GlobalFoundries (NASDAQ:GFS) Updates Q3 2025 Earnings Guidance

Key Points

• GlobalFoundries updated its Q3 2025 earnings guidance, projecting an EPS of $0.330-$0.430 compared to the consensus estimate of $0.408, and revenue guidance remains at $1.7 billion, below the consensus of $1.8 billion.
• Following the earnings guidance update, shares of GlobalFoundries traded down 9.1%, reaching a price of $32.87.
• Analysts have mixed ratings on GlobalFoundries, with several firms issuing a "neutral" rating, while the average target price for the stock is $47.92.

GlobalFoundries (NASDAQ:GFS - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.330-0.430 for the period, compared to the consensus estimate of 0.408. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.8 billion.

GlobalFoundries Trading Down 9.1%

Shares of GlobalFoundries stock traded down $3.31 on Tuesday, hitting $32.87. The stock had a trading volume of 5,139,419 shares, compared to its average volume of 2,008,401. The stock has a 50 day moving average of $38.69 and a 200 day moving average of $38.20. GlobalFoundries has a twelve month low of $29.77 and a twelve month high of $47.69. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.77 and a current ratio of 2.51. The firm has a market capitalization of $18.17 billion, a P/E ratio of -96.50, a PEG ratio of 1.14 and a beta of 1.50.

GlobalFoundries (NASDAQ:GFS - Get Free Report) last released its quarterly earnings data on Tuesday, May 6th. The company reported $0.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.06. GlobalFoundries had a positive return on equity of 6.28% and a negative net margin of 2.77%. The company had revenue of $1.59 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter in the prior year, the firm posted $0.31 earnings per share. The firm's revenue was up 2.3% compared to the same quarter last year. Sell-side analysts expect that GlobalFoundries will post 1.31 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

GFS has been the topic of several analyst reports. The Goldman Sachs Group initiated coverage on GlobalFoundries in a report on Thursday, July 10th. They issued a "neutral" rating and a $40.00 target price on the stock. UBS Group upped their target price on GlobalFoundries from $37.00 to $43.00 and gave the company a "neutral" rating in a report on Monday, July 28th. Cantor Fitzgerald reiterated a "neutral" rating on shares of GlobalFoundries in a report on Monday, May 5th. Wall Street Zen upgraded GlobalFoundries from a "hold" rating to a "buy" rating in a report on Saturday, July 5th. Finally, Citigroup increased their price target on GlobalFoundries from $35.00 to $42.00 and gave the stock a "neutral" rating in a report on Monday, July 7th. Six analysts have rated the stock with a hold rating and eight have issued a buy rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $47.92.

Institutional Investors Weigh In On GlobalFoundries

Large investors have recently made changes to their positions in the business. Jones Financial Companies Lllp boosted its stake in GlobalFoundries by 7,120.1% in the 1st quarter. Jones Financial Companies Lllp now owns 12,202 shares of the company's stock worth $450,000 after purchasing an additional 12,033 shares during the period. Royal Bank of Canada boosted its position in shares of GlobalFoundries by 4.4% during the 1st quarter. Royal Bank of Canada now owns 15,583 shares of the company's stock valued at $575,000 after acquiring an additional 660 shares during the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of GlobalFoundries by 77.6% during the 1st quarter. AQR Capital Management LLC now owns 102,048 shares of the company's stock valued at $3,679,000 after acquiring an additional 44,599 shares during the last quarter.

About GlobalFoundries

GlobalFoundries Inc, a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. It manufactures various semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units.

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