GLOBALFOUNDRIES Inc

NEW
NAS:GFS (USA)  
$ 45.21 +0.68 (+1.53%) 10:08 PM EST
35.32
P/B:
2.10
Market Cap:
$ 24.81B
Enterprise V:
$ 24.16B
Volume:
2.63M
Avg Vol (2M):
4.00M
Trade In:
Volume:
2.63M
Avg Vol (2M):
4.00M

GFS Number of Guru Trades

To

GFS Volume of Guru Trades

To

Gurus Latest Trades with NAS:GFS

No Available Data

NAS:GFS is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Joel Greenblatt
2026-06-30
230,167
0.040
0.04%
Add 14.36%
Total 1

GLOBALFOUNDRIES Inc Insider Transactions

No Available Data

Guru Commentaries on NAS:GFS

2026 Q2
Meridian Growth Retail Commentary June 2026 1
What the manager wrote

GlobalFoundries, Inc. (GFS) is a specialty semiconductor foundry with differentiated process technologies and a geographically strategic manufacturing footprint spanning the U.S., Germany, and Singapore. We own it for its structural mix shift toward secularly growing end markets—data center, automotive, satellite communications, and IoT—and the operating leverage building across its fixed manufacturing base. Shares rose sharply during the quarter as an improving cyclical backdrop, firmer pricing, and share gains drove accelerating revenue, with its sole-sourced silicon photonics products for data center connectivity emerging as a standout growth driver.

2026 Q2
What the manager wrote

GlobalFoundries, Inc. (GFS) is a specialty semiconductor foundry with differentiated process technologies and a geographically strategic manufacturing footprint spanning the U.S., Germany, and Singapore. We own it for its structural mix shift toward secularly growing end markets—data center, automotive, satellite communications, and IoT—and the operating leverage building across its fixed manufacturing base. Shares rose sharply during the quarter as an improving cyclical backdrop, firmer pricing, and share gains drove accelerating revenue, with its sole-sourced silicon photonics products for data center connectivity emerging as a standout growth driver.

News about NAS:GFS

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