Análisis Argos
GFS
GFSCara
GLOBALFOUNDRIES Inc. · Technology
US$ 69.84
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
43/100
LA RESPUESTA
El mercado le pide crezca 35.7% 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.
!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 Argos43de 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$ 38.3B
P/E43.3x
EV/EBITDA18.1x
FCF yield2.6%
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

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.
zacks.com · 26 jun
GFS vs. UMC: Which Semiconductor Foundry Stock Should You Buy Now?
GlobalFoundries and UMC are benefiting from AI, automotive and specialty chip demand as investors compare semiconductor foundry growth.
zacks.com · 25 jun
GlobalFoundries' AI Mix Improves: Is 30% Gross Margin Just the Start?
GFS' richer AI infrastructure mix lifts margins in Q1, with silicon photonics, SiGe and data-center demand pointing to a more profitable phase.
fool.com · 25 jun
The U.S. Government Is Betting Billions on Quantum Computing. These 3 Stocks Are the Biggest Winners.
Quantum funding and federal mandates are accelerating commercialization beyond pure-play quantum stocks. IBM and GlobalFoundries benefit from building crucial quantum infrastructure, not just hardware.
globenewswire.com · 23 jun
GlobalFoundries qualifies SLATE™ advanced packaging technology on 9SW platform for next-generation radio frequency applications
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
prnewswire.com · 23 jun
Infosys Announces Expanded Collaboration with GlobalFoundries to Accelerate AI-Driven Transformation of IT Operations
Multi-year engagement reinforces Infosys' leadership in AI-led managed services for complex, mission-critical IT operations BENGALURU, India, June 23, 2026 /PRNewswire/ -- Infosys (NYSE: INFY), a global leader in AI–first business consulting and technology services, today announced an expanded multi-year collaboration with GlobalFoundries (NASDAQ: GFS) (GF), a leading semiconductor manufacturer, to deliver AI-led managed services across GF's  enterprise IT landscape. Through this collaboration, Infosys will manage GF's end-to-end application, infrastructure, data and service desk operations.
zacks.com · 16 jun
Can Silicon Photonics Fuel GlobalFoundries' Next Growth Wave in 2026?
GFS sees silicon photonics as a key AI-driven growth engine, with revenues expected to double in 2026 amid rising optical networking demand.

* 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.