GLOBALFOUNDRIES (GFS): score, analyst targets & catalysts

Business overview

GLOBALFOUNDRIES Inc. is a leading semiconductor manufacturer that provides feature-rich process technologies to a broad range of industries. The company operates foundries that produce microchips utilized in various end-markets, including automotive, mobile devices, and data centers.

Watch: Next: GLOBALFOUNDRIES Inc. — quarterly earnings release — 2026-11-04

Valuation

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Update log

Date	News	Impact
10/29/2026	BAE Systems recognizes top suppliers at 'Partner2Win' Supplier Symposium PR Newswire	PR Newswire
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10/29/2026	Rethinking Senior Living for Military Families: Air Force Enlisted Village Redefines Lifetime Care on "All Access hosted by Andy Garcia" PR Newswire	PR Newswire
10/29/2026	NASA Awards LeWiz Communications Phase III Contract to Advance Spaceflight Avionics Networking PR Newswire	PR Newswire
10/29/2026	Howmet Aerospace Reports Third Quarter 2026 Results PR Newswire	PR Newswire
10/29/2026	XTI Aerospace Reaches Agreement to Restructure $4.5 Million of Promissory Notes PR Newswire	PR Newswire
10/29/2026	Rochefort Asset Management Co-Leads $150+ Million Series D for Firehawk Defense to Scale Domestic Propulsion and Munitions Production PR Newswire	PR Newswire
10/29/2026	ATI Announces Third Quarter 2026 Results PR Newswire	PR Newswire
10/29/2026	LeoLabs Achieves More Than $100M in Bookings as Radar Production Ramps for 2027 Deliveries PR Newswire	PR Newswire
10/29/2026	Havoc to Join CSBC Corporation, Taiwan at MATURE Taiwan 2026 PR Newswire	PR Newswire
10/29/2026	Zorronet Secures Additional Order from Major Israeli Defense Organization to Extend Range of Autonomous Systems PR Newswire	PR Newswire
10/29/2026	CACI Awarded $185 Million U.S. Army Task Order to Advance Expeditionary Power and Mission Readiness PR Newswire	PR Newswire
10/29/2026	Sidus Space Appoints Hassan R. Baqar to Board of Directors PR Newswire	PR Newswire
10/29/2026	Sentrycs Offers Ranger a Portable C-UAS Solution with Mitigation Capabilities for less than $100,000 Helping States Maximize FEMA's Latest Round of Grant Funding PR Newswire	PR Newswire
10/29/2026	Quantum Space and Inflection Point Acquisition Corp. VI Announce Effectiveness of Registration Statement Ahead of Planned Business Combination and NYSE Listing PR Newswire	PR Newswire
10/29/2026	IANS Launches Practitioner-Validated Cybersecurity Intelligence in Microsoft Copilot PR Newswire	PR Newswire
10/29/2026	General Paul M. Nakasone, U.S. Army (Ret.), Joins Board of Armadin PR Newswire	PR Newswire
10/29/2026	Appian Marks Major Milestone in Supporting US Army Ammunition Modernization PR Newswire	PR Newswire
10/29/2026	Bradley Rister Named Vice President of Commercial Sector at Stellar Solutions PR Newswire	PR Newswire
10/28/2026	CALIFORNIA SCIENCE CENTER UNVEILS SAMUEL OSCHIN AIR AND SPACE CENTER WITH 100 INTERACTIVE EXHIBITS AND RARE ARTIFACTS PR Newswire	PR Newswire
10/28/2026	ESI supplying solar array components to missile defense programs PR Newswire	PR Newswire
10/28/2026	Saab and GA-ASI successfully flight test LoyalEye AEW capability on MQ-9B PR Newswire	PR Newswire
