GlobalFoundries
GFSMarket price data through October 19, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -13%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$53
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- July 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 2 months
- How long Benson has been tracking this pick.
About GlobalFoundries
GlobalFoundries is a contract chip factory. Companies like phone makers, carmakers and data center builders design the chips, and GlobalFoundries builds them. Think of it as a giant bakery that bakes other brands' recipes, with factories in the U.S., Europe and Asia.
The case for and against
Both sides of the story, in plain English.
- Fatter Margins
Gross margin jumped from 23.3% to 28.0% in the first half of this year compared with the same stretch last year. Cash from operations rose from 764 million dollars to 947 million dollars, so the business is making more money from each chip it sells.
- AI Data Center Boom
Data center revenue is up 62% year over year, and the company is landing new designs in optical networking, the fiber links that move data inside AI data centers. Its U.S. factories also give it a home-field edge as customers look to build chips closer to home.
- Cash Going Out
Spending on new factories and equipment more than doubled, from 325 million dollars to 723 million dollars in the first half. The company has promised to invest 16 billion dollars in U.S. plants, and the payoff from that spending may take years.
- Slow Growth, Bumpy Stock
First-half revenue grew only about 4.6%, and car chip sales fell roughly 10%. The stock hit about 88 dollars in May, then fell by almost half to the mid-40s, so expect big swings. Several top executives have also left recently.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-10-19. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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