Expanding US And European Capacity Will Unlock New Demand

Published
08 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$39.91
17.1% undervalued intrinsic discount
14 Aug
US$33.07
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1Y
-27.5%
7D
2.4%

Author's Valuation

US$39.9

17.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Decreased 9.95%

Despite slightly improved revenue growth forecasts, a notable reduction in forward P/E multiples suggests increased valuation caution, resulting in a lower consensus analyst price target for GlobalFoundries, down from $44.32 to $41.54. What's in the News GlobalFoundries provided Q3 2025 earnings guidance, expecting net revenue of $1,675 million (±$25 million) and diluted EPS of $0.28 (±$0.05).

Shared on07 May 25
Fair value Decreased 1.87%

Shared on30 Apr 25
Fair value Decreased 1.44%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on23 Apr 25
Fair value Decreased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.063%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 8.58%

AnalystConsensusTarget has decreased revenue growth from 9.5% to 8.0%.