10/28/2026	Utah advanced composite manufacturers equip elite athletes with cutting-edge aerospace materials PR Newswire	PR Newswire
10/28/2026	Elbit Systems to Report Third Quarter 2026 Financial Results on November 17, 2026 PR Newswire	PR Newswire
10/28/2026	Solar-Powered Drone Market worth $0.16 billion by 2035 - Exclusive Report by MarketsandMarkets™ PR Newswire	PR Newswire
10/28/2026	Innoviz Sees Strong Counter-UAS Demand at AUSA 2026, Reinforcing the Fit of Innoviz Perciz for U.S. Defense and Homeland Security Markets PR Newswire	PR Newswire
10/28/2026	49North Qualifies Across All Five Streams of Canada's Defence Drone Initiative Marketplace PR Newswire	PR Newswire
10/28/2026	Advisory: CAE's FY2027 Q2 financial results conference call PR Newswire	PR Newswire
10/28/2026	JetZero Awarded $5.3M in FAA CLEEN IV PR Newswire	PR Newswire
10/28/2026	Firehawk Defense Tops $1.4 Billion Valuation: NYSE Content Update PR Newswire	PR Newswire
10/28/2026	Rendezvous Robotics Raises $20 Million to Build Spacecraft That Assemble Themselves in Orbit PR Newswire	PR Newswire
10/28/2026	Air Europa extends exclusive Boeing 787 nacelle maintenance agreement with RTX's Collins Aerospace PR Newswire	PR Newswire
10/28/2026	U.S. Cyber Command selects Leidos to deploy unified cyber planning platform PR Newswire	PR Newswire
10/28/2026	New Horizons Ahead: Applications Open November 1 for the Eighth Annual Air Canada and CAE Captain Judy Cameron Scholarship PR Newswire	PR Newswire
10/28/2026	Army Chooses HAVIK PR Newswire	PR Newswire
10/28/2026	BAE Systems expands commercial aviation aftermarket offerings to meet rising fleet demand PR Newswire	PR Newswire
10/28/2026	BLADE Awarded Contract to Develop Biological Containment Isolation System (BCIS) PR Newswire	PR Newswire
10/28/2026	OMNI and Bridge Defense Announce the Formation of OMNI-Bridge Defense Solutions, A New SBA-Approved Mentor-Protégé Joint Venture (MPJV) PR Newswire	PR Newswire
10/27/2026	TAT Technologies to Report Third Quarter Results on November 2 and Host Webcast PR Newswire	PR Newswire
10/27/2026	Bristow Group Announces Third Quarter 2026 Earnings Call PR Newswire	PR Newswire
10/27/2026	University of Detroit Mercy receives $7.75 million from U.S. Department of War PR Newswire	PR Newswire
10/27/2026	RTX CFO to present at the Baird 2026 Global Industrial Conference PR Newswire	PR Newswire
10/27/2026	CACI Awarded $145 Million U.S. Navy Task Order to Advance Maritime Technologies PR Newswire	PR Newswire
10/27/2026	49North Signs MOU with UNWAVE for Joint Production and Support of Counter-UAS Systems PR Newswire	PR Newswire
10/27/2026	AI Market Research Platform TurboInnovate Achieves IL5 ATO to Accelerate Acquisitions Across the Department of War PR Newswire	PR Newswire
10/27/2026	Enevate Technologies Unveils Trifecta: Battery Technology That Ends the Energy, Power, and Cycle-Life Tradeoff PR Newswire	PR Newswire
10/27/2026	Quzara LLC Launches NISTcompliance.ai Continuous Assurance Platform for FedRAMP® 20x and Civilian Agency RMF Automation PR Newswire	PR Newswire
10/27/2026	VectorUSA Announces NASA SEWP VI Contracts for Federal IT Solutions PR Newswire	PR Newswire
10/27/2026	Advanced Process Solutions Elevates Clint Johnson to Vice President of Services and Operations PR Newswire	PR Newswire
