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.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/10/2026 | Monolithic Power Systems is expanding its manufacturing capacity through a partnership with GlobalFoundries to support power solutions for AI, automotive, and data center applications. | |
| 9/8/2026 | 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 | 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 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 9/2/2026 | 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 | 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 | Yahoo Finance | |
| 8/11/2026 | Yahoo Finance | |
| 8/10/2026 | 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 | Yahoo Finance | |
| 8/7/2026 | Yahoo Finance | |
| 8/7/2026 | 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 | Yahoo Finance | |
| 8/6/2026 | Yahoo Finance | |
| 8/6/2026 | 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 | 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 | THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS. (ASIC) | |
| 4/29/2025 | SOW 25-5C9 | |
| 4/1/2025 | THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS. (ASIC) | |
| 10/27/2023 | THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS (ASIC) | |
| 9/20/2023 | THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS (ASIC) |