GFS

GLOBALFOUNDRIES Inc.

Nasdaq · Semiconductors & Related Devices · Inc. E9 · CIK 0001709048
$78.78 +11.28% $39.4B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)
Vol
Market Cap$39.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (50%)
Insider Activity0B / 18S
Insider Net $-$1.8M
Reddit Sentiment65° Warm
SEC Reports20
Press Releases3
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. E9·CIK 0001709048·Prev Close $70.79

Recent Activity

May 21, 2026 other
GlobalFoundries launches Quantum Technology Solutions to scale U.S. quantum manufacturing
Built on years of cryogenic innovation and deep partnerships with the world's leading quantum innova
May 18, 2026 SEC
Three GFS insiders (Chief Legal Officer, Chief Customer Officer, Chief Strategy Officer) sold a total of ~$904K in open-
CLUSTER — Impact 2/10
May 15, 2026 SEC
Three C-suite insiders at GLOBALFOUNDRIES sold a total of $902K in open-market sales over a 7-day window, with the Chief
CLUSTER — Impact 2/10
May 14, 2026 Insider
Azar Samak L sold 500 shares
Chief Legal Officer @ $74.82 ($37.4K)
May 13, 2026 SEC
Three GFS insiders (Chief Customer Officer, Chief Legal Officer, Chief Business Officer) sold a total of $728K in open-m
CLUSTER — Impact 2/10
May 13, 2026 Insider
Hogan Michael James sold 2,800 shares
Chief Strategy Officer @ $74.64 ($209.0K)
May 13, 2026 Insider
Hogan Michael James sold 150 shares
Chief Strategy Officer @ $0.00 ($0.00)
May 7, 2026 Press
GlobalFoundries announced its first-ever quarterly dividend of $0.12 per share and a new capital allocation framework ta
Impact 6/10

Price Targets

$78.95 +0.2% upside Hold
Current $78.78 Low $60.00 Median $78.50 High $125.00 20 analysts
$60.00 $125.00

Analyst Ratings

Hold50% buy · 26 analysts
4Strong Buy
9Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 11, 2026 Susquehanna MAINTAIN Positive → Positive
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 6, 2026 Citigroup MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.42 ▲ +3.7% $0.30 — $0.44 0% YoY 15
Next Q $0.49 ▼ -1.4% $0.38 — $0.58 19% YoY 15
Current FY $1.89 ▲ +2.5% $1.40 — $2.08 10% YoY 19
Next FY $2.48 ▲ +4.7% $1.91 — $3.25 31% YoY 18

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Azar SamakSELL$37.4K
May 13, 2026Hogan MichaelSELL$209.0K
May 13, 2026Hogan MichaelG$0.00
May 11, 2026Vicari SamuelSELL$657.3K
May 7, 2026Azar SamakSELL$36.1K

