Held by
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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$43.8B
549M shares
52-week range
$31.51 – $92.55
81% from low
Exchange
NASDAQ
CS
Borrow rate
0.26%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.20B | $5.81B | $4.85B | $6.58B | $8.11B | $7.39B | $6.75B | $6.79B |
| Cost of revenue | $6.65B | $6.35B | $5.56B | $5.57B | $5.87B | $5.29B | $5.10B | $5.08B |
| Gross profit | −$450.1M | −$532.2M | −$712.0M | $1.01B | $2.24B | $2.10B | $1.65B | $1.71B |
| Gross margin | -7.3% | -9.2% | -14.7% | 15.4% | 27.6% | 28.4% | 24.5% | 25.2% |
| R&D | $926.2M | $583.0M | $476.0M | $478.0M | $482.0M | $428.0M | $496.0M | $518.0M |
| Operating income | −$2.52B | −$1.62B | −$1.66B | −$60.0M | $1.17B | $1.13B | −$214.0M | $797.0M |
| EBITDA | $475.9M | $1.73B | $1.29B | $1.54B | $3.25B | $2.64B | $1.50B | $2.23B |
| Net income | −$2.70B | −$1.37B | −$1.35B | −$250.0M | $1.45B | $1.02B | −$265.0M | $885.0M |
| Net margin | -43.6% | -23.6% | -27.8% | -3.8% | 17.9% | 13.8% | -3.9% | 13.0% |
| EPS (diluted) | -5.08 | -2.66 | -2.54 | -0.49 | 2.62 | 1.83 | -0.48 | 1.59 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $7.2B | $1.89 | $1.82–$1.97 | 14 |
| 2027 | $8.0B | $2.46 | $2.19–$3.41 | 13 |
| 2028 | $9.1B | $3.26 | $2.94–$3.88 | 7 |
| 2029 | $9.1B | $3.12 | $2.99–$3.44 | 2 |
Forward consensus · source: Financial Modeling Prep
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 has about 13,000 staff.
www.gf.comNo one on the platform currently holds GFS.
No tracked institution reports a position in GFS as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-24 | $0.1200 | 2026-07-14 |
No one on the platform has traded GFS yet.
| $28.2B |
| — |
| NTNXNutanix, Inc. | $49.72 | +5.92% | $13.4B | — |
| ONON Semiconductor Corporation | $90.65 | -23.66% | $35.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 6.6× sales vs its 3.9× historical median P/S.
Fair value ≈ $48.11 · price $81.00 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BTC.X trash investment. Nobody wants to waste electricity on a useless hash. All the money is going to AI. Get out now before you regret it. Invest in real growth stocks like $GLW $GFS and $NOK
View on StockTwits ↗$GFS with the purchase of AMF in Singapore, Global Foundries will be the photonics fab moat, especially if it wins a lawsuit against $TSEM. If that happens Global Foundries is easily the next trillion dollar foundry. https://gf.com/news-and-events/news/globalfoundries-files-patent-infringement-lawsuits-against-tower-semiconductor-to-protect-high-performance-american-chip-innovation/
View on StockTwits ↗$GLW $NOK $GFS are the photonics plays you want to go ALL IN right now, as Apple is lobbying the Trump administration to allow cheap Chinese memory chips to flood the US. That means AI datacenters can horizontally scale memory and storage needs with cheaper Chinese DRAM and SSDs, through the massive bandwidth of photonics and fiber optics. Bad news for $MU and $SNDK.
View on StockTwits ↗$MRVL Not giving up on any of my tech investments. It’s only just begun in my opinion and some of these companies ( $ANET $GFS $FPS $CRDO ) have great potential. Maybe I’m wrong in my opinions but time will tell. Patience is a virtue!
View on StockTwits ↗$GFS $INTC $PLTR $QCOM I think I lost brain cells reading this…
View on StockTwits ↗$INTC $QCOM $PLTR $GFS Tech still going to sell off to pay bills and put less food on the table for the family. The sell off in the TECH is going to stay with more in a blood bath on Tech with main street cutting back to feed people families.
View on StockTwits ↗$MRAM Companies are directly linked to Everspin Technologies, either as its contract manufacturing partners, IP licensees, or fierce rivals.Because Everspin operates as a "fabless" semiconductor company, it designs the technology and owns a massive portfolio of over 600 MRAM patents, but it relies on major global foundries to actually build the chips. $MU $GFS
View on StockTwits ↗$GFS https://www.linkedin.com/posts/quantum-semiconductors-manufacturing-ugcPost-7476286537899536384-9wjU/?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAAKKY5cBEkcsXArWIh_ZFYBewX2QuFuUpbs&utm_campaign=copy_link
View on StockTwits ↗Here’s 10 AI bottleneck stocks to buy:-2 Memory / Storage - the real pressure point behind the next wave of AI growth. $INTC -Foundry capacity, packaging, CPUs flagged as next bottleneck layer. $GFS -Mature-node (28nm-90nm) chips now bottlenecked; pricing power returning. $ANET -AI cluster networking; GPUs can't function as one supercomputer without it. $COHR -Optical transceivers for AI cluster interconnects; NVDA took a $2B stake. $CIEN -Optical "pipes" moving massive AI traffic between data centers. This is no longer just a GPU trade - it’s an entire supply-chain constraint cycle unfolding across compute, connectivity, and infrastructure layers. Next alert is coming soon. If you’re not following with notifications on, you’re likely seeing the move after it already happened.
View on StockTwits ↗$GFS announced a major strategic pivot toward high-margin, AI-driven workloads during its May 2026 Investor Day. The company set a 40% gross margin target and plans to expand significantly into the AI and data center markets, aiming for over $1 billion in silicon photonics revenue by 2028. Additionally, GlobalFoundries introduced its first-ever quarterly dividend under a new capital allocation framework that will return 50% of free cash flow to shareholders. The stock is up 142% YTD. #Long
View on StockTwits ↗If you’re an $INTC investor you should definitely be pumping $GFS. GlobalFoundries is one of the only few American foundry services that produces competitive 12nm chips, while Intel is still years away from mass production of their foundry services. The US government is also a stake holder in GlobalFoundries. Lastly they are the world’s most advanced fab when it comes to photonics and quantum computing readiness.
View on StockTwits ↗$IBM $GFS $PANW The US Government Is Betting Billions on Quantum Computing. IBM, GFS, PANW Are the Biggest Winners. IBM and GlobalFoundries benefit from building crucial quantum infrastructure, not just hardware. Analogy: IBM is building both the cars and the roads. Security deadlines are a demand catalyst for cybersecurity leaders like Palo Alto Networks, a partner of IBM - Motley Fool 6/25/26
View on StockTwits ↗$GLW photonics and optical interconnects are the new arms race. With photonics, AI data centers can use cheaper memory modules from China and still behave like one large module. Bad news for $MU and $SNDK, good news for Corning, and other optical and photonics players like $GFS and $NOK. Glass is the new bottleneck. Don’t miss out.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.