GlobalFoundries Stock News

The passage of the Big Beautiful Bill (BBB) gave economic stability, assuring of tax cuts that stimulate investment, job creation, and GDP growth.

President Trump announced 100% tariffs on semis with the exception of companies building in the U.S., which includes TSMC and inherently sent GlobalFoundries Inc. shares up as a U.S. semi. TSM stock remains our top pick, benefiting from strong execution, growing AI/HPC exposure, and bullish technicals, while GlobalFoundries faces fundamental and technical headwinds. GlobalFoundries' smartphone-...

Trump vowed to impose roughly 100% tariffs on semiconductors unless companies build in the U.S. Is it the latest installment of the “TACO” trade?

MALTA, N.Y., Aug. 06, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has entered into an agreement with Apple for a deeper collaboration that will advance semiconductor technologies and strengthen U.S. manufacturing.

GFS reported solid Q2'25 results but issued soft Q3 guidance, leading to a sharp share price decline and cautious market sentiment. Despite near-term headwinds, I see strong long-term growth potential in industrial robotics, automotive, satellite tech, and smart glasses markets. Valuing GFS at $36.60/share (7.79x eFY26 EV/aEBITDA), I recommend a cautious Buy, expecting shares may trend lower be...

GlobalFoundries Inc. (NASDAQ:GFS ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants John C. Hollister - Chief Financial Officer Niels Anderskouv - President & COO Sam Franklin - Senior Vice President of Business Finance & Operations Timothy Graham Breen - CEO & Director Conference Call Participants Christopher Caso - Wolfe Research, LLC Christopher James Muse - Ca...

Shares of specialty semiconductor manufacturer GlobalFoundries (GFS -9.20%) sank on Tuesday, down 10.3% as of 3:20 p.m. ET.

Contract chipmaker GlobalFoundries forecast revenue and profit for the third quarter below Wall Street estimates on Tuesday, as it grapples with a slow recovery in demand from clients in the consumer electronics market.