Analysts see no major sentiment shift post-results, but slightly raise revenue forecasts. The projected 6.0% annual growth till 2025 is below the past 5-year 15% p.a. growth, but aligns with the industry. Analysts believe the business's intrinsic value is improving.

Insider sales and a lack of insider purchases could signal trouble for GMS. Despite some ownership alignment through insider holdings, prospective investors must examine these transactions carefully. Be aware of two warning signs from the company.

The third entity will be a standalone foundry, which Richard says could end up being the second largest foundry in the world, behind TSMC.Richard writes: "Intel may be the only viable alternative to TSMC's leadership, particularly in high-performance applications such as AI integrated circuits, CPUs, GPUs and FPGAs. "
Earlier, Dutch lithography giant Asmax said it had begun shipping the most central components of its first state-of-the-art chip-making machine to a chip factory owned...

Despite short-term declines, the long-term returns of GMS and its EPS growth outpacing the share price increase suggest the market is cautious, despite strong overall business performance.

No insider has traded GMS shares in the last quarter or bought shares in the last year. However, the level of insider ownership does align to some degree with shareholders. GMS has two warning signs that require further analysis.