Reddit Sentiment

65°
Warm
Bearish Neutral Bullish
9 mentions 4 bullish 0 bearish

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

7 unique insiders with 18 transactions. Net insider value: -$1.8M ($0.00 bought, $1.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Azar Samak LChief Legal OfficerSELL500$74.82$37.4K
May 13, 2026Hogan Michael JamesChief Strategy OfficerSELL2,800$74.64$209.0K
May 13, 2026Hogan Michael JamesChief Strategy OfficerG150$0.00$0.00
May 11, 2026Vicari SamuelChief Customer OfficerSELL8,692$75.62$657.3K
May 7, 2026Azar Samak LChief Legal OfficerSELL500$72.19$36.1K
May 5, 2026Hogan Michael JamesChief Business OfficerSELL500$70.00$35.0K
May 1, 2026Caulfield ThomasDirectorA146,199$0.00$0.00
May 1, 2026Singh Pradip Singh HardipChief Manufacturing OfficerF2,714$64.60$175.3K
Apr 30, 2026Azar Samak LChief Legal OfficerSELL500$63.00$31.5K
Apr 29, 2026Antaki MarcDirectorF1,792$59.49$106.6K
Apr 29, 2026Hogan Michael JamesChief Business OfficerSELL2,300$60.69$139.6K
Apr 29, 2026Hogan Michael JamesChief Business OfficerG150$0.00$0.00
Apr 23, 2026Azar Samak LChief Legal OfficerSELL500$59.66$29.8K
Apr 20, 2026Hogan Michael JamesChief Business OfficerSELL500$60.00$30.0K
Apr 20, 2026Dorchak GlendaDirectorSELL4,000$58.46$233.8K
Apr 16, 2026Azar Samak LChief Legal OfficerSELL500$48.71$24.4K
Apr 15, 2026Hogan Michael JamesChief Business OfficerSELL1,800$48.31$87.0K
Apr 15, 2026Hogan Michael JamesChief Business OfficerG150$0.00$0.00
Apr 9, 2026Azar Samak LChief Legal OfficerSELL500$47.60$23.8K
Apr 2, 2026Azar Samak LChief Legal OfficerSELL500$42.96$21.5K
Apr 1, 2026Vicari SamuelChief Customer OfficerF1,461$44.48$65.0K
Apr 1, 2026Hogan Michael JamesChief Business OfficerSELL1,800$45.04$81.1K
Apr 1, 2026Hogan Michael JamesChief Business OfficerG150$0.00$0.00
Mar 26, 2026Azar Samak LChief Legal OfficerSELL500$45.99$23.0K
Mar 19, 2026Azar Samak LChief Legal OfficerSELL500$41.59$20.8K
Mar 18, 2026Hogan Michael JamesChief Business OfficerG150$0.00$0.00
Mar 18, 2026Hogan Michael JamesChief Business OfficerSELL1,800$43.25$77.8K
20 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 17 neutral. Avg impact: 2.9/10.
NEUTRAL CLUSTER 2/10
Three GFS insiders (Chief Legal Officer, Chief Customer Officer, Chief Strategy Officer) sold a tota
May 18, 2026
NEUTRAL CLUSTER 2/10
Three C-suite insiders at GLOBALFOUNDRIES sold a total of $902K in open-market sales over a 7-day wi
May 15, 2026
NEUTRAL CLUSTER 2/10
Three GFS insiders (Chief Customer Officer, Chief Legal Officer, Chief Business Officer) sold a tota
May 13, 2026
NEUTRAL CLUSTER 2/10
Two C-suite insiders at GlobalFoundries sold a combined $71K in open-market transactions over a 3-da
May 11, 2026
NEUTRAL CLUSTER 2/10
Two GFS insiders sold small open-market positions totaling $67K over a week, representing less than
May 7, 2026
NEUTRAL 6-K 4/10
GlobalFoundries announced its first-ever quarterly dividend of $0.12 per share at its 2026 Investor
May 7, 2026
NEUTRAL CLUSTER 2/10
Two GFS insiders (Chief Legal Officer and Chief Business Officer) sold a total of $171K in open-mark
May 5, 2026
MIXED 6-K 5/10
GLOBALFOUNDRIES reported Q1 2026 results: revenue grew 3.1% YoY to $1.634B, but net income plunged 5
May 5, 2026
BULLISH PRESS-RELEASE 7/10
GlobalFoundries reported Q1 2026 Non-IFRS diluted EPS of $0.40, beating the $0.35 consensus by 14.3%
May 5, 2026
MIXED 6-K 5/10
GlobalFoundries reported Q1 2026 revenue of $1.634B (+3% YoY) and Non-IFRS diluted EPS of $0.40 (+18
May 5, 2026
NEUTRAL CLUSTER 2/10
Two GFS insiders (Chief Legal Officer and Chief Business Officer) sold a total of $171K in open-mark
May 4, 2026
NEUTRAL CLUSTER 2/10
Two insiders at GLOBALFOUNDRIES (GFS) sold a combined $170K in open-market transactions over the pas
May 1, 2026
NEUTRAL CLUSTER 2/10
Three GFS insiders sold a total of $294K in shares over a 7-day window, representing less than 0.001
Apr 27, 2026
NEUTRAL CLUSTER 2/10
Two C-suite executives at GLOBALFOUNDRIES (GFS) sold shares in the past week, totaling $54,000 in op
Apr 22, 2026
NEUTRAL CLUSTER 3/10
Two GlobalFoundries insiders — the Chief Legal Officer and Chief Business Officer — sold a combined
Apr 20, 2026
NEUTRAL 144 2/10
Glenda Dorchak, a director of GLOBALFOUNDRIES Inc., filed a Form 144 to notify the SEC of her intent
Apr 20, 2026
NEUTRAL CLUSTER 3/10
Two corporate insiders at GLOBALFOUNDRIES Inc. sold shares in the past week, totaling $111K in open-
Apr 17, 2026
NEUTRAL CLUSTER 3/10
Two C-suite executives at GLOBALFOUNDRIES sold shares in a 7-day window, totaling $103K in open-mark
Apr 6, 2026
NEUTRAL CLUSTER 3/10
Two C-suite executives at GLOBALFOUNDRIES (GFS) sold shares worth $104K in the past week, including
Apr 3, 2026
NEUTRAL CLUSTER 3/10
Two executives at GLOBALFOUNDRIES sold shares in the past week, including Chief Business Officer Mic
Mar 23, 2026
Current analyst consensus: Hold (50% buy). Based on 26 analysts: 4 strong buy, 9 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$78.95 mean target +0.2% upside Hold (2.10)
$60.00 Low $125.00 High
MetricValue
Current Price$78.78
Target Low$60.00
Target Mean$78.95
Target Median$78.50
Target High$125.00
# Analysts20
RecommendationHold (2.10)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.42 $0.30 $0.44 0.5% +3.7% 12↑ 0↓ $1.8B 4.4% 15
Next Q
2026-09-30
$0.49 $0.38 $0.58 19.0% -1.4% 5↑ 6↓ $1.9B 11.1% 15
Current FY
2026-12-31
$1.89 $1.40 $2.08 9.6% +2.5% 15↑ 1↓ $7.3B 7.0% 19
Next FY
2027-12-31
$2.48 $1.91 $3.25 31.5% +4.7% 14↑ 2↓ $8.1B 11.0% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.422
7d ago$0.410+0.012
30d ago$0.407+0.015
60d ago$0.406+0.016
90d ago$0.424-0.002
12 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 11, 2026 Susquehanna MAINTAIN Positive Positive
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 JP Morgan MAINTAIN Neutral Neutral
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 Susquehanna UPGRADE Neutral Positive
May 5, 2026 Needham MAINTAIN Buy Buy
May 4, 2026 Cantor Fitzgerald UPGRADE Neutral Overweight
May 4, 2026 Wedbush REITERATE Neutral Neutral
Feb 12, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 12, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 12, 2026 Wedbush MAINTAIN Neutral Neutral
Feb 12, 2026 Needham MAINTAIN Buy Buy
Feb 12, 2026 Baird MAINTAIN Outperform Outperform
Jan 15, 2026 Citigroup MAINTAIN Neutral Neutral
Dec 31, 2025 Wedbush DOWNGRADE Outperform Neutral
Dec 4, 2025 B of A Securities MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202649121050%
Apr 1, 202649121050%
Mar 1, 202649121050%
Feb 1, 202649121050%
Jan 1, 202648121048%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