10/27/2026	A2 GLOBAL ELECTRONICS ACHIEVES AS9100 CERTIFICATION, STRENGTHENING QUALITY CONTROLS FOR VALUE-ADDED COMPONENT SERVICES PR Newswire	PR Newswire
10/27/2026	Geminus Enters Battery Storage and Grid Management With AFWERX SBIR Phase I Award PR Newswire	PR Newswire
10/27/2026	Omnilert Introduces Dual-AI Platform to Deliver Context-Aware, Tailored Gun Detection for Customers PR Newswire	PR Newswire
10/27/2026	SNC, Skyryse Announce Collaboration to Advance Software-Defined Flight Automation for Existing Aircraft Fleets PR Newswire	PR Newswire
10/27/2026	BAE Systems successfully tests Adaptable Deck Launcher, advancing distributed launch capability for the U.S. Navy PR Newswire	PR Newswire
10/27/2026	Ribbit demonstrates collaborative teaming between autonomous helicopter, airplane, and drones PR Newswire	PR Newswire
10/27/2026	X-Bow Selected by CoAspire to Provide Booster Motors for U.S. Navy CHAOS Program PR Newswire	PR Newswire
10/27/2026	Ukraine's Sovereign Satellite Now Operating in Orbit PR Newswire	PR Newswire
10/27/2026	Lockheed Martin Welcomes Dedicated PAC-3® Missile Maintenance Facility in Poland PR Newswire	PR Newswire
10/27/2026	Cherokee Federal Named 2026 Team Osprey Supplier of the Year PR Newswire	PR Newswire
10/27/2026	A World First, Beacon AI Flies Murdock Its AI Pilot Assistant System Aboard Operational USAF Tankers PR Newswire	PR Newswire
10/27/2026	GlobalFoundries opens Singapore control centre with Siemens Yahoo Finance	Yahoo Finance
10/26/2026	BLADE Awarded Contract to Advance Critical Equipment Decontamination System for U.S. Special Operations Forces PR Newswire	PR Newswire
10/26/2026	Sycamine Capital Management Eyes US-Japan Chip Fab Investment Yahoo Finance	Yahoo Finance
10/26/2026	Elbit Systems Awarded Approximately $200 Million in Contracts for Airborne ISTAR and Training Solutions in Asia-Pacific PR Newswire	PR Newswire
10/26/2026	FL Technics Indonesia Secures EASA Certification for Bali Hangar, Expanding Capabilities to European Fleets PR Newswire	PR Newswire
10/26/2026	SAFE Structure Designs Awarded U.S. Coast Guard Contract for MH-60 Parts and Cowling Racks at Air Station Astoria PR Newswire	PR Newswire
10/26/2026	CAE to sell Flightscape to SITA PR Newswire	PR Newswire
10/26/2026	CACI Secures U.S. Navy Task Order to Strengthen Electromagnetic Spectrum Dominance PR Newswire	PR Newswire
10/26/2026	U.S. Air Force Selects Cresilon's TRAUMAGEL Through AFWERX SBIR Program to Advance Hemorrhage Control for Military Use PR Newswire	PR Newswire
10/26/2026	AAR increases size and extends maturity of revolving credit facility PR Newswire	PR Newswire
10/26/2026	Assail Launches Assail Federal to Deliver Autonomous Offensive Cyber to Government PR Newswire	PR Newswire
10/26/2026	GovSignals Proposes Permissive AI Use Language for Government Acquisitions PR Newswire	PR Newswire
10/26/2026	No Runway Required: Electra Takes Off and Lands Ultra Short Airplane at Manhattan Heliport PR Newswire	PR Newswire
10/26/2026	The Partner Companies Acquires F&B MFG, Strengthening Precision Metal Forming Capabilities for Aerospace and Defense PR Newswire	PR Newswire
10/24/2026	Axon Announces Body 5: Next-Generation Camera Built for the AI Era PR Newswire	PR Newswire
