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GLOBALFOUNDRIES Inc. (GFS) Stock: Price, Forecast & Analyst Target

GLOBALFOUNDRIES Inc. (GFS) — MoonshotScore 63/100 (Fair band), calculated Oct 5, 2026. Price $48.56 (-3.21%), as of the Oct 5, 2026 trading session; market cap $26.6B. Expected results Nov 4, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 11.29× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026

$48.56 −$1.61 (-3.21%) Market Cap $26.6B

GLOBALFOUNDRIES Inc. · GFS · NASDAQ · Technology · Semiconductors

Research dated 2026-09-12: GLOBALFOUNDRIES manufactures integrated circuits and provides wafer-fabrication and technology services rather than relying on sales of its own branded processors. Its case rests on whether silicon photonics, communications infrastructure, automotive demand and higher-margin services can improve the revenue mix faster than fabrication investment consumes cash.

Price as of Oct 5, 2026

Key Statistics

63 of 100

MoonshotScore v2 · GLOBALFOUNDRIES (GFS)

Fair
Business Quality Average (53)
Financial Safety Sound (64)
Valuation Full (57)
Growth Durability Growing (70)
Momentum Quiet (50)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Durable growth, though quality is only middling. Business Quality: Average; Financial Safety: Sound; Valuation: Full; Growth Durability: Growing; Momentum: Quiet.

  • quarterly revenue $1.79B (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 8 of 8
  • Altman Z 3.09 · Piotroski F 8

Helping: durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for GFS (29 recorded, newest six shown)
RecordedScoreBand
62Fair
62Fair
62Fair
62Fair
62Fair
62Fair

The score moved from 62 in the stored Oct 4, 2026 snapshot to 63 in the current publication computed Oct 5, 2026 (+1). This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$48.56
Change on the day-3.21%
52-week range$32.02 – $92.55
Market capitalisation$26.6B
Price / earnings (trailing)38.89
Shares traded on the day4.40M
Beta (volatility vs the S&P 500)1.77
Dividends per share (last 12 months)$0.24
Dividend yield (last 12 months)0.48%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 5, 2026: low $32, high $86, latest $49. 4 reported quarters marked, 4 above and 0 below the recorded estimate. 1 other dated event marked. $86 $32 high $86 Nov 12, 2025 · Earnings results · reported above the recorded estimate · close $331Feb 11, 2026 · Earnings results · reported above the recorded estimate · close $492May 5, 2026 · Earnings results · reported above the recorded estimate · close $743Aug 5, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $544Aug 5, 2026 · Earnings results · reported above the recorded estimate · close $545 Sep 5, 2025 Oct 5, 2026 · $49 $33Sep 5, 2025$33Sep 19, 2025$36Oct 3, 2025$35Oct 17, 2025$36Oct 31, 2025$33Nov 14, 2025$36Nov 28, 2025$39Dec 12, 2025$36Dec 26, 2025$40Jan 9, 2026$43Jan 23, 2026$43Feb 6, 2026$46Feb 20, 2026$47Mar 6, 2026$43Mar 20, 2026$44Apr 2, 2026$55Apr 17, 2026$65May 1, 2026$71May 15, 2026$80May 29, 2026$81Jun 12, 2026$80Jun 26, 2026$69Jul 10, 2026$54Jul 24, 2026$54Aug 7, 2026$48Aug 21, 2026$45Sep 4, 2026$48Sep 18, 2026$50Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

Dated events ahead, in order, not to scaleOct 9, 2026, Dividend payment date; Nov 4, 2026, Next results due. Spacing is order only and carries no duration.Oct 5, 20261Oct 9, 20262Nov 4, 2026
  1. Dividend payment dateCompany record
  2. Next results dueProvider estimate

Management outlook

  • Given our strong capabilities and robust capacity ramp, we now expect our silicon photonics revenue as reported within the comms infrastructure and data center end market to more than double in 2026 compared with the year prior.

    Timothy Breen · Statement from

  • As a result, we expect technology services revenue towards the high end of the 10% to 12% range of total revenue in 2026 with a gross margin profile significantly higher than our corporate targets.

