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GFGFS

GLOBALFOUNDRIES Inc.

$GFS·$26B·Semiconductors·Technology
$47.12-3.4%YTD+31.4%1Y+38.9%
Price updated 6m ago·X counts updated 5d ago
GFGFS
$GFSGLOBALFOUNDRIES Inc.
$47.12-3.36%342 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GFS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

342X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GFS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

GlobalFoundries is bullish on a Singapore investment and silicon-photonics tailwind — AMAT, GFS and KLAC signed new packaging and photonics R&D agreements in Singapore (which makes 1-in-10 of the world's chips), and Raymond James at ECOC reports silicon photonics is already >50% of the market and could approach 66% over time. The Trump $2B quantum-equity commitment is tangentially boosting the chip-ecosystem narrative.

Read what X is saying about $GFS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GFS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

GlobalFoundries at 28% of 52-week range — silicon photonics heading to 66% market share, Marvell SiGe deal.

GlobalFoundries operates as a specialty semiconductor foundry — RF, automotive, industrial, and increasingly silicon photonics / SiGe for AI data centers. The stock is up 37% YTD, consolidating just above the 50-day MA ahead of Nov 11 earnings.

  • The P&L is firm but softening: revenue grew 3.1% YoY to $1.63B last quarter at a 12% operating margin and 26% gross margin — the specialty foundry mix is holding up, with the gross-margin trajectory expanding on silicon-photonics mix shift.
  • The silicon-photonics positioning is specific: Raymond James flagging GFS silicon photonics at >50% of the market and heading toward ~66% — this is a specific commercial moat as AI-interconnect optical demand extends. The Marvell multi-year SiGe agreement is a tangible commercial anchor.
  • The $2B federal commitment to quantum names and Singapore's SG Semiconductor national-brand launch (packaging/photonics R&D) are macro tailwinds; insider Raman's $105K sale is routine, Azar's $15K is nominal.

Accelerating holds while silicon-photonics mix shift continues and SiGe demand extends from AI/data-center customers. A soft Nov 11 earnings print on silicon-photonics revenue, or any specific commentary on automotive segment softening, is what cools the move; a FY27 revenue guide above $7B plus specific silicon-photonics customer-concentration disclosure is what extends the breakout.

Agrees with X sentimentX bulls on Singapore's SG Semiconductor launch (packaging + photonics R&D), Marvell multi-year SiGe deal, $2B federal quantum commitment, and Raymond James flagging silicon photonics >50% going to 66% have the specific commercial anchors — this is a legitimate specialty-foundry story.

What to watch: Nov 11 earnings — silicon-photonics revenue trajectory, SiGe segment growth, automotive revenue stability, FY27 revenue guide. A soft silicon-photonics print or automotive softening is what cools the breakout.

On the calendar: 2026-11-11 — Q3 FY26 earnings

Read the AI verdict on $GFS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty semiconductor foundry manufacturing chips for RF, automotive, IoT, and aerospace markets with U.S. and European fabs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $GFS.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $GFS

Direct beneficiary — Specialty semiconductor foundry manufacturing chips for RF, automotive, IoT, and aerospace markets with U.S. and European fabs.; wafer fabrication capacity is the upstream constraint for all AI chip supply.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
53.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.46$0.43+6.3%
Q1 2026May 5, 2026$0.40$0.35+13.9%
Q4 2025Feb 11, 2026$0.55$0.47+15.9%
Q3 2025Nov 12, 2025$0.41$0.38+7.0%
Next earningsWed, Nov 4·consensus EPS $0.51

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+3.1%27.6%11.0%$0.19$230.0M
Q4 FY25$1.8B0.0%28.9%13.9%$0.36$166.0M
Q3 FY25$1.7B-2.9%24.8%11.6%$0.45$406.0M
Q2 FY25$1.7B+3.4%24.2%11.6%$0.41$272.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.3B$7.3B – $7.4B$1.94$1.84 – $2.0817
FY27$8.2B$8.0B – $8.7B$2.52$2.36 – $3.3517
FY28$9.4B$8.7B – $10.8B$3.36$2.50 – $5.5814
FY29$11.0B$10.7B – $11.8B$5.61$5.40 – $6.098
FY30$12.1B$11.7B – $12.9B$5.63$5.42 – $6.1112

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 103.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 8Samak L AzarChief Legal Officer335 sh$16KSellOct 1Samak L AzarChief Legal Officer335 sh$16KSellSep 28Pradheepa RamanChief People Officer2.1K sh$105KSellSep 24Samak L AzarChief Legal Officer335 sh$15KSellSep 17Samak L AzarChief Legal Officer335 sh$15KSellSep 10Samak L AzarChief Legal Officer335 sh$15KSellSep 3Samak L AzarChief Legal Officer335 sh$14KSellAug 27Samak L AzarChief Legal Officer335 sh$16KSellAug 20Samak L AzarChief Legal Officer335 sh$16KSellAug 18Pradheepa RamanChief People Officer6.8K sh$346K
1–10 of 41
+ 28 other (11 inkinds · 10 awards · 7 gifts) in window

See when $GFS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 16 other (9 6-Ks · 4 13Gs · 1 S-8 · 1 F-3ASR) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

GlobalFoundries shares retreat as investors weigh US-Japan manufacturing dealproactiveinvestors.com·1d agoJapan Is Putting Up to $21 Billion Into New GlobalFoundries Chip Plants in New York247wallst.com·1d agoGLOBALFOUNDRIES Inc. (GFS) Shareholder/Analyst Call Prepared Remarks Transcriptseekingalpha.com·2d agoGlobalFoundries Stock Extends Rally on Chip Deal Worth Up to $21 Billionbarrons.com·2d agoGlobalFoundries Eyes $21B Japan-Backed New York Fab Expansionmarketbeat.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureSemiconductor Onshoring

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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