10/23/2026	Yazan Al Homsi Invests US$500,000 in Toronto Drone Maker Arcanus Aerial Systems PR Newswire	PR Newswire
10/23/2026	THE PATRIOT FUND HONORS VETERANS AND MARKS AMERICA'S 250TH AT 11TH ANNUAL GALA AT THE UNION LEAGUE OF PHILADELPHIA PR Newswire	PR Newswire
10/23/2026	Amy Johnson Appointed President of GDIT PR Newswire	PR Newswire
10/23/2026	Apogee Promotes Josh Reid to Vice President of Technology PR Newswire	PR Newswire
10/23/2026	STANDEX ANNOUNCES TIMING OF FIRST QUARTER FISCAL 2027 RESULTS PR Newswire	PR Newswire
10/23/2026	Drone Nerds Introduces ABZ Innovation C30 High-Pressure Cleaning Drone to Enterprise Portfolio PR Newswire	PR Newswire
10/23/2026	Warhound Launches with $200 Million to Rebuild America's Military Working Dog Supply, Using Advanced Genetics and Defense Technology PR Newswire	PR Newswire
10/22/2026	Azar Samak L (GC) — Sell -$15,497 Insider Form 4	S - Sale transaction of -335 shares at $46.26
10/21/2026	Is GLOBALFOUNDRIES (GFS) Cheap After Its New York Fab Expansion Plans? Yahoo Finance	Yahoo Finance
10/21/2026	GLOBALFOUNDRIES (GFS) Will Operate Two New New York Chip Fabs Yahoo Finance	Yahoo Finance
10/21/2026	GlobalFoundries (GFS) Stock Could Be 35% Overvalued On New York Fab Plans Yahoo Finance	Yahoo Finance
10/20/2026	Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects? Yahoo Finance	Yahoo Finance
10/20/2026	3D TSV Devices - Global Strategic Business Report: Demand for Smaller, Faster Chips Sends 3D TSV Devices Toward a $36.6 Billion Market Yahoo Finance	Yahoo Finance
10/16/2026	GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking Yahoo Finance	Yahoo Finance
10/15/2026	Azar Samak L (GC) — Sell -$15,678 Insider Form 4	S - Sale transaction of -335 shares at $46.80
10/15/2026	Trump administration doubles its stake in GlobalFoundries Yahoo Finance	Yahoo Finance
10/15/2026	GlobalFoundries Stock and 2 Chip Plays Gaining From US Onshoring Funds Yahoo Finance	Yahoo Finance
10/15/2026	GlobalFoundries Set for Long-Term Earnings From US-Japan Chip Deal, Wedbush Says Yahoo Finance	Yahoo Finance
10/15/2026	Japan Is Putting Up to $21 Billion Into New GlobalFoundries Chip Plants in New York Yahoo Finance	Yahoo Finance
10/15/2026	GlobalFoundries falls after Trump administration doubles its equity stake in chipmaker Yahoo Finance	Yahoo Finance
10/15/2026	GlobalFoundries shares retreat as investors weigh US-Japan manufacturing deal Yahoo Finance	Yahoo Finance
10/14/2026	A $21 Billion Reason Why GlobalFoundries Stock Is Up Today Yahoo Finance	Yahoo Finance
10/14/2026	GlobalFoundries Stock Extends Rally on Chip Deal Worth Up to $21 Billion Yahoo Finance	GlobalFoundries will operate two new factories in New York under a U.S.-Japan initiative providing up to $21 billion in funding.
10/14/2026	GlobalFoundries selected to operate two new semiconductor fabs in New York under landmark U.S.-Japan initiative Yahoo Finance	GlobalFoundries has been designated as the technology provider and operator for two new semiconductor fabs in Malta, N.Y., utilizing up to $21 billion in funding from a U.S.-Japan initiative.
10/14/2026	GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs Yahoo Finance	GlobalFoundries plans to expand its Malta, New York, manufacturing capacity with two new fabs, with the first expected to commence operations in 2029.
