Análisis Argos
GFS
GFSCara
GLOBALFOUNDRIES Inc. · Technology
US$ 49.02
precio al 2026-07-28
Valor justo Argos*
US$ 25–30
vs. su valor justo
80% por encima
Score Argos
46/100
LA RESPUESTA
El mercado le pide crezca 22.9% al año — más de lo que ha demostrado (4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO3/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos46de 100Cara
Ingresos1%
US$ 6.8 B
Margen operativo466%
11.7%
Flujo de caja libre8%
US$ 1 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 26.9B
P/E30.4x
EV/EBITDA12.7x
FCF yield3.8%
ROIC6.6%
Margen operativo11.7%
Crecim. ingresos+0.6%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 10 jul
A GlobalFoundries Insider Sold 78% of His Company Shares. Here's a Closer Look at the Transaction.
The disposition involved 2,800 shares with an estimated total value of $187,124. The activity resulted in a 78% reduction in the insider's direct equity holdings.
247wallst.com · 9 jul
SandboxAQ CEO: "It’s Time That America Really Has a Sovereign Wealth Fund." Why America Should Copy Norway’s $2 Trillion Fund
Artificial intelligence may be the biggest technology race in the world, but SandboxAQ CEO Jack Hidary believes the United States is still investing with the wrong playbook. Speaking on CNBC on Thursday, July 9, Hidary argued that America should treat strategic technologies the way countries like Norway manage national wealth by making long-term investments in... SandboxAQ CEO: "It's Time That America Really Has a Sovereign Wealth Fund." Why America Should Copy Norway's $2 Trillion Fund
benzinga.com · 8 jul
GlobalFoundries in the Spotlight After SEALSQ Pact on Post-Quantum Cryptography, Quantum Computing
GlobalFoundries Inc. (NASDAQ:GFS) shares are trending Wednesday after the company announced a strategic Memorandum of Understanding with SEALSQ Corp (NASDAQ:LAES) to co-develop Post-Quantum Cryptography and quantum computing technologies.
globenewswire.com · 8 jul
SEALSQ and GlobalFoundries Partner to Accelerate Post-Quantum Cryptography and Quantum Computing Technologies
Geneva, Switzerland, July 08, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (Nasdaq: LAES) ("SEALSQ") and GlobalFoundries (Nasdaq: GFS) (GF) today announced a strategic Memorandum of Understanding (MoU) to co-develop across secure semiconductor platforms, Post-Quantum Cryptography (PQC) and emerging semiconductor-based quantum computing technologies. The partnership leverages GF's process technology leadership and manufacturing capabilities alongside SEALSQ's expertise in hardware-based certified security, PQC-ready silicon solutions and ongoing investments in quantum technologies.
zacks.com · 7 jul
Are Computer and Technology Stocks Lagging GlobalFoundries (GFS) This Year?
Here is how GlobalFoundries Inc. (GFS) and Avnet (AVT) have performed compared to their sector so far this year.
seekingalpha.com · 6 jul
GlobalFoundries: AI Infrastructure Is Creating A Better Business
GlobalFoundries is expanding into higher-value semiconductor technologies, including silicon photonics, AI infrastructure, and automotive applications. Communications Infrastructure and Data Center revenue grew 32%, while Automotive revenue increased 24%, improving the company's revenue mix. Management expects silicon photonics to become a $2 billion revenue opportunity by 2030 while expanding higher-margin Technology Services.
globenewswire.com · 1 jul
GlobalFoundries Announces Conference Call to Review Second Quarter 2026 Financial Results
MALTA, N.Y., July 01, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, August 5, 2026, at 8:30 a.m. ET following the release of the company's second quarter 2026 financial results.
globenewswire.com · 1 jul
GlobalFoundries Announces Conference Call to Review Second Quarter 2026 Financial Results
MALTA, N. Y. , July 01, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, August 5, 2026, at 8:30 a. m. ET following the release of the company's second quarter 2026 financial results.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.