GlobalFoundries Downgrade: Strong Cash, Weak Growth, Tough Timing [Seeking Alpha]
GlobalFoundries Inc. (GFS)
Company Research
Source: Seeking Alpha
GFS delivered solid financials: $1.69B revenue, 26% gross margin, $232M net income, and strong free cash flow, but near-term growth is soft. Valuation appears inexpensive on EV/EBITDA and price-to-cash-flow, with low leverage, yet the stock trades above its earnings-based fair value. Sundry Photography/iStock Editorial via Getty Images Thesis Today, I'm taking another look at GlobalFoundries Inc. GFS ), a chip manufacturer that focuses on specialized products like RF, power, and embedded semiconductors that runs fabs in the United States, Europe, and Singapore. Originally This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GFS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking
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GFS
News
- GLOBALFOUNDRIES Inc. (GFS): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- GlobalFoundries (NASDAQ:GFS) had its price target raised by analysts at Bank of America Corporation from $33.00 to $37.00. They now have an "underperform" rating on the stock.MarketBeat
- GlobalFoundries Inc. (GFS) Discusses Market and Strategic Update on Physical AI and Ultra-Low Power Solutions Transcript [Seeking Alpha]Seeking Alpha
- GlobalFoundries Inc. (GFS) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- GlobalFoundries Appoints Vincent Feng as Vice President of Sales for Asia PacificPR Newswire
GFS
Earnings
- 11/12/25 - Beat
GFS
Sec Filings
- 12/2/25 - Form 144
- 11/12/25 - Form 6-K
- 11/12/25 - Form 6-K
- GFS's page on the SEC website