10/14/2026	GlobalFoundries To Operate Two New Chip Fabs Under U.S.-Japan Alliance Yahoo Finance	Yahoo Finance
10/14/2026	GlobalFoundries shares jump on $21 bln U.S.-Japan chip deal Yahoo Finance	GlobalFoundries shares rose following the announcement of its role as operator for two new semiconductor fabs in New York under a $21 billion U.S.-Japan funding deal.
10/14/2026	GlobalFoundries building $21B New York fabs under US-Japan trade deal Yahoo Finance	GlobalFoundries is developing two new fabs in New York under a multibillion-dollar U.S.-Japan trade agreement to strengthen domestic semiconductor supply chains.
10/14/2026	GlobalFoundries Eyes $21B Japan-Backed New York Fab Expansion Yahoo Finance	GlobalFoundries has been selected to operate two new semiconductor fabs in Malta, New York, supported by up to $21 billion in funding under a U.S.-Japan trade agreement.
10/10/2026	The Bull Case For GLOBALFOUNDRIES (GFS) Could Change Following Its FDX Fusion Physical AI Bet - Learn Why Yahoo Finance	Yahoo Finance
10/9/2026	GF unveils roadmap to deliver the world’s most advanced FD-SOI platform for Physical AI Yahoo Finance	Yahoo Finance
10/9/2026	GlobalFoundries Can Profit From AI Without Making GPUs Yahoo Finance	Yahoo Finance
10/9/2026	GlobalFoundries marks Dresden expansion milestone, announces next-generation platform for Physical AI Yahoo Finance	Yahoo Finance
10/9/2026	GlobalFoundries and TSMC reach $2B deal for US-based silicon interposers Yahoo Finance	Yahoo Finance
10/9/2026	GlobalFoundries and TSMC agree on $2bn US silicon interposer supply deal Yahoo Finance	Yahoo Finance
10/8/2026	Azar Samak L (GC) — Sell -$16,418 Insider Form 4	S - Sale transaction of -335 shares at $49.01
10/8/2026	A $2 Billion Reason Why GlobalFoundries Stock Is Up Today Yahoo Finance	Yahoo Finance
10/8/2026	GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging Yahoo Finance	GlobalFoundries and TSMC have signed a multi-year, $2 billion agreement for the U.S.-based manufacturing of silicon interposers for TSMC's CoWoS advanced packaging ecosystem.
10/8/2026	TSMC taps GlobalFoundries in $2B U.S. chip deal; GFS shares jump 4% Yahoo Finance	GlobalFoundries entered a $2 billion multi-year supply agreement with TSMC to manufacture silicon interposers in the United States.
10/8/2026	GlobalFoundries shares rise on $2 billion TSMC agreement Yahoo Finance	GlobalFoundries announced a multiyear, $2 billion agreement with TSMC to expand US production of advanced packaging components.
10/8/2026	TSMC Taps GlobalFoundries In $2B AI Chip Deal, Putting GFS Stock On Track To Hit Over 1-Month High Yahoo Finance	Yahoo Finance
10/8/2026	GlobalFoundries (GFS) Enters Multi Year Quantum Hardware Manufacturing Partnership Yahoo Finance	GlobalFoundries and Xanadu Quantum Technologies have formed a partnership to transition quantum photonic chips from prototypes to volume production using GlobalFoundries' fabrication facilities.
10/8/2026	GlobalFoundries Signs $2 Billion Silicon Supply Deal With Taiwan Semiconductor Manufacturing Yahoo Finance	Yahoo Finance
10/7/2026	Xanadu Quantum Technologies (TSX:XNDU) Lands GlobalFoundries Deal On A Pricey Valuation Yahoo Finance	Xanadu Quantum Technologies has announced a multi-year manufacturing partnership with GlobalFoundries to support the high-volume production of photonic quantum chips.
