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Stifel Starts GlobalFoundries Inc. (GFS) at Buy, Top Pick

Tue, 01 Sep 2026 16:12:40 -0400

(Updated - September 1, 2026 4:12 PM EDT)

Stifel analyst Sahej Singh initiates coverage on GlobalFoundries Inc. (NASDAQ: GFS) with a Buy rating and a price target of $60.00.

The analyst comments "Asymmetric Upside Potential Tied to 'Show-Me' Story at Attractive Valuation and Early Innings of Execution, With Geopolitical Tailwinds: GFS, under a relatively new management team, put numbers and dates on its turnaround at the May 2026 Investor Day: 10-12% revenue CAGR, 40% gross margin exiting 2028 (45% long-term), 25% operating margin (35% long-term) and ~$4 of EPS exiting 2028, plus an up-to-50%-of-FCF return framework. The key near-term growth engine is

Stifel Starts GlobalFoundries Inc. (GFS) at Buy, Top Pick

Tue, 01 Sep 2026 16:12:40 -0400

(Updated - September 1, 2026 4:12 PM EDT)

Stifel analyst Sahej Singh initiates coverage on GlobalFoundries Inc. (NASDAQ: GFS) with a Buy rating and a price target of $60.00.

Stifel Starts GlobalFoundries Inc. (GFS) at Buy, Top Pick

Tue, 01 Sep 2026 16:12:40 -0400

(Updated - September 1, 2026 4:12 PM EDT)

Stifel analyst Sahej Singh initiates coverage on GlobalFoundries Inc. (NASDAQ: GFS) with a Buy rating and a price target of $60.00.

Stifel Starts GlobalFoundries Inc. (GFS) at Buy, Top Pick

Tue, 01 Sep 2026 16:12:40 -0400

(Updated - September 1, 2026 4:12 PM EDT)

Stifel analyst Sahej Singh initiates coverage on GlobalFoundries Inc. (NASDAQ: GFS) with a Buy rating and a price target of $60.00.

Form 4 GLOBALFOUNDRIES Inc. For: Aug 27 Filed by: Azar Samak L

Fri, 28 Aug 2026 16:35:00 -0400

si-local-file:///var/storage/secattach/20260828/26998575.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 27 Filed by: Azar Samak L

Fri, 28 Aug 2026 16:35:00 -0400

si-local-file:///var/storage/secattach/20260828/26998575.html

GlobalFoundries secures $1.5B revolving credit facility

Thu, 27 Aug 2026 16:29:17 -0400

GlobalFoundries (NASDAQ: GFS) entered into a new revolving credit agreement on August 21, 2026, establishing a $1.5 billion senior unsecured revolving credit facility with JPMorgan Chase Bank, N.A. serving as administrative agent.

The facility, which matures on August 21, 2031, allows borrowings in U.S. dollars or euros for general corporate purposes. The company holds an option to request up to two one-year extensions of the maturity date.

Dollar-denominated loans will carry interest at either the Adjusted Term SOFR Rate plus a ratings-based margin of 1.000% to 1.625%, or the Alternate Base Rate plus a margin of 0.000% to 0.625%. Euro-denominated loans will

GlobalFoundries secures $1.5B revolving credit facility

Thu, 27 Aug 2026 16:29:17 -0400

Form 6-K GLOBALFOUNDRIES Inc. For: Aug 27

Thu, 27 Aug 2026 16:26:00 -0400

si-local-file:///var/storage/secattach/20260827/26990394.html

Form 6-K GLOBALFOUNDRIES Inc. For: Aug 27

Thu, 27 Aug 2026 16:26:00 -0400

si-local-file:///var/storage/secattach/20260827/26990394.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 20 Filed by: Azar Samak L

Mon, 24 Aug 2026 13:37:00 -0400

si-local-file:///var/storage/secattach/20260824/26966900.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 20 Filed by: Azar Samak L

Mon, 24 Aug 2026 13:37:00 -0400

si-local-file:///var/storage/secattach/20260824/26966900.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 18 Filed by: Raman Pradheepa

