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GlobalFoundries Community
NasdaqGS:GFS Community
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GlobalFoundries
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GlobalFoundries
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding US And European Capacity Will Unlock New Demand
Key Takeaways Expanding design wins and differentiated technologies position GlobalFoundries for sustained growth and margin expansion in high-value automotive, AI, and communications markets. A diversified, government-supported manufacturing footprint boosts resilience, scales capacity, and enhances free cash flow despite ongoing geopolitical and supply chain risks.
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US$41.54
FV
22.3% undervalued
intrinsic discount
9.05%
Revenue growth p.a.
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Updated
narrative
GlobalFoundries
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Secular Trends Will Transform Chip Demand In Automotive And IoT
Key Takeaways Growing demand for specialty semiconductors, resilient customer relationships, and strong design wins are driving revenue stability and long-term topline growth. Strategic investments, differentiated technologies, and capital-efficient expansion are improving margins, operating leverage, and overall profitability prospects.
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US$54.14
FV
40.4% undervalued
intrinsic discount
9.91%
Revenue growth p.a.
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9 days ago
author updated this narrative
GlobalFoundries
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Legacy Fabs Will Suffer As TSMC And Samsung Lead
Key Takeaways Lagging investment in advanced chip technologies and stricter sustainability standards threaten GlobalFoundries' market share, margins, and growth prospects. Rising geopolitical tensions and industry consolidation increase customer concentration risks and pressure pricing, further challenging future earnings and competitiveness.
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US$35.00
FV
7.7% undervalued
intrinsic discount
5.81%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Your Valuation for
GFS
GFS
GlobalFoundries
Your Fair Value
US$
Current Price
US$32.29
26.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
10b
2015
2018
2021
2024
2025
2027
2030
Revenue US$9.8b
Earnings US$1.4b
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