GLOBALFOUNDRIES (NASDAQ: GFS) HR chief fully cashes out direct stake in planned share sale
GLOBALFOUNDRIES Inc.'s Chief People Officer, Pradheepa Raman, sold 6,760 Ordinary Shares on August 18, 2026, at a price of $51.12 per share, totaling approximately $345,571.20. This sale was executed under a Rule 10b5-1 trading plan, and after the transaction, Raman holds 0 direct shares in the company. The filing indicates a complete cash-out of her direct stake.
Globalfoundries CPO Pradheepa Raman sells $345,571 in stock
Globalfoundries' Chief People Officer, Pradheepa Raman, sold 6,760 ordinary shares worth $345,571 on August 18, 2026, executed through a Rule 10b5-1 trading plan. Despite this insider sale and a recent stock decline, InvestingPro deems the semiconductor company undervalued. GlobalFoundries also reported strong Q2 results, exceeding expectations, though UBS recently lowered its price target due to a revised mobile outlook.
TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy?
This article compares Taiwan Semiconductor Manufacturing Company (TSM) and GlobalFoundries (GFS) as investment opportunities in the foundry segment. It highlights TSMC's strong growth from leading-edge technologies and AI demand, alongside its expanding capacity and increased dividends. GlobalFoundries is shown to have solid Q2 revenues, growth in Technology Services and specific end markets, and has initiated dividends, despite a weaker outlook for Smart Mobile Devices. Ultimately, TSMC is recommended as the stronger investment due to its superior performance, lower P/E ratio, and higher Zacks Rank.
GlobalFoundries Names Grant McEwan To Lead Its New York Manufacturing Facility
GlobalFoundries has appointed Grant McEwan as the general manager of its semiconductor manufacturing facility in Malta, New York. McEwan brings over 30 years of semiconductor industry experience, previously holding leadership roles at NXP Semiconductors and Freescale Semiconductor. He will be responsible for the day-to-day operations of the facility, which employs approximately 2,500 people and produces chips for various high-performance and security-critical applications.
GLOBALFOUNDRIES (GFS) Is Up 6.8% After Real-Time AI Data Platform Deal With Redpanda Inc.
GLOBALFOUNDRIES (GFS) saw a 6.8% increase in its stock after announcing a deal with Redpanda Inc. to build a unified real-time data and AI platform across its global operations. This partnership aims to enhance efficiency, decision-making, and AI-driven automation by consolidating various operational data. The move follows GlobalFoundries' Q2 2026 results and is seen as a way to potentially reshape its long-term investment narrative by improving manufacturing visibility and responsiveness.
GlobalFoundries CLO Samak L. Azar Sells 335 Shares via Rule 10b5-1 Plan
GlobalFoundries' Chief Legal Officer, Samak L. Azar, sold 335 ordinary shares on August 13, 2026, for $52.62 per share, as disclosed in a Form 4 filed on August 17, 2026. This transaction was conducted under a pre-established Rule 10b5-1 trading plan. After the sale, Azar directly owns 11,139 ordinary shares of GlobalFoundries Inc.
GLOBALFOUNDRIES (NASDAQ: GFS) legal chief trims stake in share sale plan
GLOBALFOUNDRIES' Chief Legal Officer, Azar Samak L, sold 335 Ordinary Shares of GFS at $52.62 per share on August 13, 2026, as per a Rule 10b5-1 trading plan. This transaction leaves Samak L with 11,139 Ordinary Shares directly held. The filing indicates a neutral impact and negative sentiment on the stock.
Globalfoundries chief legal officer Samak L Azar sells $16,177 in stock
Globalfoundries' chief legal officer, Samak L Azar, sold 335 ordinary shares worth $16,177 on August 6, 2026. Despite the sale, the stock has increased by 13% since then and 65% over the past year. InvestingPro analysis suggests the stock might be overvalued, even as GlobalFoundries reported strong Q2 earnings, exceeding expectations and revising its full-year outlook for certain sectors.
