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$53.93+7.09%as of Aug 7, 2026
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GLOBALFOUNDRIES rose 7.1% on 2026-08-07, outpacing the S&P 500's +0.6% and the Nasdaq 100's +1.2% while most peers also advanced, so the move looks more like a sector re-rating than company-specific deterioration; the setup is mixed because growth is still modest at revenue +0.8% YoY and valuation remains elevated at PE 38.0.

GFS

GLOBALFOUNDRIES INC

As of Aug 8, 2026

58/100

Worth keeping an eye onHealth Score

Move drivers

GLOBALFOUNDRIES moved +7.1% in 2026-08-07's close, versus the S&P 500 at +0.6% and the Nasdaq 100 at +1.2%, so the session was much stronger than the market. Peers were also firm — ALAB +0.8%, MRVL +3.9%, MCHP +13.9%, and ON +3.6% — which points to a sector-wide re-rating rather than a stock-specific shock.

Volatility check

This looks like more than routine noise, but not like a deterioration event. The business is still growing only revenue +0.8% YoY on a TTM basis and +3.1% YoY in the latest quarter, while margins are healthy at gross +26.1%, operating +12.1%, and net +11.4%. Valuation is not cheap at PE 38.0 and forward PE 22.4, with beta 1.82 showing the stock naturally moves more than the market; PEG 1.75 suggests growth is already being priced in, so swings can be amplified in either direction. Analyst consensus is mixed but constructive, with 4 strong-positive, 12 positive, 9 neutral, 1 negative, and 0 strong-negative.

Earnings preview

The most recent earnings event in the facts is the 2026 Q2 results and earnings call on 2026-08-05; a next scheduled earnings date is not available this period. The market will be focused on whether the latest quarter's revenue growth of +3.1% YoY can broaden beyond the TTM pace of +0.8% YoY, whether operating margin can hold near +12.1%, and whether management can support the current valuation of PE 38.0 and forward PE 22.4. The facts do not give a clean prior post-earnings reaction history, so I can't quantify the usual print-day response from this dataset.

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