    Sam Franklin · Statement from

Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for GLOBALFOUNDRIES (GFS): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Moderate
Momentum Neutral
Business Quality Neutral
Financial Safety Moderate
Valuation Neutral

Legends Council

6 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Neutral read
Simons-style lens (simulated) Jim Simons Favorable read
Englander-style lens (simulated) Izzy Englander Favorable read
Klarman-style lens (simulated) Seth Klarman Neutral read
Moon AI lens (model) Favorable read

Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Undervalued
Profit Margin Neutral
Revenue Growth Weak
Debt/Equity Moderate
ROE Neutral
Gross Margin Neutral

Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 24, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the GFS film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is GLOBALFOUNDRIES (GFS), and what does it report?

Short answer · as of

GLOBALFOUNDRIES is a semiconductor foundry: customers bring product requirements, while the company supplies manufacturing capacity, process technology and related engineering services.

Research dated 2026-09-12.

GLOBALFOUNDRIES is a semiconductor foundry: customers bring product requirements, while the company supplies manufacturing capacity, process technology and related engineering services. Its capabilities span radio-frequency modems, microcontrollers, power-management devices, microelectromechanical systems and processors used across electronic products.

Reported revenue therefore reflects fabrication and service activity, not merely shipments of a proprietary chip family. Gross and operating profit capture the economics of running fabs while funding process development, and the disclosed engineering and pre-fabrication services line shows that manufacturing is not the entire commercial offering.

Sources (as of 2026-09-12): Business description; Revenue by segment; Quarterly income statement (USD thousands); Annual revenue and net result (USD millions)

2 · Latest results

What do the latest results show for GLOBALFOUNDRIES (GFS)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $1.79B.

Research dated 2026-09-12.

The latest period brought a sequential revenue rebound and higher gross profit. Operating profit edged lower because research, development and administrative spending absorbed the gross-profit improvement, while net income recovered from the preceding period. The broader annual record shows stable recent revenue alongside pronounced swings in profitability.

Management expects sharp expansion in silicon photonics and communications infrastructure and data-center revenue, with automotive growth weighted later in the annual cycle. It also expects technology services to occupy the upper end of its stated revenue mix and carry margins well above corporate targets. Those claims remain management expectations, although reported revenue and adjusted earnings have repeatedly exceeded contemporaneous estimates.

Sources (as of 2026-09-12): Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Reported versus estimated, last 8 quarters; Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$1.79B Jun 30, 2026
Latest quarter · R&D
$174.00M Jun 30, 2026
Latest quarter · SG&A
$157.00M Jun 30, 2026
Latest quarter · FMP standardized operating result
$174.00M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$1.79B$174.00M$157.00M$174.00M
Mar 31, 2026$1.63B$132.00M$139.00M$180.00M
Dec 31, 2025$1.83B$133.00M$107.00M$255.00M
Sep 30, 2025$1.69B$124.00M$100.00M$195.00M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$1.79B Aug 5, 2026
Latest report · revenue estimate
$1.77B Aug 5, 2026
Latest report · revenue vs estimate
Above estimate Aug 5, 2026
Latest report · EPS vs estimate
Above estimate Aug 5, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 5, 2026$1.79B$1.77B$0.4600$0.4328
May 5, 2026$1.63B$1.63B$0.4000$0.3512
Feb 11, 2026$1.83B$1.80B$0.5500$0.4746
Nov 12, 2025$1.69B$1.68B$0.4100$0.3833

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$1.79B$166M$0.30 (diluted)
Q1 FY2026$1.63B$103M$0.18 (diluted)
Q4 FY2025$1.83B$199M$0.36 (diluted)
Q3 FY2025$1.69B$248M$0.44 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for GLOBALFOUNDRIES (GFS)?

Short answer

Cash and short-term investments were $2.36B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $405.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-12.

Cash and short-term investments exceed total debt, and long-term investments add another liquidity resource. The balance sheet therefore has meaningful flexibility, though cash and short-term investments have contracted substantially across the reported window and net cash is modest beside the company’s market value.

