GLOBALFOUNDRIES Inc

GFS: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GlobalFoundries Earnings: Upbeat Commentary on Silicon Photonics, With More Details on Investor Day

Phelix Lee

May 6, 2026

GlobalFoundries' shares jumped 9% after reporting March-quarter results at the high end of guidance, and management shared upbeat comments on the optical outlook. Midpoints of June-quarter guidance are $1.76 billion for revenue and 10.8% for operating margin, close to PitchBook consensus.

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GLOBALFOUNDRIES Inc

GlobalFoundries Earnings: Upbeat Commentary on Silicon Photonics, With More Details on Investor Day

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