Globalfoundries chief legal officer Samak L Azar sells $16,177 in stock
Globalfoundries' Chief Legal Officer, Samak L Azar, sold 335 ordinary shares for $16,177 on August 6, 2026, through a pre-planned trading arrangement. The transaction occurred at $48.29 per share, and the stock has since risen to $54.58. This sale comes as the company reports strong Q2 earnings, exceeding analyst expectations, although UBS recently lowered its price target due to adjusted revenue guidance.
Why GlobalFoundries Stock Could Be Ready to Climb
GlobalFoundries (GFS) stock shows potential for an upside move, supported by technical indicators such as its recovery above the 200-day moving average and year-to-date anchored volume weighted average price. Max Pain levels are rising, and options are affordably priced, suggesting a possible climb in the coming weeks and months. The stock's short-term options traders exhibit a put skew, while a recommended call option offers a leverage ratio of 4.0.
Bank of America Corp DE Purchases 450,722 Shares of GlobalFoundries Inc. $GFS
Bank of America Corp DE significantly increased its stake in GlobalFoundries Inc. (NASDAQ:GFS) by purchasing an additional 450,722 shares in the first quarter, bringing its total holdings to 875,361 shares valued at $38.9 million. Other institutional investors also raised their positions, while insiders sold 18,785 shares. Despite exceeding earnings expectations, analysts have a mixed outlook with a consensus "Hold" rating and an average price target of $75.11 for GFS.
Pacer Advisors Inc. Has $102,000 Stock Holdings in GlobalFoundries Inc. $GFS
Pacer Advisors Inc. significantly reduced its stake in GlobalFoundries Inc. by 99.9% in the first quarter, selling over 1.5 million shares and retaining 2,287 shares valued at $102,000. Despite this sell-off, several other institutional investors increased their positions in GFS. GlobalFoundries reported strong Q1 earnings, beating EPS estimates, and analysts maintain a consensus "Hold" rating with an average price target of $75.11.
GlobalFoundries Inc. (NASDAQ:GFS) Receives Consensus Rating of "Hold" from Brokerages
GlobalFoundries Inc. (NASDAQ:GFS) has received a consensus "Hold" rating from 19 analysts, with an average 12-month price target of $75.11. The company recently surpassed quarterly earnings expectations and issued positive guidance for Q3 2026. Despite some insider selling, institutional investors have increased their stakes, and GlobalFoundries declared a quarterly dividend of $0.12 per share.
There May Be Underlying Issues With The Quality Of GLOBALFOUNDRIES' (NASDAQ:GFS) Earnings
GLOBALFOUNDRIES (NASDAQ:GFS) reported strong profits, but its stock remained stagnant, suggesting investor concern over the quality of its earnings. A significant portion of its profit, US$72m, came from unusual items which are typically non-recurring, potentially indicating that the company's underlying earning power is less robust than its reported statutory profit. Despite this, the company did show improvement by returning to profitability after a loss in the previous year.
There May Be Underlying Issues With The Quality Of GLOBALFOUNDRIES' (NASDAQ:GFS) Earnings
GLOBALFOUNDRIES (NASDAQ:GFS) reported strong profits, but the stock remained stagnant due to concerns about the quality of its earnings. A significant portion of the reported profit, US$72m, came from unusual items that are unlikely to recur. This suggests that the company's underlying earnings power might be lower than its statutory profit, despite its return to profitability this year.
There May Be Underlying Issues With The Quality Of GLOBALFOUNDRIES' (NASDAQ:GFS) Earnings
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) reported strong profits, but the stock remained stagnant due to concerns about the quality of its earnings. The analysis highlights that a significant portion of the reported profit, US$72 million, came from "unusual items" which are often not repeatable. This suggests that the company's underlying earning power might be less robust than its statutory profit indicates, despite moving from a loss last year to a profit this year.
GlobalFoundries Inc (GFS) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for GlobalFoundries Inc (GFS), detailing its current earnings forecast score, analyst ratings, and price targets. It highlights that 22 analysts have issued ratings, with most supporting a "Buy" trend, and provides expected revenue and EPS for upcoming quarters. The average price target is $40.00, with a high of $50.00 and a low of $35.00.
