Cluenex
Log inStart free
All stocks · Technology · Semiconductors

GlobalFoundries GFS

GlobalFoundries scores weak on business quality (4.1 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$48.24Oct 9, 2026
Business qualityWeak
Next earningsNov 4, 2026, before the open
Insiders, 90 daysBuying

Why it matters

  1. What GlobalFoundries does

    GlobalFoundries manufactures semiconductor wafers for fabless chip designers who sell into automotive, communication, and IoT markets. Clients pay for specialized process technology nodes to build application-specific integrated circuits.

  2. What it does best

    GlobalFoundries specializes in differentiated feature-rich radio frequency and power IC manufacturing processes. Its gross margin of 27.1% trails peers like Microchip's 60.2%, but its specialized foundry base locks in long-term automotive and industrial customers.

  3. The main risk

    Demand slowdowns in core industrial and automotive end markets threaten utilization rates. With revenue growth stalled at 0.6%, any further drop in capacity absorption directly squeezes the 11.6% operating margin.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margins stand at 11.6% alongside a 27.1% gross margin, reflecting heavy fixed costs in semiconductor fabrication. Profitability remains stable but compressed relative to historical peaks.

MoatWeak

Specialized manufacturing nodes lock in enterprise clients facing high requalification costs. However, a moat score of 2.9 reflects limited pricing power and heavy capital intensity compared to fabless peers.

GrowthSlow

Revenue is flat at $6.9B, marking a steep deceleration from the $8.1B peak in 2022. Topline expansion sits in the bottom quartile of its sector at the 12th percentile.

Financial healthStrong

With $3.1B in cash and a debt-to-equity ratio of 0.1, the balance sheet is well-anchored. Free cash flow of $796.0M supports operations, getting softer compared to prior years.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 insider bought $1K on the open market.

Our sealed record on GFS

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is GFS a good business?

GlobalFoundries scores weak on the Cluenex quality check (4.1 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health strong.

Are insiders buying GFS?

In the last 90 days of SEC Form 4 filings: 1 insider bought $1K on the open market.

When does GFS report earnings?

Nov 4, 2026, before the open.

For members

See GFS today

  • Today's verdict on GFS, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “GlobalFoundries (GFS)”, https://cluenex.com/stocks/gfs/, data as of Oct 10, 2026.