10/7/2026	Xanadu Quantum Technologies (TSX:XNDU) Moves Photonic Quantum Chips Into High Volume Manufacturing Yahoo Finance	Xanadu Quantum Technologies has formed a multi-year manufacturing agreement with GlobalFoundries to produce photonic quantum chips at scale on their semiconductor fabrication lines.
10/6/2026	Xanadu Quantum Stock Jumps on GlobalFoundries Pact to Mass-Produce Computers Yahoo Finance	Yahoo Finance
10/6/2026	Xanadu and GlobalFoundries Partner on Photonic Quantum Manufacturing The Quantum Insider	Xanadu and GlobalFoundries have announced a multi-year partnership to manufacture photonic quantum components.
10/6/2026	Xanadu Soars 16% on Multi-Year GlobalFoundries Deal to Deliver “Quantum Computing at Scale” Yahoo Finance	Yahoo Finance
10/6/2026	Xanadu and GlobalFoundries Announce Strategic Partnership to Accelerate Utility-Scale Quantum Manufacturing Yahoo Finance	Xanadu and GlobalFoundries have launched a multi-year strategic partnership to scale the manufacturing of photonic quantum computing components.
10/6/2026	Xanadu stock surges on GlobalFoundries quantum manufacturing deal Yahoo Finance	Yahoo Finance
10/6/2026	Xanadu Quantum Stock Spikes 16% on GlobalFoundries Pact to Mass-Produce Computers Yahoo Finance	Xanadu Quantum Technologies and GlobalFoundries have formed a multi-year partnership to mass-produce quantum hardware components.
10/1/2026	Azar Samak L (GC) — Sell -$16,053 Insider Form 4	S - Sale transaction of -335 shares at $47.92
9/30/2026	GlobalFoundries Announces Conference Call to Review Third Quarter 2026 Financial Results Yahoo Finance	Yahoo Finance
9/30/2026	Can GLOBALFOUNDRIES (GFS) Justify Its Price On Future Cash Flow? Yahoo Finance	Yahoo Finance
9/29/2026	GLOBALFOUNDRIES (GFS) Could Be 37% Undervalued Following Its Edge AI Valuation Narrative Yahoo Finance	Yahoo Finance
9/28/2026	Raman Pradheepa (Chief People Officer) — Sell -$104,740 Insider Form 4	S - Sale transaction of -2,145 shares at $48.83
9/24/2026	Azar Samak L (GC) — Sell -$15,316 Insider Form 4	S - Sale transaction of -335 shares at $45.72
9/22/2026	GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth? Yahoo Finance	Yahoo Finance
9/21/2026	GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last? Yahoo Finance	Yahoo Finance
9/21/2026	OpenLight Adds Former GlobalFoundries Silicon Photonics Leader Kevin Soukup and Semiconductor Veteran Kirk Ouellette to Executive Team Yahoo Finance	Yahoo Finance
9/19/2026	Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know Yahoo Finance	Yahoo Finance
9/18/2026	The U.S. Government Is Preparing to Offload Over 9 Million GlobalFoundries Shares. How You Should Play GFS Stock in Response. Yahoo Finance	Yahoo Finance
9/18/2026	GlobalFoundries Jumps 7% on an Expanded Marvell Agreement Yahoo Finance	Yahoo Finance
9/18/2026	Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth? Yahoo Finance	Yahoo Finance
9/18/2026	GlobalFoundries and Marvell agree on SiGe technology expansion Yahoo Finance	Yahoo Finance
9/17/2026	Azar Samak L (GC) — Sell -$15,031 Insider Form 4	S - Sale transaction of -335 shares at $44.87
9/17/2026	GlobalFoundries To Reportedly Operate Potential Japan-Backed US Chip Plant – GFS Shares Rise Yahoo Finance	Yahoo Finance
9/17/2026	GlobalFoundries and Marvell expand SiGe deal for AI data centers Yahoo Finance	Yahoo Finance
9/17/2026	MRVL Stock Climbs After AI Optical Capacity Deal, New Microsoft Security Platform Launch Yahoo Finance	Marvell has expanded its agreement with GlobalFoundries to secure additional manufacturing capacity for SiGe products used in optical connectivity.
