NASDAQ
46.49USD
+0.65 (+1.42%)
We have scored 47 news catalysts on GLOBALFOUNDRIES Inc. (GFS) over the past 12 months. The biggest single-day move next to one of them came May 21, 2026, when GFS closed +14.9%: “Quantum stocks soar as U.S. reportedly plans $2 billion ‘award' and taking equity stakes”. Coverage across the window leans positive (average ticker sentiment +0.45). Most of the impact sits in sector technology and capex intensity.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
25.5B
P/E
—
EPS
—
Beta
1.77
52W range
32.02-92.55
Day range
45.25–46.82
Open
46.28
Prev close
45.84
Volume
1.4M
Avg volume
4.4M
Dividend
0.12
IPO
2021-10-28
Analysts publish price targets on GFS, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
9 analyst price targets from $55 to $140
as of 2026-09-13
The market is 22% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about GLOBALFOUNDRIES Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of GLOBALFOUNDRIES Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for GFS: .
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits. These vital components are instrumental in powering a wide array of ubiquitous electronic devices. The company's diverse portfolio includes the manufacturing of various semiconductor devices, such as microprocessors, mobile application processors, baseband and network processors, radio frequency modems, microcontrollers, power management units, and microelectromechanical systems. Additionally, it offers comprehensive wafer fabrication services and advanced technological solutions. Established in 2009, the firm maintains its headquarters in Malta, New York.
The price sits at the very bottom of the published analyst targets, 22% below the median, meaning the market has heard the bull cases for AI and photonics growth and explicitly declines to pay for them.
What the disagreement turns on
Can the data center and silicon photonics segments scale fast enough to push overall revenue growth from 0.6% toward the 9.2% the price requires, and we can test this using wired segment revenue data.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
