GFS

Prediction markets give TSM a 94.5% chance of beating Q2 consensus, with 17 Wall Street buy ratings, zero sells, and a base-case price target implying 16% upside. TSM already runs 2nm high-volume production while Intel Foundry posts operating losses and GlobalFoundries cannot compete above 12nm for AI accelerators. TSM's Q4 free cash flow surged 43% year-over-year, funding a $54 billion 2026 capex plan while Q1 gross margins expanded 390 basis points sequentially. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today. Taiwan Semiconductor Manufacturing (NYSE:TSM) presents one of the cleanest large-cap setups heading into next Thursday's earnings report, and the setup gives retirement-focused investors a rare combination of visible earnings momentum, guided margin expansion and a valuation the growth rate already outruns. Monthly filings have already de-risked the earnings report. May 2026 consolidated revenue hit NT$416.98 billion, up 30.1% year-over-year, with Jan-May cumulative revenue of NT$1.96 trillion, up 30.0%. Management guided Q2 2026 revenue to $39.0 to $40.2 billion (32% YoY at midpoint) with gross margin at 65.5% to 67.5%. Polymarket traders assign a 94.5% probability that TSM beats consensus, and an 84% probability of Q2 revenue above $39 billion. TSM trades at a 37x P/E against a forward EPS of $14.49, while the business runs 30%+ revenue growth and a Q1 gross margin of 66.2%. CEO C.C. Wei has guided full-year 2026 growth "above 30%" in USD, and the AI accelerator CAGR through 2029 is tracking in the higher 50s. The 247 base case sits at $514.04, or 15.81% upside, with the bull case at $536.23. Wall Street backs it up: 17 buy ratings against 2 holds and zero sells. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today. Q4 2025 free cash flow of NT$368.6 billion, +42.73% YoY, comfortably funds the aggressive $52 to $56 billion 2026 capex plan while margins keep expanding. Q4 gross margin of 62.3% blew past the 59% to 61% guide, and Q1 delivered a 390 bps sequential jump. TSM lifted the quarterly dividend to NT$6.00 for Q3 2025, with management reiterating a "sustainable and steadily increasing cash dividend per share" polic...

MALTA, N.Y., July 01, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, August 5, 2026, at 8:30 a.m. ET following the release of the company’s second quarter 2026 financial results. Conference Call and Webcast Information The company will host a conference call with the financial community on Wednesday, August 5, 2026, at 8:30 a.m. ET. Interested parties may join the scheduled conference call by registering here. The company’s financial results and a webcast of the conference call will be available on GlobalFoundries’ Investor Relations website at https://investors.gf.com. About GFGlobalFoundries (GF) is a leading manufacturer of essential semiconductors, enabling AI at scale from the cloud to the physical world. Through deep partnerships with customers, GF delivers differentiated, power-efficient and high-performance solutions for automotive, aerospace and defense, data center, smart mobile devices, internet of things and other high-growth markets. With global manufacturing operations across the U.S., Europe and Asia, GF is a trusted and holistic technology partner for customers around the world. GF’s talented, global team remains focused every day on security, longevity and sustainability. For more information, visit www.gf.com. © 2026 GlobalFoundries Inc. GF®, GlobalFoundries®, the GF logos and other GF marks are trademarks of GlobalFoundries Inc. or its subsidiaries. All other trademarks are the property of their respective owners. For further information, please contact: [email protected]

