GlobalFoundries Inc. · Semiconductors

GFSGlobalFoundries Inc.

Reports 2026-11-04 Pre-market · WedReaction day 11-04upcoming

Before the print · expectations2 days to the print

Street consensus

$0.51EPS

$1.91BRevenue

The record · last 8 prints

8/8

beat the EPS consensus

±8.2%

average first-day moveclosed higher 4 of 8 times

3/8

moved more than options impliedusually stays inside the implied move

Move ruler · first session

typical ±8.2%

−20%options ±11.3%+20%

Options price ±11.3%, above the ±8.2% GFS usually moves: they already pay for a bigger reaction than usual.

Pricing going in · as of the 11-02 close

−13.9%Move over the last 20 sessionsLast 5 sessions −7.1%

−0.6 ptsvs sector (XLK)XLK over the same window −13.3%

21.4×Forward P/EOn consensus current-FY EPS of $1.96 · 11-02

What the record doesn't tell you

Beat estimates 8 of 8 times. So which way does GFS go on 11‑04?

Model lean for 11-04, and the evidence behind it
Move band, P10 – P90
Last 8 prints, quarter by quarter
Peers that already reported, and how they traded

Start 30-day free trialFull access · no card requiredHave an account? Sign inThe lean freezes the night before the print.

The print · 8-K and callupcoming · 2026-11-04 · Pre-market

Revenue—

est. $1.91B

EPS—

est. $0.51

Guidance—read from the 8-K once filed

Lean, stance and evidence on this page are model outputs, not investment advice. Trade at your own risk. Disclaimer →

GlobalFoundries earnings preview: what the record says

GlobalFoundries (GFS) is scheduled to report earnings on Nov 4, 2026, before the open. The consensus estimate calls for EPS of $0.51 on revenue of $1.91B. Options are pricing a move of about ±11.3% for the first session after the report.

Across its last 8 reports, GFS beat the EPS consensus 8 times out of 8 with a figure on file, and the stock moved an average of 8.2% on the first trading day, closing higher 4 of 8 times. That first-day move was larger than the options-implied move in 3 of 8 reports. Measured over five sessions, the average move was 10.5%.

The ±11.3% now priced is above the 8.2% GFS has averaged, so options are already paying for a bigger reaction than usual. Historically, GFS has usually stayed inside its implied move. A beat alone has not been enough: GFS closed higher after only 4 of its 8 EPS beats. NextPick tracks GFS in its Foundry/OSAT basket alongside TSM, INTC, ASX, UMC and AMKR, whose prints read through to this one.

Figures come from NextPick's earnings-reaction ledger and the options market. Not investment advice.

GFS earnings: key questions

When is GFS's next earnings date?

GlobalFoundries is scheduled to report on Nov 4, 2026, before the open.

What are GFS's earnings expectations?

Analysts expect EPS of $0.51 on revenue of $1.91B for the quarter.

How much does GFS stock move after earnings?

Over its last 8 reports, GFS moved an average of 8.2% on the first trading day after earnings. The move was larger than the options-implied move in 3 of 8 reports.

Does GFS usually beat earnings estimates?

GFS beat the EPS consensus in 8 of its last 8 reports with a surprise on file and missed in 0.