GlobalFoundries: Repositioning Toward Long-Cycle Growth In An Era Of Semiconductor Reshoring [Seeking Alpha]
GlobalFoundries Inc. (GFS)
Company Research
Source: Seeking Alpha
GFS benefits from geopolitical onshoring trends, securing $1.5B in U.S. CHIPS Act funding and expanding its European presence to reinforce supply chain resilience. Design wins in automotive and data center segments, with long product cycles and high switching costs, position GFS for stable, long-term revenue growth. I recommend a BUY rating for GFS, as the current valuation does not fully reflect the upside from strategic repositioning and government-backed capacity expansion. Sundry Photography/iStock Editorial via Getty Images Overview GlobalFoundries ( GFS ) is a company operating in the semiconductor space. Its business model is based on a pure-play semiconductor foundry with no designing of their own. Unlike integrated chip companies, GlobalFoundries does not design This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next
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GFS
News
- GlobalFoundries (NASDAQ:GFS) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "hold" rating.MarketBeat
- GlobalFoundries (NASDAQ:GFS) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- GlobalFoundries partners with Telsys to expand Israel presence, customer access and supportPR Newswire
- Citi Updates GlobalFoundries (GFS) Valuation Model to 2027 Estimates From 2026 [Yahoo! Finance]Yahoo! Finance
- NOR Flash Memory Market to Reach $4.55 Billion by 2030, Fueled by IoT Growth: Asia-Pacific Expected to Lead Globally [Yahoo! Finance]Yahoo! Finance
GFS
Earnings
- 11/12/25 - Beat
GFS
Sec Filings
- 2/5/26 - Form SCHEDULE
- 2/4/26 - Form 6-K
- 1/21/26 - Form 144
- GFS's page on the SEC website