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GlobalFoundries is a leading semiconductor foundry manufacturing chips for AI accelerators, GPUs, and high-performance computing.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chips
|
| Category |
2.20 Semiconductor Foundry & OSAT
|
| Sentiment |
58.0% |
| USD Mkt Cap | 25.76B |
| USD Revenue | 6.94B |
| USD Net Income | 716.00M |
| P/E | 36.68 |
| fwd P/E | 17.95 |
| PEG | 0.69 |
| Price 3M | -41.9% |
| Price 6M | +12.9% |
| Price 1Y | +49.2% |
| Price 2Y | +18.9% |
| USD Share Price | 47.25 |
Price & Size
| Price |
46.95 USD |
| Market Cap |
25.76B USD |
| Shares Outstanding |
548.70M |
| Shares Float |
148.43M |
| 52w Low |
31.59 USD |
| 52w High |
92.55 USD |
| Avg Volume |
3.79M |
Valuation
| P/E (trailing) |
36.7x |
| P/E (forward) |
17.9x |
| P/B |
2.18x |
| Enterprise Value |
25.14B USD |
| Book Value / Share |
21.54 USD |
| PEG Ratio |
0.69x |
| P/S |
3.71x |
| EV / Revenue |
3.62x |
| EV / EBITDA |
12.69x |
Income
| Revenue |
6.94B USD |
| Revenue / Share |
12.52 USD |
| EBITDA |
1.98B USD |
| Net Income |
716.00M USD |
| EPS (trailing) |
1.28 USD |
| EPS (forward) |
2.62 USD |
Margins & Profitability
| Gross Margin |
27.1% |
| Operating Margin |
9.7% |
| Profit Margin |
10.3% |
| EBITDA Margin |
28.5% |
| Return on Equity |
6.2% |
| Return on Assets |
3.0% |
Growth
| Revenue Growth |
5.8% |
| Earnings Growth |
-26.8% |
Cash & Debt
| Total Cash |
2.36B USD |
| Total Debt |
1.68B USD |
| Free Cash Flow |
758.25M USD |
| Operating Cash Flow |
1.92B USD |
| Debt / Equity |
0.14x |
| Current Ratio |
2.48x |
| Quick Ratio |
1.73x |
Dividend
| Rate |
0.48 USD |
| Yield |
1.0% |
| Payout Ratio |
9.4% |
| Ex-Date |
2026-09-23 |
Analyst Consensus
| Target (Mean) |
76.00 USD |
| Target (Median) |
73.50 USD |
| Target (High) |
140.00 USD |
| Target (Low) |
55.00 USD |
| Recommendation |
buy |
| # Analysts |
22 |
Identifiers
| ISIN | KYG3930H1056 |
| FIGI | BBG012TH9WR6 |
Sentiment 58.0%
as of Sep 11, 2026
Positive drivers
GlobalFoundries reported steady demand growth in automotive and industrial semiconductor segments, supported by new capacity expansions in the US and Europe. Positive analyst notes highlighted potential AI-related foundry wins and government subsidies under CHIPS Act initiatives. Stock showed resilience amid broader tech sector volatility during the period.
Neutral / mixed
Mixed earnings results reflected ongoing pricing pressures in mature nodes offset by volume increases in specialty processes. Industry-wide inventory adjustments continued without clear resolution, leading to cautious investor positioning. Broader macroeconomic signals on interest rates and consumer spending remained uncertain.
Negative drivers
Competition intensified from TSMC and Samsung in advanced nodes, limiting GFS market share gains. Reports of delayed customer ramps and potential capex overruns weighed on sentiment. Geopolitical tensions around Taiwan and export controls added downside risks to the supply chain outlook.
Bottom line
Sentiment for GFS remained mildly positive but tempered by competitive and macro headwinds, resulting in a balanced view with modest upside potential tied to execution on expansions.