GLOBALFOUNDRIES Inc.
In the published model solve dated 2026-Q2, anchored at $44.83, GLOBALFOUNDRIES Inc. (GFS) is priced for today's economics sustained for ~12.8 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• A foundry that had never paid a dividend now does: the board approved a first quarterly payment of 0.12 dollars a share on 7 May 2026 and set a framework targeting up to half of trailing twelve-month adjusted free cash flow going back to holders [Source: GlobalFoundries investor day release, 7 May 2026]. • The growth is not in the top line, it is in the margin: revenue was 6,791 million dollars in 2025 against 6,750 million in 2024, while gross profit reached 1,690 million and profit from oper
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335 institutional managers reported holding GFS in 13F filings for the quarter ended 2026-03-31. 76 opened new positions that quarter. Held by FMR (Fidelity), Marshall Wace, Morgan Stanley, among others. On the short side, 6.4M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GFS's share count grew 11% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GFS over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.