Operating cash flow stayed positive throughout the quarterly series, but fabrication spending rose sharply and most recently surpassed the cash generated from operations. That crossover matters because sustained expansion spending could keep drawing down liquidity even while accounting earnings remain positive. Historical profit volatility, moderate returns and a demanding earnings valuation increase the importance of durable cash conversion.

Sources (as of 2026-09-12): Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash decline over the reported window; Cash against market value; Operating cash flow by quarter (USD millions); Annual revenue and net result (USD millions); Trailing twelve-month ratio set; Distress and quality screens

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$405.00M Jun 30, 2026
Previous quarter · operating cash flow
$542.00M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$405.00M−$411.00M
Mar 31, 2026$542.00M−$312.00M
Dec 31, 2025$374.00M−$208.00M
Sep 30, 2025$595.00M−$189.00M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at GLOBALFOUNDRIES (GFS)?

Short answer · as of

The next earnings report is expected on Nov 4, 2026.

Research dated 2026-09-12.

Silicon photonics, communications infrastructure and data-center demand now carry much of management’s growth narrative. Watch whether those markets lift reported revenue and gross profit, whether automotive demand arrives with the promised later weighting, and whether technology services moves toward management’s expected mix while supporting stronger margins.

Consensus anticipates another step upward in revenue and earnings at the scheduled release, following a sustained run of estimate beats. Just as important, compare operating cash flow with fabrication spending and track the cash balance: improving income without better cash conversion would leave the capital-intensity issue unresolved.

Sources (as of 2026-09-12): Management outlook — dated call excerpts; Next earnings report; Reported versus estimated, last 8 quarters; Analyst revenue and earnings estimates (average); Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions)

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. Given our strong capabilities and robust capacity ramp, we now expect our silicon photonics revenue as reported within the comms infrastructure and data center end market to more than double in 2026 compared with the year prior.

    Timothy Breen ·

  2. As a result, we expect technology services revenue towards the high end of the 10% to 12% range of total revenue in 2026 with a gross margin profile significantly higher than our corporate targets.

    Sam Franklin ·

  3. Beyond optical networking, we saw strong double-digit year-over-year growth in applications across both wireless and -- Given the accelerating demand outlook from our customers, we now expect to achieve full year 2026 revenue growth in the range of 50% to 60% for our communications infrastructure and data center end market, up from our prior expectations of high 30s percentage year-over-year growth, which we believe is an early indication of the long-term growth opportunities ahead for GF in this end market.

    Sam Franklin ·

  4. However, for the full year, we continue to expect low double-digit percentage revenue growth for our automotive end market with a higher weighting towards the fourth quarter.

    Sam Franklin ·

5 · Peer comparison

How does GLOBALFOUNDRIES compare with its peers?

Short answer

GLOBALFOUNDRIES's score ranks 10th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-12.

Comparing GLOBALFOUNDRIES with a chip company that mainly sells proprietary processors can produce the wrong conclusion. GLOBALFOUNDRIES earns from fabrication capacity, process capabilities and technology services across radio-frequency, power-management, microcontroller, sensor and processor applications; demand must translate into work moving through its manufacturing network.

Its emerging mix also differs from a foundry story driven solely by wafer volume. Silicon photonics, engineering work and other technology services can contribute alongside automotive and communications demand, while management says the service component carries a stronger margin profile. The tradeoff is persistent research spending and fabrication investment before that mix improvement becomes cash.

Sources (as of 2026-09-12): Sector / industry (provider taxonomy); Business description; Revenue by segment; Management outlook — dated call excerpts; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Trailing twelve-month ratio set