GLOBALFOUNDRIES Inc. GFS is increasingly shifting its business toward higher-margin segments, a strategy that appears poised to support further earnings growth in the coming years. During the first-quarter 2026 earnings call, management highlighted strong momentum in silicon photonics, high-performance silicon germanium (SiGe), and technology services, all of which carry margins above the company average. A key growth driver is the Communications Infrastructure & Data Center business, which posted 32% year-over-year revenue growth in the first quarter. Demand for silicon photonics solutions used in AI data centers and optical networking remains robust, while GF’s SiGe capacity is already oversubscribed through 2027. Management noted that these offerings are meaningfully margin accretive and are expected to contribute substantially to long-term revenue and profit expansion. Another emerging earnings lever is Technology Services, which includes intellectual property, software, licensing and engineering services. This segment represented 13% of first-quarter revenues, exceeding expectations. The integration of MIPS and the pending acquisition of Synopsys’ ARC IP business are expected to increase the contribution from software and licensing revenues, which typically generate higher margins than traditional wafer manufacturing. Management expects Technology Services to become a larger share of revenue over time and views it as a durable source of high-quality growth. The benefits of this mix shift are already visible. GFS delivered a first-quarter gross margin of 29%, up 510 basis points year over year, marking its strongest first-quarter margin performance on record. Management attributed much of the improvement to growth in higher-value businesses and expects continued profitability gains as these segments expand. Given the accelerating demand for AI-related networking solutions and the growing contribution from technology services, higher-margin businesses appear well-positioned to fuel GFS’ next phase of earnings growth. GLOBALFOUNDRIES is not alone in pursuing higher-margin opportunities tied to AI infrastructure and advanced connectivity. A notable competitor is United Microelectronics Corporation UMC, which operates in the mature-node foundry market and serves customers across communications, automotive and industrial applications. While UMC benefits from...

Interested in GlobalFoundries Inc.? Here are five stocks we like better. GlobalFoundries is doubling down on AI-driven demand—focusing on data‑center AI infrastructure, a coming "physical AI" wave, and specialty platforms like silicon photonics, GaN, BCD, SiGe and 22FDX—while customers praised its U.S. footprint and multi‑site manufacturing for supply‑chain resiliency. Management set aggressive profitability and shareholder‑return goals, targeting 30% gross margin exiting 2026, 40% exiting 2028 and 45% longer term, with ~25% operating margin exiting 2028 (~35% longer term), and announced a new quarterly $0.12 dividend plus a framework to return up to 50% of free cash flow after investments. The company highlighted strong commercial momentum—over 500 design wins in 2025 and a $120 billion servable market by 2030—and plans significant near‑term investment (capex ~15–20% of revenue in 2026, ~20% through the cycle) directed at SiGe, silicon photonics and FDX. 3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade GlobalFoundries (NASDAQ:GFS) used its 2026 Investor Day to outline how management expects demand tied to AI infrastructure, “physical AI” devices, and supply chain resiliency to support growth and profitability improvements over the next several years. Executives also introduced a new shareholder return framework and announced the start of a quarterly dividend. In a customer testimonial, Broadcom Semiconductor Solutions Group President Charlie Kawwas said Broadcom’s focus is “open, scalable, and power-efficient foundational silicon” for AI, adding that GlobalFoundries’ global footprint “ensures solid execution and supply chain security.” He cited GlobalFoundries’ “leadership in RF-SOI, SiGe, and advanced packages” and said more joint technologies are moving to the company’s U.S. fabs. → Berkshire Hathaway’s Record Cash Hoard: Why and What's Next? Why GlobalFoundries Just Became a Geopolitical Power Play Other customer representatives highlighted GlobalFoundries’ specialty platforms and multi-site manufacturing. A Renesas representative said GlobalFoundries’ 22FDX+ platform is enabling “more compact, energy-efficient chips” for “always-on applications,” and noted collaboration on BCD and gallium nitride power technologies. A representative from Marvell pointed to GlobalFoundries’ role supporting connectivity products using s...