GLOBALFOUNDRIES Stock Keeps Swinging Because Its Fastest Business Is Its Smallest
GLOBALFOUNDRIES (GFS) stock experienced significant swings despite beating revenue estimates and raising its outlook for its fastest-growing segment. The volatility is attributed to this fast-growing "comms infrastructure and data center" market being the smallest part of its business, making up only 16% of revenue. Meanwhile, its largest segment, "smart mobile devices," is projected to decline, indicating that the company's exciting growth area is not yet large enough to offset other weaknesses and stabilize the stock.
Redpanda to Power GlobalFoundries' Real-Time Data Strategy
GlobalFoundries (GF), a leading semiconductor manufacturer, has partnered with Redpanda to establish a unified real-time data platform. This collaboration aims to enhance GF's operational visibility, responsiveness, and efficiency by integrating manufacturing, engineering, and business systems, while also supporting the development of AI-driven capabilities across its global operations. The partnership will replace legacy change-data-capture infrastructure, enabling real-time streaming of crucial data and fostering AI agent adoption for automation and insights.
GlobalFoundries Inc. (GFS) Stock forecasts
This report by Morningstar analyzes GlobalFoundries Inc. (GFS), a top-five contract semiconductor manufacturer. The report indicates that strong data center guidance from GlobalFoundries does not alter its valuation. The company, originally spun out from AMD, sells chips across various markets including smartphones, PCs, IoT, and data centers.
Janus Henderson Group PLC Purchases New Holdings in GlobalFoundries Inc. $GFS
Janus Henderson Group PLC recently acquired 24,906 shares of GlobalFoundries Inc. worth approximately $1.1 million, making it a new stakeholder in the company. Several other institutional investors also increased their holdings. This comes as GlobalFoundries reported strong Q2 earnings, beating analyst expectations, and announced a quarterly dividend, despite a recent 7.2% decline in share price.
GLOBALFOUNDRIES Inc (GFS) Chief Legal Officer Samak Azar Sells 335 Shares
GLOBALFOUNDRIES Inc's Chief Legal Officer, Samak Azar, sold 335 shares of the company stock for approximately $16,177, bringing his direct ownership to 11,474 shares. This transaction continues a trend of significant insider selling over the past year, with 36 insider sells against only 1 buy. Despite this, the stock is considered Modestly Overvalued by GuruFocus's GF Value, while 5 gurus hold shares, with a majority increasing their positions.
Why GLOBALFOUNDRIES (GFS) Is Up 7.8% After CHIPS R&D Deal and Mixed Q2 Earnings Report
GLOBALFOUNDRIES (GFS) saw its stock rise 7.8% following a letter of intent with the U.S. Department of Commerce for a planned US$300 million CHIPS R&D award, focusing on silicon photonics and AI-focused optical technologies. This news coincided with the company's Q2 2026 earnings report, which showed increased sales but lower net income year-over-year, alongside a confirmed quarterly dividend. The R&D deal is seen as a significant boost to GLOBALFOUNDRIES' position in the AI infrastructure market, despite ongoing concerns about pricing pressure and earnings volatility.
GlobalFoundries (NASDAQ:GFS) Insider Sells 335 Shares
An insider at GlobalFoundries (NASDAQ:GFS), Samak Azar, sold 335 shares of the company's stock for approximately $16,177 under a pre-arranged trading plan. This transaction reduced the insider's ownership by 2.84%. The company recently reported adjusted earnings of $0.46 per share and revenue of $1.79 billion, exceeding analyst estimates, and has a consensus "Hold" rating with an average price target of $75.11.
GLOBALFOUNDRIES Inc. (GFS) CLO sells 335 shares under Rule 10b5-1 plan
GLOBALFOUNDRIES Inc.'s Chief Legal Officer, Azar Samak L, sold 335 ordinary shares of the company on August 6, 2026, at $48.29 per share through a pre-arranged Rule 10b5-1 trading plan. After this transaction, the insider directly holds 11,474 ordinary shares. This sale amounted to $16,000 and is detailed in a Form 4 SEC filing, indicating transparency regarding insider transactions.
GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint
GlobalFoundries (NASDAQ: GFS) has partnered with Redpanda to establish a unified real-time data platform across its global semiconductor manufacturing operations. This collaboration aims to modernize core digital manufacturing capabilities, improve operational efficiency, and leverage Redpanda's Agentic Data Plane to develop AI agents for automating workflows in IT, procurement, and other business functions. The integration is expected to enhance visibility, responsiveness, and decision-making by streaming critical data into a single environment.
GlobalFoundries Inc (GFS) Stock News Today
This article provides recent news and analysis for GlobalFoundries Inc (GFS) stock, including past earnings movements and a forward-looking piece on how U.S. investment and semiconductor tariff exemptions could affect chip stocks. It highlights several instances of GFS stock price changes following earnings reports and other market factors. The information is presented by TradingKey, focusing on financial data and stock performance.
GlobalFoundries Inc. $GFS Shares Bought by Sei Investments Co.
Sei Investments Co. significantly increased its stake in GlobalFoundries Inc. (NASDAQ:GFS) by 239% during the first quarter, now holding 48,246 shares valued at $2.15 million. This comes as GlobalFoundries reported strong quarterly results, beating EPS and revenue expectations, and declared a quarterly dividend. Analysts currently maintain a "Hold" rating on the stock with a consensus price target of $75.12.
Nancy Pelosi Defends Biden’s CHIPS Act, Says Trump ‘Attacked Those Investments
Former House Speaker Nancy Pelosi defended the Biden administration’s CHIPS and Science Act, highlighting its role in strengthening U.S. manufacturing, creating jobs, and boosting innovation, while criticizing former President Trump for attacking these investments. The Act, signed in August 2022, has allocated billions for semiconductor manufacturing and research, contributing to job growth and national security, with recent incentives totaling $874 million for AI and high-performance computing companies. Despite some debate about the overall state of U.S. manufacturing, proponents argue the CHIPS Act is driving a significant boom in the sector.
Analysts Offer Insights on Technology Companies: GlobalFoundries Inc (GFS), Apple (AAPL) and Advanced Micro Devices (AMD)
This article provides analyst insights on three technology companies: GlobalFoundries Inc (GFS), Apple (AAPL), and Advanced Micro Devices (AMD). Goldman Sachs maintained a Hold rating on GlobalFoundries, DBS maintained a Hold rating on Apple, and DBS maintained a Buy rating on Advanced Micro Devices, with specific price targets and analyst consensus noted for each.
Globalfoundries chief legal officer Azar Samak L sells $27,470 in stock
Globalfoundries' Chief Legal Officer, Azar Samak L, sold 335 ordinary shares for $27,470, executing a pre-planned transaction. This sale comes as GFS stock has seen a 100% return over the past year, though it is currently trading below the sale price. Despite the insider sale, analysts remain confident in Globalfoundries' prospects, with recent strategic initiatives including an acquisition, a partnership with the U.S. Department of Energy, and the launch of a new quantum technology business unit.
GlobalFoundries’ Growth Makes the Case for a U.S. Photonics Buildout
GlobalFoundries' strong Q2 performance, particularly in communications infrastructure and data centers, validates its investment in silicon photonics. The company's CEO, Tim Breen, expects silicon photonics revenue to more than double in 2026, driven by rising demand for optical networking in AI systems. A proposed $300 million award from the U.S. Department of Commerce aims to accelerate this development, focusing on advanced packaging and optical-module integration to establish a U.S. leadership position in photonics manufacturing.
GLOBALFOUNDRIES Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:GFS) 2026-08-05
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) released its Q2 2026 earnings call presentation, showing an EPS of $0.46, beating estimates by $0.03. The company also reported revenues of $1.79 billion, surpassing expectations by $21.36 million and representing a 5.81% year-over-year increase. The slide deck was published in conjunction with the earnings call on August 5, 2026.