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
United Microelectronics Corporation (UMC) Named competitor$23.39 Oct 5, 2026$58.4B83 5-pillar Oct 5, 2026
MACOM Technology Solutions Holdings, Inc. (MTSI) Named competitor$327.52 Oct 5, 2026$25.0B75 5-pillar Oct 5, 2026
Semtech Corporation (SMTC) Same industry, near in market value$192.83 Oct 5, 2026$18.0B74 5-pillar Oct 5, 2026
Tower Semiconductor Ltd. (TSEM) Same industry, near in market value$241.59 Oct 5, 2026$27.3B71 5-pillar Oct 5, 2026
Lattice Semiconductor Corporation (LSCC) Same industry, near in market value$133.57 Oct 5, 2026$18.3B68 5-pillar Oct 5, 2026
Skyworks Solutions, Inc. (SWKS) Same industry, near in market value$83.91 Oct 5, 2026$12.6B68 5-pillar Oct 5, 2026
Onto Innovation Inc. (ONTO) Same industry, near in market value$328.12 Oct 5, 2026$16.3B67 5-pillar Oct 5, 2026
Entegris, Inc. (ENTG) Same industry, near in market value$166.92 Oct 5, 2026$25.5B64 5-pillar Oct 5, 2026
SiTime Corporation (SITM) Same industry, near in market value$709.44 Oct 2, 2026$18.7B64 5-pillar Oct 5, 2026
GLOBALFOUNDRIES (GFS) — this page$48.56$26.6B63
Nova Ltd. (NVMI) Same industry, near in market value$392.86 Oct 5, 2026$12.5B62 5-pillar Oct 5, 2026
STMicroelectronics N.V. (STM) Named competitor$57.68 Oct 5, 2026$51.5B60 5-pillar Oct 5, 2026
Amkor Technology, Inc. (AMKR) Same industry, near in market value$54.63 Oct 5, 2026$13.6B60 5-pillar Oct 5, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Technology stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$55.00 – $140.00
Consensus target
$82.08
Median target
$77.50

Consensus record · Captured .

Measured against a quoted price of $48.56 (as of Oct 5, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Oct 1, 2026

Transactions
75
Identified insiders
16
Purchases
1
Sales
42
Other transactions
32

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
99.5% Period end Jun 30, 2026
Reporting holders
469 Period end Jun 30, 2026
Previous quarter · holders
379 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Mubadala Investment Co Pjsc399,573,756
Fmr LLC69,848,379
Jpmorgan Chase & Co6,755,889
Marshall Wace, Llp4,581,796
Price T Rowe Associates INC /Md/3,985,630

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

Common Questions About GFS (Technology)

Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

Does GLOBALFOUNDRIES sell its own branded chips?

The business is principally a foundry and technology-services provider, manufacturing integrated circuits across processor, connectivity, power-management and sensor applications. Its reported economics therefore depend on fabrication and service demand rather than a proprietary chip franchise alone.

Sources (as of 2026-09-12): Business description; Revenue by segment

Why does silicon photonics matter to GLOBALFOUNDRIES?

Management expects silicon photonics revenue within communications infrastructure and data centers to expand sharply. That makes optical-networking demand a concrete test of whether newer process capabilities can shift the company toward faster-growing applications.

Sources (as of 2026-09-12): Management outlook — dated call excerpts

Can GLOBALFOUNDRIES fund fabrication spending from operating cash flow?

Operating cash flow has generally covered fabrication spending, but the latest reported period reversed that relationship as investment accelerated. Continued pressure would be visible through further contraction in cash and short-term investments.

Sources (as of 2026-09-12): Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Cash decline over the reported window; Cash, investments and debt

How concentrated is GLOBALFOUNDRIES ownership around Mubadala?

Mubadala is by far the largest disclosed institutional holder, making ownership unusually concentrated around that shareholder. Institutional ownership overall accounts for nearly all reported shares.

Sources (as of 2026-09-12): Largest 5 institutional holders; Institutional ownership (13F)

What is the GFS stock price today?

The last price recorded on this page for GLOBALFOUNDRIES Inc. (GFS) is $48.56, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the GFS price target?

The analyst consensus price target for GLOBALFOUNDRIES Inc. (GFS) is $82.08 (range $55.00 to $140.00, median $77.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Does GFS pay a dividend?