Cirrus Logic reported Q4 revenue of $448.5 million and a record fiscal 2026 revenue of $2.0 billion, with full-year non-GAAP EPS of $9.26, driven by strong smartphone component demand. The company finished fiscal 2026 with about $1.2 billion in cash, no debt, generated operating cash flow of $650.6 million (non-GAAP free cash flow margin ~32%), and returned $280 million to shareholders via buybacks (remaining authorization ~$274.1 million). Management guided Q1 FY2027 revenue to $430–$490 million (midpoint implies ~13% YoY growth), plans higher R&D spending, and is pushing growth through flagship smartphone audio, high-performance mixed-signal products, expanding PC content (SDCA), and a manufacturing collaboration with GlobalFoundries. Interested in Cirrus Logic, Inc.? Here are five stocks we like better. Cirrus Logic's 52-Week High is More Than an Apple Story Cirrus Logic (NASDAQ:CRUS) reported fourth-quarter fiscal 2026 revenue of $448.5 million, finishing above the midpoint of its guidance range, as the company pointed to strong demand for components shipping into smartphones. For the full fiscal year 2026, the company delivered record revenue of $2.0 billion, up 5% year over year, and posted record GAAP and non-GAAP earnings per share, according to Chief Executive Officer John Forsyth. Chief Financial Officer Jeff Woolard said fourth-quarter revenue declined 23% sequentially due to lower smartphone unit volumes, but rose 6% year over year “driven primarily by strong demand for components shipping into smartphones.” He added that results were partially offset by pricing reductions and, to a lesser extent, lower general market sales. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Cirrus Logic Upgraded After Q3 Earnings Beat—More Gains Ahead? On profitability, Woolard reported non-GAAP gross profit of $237.9 million in the March quarter and non-GAAP gross margin of 53%. He attributed the year-over-year decline in quarterly gross margin primarily to higher freight expenses. For fiscal 2026, he reported non-GAAP gross profit of $1.1 billion and non-GAAP gross margin of 52.8%, saying the year-over-year increase reflected a more favorable product mix. Non-GAAP operating expenses were $126.1 million in the quarter, down $6.9 million sequentially primarily due to lower variable compensation and employee-related expenses, but up $6.1 mi...

Contract chipmaker GlobalFoundries beat earnings estimates on in-line sales for the first quarter. GFS stock jumped.

Image source: The Motley Fool. Tuesday, May 5, 2026 at 8:30 a.m. ET Chief Executive Officer — Timothy Breen Chief Financial Officer — Sam Franklin Head of Investor Relations — Eric Chow Need a quote from a Motley Fool analyst? Email [email protected] Eric Chow: Thank you, operator. Good morning, everyone, and welcome to GlobalFoundries' First Quarter 2026 Earnings Call. On the call with me today are Tim Breen, CEO; and Sam Franklin, CFO. A short while ago, we released GF's first quarter 2026 financial results which are available on our website at investors.gf.com, along with today's accompanying slide presentation. This call is being recorded, and a replay will be made available on our Investor Relations web page. During this call, we will present both IFRS and non-IFRS financial measures. The most directly comparable IFRS measures and reconciliations for non-IFRS measures are made available in today's press release and accompanying slides. Please note that these financial results are unaudited and subject to change. Certain statements on today's call may be deemed to be forward-looking statements. Such statements can be identified by the terms such as believe, expect, intend, anticipate and may or by the use of the future dense. You should not place undue reliance on forward-looking statements. Actual results may differ materially from these forward-looking statements, and we do not undertake any obligation to update any forward-looking statements we make today. For more information about factors that may cause actual results to differ materially from forward-looking statements, please refer to the press release we issued today as well as risks and uncertainties described in our SEC filings, including in sections under the caption Risk Factors in our annual report on Form 20-F and in any current reports on Form 6-K furnished with the SEC. In terms of upcoming events, we look forward to hosting our Investor Day this Thursday, May 7, with live public webcast beginning at 9:00 a.m. Eastern Time. During the event, our leadership team will provide updates on GF's strategy, growth initiatives and long-term outlook, followed by a Q&A session. We will also be participating in fireside chats at the JPMorgan Global Technology, Media and Communications Conference in Boston on May 19 and the TD Cowen Technology, Media and Telecom Conference in New York City on May 27. We wil...

