Should You Buy This Blue Chip Stock Now-GFS

Acrobull UK Advisory Services Ltd.

August 08			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
GlobalFoundries Inc.	GFS-NASDAQ	Semiconductor		$17.914 Billion	Medium

GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units.

Recent Highlights

CEO Statement- In June, GlobalFoundries (GF) was selected as the exclusive manufacturing partner for Continental's newly established Advanced Electronics & Semiconductor Solutions (AESS) organization. This strategic partnership aims to address the increasing demand for safe, connected, and autonomous vehicles.

In July, GF announced a definitive agreement to acquire MIPS, a leading provider of AI and processor intellectual property (IP). This acquisition will expand GF's capabilities by integrating advanced RISC-V processor IP and software development tools designed for real-time computing across automotive, industrial, and data center infrastructure markets.

Second Quarter 2025 Highlights

For the reporting period, the company generated revenue of $1.688 billion, reflecting its continued operational strength and market position. The gross margin was 24.2%, with a non-IFRS gross margin(1) of 25.2%, highlighting effective cost management and product mix optimization.

The company achieved an operating margin of 11.6%, while the non-IFRS operating margin(1) stood at 15.3%, demonstrating solid operating leverage and disciplined expense control.

Net income for the period was $228 million, with a non-IFRS net income(1) of $234 million, reflecting strong underlying performance. Diluted earnings per share (EPS) came in at $0.41, and non-IFRS diluted EPS(1) was $0.42, underscoring consistent earnings delivery for shareholders.

Additionally, the company reported a non-IFRS adjusted EBITDA(1) of $585 million, reinforcing its ability to generate strong cash flow and maintain financial flexibility to support future growth initiatives.

Stock Observation- The company delivered a strong financial performance for the reporting period, generating revenue of $1.688 billion, a testament to its robust market position and consistent operational execution. A gross margin of 24.2%, and a non-IFRS gross margin(1) of 25.2%, underscore the company’s continued success in managing costs effectively and optimizing its product mix, reinforcing its ability to drive profitability even in a dynamic market environment.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$32.28 USD
Acrobull Recommendation	Buy
Target Price	$36.28 USD
RSI Level	14 Day RSI 28
Total Shares Outstanding	554.97 Million
Shares held by Insiders Shares held by Institutions Risk Factor Stop Loss	0.00% 102.10% Medium 5%