Yes. GLOBALFOUNDRIES Inc. (GFS) shows a trailing 12-month dividend yield of 0.48%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-12): Business description; Revenue by segment; Management outlook — dated call excerpts; Operating cash flow by quarter (USD millions)

Sources — records for every figure on this page (84 figures)

The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsTimothy Breen (Aug 5, 2026): Given our strong capabilities and robust capacity ramp, we now expect our silicon photonics revenue as reported within the comms infrastructure and data center end market to more than double in 2026 compared with the year prior. Sam Franklin (Aug 5, 2026): As a result, we expect technology services revenue towards the high end of the 10% to 12% range of total revenue in 2026 with a gross margin profile significantly higher than our corporate targets. Sam Franklin (Aug 5, 2026): Beyond optical networking, we saw strong double-digit year-over-year growth in applications across both wireless and -- Given the accelerating demand outlook from our customers, we now expect to achieve full year 2026 revenue growth in the range of 50% to 60% for our communications infrastructure and data center end market, up from our prior expectations of high 30s percentage year-over-year growth, which we believe is an early indication of the long-term growth opportunities ahead for GF in this end market. Sam Franklin (Aug 5, 2026): However, for the full year, we continue to expect low double-digit percentage revenue growth for our automotive end market with a higher weighting towards the fourth quarter.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressMalta, NYOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "400 Stonebreak Road Extension, Malta, NY, 12020, US".

FMP — 72 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateNov 4, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$48.56FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:44:35.576Z.
px.changeChange on the day-3.21%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$26.6BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:01.000Z. Captured from FMP at 2026-10-05T21:44:34.599Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$1.61FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$1.79BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)38.89FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day4.40MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.77FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveTimothy Graham BreenFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees14,000FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.58B, net result −$250.00M; FY2022 revenue $8.11B, net result $1.45B; FY2023 revenue $7.39B, net result $1.02B; FY2024 revenue $6.75B, net result −$265.00M; FY2025 revenue $6.79B, net result $885.00MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsEngineering And Other Pre-Fabrication Services $769.00MFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)27.4%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$1.79BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.rd_kR&D — period end 2026-06-30$174.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$157.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$174.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$1.63BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.rd_kR&D — period end 2026-03-31$132.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$139.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$180.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$1.83BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.rd_kR&D — period end 2025-12-31$133.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$107.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$255.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$1.69BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.rd_kR&D — period end 2025-09-30$124.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$100.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$195.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-05.revenue_actualRevenue · reported — report date 2026-08-05$1.79BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.revenue_estimatedRevenue · estimate — report date 2026-08-05$1.77BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.eps_actualEPS · reported — report date 2026-08-05$0.4600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-05.eps_estimatedEPS · estimate — report date 2026-08-05$0.4328Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-05.revenue_actualRevenue · reported — report date 2026-05-05$1.63BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-05.revenue_estimatedRevenue · estimate — report date 2026-05-05$1.63BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-05.eps_actualEPS · reported — report date 2026-05-05$0.4000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-05.eps_estimatedEPS · estimate — report date 2026-05-05$0.3512Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.revenue_actualRevenue · reported — report date 2026-02-11$1.83BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.revenue_estimatedRevenue · estimate — report date 2026-02-11$1.80BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.eps_actualEPS · reported — report date 2026-02-11$0.5500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.eps_estimatedEPS · estimate — report date 2026-02-11$0.4746Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.revenue_actualRevenue · reported — report date 2025-11-12$1.69BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.revenue_estimatedRevenue · estimate — report date 2025-11-12$1.68BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.eps_actualEPS · reported — report date 2025-11-12$0.4100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.eps_estimatedEPS · estimate — report date 2025-11-12$0.3833Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$2.36BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$405.00MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$1.42BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$1.68BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value2.33×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$405.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$542.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$411.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$312.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$374.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$208.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$595.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$189.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$55.00 – $140.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$82.08FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$77.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP75 transactions · 1 purchases, 42 sales, 32 other transactions · 16 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Oct 1, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership99.5%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holdersReporting holders469FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders379FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesMubadala Investment Co Pjsc — shares in provider snapshot399,573,756FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesFmr LLC — shares in provider snapshot69,848,379FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesJpmorgan Chase & Co — shares in provider snapshot6,755,889FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesMarshall Wace, Llp — shares in provider snapshot4,581,796FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesPrice T Rowe Associates INC /Md/ — shares in provider snapshot3,985,630FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 8 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-24 · Expired observation
fin.scoresDistress and quality screensAltman Z 3.09 · Piotroski F 8UNRECORDEDStored financial-scores observation — Captured 2026-10-05
px.range5252-week range$32.02 – $92.55UNRECORDEDStored company-profile observation — Captured 2026-10-03

