GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling

Barrons2021-11-22

A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Samuel123win
2021-11-30
Samuel123win
Wow
mustresearch
2021-11-25
mustresearch
Ok
Val準凖
2021-11-23
Val準凖
Good news
SamYYL
2021-11-23
SamYYL
Good and like
skylander
2021-11-23
skylander
Ike pls
JeremyKok
2021-11-23
JeremyKok
Buy global foundaries and hold till the chip demand subside then sell. Do your own due diligence before you invest. Please like and comment back. Thank you.

发表看法

206

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1127146864?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-22 22:31","share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","id":"1127146864","market":"us","top_or_hot":-1,"title":"GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling","media":"Barrons","content":"<div>\n<p>A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news\">网页链接</a>\n\n</div>\n","source":"market_watch","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GFS","symbol_name":"GLOBALFOUNDRIES Inc.","start_time":0,"source_url":"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news","article_id":"1127146864","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1127146864","pubTimestamp":1637591490,"sourceInfo":{"source_id":"market_watch","name":"华尔街大事件"},"weMediaInfo":null,"summary":"A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with F","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"translate_title":"福特汽车的半导体合作伙伴GlobalFoundries是华尔街的新宠儿","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GFS":0.9},"content_text":"A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to heart.\nGlobalFoundries shares rose nearly 6% in early trading.\n\nTen analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.\nNow, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.\nThe average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.\nRising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.\nHow GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.\nSales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.\nGlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.\nRaymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”\nThat footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.\nGlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":609043373,"gmtCreate":1638227670032,"gmtModify":1638227670233,"author":{"id":"4092554906611330","authorId":"4092554906611330","name":"Samuel123win","avatar":"https://static.tigerbbs.com/fb615bd9d23d3ee707625d59ccb06f5e","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609043373","repostId":1127146864,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":874267316,"gmtCreate":1637794431225,"gmtModify":1637794431225,"author":{"id":"4093876926002250","authorId":"4093876926002250","name":"mustresearch","avatar":"https://static.tigerbbs.com/3efc25aca032773c576271f12d4f8f61","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874267316","repostId":1127146864,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":875278585,"gmtCreate":1637663439393,"gmtModify":1637663439598,"author":{"id":"3581556348949722","authorId":"3581556348949722","name":"Val準凖","avatar":"https://static.tigerbbs.com/fc78ba8079eaf21b89d9286a3857c533","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875278585","repostId":1127146864,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":875267662,"gmtCreate":1637659327642,"gmtModify":1637659327933,"author":{"id":"4089205014499330","authorId":"4089205014499330","name":"SamYYL","avatar":"https://static.tigerbbs.com/c38b79dfd54364065e7068bc7e80dc9f","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good and like&nbsp;","listText":"Good and like&nbsp;","text":"Good and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875267662","repostId":1127146864,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":875139927,"gmtCreate":1637623589459,"gmtModify":1637623589639,"author":{"id":"4087989241523320","authorId":"4087989241523320","name":"skylander","avatar":"https://static.tigerbbs.com/1c70a5b34449eb6137e74ae1fefb2ea0","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Ike pls","listText":"Ike pls","text":"Ike pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875139927","repostId":1127146864,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":875196453,"gmtCreate":1637623202961,"gmtModify":1637630987371,"author":{"id":"3567307840510045","authorId":"3567307840510045","name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Buy global foundaries and hold till the chip demand subside then sell. Do your own due diligence before you invest. Please like and comment back. Thank you.","listText":"Buy global foundaries and hold till the chip demand subside then sell. Do your own due diligence before you invest. Please like and comment back. Thank you.","text":"Buy global foundaries and hold till the chip demand subside then sell. Do your own due diligence before you invest. Please like and comment back. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875196453","repostId":1127146864,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":206,"commentSize":22,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1127146864"}