GlobalFoundries Q2 Earnings Call Highlights AI Data Center Momentum
GlobalFoundries (GFS) reported strong Q2 2026 earnings, exceeding revenue and EPS estimates, driven by surging AI data center demand. The company raised its 2026 revenue growth outlook for communications infrastructure and data centers to 50-60%, citing significant growth in silicon photonics. GlobalFoundries also emphasized improving profitability through a richer business mix, strategic acquisitions like Synopsys’ ARC Processor IP, and disciplined investments.
300-million Dollars Awarded to GlobalFoundries
GlobalFoundries has been awarded $300 million by the U.S. Department of Commerce under the CHIPS and Science Act. This funding will accelerate research and development in next-generation silicon photonics wafer technologies, novel optical materials, and advanced packaging, building on GF's SCALE™ platform. The initiative aims to enhance energy efficiency and data movement for AI and data center workloads.
GLOBALFOUNDRIES INC. : JP MORGAN CUTS TARGET PRICE TO $57 FROM $70
JP Morgan has adjusted its target price for GLOBALFOUNDRIES INC., lowering it to $57 from the previous $70. This change reflects an updated outlook from the investment bank on the company's valuation.
GlobalFoundries Inc. (GFS) PT Lowered to $55 at UBS
UBS analyst Timothy Arcuri has lowered the price target for GlobalFoundries Inc. (NASDAQ: GFS) to $55.00 from $61.00. The analyst maintained a previous rating, though the specific rating is not mentioned in the provided snippet. The article notes that this is a premium article, requiring a subscription to view full details.
UBS cuts GlobalFoundries stock price target on mobile outlook
UBS has lowered its price target for GlobalFoundries (NASDAQ: GFS) to $55 from $61, while maintaining a Neutral rating, citing a more cautious outlook for the mobile sector. This adjustment follows GlobalFoundries' revised full-year mobile outlook and higher operating expenses, leading to a modest reduction in EPS estimates. Despite these near-term headwinds, the company reported strong second-quarter results, exceeding Wall Street expectations, particularly in communications infrastructure and data center markets.
GlobalFoundries (NASDAQ:GFS) Dips After Q3 Revenue Forecast Trails Estimates
GlobalFoundries (NASDAQ:GFS) reported Q2 2026 financial results, with revenue aligning with estimates and adjusted earnings slightly exceeding them. Despite this, shares dipped in premarket trading due to a Q3 revenue forecast that trailed analyst expectations. The company is actively expanding into AI infrastructure and advanced packaging through acquisitions and strategic initiatives, aiming to strengthen its market position.
GlobalFoundries Inc. Stock 12‑Month Price Target Cut to $80.35, Implies 54% Upside
GlobalFoundries Inc.'s average 12-month price target has been slightly reduced from $80.85 to $80.35 by 20 analysts. Despite the cut, the new target still suggests a significant 54% potential upside from its August 4th closing price. The consensus rating for GFS remains a "Buy" among 24 analysts.
GlobalFoundries Falls 5% as Investors Digest Q2 Earnings-Day Update
GlobalFoundries (GFS) shares dropped 5% following its Q2 earnings-day update, likely due to investors reassessing prior optimism about AI infrastructure and silicon photonics. Despite previous strong guidance and growth areas highlighted by management, the market reaction suggests that expectations might have been too high, prompting profit-taking. The company had reported Q1 2026 results and guided for Q2 revenue of about $1.76 billion and non-IFRS diluted EPS of approximately $0.43.
GlobalFoundries Acquires Integrated Voltage Regulator IP
GlobalFoundries (GF) has acquired the integrated voltage regulator (IVR) business of Photeon Technologies, including its technology, R&D operations in Italy and Serbia, and specialized engineering talent. This acquisition aims to accelerate the development and commercialization of IVR technology, strengthening GF's power management solutions. Photeon Technologies will continue to operate independently in Austria and partner with GF.