GLOBALFOUNDRIES Inc. has reported first-quarter 2026 results, with sales of US$1,634 million and net income of US$103 million, alongside the launch of its SCALE silicon photonics platform for co-packaged optics in AI data centers. The introduction of the SCALE Optical Compute Interconnect MSA-capable platform highlights GLOBALFOUNDRIES’ push into higher-bandwidth, AI-focused silicon photonics solutions that differ from traditional copper-based interconnects. We’ll now examine how GLOBALFOUNDRIES’ new SCALE silicon photonics platform for AI interconnects could reshape its investment narrative and growth drivers. The future of work is here. Discover the 34 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own GLOBALFOUNDRIES, you need to believe its focus on specialty process technologies and differentiated platforms like silicon photonics can offset its smaller role in cutting edge nodes. The latest quarter shows modest sales growth but lower net income, so the key near term catalyst is execution on higher value products such as SCALE, while the biggest risk remains margin pressure from pricing and capital intensity. The new announcements do not materially change that risk balance yet. The launch of the SCALE silicon photonics platform for co packaged optics is the announcement most relevant here. It connects directly to GLOBALFOUNDRIES’ push into AI data center interconnects, an area where it aims to compete on features rather than on leading node size. If SCALE turns into meaningful design wins, it could support the existing growth narrative built around specialized RF, power, and photonics solutions. Yet behind the excitement around SCALE, there is an important risk investors should be aware of around sustained pricing pressure and margins... Read the full narrative on GLOBALFOUNDRIES (it's free!) GLOBALFOUNDRIES' narrative projects $8.6 billion revenue and $1.3 billion earnings by 2029. This requires 8.4% yearly revenue growth and about a $415 million earnings increase from $885.0 million today. Uncover how GLOBALFOUNDRIES' forecasts yield a $51.30 fair value, a 24% downside to its current price. Some of the lowest ranked analysts are far more cautious, assuming only about 6.7 percent annual revenue growth to roughly US$8.2 billion and modest earnings progress, so you should recognize that view...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. GLOBALFOUNDRIES (GFS) is back in focus after Q1 2026 results showed sales of US$1,634 million and net income of US$103 million, alongside the launch of its SCALE optical module solution for AI data centers. See our latest analysis for GLOBALFOUNDRIES. The recent Q1 results and SCALE launch have coincided with very strong price momentum, with a 1 month share price return of 69.23% and a year to date share price return of 100.81%, while the 3 year total shareholder return stands at 36.53%. If AI related chip demand is on your radar, it can be useful to see what else is moving in this space and scan 38 AI infrastructure stocks With GLOBALFOUNDRIES trading above its average analyst price target and recent returns running hot, the key question for you is simple: is this AI foundry still undervalued, or is the market already pricing in future growth? Against a last close of $74.04, the most followed fair value narrative sits at $51.30, so the story behind that gap matters. Read the complete narrative. Want to see what kind of revenue path, margin profile, and future earnings multiple are baked into that $51.30 figure? The full narrative lays out the specific growth mix across automotive, communications, and AI oriented wafers, plus how long term contracts and capital intensity shape the cash flow assumptions that sit behind this fair value call. Result: Fair Value of $51.30 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear watchpoints, including high capital spending needs and ongoing pricing pressure in smart mobile chips, which could challenge the current fair value story. Find out about the key risks to this GLOBALFOUNDRIES narrative. With sentiment clearly split on whether GLOBALFOUNDRIES is running ahead of itself or not, this is a useful moment to check the numbers directly and move fast on your own view, starting with the 3 key rewards. If GLOBALFOUNDRIES has sharpened your focus on quality and timing, do not stop here, use the Simply Wall St screener to widen your opportunity set. Spot potential mispricings early by scanning 51 high quality undervalued stocks that combine solid fundamentals with room for market re rating. Prioritise staying power by reviewing solid balan...

Performance outperformance was driven by a deliberate shift toward high-margin secular growth markets, specifically automotive and communications infrastructure. Management is repositioning the company from a pure-play foundry to a holistic technology solutions provider, evidenced by the rebranding of revenue streams to 'Manufacturing Services' and 'Technology Services'. The silicon photonics portfolio is seeing rapid adoption as the industry moves toward pluggable and co-packaged optics to meet AI data center networking demands. Strategic acquisitions like MIPS and the pending Synopsys ARC IP deal are designed to deepen customer engagement earlier in the design cycle and improve structural margins. The company's 'three-continent' manufacturing footprint is being leveraged as a competitive advantage to capture the global 'onshoring' megatrend and mitigate supply chain risks. Operational excellence and cost synergies from the AMF acquisition contributed to a record first-quarter gross margin expansion of over 500 basis points year-over-year. Silicon photonics revenue is projected to roughly double in 2026, with a target run rate exceeding $1 billion by the end of 2028. Automotive revenue is expected to deliver its sixth consecutive year of double-digit growth in 2026, driven by ramps in smart sensors and vehicle infrastructure. Management anticipates a high single-digit decline in smart mobile devices for 2026, though they expect to slightly outperform the broader smartphone market. Capacity for high-performance silicon germanium (SiGe) at the Vermont fab is oversubscribed through well into 2027, prompting targeted capacity expansions. Full-year 2026 adjusted free cash flow margin is targeted at approximately 10%, with performance expected to be weighted toward the second half of the year. Geopolitical conflict in the Middle East has necessitated proactive shoring up of critical gas supplies (helium, hydrogen), creating a projected 0.5 point margin headwind per quarter. The acquisition of Synopsys ARC IP business is expected to close toward the end of the first half of 2026, further expanding the Technology Services revenue base. Underutilization payments associated with legacy long-term agreements have largely concluded, shifting the focus to pure wafer pricing and mix-driven ASPs. The company repurchased $400 million of shares in Q1 2026, with $100 million...