65°
Warm
Bearish Neutral Bullish
9 mentions 4 bullish 0 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 21, 2026250° Neutral002
May 21, 2026250° Neutral002
May 21, 2026267° Warm202
May 21, 2026267° Warm202
Jan 27, 2026156° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 2h 43m ago
IBM, GFS, RGTI, QBTS, INFQ stocks soar after Trump admin’s $2B quantum funding
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 3mo ago
$GFS
▲ 0 💬 0
May 21, 2026
other
GlobalFoundries launches Quantum Technology Solutions to scale U.S. quantum manufacturing
Built on years of cryogenic innovation and deep partnerships with the world's leading quantum innovators, anchored by industry demand <pre>Built on ye
May 19, 2026
other
GlobalFoundries advances long-term technology innovation through investment in Playground Global
GF deepens its engagement with the startup ecosystem, partnering with experienced technology leaders to support next wave of AI data center and Physic
May 11, 2026
short_volume
Short Volume: GFS — 58.9% short (1.0M / 1.7M)
Short: 1,012,153 | Exempt: 2,486 | TRF Vol: 1,717,929 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
dividend
GlobalFoundries Outlines Long-Term Growth Roadmap and Announces First-Ever Dividend at 2026 Investor Day
<p align="justify">MALTA, N.Y., May 07, 2026 (GLOBE NEWSWIRE) -- Today at its 2026 Investor Day, GlobalFoundries (NASDAQ: GFS) highlighted clear opp
May 5, 2026
earnings
GlobalFoundries Reports First Quarter 2026 Financial Results
<p align="justify">MALTA, N.Y., May 05, 2026 (GLOBE NEWSWIRE) -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial resul
May 5, 2026
earnings_calendar
GFS Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
other
GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution
SCALE CPO solution is the industry’s first OCI MSA capable platform and built with GF’s proven silicon photonics technology <pre>SCALE CPO solution is
Apr 27, 2026
dark_pool
Dark Pool: GFS — 5.4M shares, 89,209 trades
Week starting 2026-04-27. Total ATS volume: 5,408,808 shares across 89,209 trades.
Apr 20, 2026
dark_pool
Dark Pool: GFS — 7.8M shares, 120,748 trades
Week starting 2026-04-20. Total ATS volume: 7,779,570 shares across 120,748 trades.
Apr 13, 2026
dark_pool
Dark Pool: GFS — 5.4M shares, 66,550 trades
Week starting 2026-04-13. Total ATS volume: 5,380,387 shares across 66,550 trades.
Apr 10, 2026
short_volume
Short Volume: GFS — 59.7% short (0.7M / 1.2M)
Short: 698,300 | Exempt: 6,798 | TRF Vol: 1,170,572 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: GFS — 3.9M shares, 60,261 trades
Week starting 2026-04-06. Total ATS volume: 3,873,148 shares across 60,261 trades.
Mar 30, 2026
dark_pool
Dark Pool: GFS — 3.3M shares, 58,262 trades
Week starting 2026-03-30. Total ATS volume: 3,346,139 shares across 58,262 trades.
Mar 26, 2026
other
GlobalFoundries Files Patent Infringement Lawsuits Against Tower Semiconductor to Protect High-Performance American Chip Innovation
Multiple U.S. patent lawsuits filed to halt unlawful importation and sale of semiconductors infringing GF’s patented technologies <pre>Multiple U.S. p
Mar 23, 2026
dark_pool
Dark Pool: GFS — 4.2M shares, 69,472 trades
Week starting 2026-03-23. Total ATS volume: 4,198,768 shares across 69,472 trades.