GlobalFoundries

Secular Trends Will Transform Chip Demand In Automotive And IoT

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

12 Apr 25

Updated

14 Dec 25

Views

18

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-15.1%

7D

-6.8%

Loading

1Y

-15.1%

7D

-6.8%

You can edit this narrative until Dec 15 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$46.5620.0% undervalued

AnalystHighTarget Fair Value

Shared on 14 Dec 25

Fair value Decreased 14%

GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Drive Upside Potential

Analysts have trimmed their price target on GlobalFoundries by about $8 to approximately $47 per share, citing a sluggish cyclical recovery, higher near term spending that offsets margin gains, and the longer runway before U.S. manufacturing advantages fully translate into revenue growth. Analyst Commentary Analyst reactions to the latest results have been mixed, with headline price targets moving lower but commentary emphasizing that GlobalFoundries continues to execute steadily against a challenging cyclical backdrop.

Shared on 07 May 25

Fair value Decreased 7.77%

Shared on 30 Apr 25

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 7.75%

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.78%

AnalystHighTarget made no meaningful changes to valuation assumptions.

AnalystHighTarget Fair Value

US$46.56

20.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.15%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.80%

Calculation

US$1.82b

Earnings '28

x

19.61x

PE Ratio '28

=

US$35.64b

Market Cap '28

US$35.64b

Market Cap '28

/

564.07m

No. shares '28

=

US$63.19

Share Price '28

US$63.19 Share Price '28

Discounted to 2025 @ 10.72% p.a.

=

US$46.56

Fair Value '25