GlobalFoundries reported Q1 revenue of $1.634 billion and a first-quarter record 29% gross margin (up 510 bps YoY), with operating margin 16.6%, net income ~ $227M (EPS $0.40), $542M cash from operations, $400M of share repurchases, and Q2 guidance of roughly $1.76B revenue (±$20M) and ~28.5% gross margin. Management emphasized silicon photonics and SiGe as strategic growth engines — with SiGe capacity at the Vermont fab said to be oversubscribed through well into 2027 — and noted the SCALE optical platform is OCI MSA-capable while Q1 design wins rose 50% YoY, including a multi‑billion dollar partnership with Renesas plus automotive MRAM and Micro‑LED wins. Reporting updates show ~87% of Q1 revenue from "manufacturing services" and ~13% from "technology services," which management expects to grow toward the high end of a 10–12% range in 2026; they raised communications/data‑center growth targets to the high‑30s% for 2026 but warned of planned price adjustments in late‑2026/2027 and an incremental ~0.5 percentage‑point quarterly margin impact from supply-cost actions tied to Middle East risks. Interested in GlobalFoundries Inc.? Here are five stocks we like better. 3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade GlobalFoundries (NASDAQ:GFS) reported first-quarter 2026 results that Chief Executive Officer Tim Breen said marked “a strong first quarter,” with all non-IFRS profitability metrics “at or above the high end of their respective guidance ranges.” Breen attributed the performance to execution and to progress in what he described as a multi-year effort to improve revenue quality, lower structural costs, and scale production across the company’s fabs. Chief Financial Officer Sam Franklin said revenue landed at the high end of guidance, while gross and operating margins came in “well above the high end” of the company’s ranges. He also said the quarter produced a first-quarter record gross margin and more than 500 basis points of year-over-year improvement, which he called the largest expansion in three years. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Why GlobalFoundries Just Became a Geopolitical Power Play Breen highlighted optical networking as a key proof point for GlobalFoundries’ technology strategy, pointing to silicon photonics and silicon germanium (SiGe) capabilities as the market ado...

GlobalFoundries Inc. (GFS) reported $1.63 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 3.1%. EPS of $0.40 for the same period compares to $0.34 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.62 billion, representing a surprise of +0.68%. The company delivered an EPS surprise of +14.29%, with the consensus EPS estimate being $0.35. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how GlobalFoundries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Wafer shipment volume: 579 compared to the 561 average estimate based on three analysts. Net revenue- End Markets- Smart Mobile Devices: $558 million compared to the $584.06 million average estimate based on four analysts. The reported number represents a change of -4.8% year over year. Net revenue- End Markets- Automotive: $382 million compared to the $364.12 million average estimate based on four analysts. The reported number represents a change of +23.6% year over year. Net revenue- End Markets- Home and Industrial IoT: $255 million versus $274.3 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -22.3% change. Net revenue- End Markets- Communications Infrastructure & Datacenter: $230 million compared to the $219.88 million average estimate based on four analysts. The reported number represents a change of +32.2% year over year. View all Key Company Metrics for GlobalFoundries here>>> Shares of GlobalFoundries have returned +55.4% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report GlobalFoundries Inc. (GFS) : Free Sto...