Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
β
of holders' portfolios
13F filers
1
institution
Market cap
$29.2B
549M shares
52-week range
$31.59 β $92.55
35% from low
Exchange
NASDAQ
CS
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.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 23,400 | $1.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-23 | $0.1200 | 2026-10-09 |
| 2026-06-24 | $0.1200 | 2026-07-14 |
No one on the platform has traded GFS yet.
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.
$AMZN not sure how this and $GFS was red today.. basically the only two stocks I hold that were in the red.
View on StockTwits β$GFS https://www.quiverquant.com/news/Fund+Update%3A+New+%24254.8M+%24GFS+stock+position+opened+by+VICTORY+CAPITAL+MANAGEMENT+INC
View on StockTwits β$NOK grossly oversoldβ¦ like I said itβs going to $26 this year, due to national security push against Hauwei RAN and Chinese photonics. Also $GFS is key to this race as they fab a lot of the circuits used in RAN, photonics and quantum computing.
View on StockTwits β$GFS https://www.linkedin.com/posts/why-rf-connectivity-will-shape-the-ai-space-share-7492648223057129472-qJF2/?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAAKKY5cBEkcsXArWIh_ZFYBewX2QuFuUpbs&utm_campaign=copy_link
View on StockTwits β$CBRS when I worked at $GFS my boss always joked that Cerebras were the smartest guys in the room. He worked at Trilogy Systems in the mid to late 80s (far before the CFOs tragic passing and subsequent decline) and told me Cerebras is simply the modern Trilogy.
View on StockTwits β$GFS all the photonics stocks pumping this should be too
View on StockTwits β$GFS Crazy price action today, it didnt lose this much the day after earnings, it only lost like $3.40 that day??? I will be surprised if it doesnβt rebound to $52-$53 tomorrow? It had about a $5.50 range from highs to lows today?
View on StockTwits β$GFS seems like a solid and relevant company
View on StockTwits β$GFS retailers control....up/down..................HAHAHAH
View on StockTwits β$GFS BUY MORE .....LOSE MORE MORE ..........JUST SELL IT..............
View on StockTwits βRecent $TICKER stream from stocktwits.com β refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $7.3B | +8.0% | $1.93 | $1.86β$2.02 | 27.2Γ | 13 |
| 2027 | $8.2B | +12.3% | $2.55 | $2.28β$3.54 | 20.7Γ | 14 |
| 2028 | $9.3B | +13.8% | $3.42 | $2.82β$5.75 | 15.4Γ | 9 |
| 2029 | $12.3B | +31.9% | $7.40 | $7.02β$8.29 | 7.1Γ | 3 |
Forward consensus Β· growth is YoY vs the prior fiscal-year estimate Β· Fwd P/E at the current price Β· source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.43 | $0.46 | +6.3% |
| 2026-05-05 | $0.35 | $0.40 | +13.9% |
| 2026-02-11 | $0.47 | $0.55 | +15.9% |
| 2025-11-12 | $0.38 | $0.41 | +7.0% |
| 2025-08-05 | $0.36 | $0.42 | +16.3% |
| 2025-05-06 | $0.29 | $0.34 | +17.5% |
| 2025-02-11 | $0.45 | $0.46 | +1.8% |
| 2024-11-05 | $0.33 |
| $0.41 |
| +24.2% |
| $23.4B |
| β |
| NTNXNutanix, Inc. | $67.95 | +5.10% | $18.4B | β |
| ONON Semiconductor Corporation | $81.56 | -2.11% | $31.8B | β |
Source: Financial Modeling Prep Β· peers by sector/industry