Added to YB: 2026-01-19
Pitch date: 2026-01-16
GFS [bullish]
GlobalFoundries Inc.
+20.22%
current return
Author Info
No bio for this author
Company Info
GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide.
Market Cap
$27.2B
Pitch Price
$40.20
Price Target
40.50 (-16%)
Dividend
N/A
EV/EBITDA
11.59
P/E
30.81
EV/Sales
3.67
Sector
Semiconductors and Semiconductor Equipment
Category
growth
GlobalFoundries (NASDAQ:GFS): The Sovereign Silicon Fortress
GFS (new position): Essential chip foundry pivoting to Physical AI w/ specialized 22FDX process & global footprint (US/EU/Asia). Acquired MIPS & ARC for RISC-V/vertical integration. $1.5B CHIPS Act funding reduces capex burden. Target 40% gross margins vs current 25%. Trading 15x 2026E P/E despite automotive growth & silicon photonics ramp.
Read full article (31 min)