GLOBALFOUNDRIES Inc

GFS: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GlobalFoundries Earnings: New Expansion Consumes Paid-by-Japan Gains; Fair Value Unchanged

Phelix Lee

Nov 5, 2026

GlobalFoundries is budgeting $4 billion in net capital expenditure for 2027 on a better silicon photonics outlook, bringing forward its $1 billion run-rate revenue target to 2027 from 2028. It expects a 10% average selling price improvement in 2027.

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GLOBALFOUNDRIES Inc

GlobalFoundries Earnings: New Expansion Consumes Paid-by-Japan Gains; Fair Value Unchanged

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