9/17/2026	GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity Yahoo Finance	Yahoo Finance
9/17/2026	There’s a Good Reason to Choose GLOBALFOUNDRIES Over Taiwan Semiconductor Manufacturing Yahoo Finance	The article discusses GlobalFoundries' market positioning and performance relative to TSMC, highlighting specific segments of its business.
9/16/2026	GFS Gains From Expanding Partner base: Will it Boost Growth Prospects? Yahoo Finance	Yahoo Finance
9/14/2026	What Monolithic Power Systems (MPWR)'s Foundry Deal and Dividend Move Mean For Shareholders Yahoo Finance	Yahoo Finance
9/10/2026	Azar Samak L (GC) — Sell -$15,018 Insider Form 4	S - Sale transaction of -335 shares at $44.83
9/10/2026	Can Monolithic Power's GFS Production Deal Drive Future Growth? Yahoo Finance	Yahoo Finance
9/8/2026	GlobalFoundries and U.S. Department of Commerce finalize $375M R&D award to advance American quantum leadership Yahoo Finance	Yahoo Finance
9/4/2026	Conviction up on GaN progress and technological expansion AI review	The increase in conviction is driven by the strategic commencement of GaN shipments and the partnership with RAAAM for next-generation memory, which strengthen the company's competitive standing in specialized semiconductor markets. While the share price appreciation following the dividend announcement improved the upside to target, the slight dip in timing reflects the mechanical impact of the stock price rising relative to historical valuation levels, which effectively compresses the near-term entry window.
9/4/2026	GLOBALFOUNDRIES (GFS) Surged on Robust CID Growth and Dividend Announcement Yahoo Finance	Yahoo Finance
9/3/2026	Azar Samak L (GC) — Sell -$14,485 Insider Form 4	S - Sale transaction of -335 shares at $43.24
9/3/2026	GLOBALFOUNDRIES (GFS) Draws Focus As GaN Shipments Start And Valuation Debate Deepens Yahoo Finance	Yahoo Finance
9/2/2026	Is GLOBALFOUNDRIES (GFS) Stock Expensive, Or Roughly Fairly Priced? Yahoo Finance	Yahoo Finance
9/2/2026	What Could GLOBALFOUNDRIES (GFS) First U.S. GaN Shipments Mean For AI Demand? Yahoo Finance	Yahoo Finance
9/2/2026	GlobalFoundries announces customer availability of UX platform technologies for intelligent edge, connectivity and Physical AI applications Yahoo Finance	Yahoo Finance
9/2/2026	GlobalFoundries and RAAAM Memory Technologies announce the joint development of next-generation GCRAM technology and test chip on FDX platform Yahoo Finance	Yahoo Finance
8/27/2026	Azar Samak L (GC) — Sell -$15,661 Insider Form 4	S - Sale transaction of -335 shares at $46.75
8/21/2026	Conviction increases on strong Q2 earnings and defense wins AI review	The conviction score increase reflects positive fundamental developments following the company's Q2 2026 earnings beat and an official rating upgrade driven by sustained growth in defense and critical infrastructure contracts. While share price volatility and recent sector-wide headwinds contributed to a slight dip in news momentum, the valuation pillar improved due to the market's digestion of the solid quarterly results.
8/20/2026	Azar Samak L (GC) — Sell -$16,207 Insider Form 4	S - Sale transaction of -335 shares at $48.38
8/18/2026	Raman Pradheepa (Chief People Officer) — Sell -$345,571 Insider Form 4	S - Sale transaction of -6,760 shares at $51.12
8/18/2026	United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries Yahoo Finance	Yahoo Finance
8/13/2026	Event outcome: Confirmed event_outcome	GLOBALFOUNDRIES Inc. — quarterly earnings release — GLOBALFOUNDRIES Inc. released its second-quarter 2026 financial results on August 5, 2026. The company reported revenue of $1.786 billion and a non-IFRS diluted earnings per share (EPS) of $0.46, exceeding analyst expectations.
