GLOBALFOUNDRIES Inc.

GFSSemiconductorsClosed

41.88-8.6%Up to 1000x leverageTrade GFS

What it reported

Reported 87 days ago, on 2026-08-05.

EPS against forecast+6.3%
Revenue against forecast+1.2%
Share price, two sessions-4.1%

Forecast against the result

ForecastReportedSurprise
Revenue1.8B1.8B+5.8% year on year+1.2%
Net income240.6M166.0M-27.2% year on year-31.0%
Earnings per share0.430.46+9.5% year on year+6.3%

Year on year compares the same quarter a year earlier (2025-08-05), not the quarter before.

GFS trades at up to 1000x here. At 1000x, a 0.10% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

GFS is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-09-30.

EPS forecast12 analysts
0.51
0.500.52
Revenue forecast12 analysts
1.9B
1.9B1.9B
Net income
284.1M
276.8M289.7M
EBITDA
671.9M
662.6M678.9M

Against the same quarter last year (2025-11-12): EPS +24.6%revenue +11.9%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Where the revenue comes from

  • Water Fabrication91.8%5.1B
  • Engineering And Other Pre-Fabrication Services8.2%454.0M

Most recent reported quarter (2023-12-31).

Track record

Next report expected 2026-11-04. Reports quarterly.

Beat estimates 8 of the last 8 quarters. The typical gap is +0.05 per share.

How much it actually moves

±7.3%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 2.4%.

2026-08-05-4.07%

Beat or miss, then up or down

RoseFell
Beat44
Missed00

Counted across 8 results. This is what happened, not what will.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest51.00
Median75.00
Highest140.00
FirmTargetSet onSource
BNP Paribas51.002026-10-05StreetInsider
Stifel Nicolaus60.002026-09-01TheFly
Deutsche Bank75.002026-08-10TheFly
Morgan Stanley60.002026-08-06TheFly
Robert W. Baird140.002026-08-06TheFly
UBS55.002026-08-06TheFly
Jefferies60.002026-08-05TheFly
Arete Research95.002026-06-10StreetInsider
Evercore ISI85.002026-05-19TheFly
Susquehanna125.002026-05-11TheFly
Goldman Sachs70.002026-05-05TheFly
Loop Capital Markets80.002026-05-04TheFly
Cantor Fitzgerald80.002026-05-04TheFly

From 13 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-08-050.43280.46+6.3%+1.2%
2026-05-050.35120.4+13.9%+0.3%
2026-02-110.47460.55+15.9%+1.5%
2025-11-120.38330.41+7.0%+0.7%
2025-08-050.36110.42+16.3%+0.6%
2025-05-060.28940.34+17.5%+0.4%
2025-02-110.4520.46+1.8%+0.1%
2024-11-050.330.41+24.2%+0.8%
2024-08-060.28950.38+31.3%+1.1%
2024-05-070.230.31+34.8%+1.7%
2024-02-130.580.64+10.3%+0.2%
2023-11-070.490.55+12.2%+0.1%

Also reporting this fortnight in Semiconductors

14 more in Semiconductors

EPS history for GFS runs from 2020-03-31 to 2026-08-05, 20 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.