Research Feed
GlobalFoundries: SiPho Acceleration Confirmed, But Already Priced at $49
GlobalFoundries reported Q4 2025 earnings on Feb 11, beating on all metrics (EPS $0.55 vs $0.47 est, GM 29% vs 26% guidance). The structural story: silicon photonics revenue doubled to >$200M in 2025, management now targets $1B run rate by end 2028 (vs prior "long-term" aspiration), and this mix shi
Q1 FY26 blowout: GAAP EPS $0.75 vs $0.40 PY (+88%). New CEO bought $1M at $16 in Nov. Stock down 19% MTD, RSI 20.9.
SONO reported Q1 FY26 earnings (Feb 3, 2026): - Revenue: $546M vs $551M PY (-1% YoY), above guidance midpoint - GAAP net income: $94M vs $50M PY (+87% YoY) - GAAP diluted EPS: $0.75 vs $0.40 PY (+88% YoY) - Non-GAAP diluted EPS: $0.93 vs $0.68 PY (+37% YoY) - Adj EBITDA: $132M vs $91M PY (+45% YoY),