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GFS

Events & catalyst calendar

Forward catalysts, dated milestones, and a daily-rebuild changelog. Auto-populated by the rebuild script; supplemented with hand-curated near-term events from the open questions register.

Forward catalysts: awaiting curated data. Populate companies/<ticker>/data/FORWARD_EVENTS.json to render.

Catalyst impact backtest

12 historical catalysts · day-of / 5d / 30d returns

Average return by catalyst type

filings(1)
day-of: +16.3%
5d: +15.1%
30d: -0.1%
partnership(2)
day-of: +2.1%
5d: +4.9%
30d: +12.5%
leadership(3)
day-of: +0.1%
5d: -1.4%
30d: +0.9%
capital(6)
day-of: -0.6%
5d: +1.8%
30d: +2.9%

Per-event detail

DateEventTypePreDay-of5d30dNote
2026-03-16Lightwave Logic GDSFactory PDK availability on Fotonix — slot-waveguide process modifications; 200G/400G validation tape-outs scheduledpartnership$41.86+4.6%+5.0%+15.4%+4.6% day-of; +5.0% 5d; +15.4% 30d. Sustained appreciation — productized PDK milestone validates Fotonix moat positioning.
2026-03-13Mubadala $840M secondary closes — 20M shares @ $42.00 + 7.34M GF buyback @ $40.845; stake to 77.05%capital$41.59+0.6%+2.1%+17.9%+0.6% day-of; +2.1% 5d; +17.9% 30d. Post-overhang relief rally as Mubadala secondary cleared; $300M buyback supportive.
2026-03-11Mubadala secondary underwriting agreement signed (27.34M shares + 3M overallotment)capital$46.63-5.4%-6.1%+4.9%-5.4% day-of (supply pressure); -6.1% 5d; +4.9% 30d as supply absorbed. Confirms 5-10% one-day technical-pressure pattern on Mubadala selldown events.
2026-02-11Q4'25 / FY2025 earnings — non-IFRS GM 26.1%; +400bps YoY GM in Q4; $500M buyback; Anderskouv resignationfilings$41.90+16.3%+15.1%-0.1%+16.3% day-of — earnings beat + buyback authorization drove biggest one-day move; faded -14% over 30d on Mubadala secondary supply pressure.
2025-11-17AMF + InfiniLink acquisitions announced — silicon photonics consolidationpartnership$33.05-0.3%+4.8%+9.7%Flat day-of; +5% 5d; +9.7% 30d. Slow appreciation — market needed time to digest 'largest pure-play SiPh foundry' positioning.
2025-10-28Project SPRINT — €1.1B Dresden investment under EU Chips Act; €495M state-aidcapital$35.42-2.2%+0.7%+1.2%-2.2% day-of; recovered 30d. Capex announcement absorbed as expected; EU subsidy partially offsets.
2025-10-27CFO John Hollister departs (personal reasons); Sam Franklin interim CFOleadership$35.32+0.3%+1.0%-0.1%Flat across all windows. Market priced 'personal reasons' framing as routine; Franklin (Mubadala alumnus) bench depth absorbed transition.
2025-04-28Breen CEO transition takes effect; Anderskouv President & COO formal startleadership$35.29-0.2%+1.7%+4.1%Flat day-of; +2% 5d; +4% 30d. Smooth handoff; no operating-disruption signal.
2025-02-05Leadership transition announced — Caulfield → Breen CEO eff. Apr 28; Anderskouv → P/COOleadership$40.55+0.1%-6.9%-1.4%Flat day-of; -7% 5d; recovered 30d. Transition was telegraphed (Mubadala-aligned succession); no surprise reaction.
2024-11-20CHIPS Act final award signed — $1.5B direct + $550M+ NY State Green CHIPScapital$42.38-1.7%+6.1%-1.6%-1.7% day-of; +6.1% 5d; -1.6% 30d. Anti-climatic — preliminary already priced in; broader market context bounded reaction.
2024-05-13Mubadala secondary offering ~$950M; stake ~85% → ~81.6%capital$51.09+3.0%+5.7%-3.5%+3.0% day-of (counterintuitive — supply absorbed); -3.5% 30d as supply digested.
2024-02-19CHIPS Act preliminary memorandum — up to $1.5B direct funding for Malta + Burlingtoncapital$53.38+2.1%+2.1%-1.8%+2.1% day-of; faded over 30d. Preliminary memo; market priced final award expectation ahead of confirmation.