physical AI. “Michael joining MIPS today highlights the opportunity for MIPS technology in physical AI p.

MIPS Appoints Michael Zirngibl as Vice President of Business Development to Accelerate EMEA Growth

Silicon Creations Named GlobalFoundries Analog Mixed Signal IP Partner of the Year

LAWRENCEVILLE, Ga.--(BUSINESS WIRE)--Silicon Creations, a leading provider of high-performance analog and mixed-signal IP, is proud to announce its selection as Analog Mixed Signal IP Partner of the Year by GlobalFoundries (GF). The award was presented at the GTS North America event on August 28, 2025, in Santa Clara, California. This recognition highlights Silicon Creations' extensive collaboration with GlobalFoundries, contributing to over 115 successful projects including chips for automotiv.

Silicon Creations Named GlobalFoundries Analog Mixed Signal IP Partner of the Year

GlobalFoundries Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communication and Industrial Applications

Industry's first high-performance complementary BiCMOS technology delivers performance and power advantages for essential markets and applications Industry's first high-performance complementary BiCMOS technology delivers performance and power advantages for essential markets and applications

GlobalFoundries Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communication and Industrial Applications

GlobalFoundries Announces Availability of 22FDX+ RRAM Technology for Wireless Connectivity and AI Applications

Latest technology in GF's embedded memory portfolio is now available for prototyping Latest technology in GF's embedded memory portfolio is now available for prototyping

GlobalFoundries Announces Availability of 22FDX+ RRAM Technology for Wireless Connectivity and AI Applications

GlobalFoundries and Silicon Labs Partner to Scale Industry-Leading Wi-Fi Connectivity

SANTA CLARA, Calif., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Today at its annual Technology Summit in California, GlobalFoundries (Nasdaq: GFS) (GF) announced a milestone for its 40nm process technology through its partnership with Silicon Labs, the leading innovator in low-power wireless, with the shipment of more than 10 million Silicon Labs Wi-Fi units built on GF's 40LP platform.

GlobalFoundries and Silicon Labs Partner to Scale Industry-Leading Wi-Fi Connectivity

Chipmaker GlobalFoundries says CHIPS Act framework does not involve equity

GlobalFoundries said on Wednesday its CHIPS Act funding is "well intact" and the framework does not involve any type of equity, days after the U.S. government took a 10% equity stake in chipmaker Intel.

Chipmaker GlobalFoundries says CHIPS Act framework does not involve equity

Cirrus Logic and GlobalFoundries Expand Strategic Investment to Advance Next-Generation Mixed-Signal Semiconductor Manufacturing in the U.S.

AUSTIN, Texas & MALTA, N.Y.--(BUSINESS WIRE)--Cirrus Logic (Nasdaq: CRUS), a leading provider of high-performance audio and mixed-signal semiconductor solutions, today announced the expansion of its long-standing relationship with GlobalFoundries (Nasdaq: GFS) (GF) - one of the world's leading semiconductor manufacturers. These joint development efforts aim to accelerate the introduction of more efficient, powerful, and reliable chip technologies that will drive the next generation of everyday.

Cirrus Logic and GlobalFoundries Expand Strategic Investment to Advance Next-Generation Mixed-Signal Semiconductor Manufacturing in the U.S.

Trump hints at higher semiconductor tariffs. Companies could dodge them by doing this.

Trump suggested steep chip-industry tariffs are coming, but there could be breaks for companies that invest in the U.S. Specifics are still sparse.

Trump hints at higher semiconductor tariffs. Companies could dodge them by doing this.

See News Rankings

Charts implemented using Lightweight Charts™