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments11.29×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.36B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$0.24COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months0.48%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-08-05.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.79B) with the recorded estimate ($1.77B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-05.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.4600) with the recorded estimate ($0.4328) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v263 of 100 · Fair · pillars 53 / 64 / 57 / 70 / 50OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement62 (stored snapshot Oct 4, 2026) → 63 (current publication computed Oct 5, 2026) (+1)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.rd_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.rd_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.rd_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.rd_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-05.revenue_actual, earn.history.depth.2026-08-05.revenue_estimated, earn.history.depth.2026-08-05.revenue_actual.comparison, earn.history.depth.2026-08-05.eps_actual.comparison, earn.history.depth.2026-08-05.eps_actual, earn.history.depth.2026-08-05.eps_estimated, earn.history.depth.2026-05-05.revenue_actual, earn.history.depth.2026-05-05.revenue_estimated, earn.history.depth.2026-05-05.eps_actual, earn.history.depth.2026-05-05.eps_estimated, earn.history.depth.2026-02-11.revenue_actual, earn.history.depth.2026-02-11.revenue_estimated, earn.history.depth.2026-02-11.eps_actual, earn.history.depth.2026-02-11.eps_estimated, earn.history.depth.2025-11-12.revenue_actual, earn.history.depth.2025-11-12.revenue_estimated, earn.history.depth.2025-11-12.eps_actual, earn.history.depth.2025-11-12.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-12

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits. These vital components are instrumental in powering a wide array of ubiquitous electronic devices. The company's diverse portfolio includes the manufacturing of various semiconductor devices, such as microprocessors, mobile application processors, baseband and network processors, radio frequency modems, microcontrollers, power management units, and microelectromechanical systems. Additionally, it offers comprehensive wafer fabrication services and advanced technological solutions. Established in 2009, the firm maintains its headquarters in Malta, New York.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Engineering And Other Pre-Fabrication Services: $769.00M
2025-12-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Management outlook — dated call excerpts
Captured record · 4 entries
  • Call of 2026-08-05 — Quote: Given our strong capabilities and robust capacity ramp, we now expect our silicon photonics revenue as reported within the comms infrastructure and data center end market to more than double in 2026 compared with the year prior., Speaker: Timothy Breen
  • Call of 2026-08-05 — Quote: As a result, we expect technology services revenue towards the high end of the 10% to 12% range of total revenue in 2026 with a gross margin profile significantly higher than our corporate targets., Speaker: Sam Franklin
  • Call of 2026-08-05 — Quote: Beyond optical networking, we saw strong double-digit year-over-year growth in applications across both wireless and -- Given the accelerating demand outlook from our customers, we now expect to achieve full year 2026 revenue growth in the range of 50% to 60% for our communications infrastructure and data center end market, up from our prior expectations of high 30s percentage year-over-year growth, which we believe is an early indication of the long-term growth opportunities ahead for GF in this end market., Speaker: Sam Franklin
  • Call of 2026-08-05 — Quote: However, for the full year, we continue to expect low double-digit percentage revenue growth for our automotive end market with a higher weighting towards the fourth quarter., Speaker: Sam Franklin