Thu, 20 Aug 2026 12:33:00 -0400

si-local-file:///var/storage/secattach/20260820/26955158.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 18 Filed by: Raman Pradheepa

Thu, 20 Aug 2026 12:33:00 -0400

si-local-file:///var/storage/secattach/20260820/26955158.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 13 Filed by: Azar Samak L

Mon, 17 Aug 2026 16:04:00 -0400

si-local-file:///var/storage/secattach/20260817/26937888.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 13 Filed by: Azar Samak L

Mon, 17 Aug 2026 16:04:00 -0400

si-local-file:///var/storage/secattach/20260817/26937888.html

SEALSQ reports 120% revenue growth, signs key quantum deals

Thu, 13 Aug 2026 09:35:18 -0400

SEALSQ Corp (NASDAQ: LAES) reported preliminary unaudited revenue of approximately $11 million for the first half of 2026, up from $5 million in the same period of 2025, representing approximately 120% year-over-year growth, according to a CEO letter to shareholders published Aug. 13, 2026.

Second quarter 2026 preliminary revenue was approximately $7 million, compared to $4 million in the first quarter of 2026. The company reaffirmed full-year 2026 revenue guidance of 50% to 100% growth over audited fiscal year 2025 revenue of $18.3 million, implying a range of $27 million to $36 million.

As of June 30, 2026, cash and short-term investments

SEALSQ reports 120% revenue growth, signs key quantum deals

Thu, 13 Aug 2026 09:35:18 -0400

As of June 30, 2026, cash and short-term investments

Form SCHEDULE 13G/A GLOBALFOUNDRIES Inc. Filed by: Mubadala Investment Co PJSC

Mon, 10 Aug 2026 20:38:00 -0400

si-local-file:///var/storage/secattach/20260810/26899687.html

Form SCHEDULE 13G/A GLOBALFOUNDRIES Inc. Filed by: Mubadala Investment Co PJSC

Mon, 10 Aug 2026 20:38:00 -0400

si-local-file:///var/storage/secattach/20260810/26899687.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 06 Filed by: Azar Samak L

Mon, 10 Aug 2026 13:32:00 -0400

si-local-file:///var/storage/secattach/20260810/26896777.html

Form 4 GLOBALFOUNDRIES Inc. For: Aug 06 Filed by: Azar Samak L

Mon, 10 Aug 2026 13:32:00 -0400

si-local-file:///var/storage/secattach/20260810/26896777.html

GlobalFoundries picks Redpanda for real-time data platform

Mon, 10 Aug 2026 08:30:52 -0400

GlobalFoundries (NASDAQ: GFS) has selected Redpanda as a technology partner to build a unified real-time data platform across its semiconductor manufacturing operations, according to a press release from Redpanda.

The Redpanda Data Platform replaces GlobalFoundries' legacy change-data-capture infrastructure to stream equipment, process, and scientific data from its manufacturing operations. The platform connects manufacturing, engineering, and business systems across GlobalFoundries' global sites in the U.S., Europe, and Asia.

Redpanda's forward-deployed engineers are working alongside GlobalFoundries teams to modernize digital manufacturing capabilities. Tier-0, mission-critical systems are already live in production, the companies said.

GlobalFoundries is also using Redpanda's Agentic Data Plane to build a portfolio

GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint

Mon, 10 Aug 2026 08:30:00 -0400

Collaboration establishes a real-time data foundation to improve operational efficiency,
scalability and decision-making across its operations

SAN FRANCISCO, Aug. 10, 2026 /PRNewswire/ -- Redpanda, the leading provider of mission-critical data and agent governance infrastructure, today announced that GlobalFoundries (NASDAQ: GFS) (GF), a leading semiconductor manufacturer, has selected Redpanda as a key partner in its digital transformation journey. Through the collaboration, GF and Redpanda are building a unified real-time data platform that connects manufacturing, engineering and business systems across its operations while supporting a new generation of AI-driven capabilities across GF's

GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint

Mon, 10 Aug 2026 08:30:00 -0400

Collaboration establishes a real-time data foundation to improve operational efficiency,
scalability and decision-making across its operations