Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$831.5M
187M shares
52-week range
$3.08 – $5.74
47% from low
Exchange
NASDAQ
CS
Ferroglobe PLC provides silicon-based alloys and specialty metals. It produces silicon metal and silicon and manganese-based alloy, serving customers in the specialty chemical, aluminum, solar, steel, and ductile iron foundry industries. The company's operating segments include Canada - Silicon Metals, Canada - Silicon Alloys, U.S. - Silicon Metals, U.S. - Silicon Alloys, Europe - Manganese Alloys, Europe - Silicon Metals, Europe - Silicon Alloys, South Africa - Silicon Metals, South Africa - Silicon Alloys, and Other segments. The primary raw materials the company uses to produce its electrometallurgy products include its coal and quartz mining operations and its silicon metal and ferroalloy production. The firm generates key revenue from Silicon metal and Manganese-based alloys.
www.ferroglobe.comNo one on the platform currently holds GSM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-06-30 | 254,300 | $49.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-22 | $0.0150 | 2026-09-29 |
| 2026-06-22 | $0.0150 | 2026-06-29 |
| 2026-03-23 | $0.0150 | 2026-03-30 |
| 2025-12-22 | $0.0140 | 2025-12-29 |
| 2025-09-22 | $0.0140 | 2025-09-29 |
| 2025-06-18 | $0.0140 | 2025-06-26 |
| 2025-03-20 | $0.0140 | 2025-03-26 |
| 2024-12-20 | $0.0130 | 2024-12-27 |
| 2024-09-20 | $0.0130 | 2024-09-27 |
| 2024-06-17 | $0.0130 | 2024-06-27 |
No one on the platform has traded GSM yet.
| 2024-03-21 | $0.0130 | 2024-03-28 |
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.
$GSM Q1 revenue: $347.8M and above expectations💪🏻
View on StockTwits ↗$GSM https://www.cnbc.com/2026/08/07/polysilicon-solar-tariffs-donald-trump-us-china-trade-war-energy-semiconductors.html?fbclid=IwdGRleATjABVwZG9mBWZkaWQWUMBU5liA0sziPTjPYdvF3XsFEnc6fWV4dG4DYWVtAjExAHNydGMGYXBwX2lkCjY2Mjg1NjgzNzkAAR6raoRzatXr5jexLMgraLeZKeIytSTF7yjV-kV1mhuuJjVbX-vLWeTrz93Q7g_aem_fTU5kvQuwt-hmuBY5omKlw
View on StockTwits ↗$GSM Been in and out of gsm since its ipo. I knew the chairman and ceo Kestenbaum personally until he sold the company. This q was definitely a positive and the call certainly sounded very positive. It has been awhile since I heard the ceo being so positive. Government contracts Manganese and Venzuela could each one be big. Coreshell not mentioned but if you follow whats going on there its progressing rapidly. here is an article worth reading. Coreshell may become a critical company for the future of the US. https://www.coreshell.com/post/feoc-free-batteres-ndaa-compliant
View on StockTwits ↗$GSM Is anyone concerned that they didn't even mention Coreshell partnership in this call? Since it seemed like such an integral part of their growth strategy last quarter, and then not to mention it at all this time around seems strange. Maybe, the new focus on crirical minerals is crowding out the Coreshell thesis.
View on StockTwits ↗$GSM Volume increase is a significant indicator on what's to follow. I believe in a matter or 2 years this company will see the largest western demand in history.
View on StockTwits ↗$GSM Still trading for 50% less than true value. As each quarter goes by, they will continue share buybacks and silicone prices will increase at some point. Price appreciation will come. Target 🎯 $15 hasn’t changed for me.
View on StockTwits ↗$GSM Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.32 up 633.33% YoY • Reported revenue of $378.62M down -2.13% YoY
View on StockTwits ↗$GSM $TSLA $SPCX $AMZN $AMD ✅ The Good: Shipments surged, free cash flow turned positive ($20.4M), EBITDA improved to $13.1M, and net debt dropped 31% QoQ. The balance sheet is getting stronger. ⚠️ The Bad: Silicon metal pricing remains weak, the core silicon business is still losing money, and adjusted EPS was only $0.00. 📈 Outlook: The turnaround is real, but it's still in the early stages. My year-end 2026 target is $4.00–$5.00 (base case), with $5.00–$6.00 possible if silicon pricing recovers and H2 margins improve. The widely cited $6 analyst target remains achievable but will likely require a stronger industry recovery.
View on StockTwits ↗$GSM good numbers. Tomorrow we want to see good guidance and promising updates on unpriced optionality plays
View on StockTwits ↗$GSM "The Company reported breakeven adjusted diluted earnings per share for the second quarter of 2026, compared with an adjusted diluted loss per share of $(0.07) in the prior quarter."
View on StockTwits ↗$GSM things I want to hear on the call: - Coreshell Developments - Venezuela's reinstatement of 10 year old idle infrastructure - Impact of anti dumping
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — 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 | $1.5B | +17.7% | $-0.14 | $-0.18–$-0.10 | — | 2 |
| 2027 | $1.8B | +20.5% | $0.41 | $0.13–$0.69 | 10.6× | 2 |
| 2028 | $1.9B | +4.9% | $0.49 | $0.45–$0.52 | 8.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $-0.07 | $0.32 | +592.3% |
| 2026-05-05 | $-0.07 | $-0.07 | +0.0% |
| 2026-02-17 | $-0.07 | $-0.06 | +14.3% |
| 2025-11-05 | $0.05 | $-0.02 | -140.0% |
| 2025-08-05 | $-0.02 | $-0.08 | -300.0% |
| 2025-05-07 | $-0.12 | $-0.20 | -66.7% |
| 2025-02-19 | $-0.01 | $0.03 | +400.0% |
| 2024-11-06 | $0.16 | $0.11 | -31.3% |
| $7M |
| — |
| NAKNorthern Dynasty Minerals Ltd. | $1.67 | +0.60% | $936M | — |
| NEXANexa Resources S.A. | $14.60 | +1.88% | $1.9B | — |
Source: Financial Modeling Prep · peers by sector/industry