Earnings call transcript: GLOBALFOUNDRIES tops Q2 2026 estimates on margins
GLOBALFOUNDRIES (GFS) reported Q2 2026 results exceeding Wall Street estimates, with adjusted earnings of $0.46 per share on revenue of $1.79 billion, driven by strong demand in communications infrastructure and data center markets. The company raised its full-year outlook for this segment to 50-60% growth and expects gross margin to reach approximately 30% for the full year 2026, earlier than anticipated. Key initiatives include quantum computing, silicon photonics, and strategic acquisitions to enhance IP and power solutions, reinforcing the company's long-term growth and margin expansion targets.
GlobalFoundries Inc. (GFS) Surpasses Q2 Earnings and Revenue Estimates
GlobalFoundries Inc. (GFS) reported Q2 earnings of $0.46 per share, exceeding the Zacks Consensus Estimate of $0.44, and revenues of $1.79 billion, also surpassing expectations. The company has consistently beaten EPS estimates for the past four quarters. Despite outperforming the market with a 49% stock increase year-to-date, GFS currently holds a Zacks Rank #3 (Hold).
Earnings Flash (GFS) GLOBALFOUNDRIES Inc. Reports Q2 Revenue $1.79B, vs. FactSet Est of $1.77B
GLOBALFOUNDRIES Inc. (GFS) reported its Q2 revenue at $1.79 billion, surpassing FactSet's estimate of $1.77 billion. The semiconductor manufacturer's stock saw a pre-market rise of over 4%. The company continues to be a focus for analysts, with recent reports indicating long-term AI growth potential and adjustments to price targets.
GlobalFoundries Reports Second Quarter 2026 Financial Results
GlobalFoundries (GF) announced strong preliminary financial results for the second quarter of 2026, with revenue reaching $1.786 billion and Non-IFRS gross margin exceeding guidance. The company highlighted accelerating customer demand, especially in AI data center solutions, and significant business developments including a $300 million award from the U.S. Department of Commerce for silicon photonics leadership and the acquisition of Photeon Technologies'
GlobalFoundries Q2 2026 earnings: Revenue rose 6% as gross margin expanded
GlobalFoundries reported a 6% increase in Q2 2026 revenue to $1.786 billion, with IFRS gross margin expanding to 28.3%. However, higher operating expenses led to an 11% decline in IFRS operating profit and a 27% drop in IFRS diluted EPS to $0.30. The company's increased investment spending also resulted in negative adjusted free cash flow, despite growth in wafer shipments and strategic acquisitions.
GlobalFoundries earnings on deck amid silicon photonics push By Investing.com
GlobalFoundries is set to report its second-quarter earnings, with analysts expecting modest year-over-year growth but stronger sequential improvement. Investors will be focusing on the company's revenue mix, particularly its pivot towards high-margin automotive and data center applications, and the expansion of its silicon photonics business. The report comes as the foundry sector navigates surging demand for AI infrastructure chips against sluggish consumer electronics.
RSU vesting triggers tax share withholding at GLOBALFOUNDRIES Inc. (GFS)
GLOBALFOUNDRIES Inc.'s Chief Accounting Officer, Gregory Johnson Pedersen, reported that Restricted Stock Units (RSUs) vested on July 31, 2026, leading to the withholding of 1,268 and 761 ordinary shares at $49.89 each to cover tax obligations. Following these transactions, Pedersen holds 42,186 RSUs, which are scheduled to vest in various installments between March 1, 2027, and March 1, 2029. This activity was detailed in a Form 4 SEC filing, indicating standard insider equity compensation management.
GLOBALFOUNDRIES (GFS) Is Down 6.6% After $300M CHIPS Photonics Deal And Board Changes - Has The Bull Case Changed?
GLOBALFOUNDRIES (GFS) saw a 6.6% dip after announcing a US$300 million CHIPS Act-funded deal for silicon photonics and co-packaged optics, and a reduction in its Board size. The new funding aims to bolster its AI and data center infrastructure role, but the article questions if it sufficiently offsets risks like demand volatility and rising capital expenditure. Despite the deal, the company's investment narrative still hinges on its ability to manage pricing pressures and significant investment needs.
