Globalfoundries Inc (GFS · NASDAQ)
GFS · MARKET VIEW
Market view · as of Jun 8, 2026
Revenue (TTM)
$6.84B
+3.1% YoY
Gross margin
26.1%
EPS (latest q)
$0.40
vs $0.35 est · beat
52-wk position
75.3%
-16.0% vs 52w high · +6.5% 1mo
Price (last ~year)
Globalfoundries (GFS) shares fell 10.8% in the latest session to $75.53, following recent announcements regarding expanded partnerships in AI and silicon photonics. The semiconductor foundry reported Q1 2026 revenue of $1.63 billion and net income of $103 million, representing a 3.1% year-over-year revenue increase but a 52.5% decline in earnings. With a market capitalization of $41.42 billion, the company maintains a current ratio of 2.59, holding $1.85 billion in cash against $1.72 billion in total debt.
Valuation
- Market cap
- $41.42B
- P/E
- 51.03
- PEG
- 1.535
- P/B
- 3.592
- P/S
- 6.06
- EV/EBITDA
- 16.94
- Beta
- 1.767
- Analyst target
- $78.95
Quality & returns
- Gross margin
- 26.1%
- Operating margin
- 11.0%
- Profit margin
- 11.4%
- ROE
- 6.8%
- ROA
- 3.1%
Price movement
- Last
- $75.53
- 1-month
- +6.5%
- 3-month
- +71.3%
- RSI (14)
- 54
- vs SMA200
- +68.6%
- 52-wk position
- 75.3% -16.0% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $1.63B | $180.0M | $103.0M | $491.0M |
| 2025-12-31 | $1.83B | $255.0M | $199.0M | $624.0M |
| 2025-09-30 | $1.69B | $195.0M | $248.0M | $523.0M |
| 2025-06-30 | $1.69B | $196.0M | $228.0M | $519.0M |
Recent news
- Neutral GFS - GlobalFoundries Inc Stock Price and Quote · 2026-06-06
- Somewhat-Bullish GLOBALFOUNDRIES (GFS) Is Up 5.0% After Expanding AI IP And DOE Silicon Photonics Partnerships · 2026-06-05
- Bullish GlobalFoundries stock gains on DOE Genesis Mission partnership · 2026-06-03
- Bullish U.S. labs get direct path to AI chips in GlobalFoundries-DOE pact · 2026-06-03
- Somewhat-Bullish GlobalFoundries joins U.S. Department of Energy’s Genesis Mission as industry partner · 2026-06-03
- Bullish Sivers and GlobalFoundries Partner on Silicon Photonics for AI · 2026-06-02
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)