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-08-05OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$411.00M, Operating cash flow: $405.00M
  • Quarter ended 2026-03-31 — Capital expenditure: -$312.00M, Operating cash flow: $542.00M
  • Quarter ended 2025-12-31 — Capital expenditure: -$208.00M, Operating cash flow: $374.00M
  • Quarter ended 2025-09-30 — Capital expenditure: -$189.00M, Operating cash flow: $595.00M
  • Quarter ended 2025-06-30 — Capital expenditure: -$159.00M, Operating cash flow: $431.00M
  • Quarter ended 2025-03-31 — Capital expenditure: -$166.00M, Operating cash flow: $331.00M
  • Quarter ended 2024-12-31 — Capital expenditure: -$135.00M, Operating cash flow: $457.00M
  • Quarter ended 2024-09-30 — Capital expenditure: -$162.00M, Operating cash flow: $375.00M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $0.3 per share, R&D: $174.00M, SG&A: $157.00M, EPS basic: $0.3 per share, EPS basis: diluted, Revenue: $1.79B, EPS diluted: $0.3 per share, Net result: $166.00M, Gross profit: $505.00M, Operating result: $174.00M
  • Quarter ended 2026-03-31 — EPS: $0.18 per share, R&D: $132.00M, SG&A: $139.00M, EPS basic: $0.19 per share, EPS basis: diluted, Revenue: $1.63B, EPS diluted: $0.18 per share, Net result: $103.00M, Gross profit: $451.00M, Operating result: $180.00M
  • Quarter ended 2025-12-31 — EPS: $0.36 per share, R&D: $133.00M, SG&A: $107.00M, EPS basic: $0.36 per share, EPS basis: diluted, Revenue: $1.83B, EPS diluted: $0.36 per share, Net result: $199.00M, Gross profit: $528.00M, Operating result: $255.00M
  • Quarter ended 2025-09-30 — EPS: $0.44 per share, R&D: $124.00M, SG&A: $100.00M, EPS basic: $0.44 per share, EPS basis: diluted, Revenue: $1.69B, EPS diluted: $0.44 per share, Net result: $248.00M, Gross profit: $419.00M, Operating result: $195.00M
  • Quarter ended 2025-06-30 — EPS: $0.41 per share, R&D: $134.00M, SG&A: $0, EPS basic: $0.41 per share, EPS basis: diluted, Revenue: $1.69B, EPS diluted: $0.41 per share, Net result: $228.00M, Gross profit: $408.00M, Operating result: $196.00M
  • Quarter ended 2025-03-31 — EPS: $0.38 per share, R&D: $127.00M, SG&A: $0, EPS basic: $0.38 per share, EPS basis: diluted, Revenue: $1.58B, EPS diluted: $0.38 per share, Net result: $210.00M, Gross profit: $355.00M, Operating result: $151.00M
  • Quarter ended 2024-12-31 — EPS: -$1.32 per share, R&D: $121.00M, SG&A: $93.00M, EPS basic: -$1.32 per share, EPS basis: diluted, Revenue: $1.83B, EPS diluted: -$1.32 per share, Net result: -$730.00M, Gross profit: $449.00M, Operating result: -$701.00M
  • Quarter ended 2024-09-30 — EPS: $0.32 per share, R&D: $130.00M, SG&A: $0, EPS basic: $0.32 per share, EPS basis: diluted, Revenue: $1.74B, EPS diluted: $0.32 per share, Net result: $177.00M, Gross profit: $414.00M, Operating result: $185.00M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2025 — R&D: $518.00M, Revenue: $6.79B, Period end: 2025-12-31, Net result: $885.00M
  • FY2024 — R&D: $496.00M, Revenue: $6.75B, Period end: 2024-12-31, Net result: -$265.00M
  • FY2023 — R&D: $428.00M, Revenue: $7.39B, Period end: 2023-12-31, Net result: $1.02B
  • FY2022 — R&D: $482.00M, Revenue: $8.11B, Period end: 2022-12-31, Net result: $1.45B
  • FY2021 — R&D: $478.00M, Revenue: $6.58B, Period end: 2021-12-31, Net result: -$250.00M
2025-12-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-05 — EPS actual: $0.46 per share, EPS estimated: $0.4328 per share, Revenue actual: $1.79B, Revenue estimated: $1.77B
  • Reported 2026-05-05 — EPS actual: $0.4 per share, EPS estimated: $0.3512 per share, Revenue actual: $1.63B, Revenue estimated: $1.63B
  • Reported 2026-02-11 — EPS actual: $0.55 per share, EPS estimated: $0.4746 per share, Revenue actual: $1.83B, Revenue estimated: $1.80B
  • Reported 2025-11-12 — EPS actual: $0.41 per share, EPS estimated: $0.3833 per share, Revenue actual: $1.69B, Revenue estimated: $1.68B
  • Reported 2025-08-05 — EPS actual: $0.42 per share, EPS estimated: $0.3611 per share, Revenue actual: $1.69B, Revenue estimated: $1.68B
  • Reported 2025-05-06 — EPS actual: $0.34 per share, EPS estimated: $0.2894 per share, Revenue actual: $1.58B, Revenue estimated: $1.58B
  • Reported 2025-02-11 — EPS actual: $0.46 per share, EPS estimated: $0.452 per share, Revenue actual: $1.83B, Revenue estimated: $1.83B
  • Reported 2024-11-05 — EPS actual: $0.41 per share, EPS estimated: $0.33 per share, Revenue actual: $1.74B, Revenue estimated: $1.73B
2026-08-05FMPFinancial Modeling Prep (FMP) earnings
Cash, investments and debt
Total debt: $1.68B; Liquidity basis: cash and short-term investments; Total liabilities: $5.01B; Cash and short-term investments: $2.36B; Cash and investments: $3.78B; Long-term investments: $1.42B; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash and investment components
Total basis: cash short and long-term investments; Total: $3.78B; Cash and short-term investments: $2.36B; Long-term investments: $1.42B; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $2.36B, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $3.00B, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $3.10B, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $3.28B, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $3.10B, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $2.88B, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $3.39B, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $3.47B, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash decline over the reported window
To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $2.36B; Decline: $1.12B; Opening balance: $3.47B; Average change per period: $159.40M

Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length.

2026-06-30COMPUTEDComputed from reported balances
Cash against market value
As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $679.00M; Total debt: $1.68B; Cash and investments: $2.36B

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-06-30COMPUTEDComputed from the balance sheet and the latest market capitalization
Trailing twelve-month ratio set
Quick ratio: 1.74; Current ratio: 2.48; Debt to equity: 0.14; Net margin: 10.3%; Gross margin: 27.4%; Operating margin: 11.6%; Return on assets: 4.2%; Return on equity: 6.1%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-12FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Distress and quality screens
Altman Z-score: 2.88; Piotroski F-score: 8

Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading.

2026-09-12FMPFinancial Modeling Prep (FMP) financial scores
Next earnings report
Date: 2026-11-10; EPS estimate: $0.51 per share; Revenue estimate: $1.89B

The date is our provider's estimate until the company confirms it.

2026-09-12FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst revenue and earnings estimates (average)
Captured record · 4 entries
  • FY2027 — EPS average: $2.53 per share, Revenue average: $8.21B, Revenue low: $8.03B, Revenue high: $8.69B, Analysts (revenue): 17
  • FY2028 — EPS average: $3.37 per share, Revenue average: $9.35B, Revenue low: $8.70B, Revenue high: $10.79B, Analysts (revenue): 15
  • FY2029 — EPS average: $7.4 per share, Revenue average: $12.31B, Revenue low: $11.95B, Revenue high: $13.12B, Analysts (revenue): 10
  • FY2030 — EPS average: $7 per share, Revenue average: $13.77B, Revenue low: $13.36B, Revenue high: $14.67B, Analysts (revenue): 7
2026-09-12FMPFinancial Modeling Prep (FMP) analyst estimates
Sector / industry (provider taxonomy)
Technology / Semiconductors

The company's SEC filings classify it under SIC 3674 — Semiconductors & Related Devices.

2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Largest 5 institutional holders
Captured record · 5 entries
  • Holder: Mubadala Investment Co Pjsc, Shares: 399,573,756
  • Holder: Fmr LLC, Shares: 69,848,379
  • Holder: Jpmorgan Chase & Co, Shares: 6,755,889
  • Holder: Marshall Wace, Llp, Shares: 4,581,796
  • Holder: Price T Rowe Associates INC /Md/, Shares: 3,985,630
2026-06-30FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings
Institutional ownership (13F)
Holders: 469; Quarter: 2026-06-30; Ownership: 99.5%; Holders previous quarter: 379

13F filings are quarterly and lag the quarter end by up to 45 days.

2026-06-30FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.