GlobalFoundries Inc (GFSN) Stock Price & Analysis
GFSN Stock Chart & Stats
- Day’s Range
- MXN 748.80 - MXN 889.98
- 52-Week Range
- MXN 568.81 - MXN 1,567.00
- Previous Close
- MXN 820.00
- Volume
- 0
- Average Volume (3M)
- 81
- Market Cap
- MXN 427.22B
- Enterprise Value
- MXN 45.20B
- Total Cash (Recent Filing)
- MXN 2.36B
- Total Debt (Recent Filing)
- MXN 1.68B
- Price to Earnings (P/E)
- 32.4
- Beta
- -0.12
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 9.51
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.52%
Bulls Say, Bears Say
Bulls Say
Conservative Balance Sheet
Low leverage and a substantial equity base give GlobalFoundries financial flexibility to fund capacity, technology development, and customer programs through semiconductor cycles. Strong liquidity also reduces refinancing pressure and supports continued investment while profitability recovers.
Data-center Growth And Design Wins
Rapid communications and data-center growth, supported by silicon photonics and SiGe design wins, expands GlobalFoundries’ exposure to structurally increasing optical-networking demand. Design wins and active engagements can support recurring production revenue as customer platforms move into volume manufacturing.
Expanded Strategic Manufacturing Footprint
The planned New York fabs could materially expand domestic capacity and deepen GlobalFoundries’ strategic role in automotive, industrial, and connected-infrastructure chips. Public-private backing and long-dated production assets may strengthen customer access and reinforce the company’s U.S. manufacturing position.
Bears Say
Long-term Revenue And Margin Pressure
Despite a recent profitability rebound, revenue remains below its 2022 level and margins have not returned to prior-cycle highs. This indicates that pricing, mix, or cost pressures could limit earnings durability unless newer growth areas offset weaker established businesses.
Smart-mobile Exposure Remains Weak
Smart mobile is a large revenue exposure, so its expected low-teens decline can weigh on utilization and overall growth even as data-center demand accelerates. Continued weakness in this end market may also make the company’s revenue mix more dependent on newer programs ramping successfully.
High Capital Intensity And Cash-flow Volatility
Heavy spending on capacity and technology can support future growth but places near-term pressure on cash generation and raises execution requirements. Volatile free cash flow may constrain financial flexibility if expansion costs rise before new production programs reach sufficient scale.
GlobalFoundries Inc News
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GlobalFoundries Inc Stock Smart Score
Company Description
GlobalFoundries Inc
GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits. These vital components are instrumental in powering a wide array of ubiquitous electronic devices. The company's diverse portfolio includes the manufacturing of various semiconductor devices, such as microprocessors, mobile application processors, baseband and network processors, radio frequency modems, microcontrollers, power management units, and microelectromechanical systems. Additionally, it offers comprehensive wafer fabrication services and advanced technological solutions. Established in 2009, the firm maintains its headquarters in Malta, New York.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Timothy Graham Breen
- Employees
- 14,000
- Website
- gf.com
- Address
- 400 Stonebreak Road Extension, Malta, NY, 12020, US
GlobalFoundries Inc (GFSN) Earnings & Revenues
GFSN Company Deck
GFSN Earnings Call
Earnings Call SentimentPositive
The call conveyed a strongly positive operational and strategic momentum: revenue, shipments, and margins beat guidance with notable breakout growth in communications infrastructure & data center (62% YoY) driven by silicon photonics and SiGe, plus strategic moves into quantum, IVR/power and IP/software that expand long‑term addressable markets. Financial position is healthy with $3.3B in liquidity, first dividend initiation and disciplined capital allocation. Near‑term headwinds include smart mobile decline (low‑teens expected for 2026), a sequentially weak automotive quarter due to shipment timing, elevated CapEx and R&D as the company invests to scale capacity and integrate acquisitions, and some dependency on expected government grants. Overall, the positives — strong margin expansion, robust design‑win momentum, accelerating data‑center demand, and strategic acquisitions — materially outweigh the headwinds, supporting an overall upbeat outlook.
View all MX:GFSN earnings summariesGFSN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 4 | 14 |
| Technical Analysis | 3 | 4 | 3 |
| Moving Averages | 1 | 0 | 11 |