8/12/2026	GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript Yahoo Finance	Yahoo Finance
8/11/2026	GLOBALFOUNDRIES Stock Keeps Swinging Because Its Fastest Business Is Its Smallest Yahoo Finance	Yahoo Finance
8/10/2026	GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint Yahoo Finance	Yahoo Finance
8/8/2026	Rating revision: Rating 3 → Rating 2 AI review	The company has demonstrated consistent growth in defense and critical infrastructure revenue, particularly through significant Department of Defense Trusted Foundry Access contracts and CHIPS Act funding for silicon photonics. These government-backed initiatives, coupled with solid Q2 2026 financial performance, justify upgrading the rating from 3 to 2. While minor insider selling was observed, it does not outweigh the strategic stability provided by the company's deepening integration into sovereign and defense-related supply chains.
8/7/2026	GlobalFoundries drives Q2 revenue to $1.79B, completes Synopsys deal Yahoo Finance	Yahoo Finance
8/7/2026	How Investors May Respond To GLOBALFOUNDRIES (GFS) Silicon Photonics Award and Q3 Outlook Yahoo Finance	Yahoo Finance
8/7/2026	SEALSQ's SEALQuantum Sovereign Quantum Vertical Stack Interconnects Its Growing Ecosystem as $200 Million SEALQuantum.com Initiative Enters Second Phase of Deployment in September Yahoo Finance	Yahoo Finance
8/6/2026	Azar Samak L (GC) — Sell -$16,177 Insider Form 4	S - Sale transaction of -335 shares at $48.29
8/6/2026	GlobalFoundries Q2 Earnings Call Highlights AI Data Center Momentum Yahoo Finance	Yahoo Finance
8/6/2026	GlobalFoundries Could Accelerate Diversification Amid Weaker Smartphone Environment, Morgan Stanley Says Yahoo Finance	Yahoo Finance
8/6/2026	GLOBALFOUNDRIES (GFS) Reported Second Quarter Revenue Above Wall Street Estimates Yahoo Finance	Yahoo Finance
8/5/2026	GlobalFoundries Q2 Earnings Call Highlights Yahoo Finance	Yahoo Finance
7/30/2026	Azar Samak L (GC) — Sell -$16,392 Insider Form 4	S - Sale transaction of -335 shares at $48.93
7/23/2026	Azar Samak L (GC) — Sell -$19,135 Insider Form 4	S - Sale transaction of -335 shares at $57.12
7/22/2026	Hogan Michael James (Chief Strategy Officer) — Sell -$40,872 Insider Form 4	S - Sale transaction of -707 shares at $57.81
7/20/2026	Dorchak Glenda (Dir) — Sell -$232,880 Insider Form 4	S - Sale transaction of -4,000 shares at $58.22
7/15/2026	Hogan Michael James (Chief Strategy Officer) — Buy +$767 Insider Form 4	P - Purchase transaction of +12 shares at $61.41
4/1/2026	GLOBALFOUNDRIES U.S. 2 LLC — $17,100,000 (Department of Defense) USASpending	THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS. (ASIC)
4/29/2025	GLOBALFOUNDRIES U.S. 2 LLC — $30,153,652 (Department of Defense) USASpending	SOW 25-5C9
4/1/2025	GLOBALFOUNDRIES U.S. 2 LLC — $65,082,312 (Department of Defense) USASpending	THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS. (ASIC)
10/27/2023	GLOBALFOUNDRIES U.S. 2 LLC — $50,588,888 (Department of Defense) USASpending	THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS (ASIC)
9/20/2023	GLOBALFOUNDRIES U.S. 2 LLC — $91,319,955 (Department of Defense) USASpending	THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS (ASIC)