Update shared on06 Aug 2025
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).
- Announced a $16 billion investment to expand semiconductor manufacturing and advanced packaging in New York and Vermont, partnering with major technology companies to onshore supply chains and meet growing AI-driven demand.
- Signed a Memorandum of Understanding with Singapore’s A*STAR to accelerate advanced packaging R&D, expand manufacturing capabilities in Singapore, and enhance workforce skills, furthering its strategy to develop advanced packaging and photonics solutions globally.
Valuation Changes
Summary of Valuation Changes for GlobalFoundries
- The Consensus Analyst Price Target has fallen from $44.32 to $41.54.
- The Future P/E for GlobalFoundries has fallen from 24.32x to 21.91x.
- The Consensus Revenue Growth forecasts for GlobalFoundries has risen from 8.4% per annum to 9.0% per annum.
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