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GFS Unclassified Latest YouTube: Q2 2026 Published 2026-08-05

GFS

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Latest earnings video

GlobalFoundries (GFS): Adjusted EPS Beat, Reported EPS -27% - And Free Cash Flow Of Minus $3M

Published 2026-08-05

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-08-05
Podcast available
Yes
Current price
$50.36
+0.86 (+1.74%)
Trailing / Forward P/E
39.34x
Forward: 19.69x
Market cap / Volume
Volume:
Revenue / Earnings Growth
5.8%
Earnings: -26.8%
Margins
9.7% op
Gross: 27.1% · Net: 10.3%
Balance sheet
2.48x current
Debt / Equity: 13.6
52-week range / Beta
$31.51 - $92.55
Beta: —
Analyst target
$79.86
Upside: 58.6%
Cash / shareholder return
2.91% FCF yield
Dividend yield: 0.97%

Company context

Industry: Semiconductors
Country: United States
Employees:
Price to book: 2.36x
Return on equity: 6.2%
GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. The company also provides quantum technology solutions. GLOBALFOUNDRIES Inc. has a strategic partnership with the U.S. Department of Energy's Genesis Mission to accelerate scientific discovery through artificial intelligence and advanced computing. The company was incorporated in 2008 and is headquartered in Malta, New York.

Price chart

Market context for GFS

Competitive view

GFS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

GFS latest YouTube video thumbnail YouTube
GFS
GFS
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Palantir Technologies latest YouTube video thumbnail YouTube
Palantir Technologies
PLTR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
GFS
$27.63B
GFS
SSNC
$18.73B
SS&C Technologies Holdings Inc.
PLTR
$374.68B
Palantir Technologies
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
GFS
39.3x
GFS
SSNC
22.9x
SS&C Technologies Holdings Inc.
PLTR
175.2x
Palantir Technologies
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
GFS
19.7x
GFS
SSNC
10.3x
SS&C Technologies Holdings Inc.
PLTR
68.9x
Palantir Technologies
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
GFS
5.8%
GFS
SSNC
10.3%
SS&C Technologies Holdings Inc.
PLTR
92.8%
Palantir Technologies
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
GFS
-26.8%
GFS
SSNC
34.7%
SS&C Technologies Holdings Inc.
PLTR
215.4%
Palantir Technologies
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
GFS
9.7%
GFS
SSNC
24.6%
SS&C Technologies Holdings Inc.
PLTR
47.1%
Palantir Technologies
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
GFS
27.1%
GFS
SSNC
48.1%
SS&C Technologies Holdings Inc.
PLTR
84.8%
Palantir Technologies
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
GFS
10.3%
GFS
SSNC
13.2%
SS&C Technologies Holdings Inc.
PLTR
49.0%
Palantir Technologies
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
GFS
6.2%
GFS
SSNC
12.6%
SS&C Technologies Holdings Inc.
PLTR
38.1%
Palantir Technologies
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
GFS
2.9%
GFS
SSNC
7.0%
SS&C Technologies Holdings Inc.
PLTR
0.6%
Palantir Technologies
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
GFS
13.62x
GFS
SSNC
115.90x
SS&C Technologies Holdings Inc.
PLTR
2.14x
Palantir Technologies
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
GFS
2.48x
GFS
SSNC
1.06x
SS&C Technologies Holdings Inc.
PLTR
7.23x
Palantir Technologies
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
GFS
GFS
SSNC
1.09
SS&C Technologies Holdings Inc.
PLTR
1.56
Palantir Technologies
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
GFS
1.0%
GFS
SSNC
1.4%
SS&C Technologies Holdings Inc.
PLTR
Palantir Technologies
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
GFS
58.6%
GFS
SSNC
15.6%
SS&C Technologies Holdings Inc.
PLTR
21.1%
Palantir Technologies

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Shorts and Clips 2026-08-05

GlobalFoundries beat on EPS - and made zero free cash flow #GFS #earnings

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Episode timeline

Episode archive for GFS

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-05
Published youtube podcast complete
GlobalFoundries (GFS): Adjusted EPS Beat, Reported EPS -27% - And Free Cash Flow Of Minus $3M
Quarterly earnings-analysis entry for GFS. Use the links on the right to open the video or podcast episode.