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GLOBALFOUNDRIES Inc. Stock Price

NasdaqGS:GFS Community·US$24.5b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 85 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

GFS Share Price Performance

US$43.93
10.77 (32.48%)
​
US$81.00
Fair Value
US$43.93
10.77 (32.48%)
45.8% undervalued intrinsic discount
US$81.00
Fair Value
Price US$43.93
AnalystConsensusTarget US$81.00
AnalystLowTarget US$55.00
AnalystHighTarget US$110.91
Wed, 15 Jul 26
Fair ValueUS$81.00
Share Pricen/a

GFS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$81 45.8% undervalued intrinsic discount

Expanding US And European Capacity Will Unlock New Demand

0users have liked this narrative
0users have commented on this narrative
37users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$55 20.1% undervalued intrinsic discount

Legacy Fabs Will Suffer As TSMC And Samsung Lead

0users have liked this narrative
1users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$110.91 60.4% undervalued intrinsic discount

Secular Trends Will Transform Chip Demand In Automotive And IoT

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
GFS logo
GLOBALFOUNDRIES
20.1% undervalued intrinsic discount

Legacy Fabs Will Suffer As TSMC And Samsung Lead

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 18 Aug
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GFS logo
GLOBALFOUNDRIES
45.8% undervalued intrinsic discount

Expanding US And European Capacity Will Unlock New Demand

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 15 Jul
Read Narrative
GFS logo
GLOBALFOUNDRIES
60.4% undervalued intrinsic discount

Secular Trends Will Transform Chip Demand In Automotive And IoT

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 1 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
GFS logo

GFS: Quantum Awards And AI Demand Will Support Balanced Future Returns

Fair Value: US$55 20.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
GFS logo

GFS: AI Inference Shift And Quantum Funding Will Support Margin Stability

Fair Value: US$81 45.8% undervalued intrinsic discount
37 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
GFS logo

GFS: Quantum Funding And Specialty Capacity Expansion Will Support Higher Future P E Multiples

Fair Value: US$110.91 60.4% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and fair value.

0 Risks
4 Rewards
View Full Analysis

GLOBALFOUNDRIES Inc. Key Details

US$6.9b

Revenue

US$5.1b

Cost of Revenue

US$1.9b

Gross Profit

US$1.2b

Other Expenses

US$716.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.30
27.14%
10.32%
9.4%
View Full Analysis

About GFS

Founded
2008
Employees
14000
CEO
Timothy Breen
WebsiteView website
gf.com

GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. The company also provides quantum technology solutions. GLOBALFOUNDRIES Inc. has a strategic partnership with the U.S. Department of Energy’s Genesis Mission to accelerate scientific discovery through artificial intelligence and advanced computing. The company was incorporated in 2008 and is headquartered in Malta, New York.

Recent GFS News & Updates

Seeking Alpha • Aug 21

Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries

Summary GlobalFoundries remains a buy after the recent selloff, though upside is now more modest and valuation is less compelling than last year. GFS's growth is driven by surging data center revenue (+62% YoY) and new optical networking wins, offset by cyclical weakness in automotive. CapEx is rising sharply to support quantum and silicon photonics initiatives, creating long-term growth potential but introducing near-term cash flow risk. GFS's 1% dividend signals financial health, but yield and upside are limited until speculative investments begin to pay off. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 18

GFS: Quantum Awards And AI Demand Will Support Balanced Future Returns

Analysts now place fair value for GlobalFoundries at $55, down $2 from the prior $57, reflecting a blend of lower P/E assumptions and price target trims from several firms, even as some research points to healthier margins and a more supportive mix outside of weaker mobile demand. Analyst Commentary Street research on GlobalFoundries points to a split view.
Analysis Article • Aug 12

There May Be Underlying Issues With The Quality Of GLOBALFOUNDRIES' (NASDAQ:GFS) Earnings

GLOBALFOUNDRIES Inc. ( NASDAQ:GFS ) announced strong profits, but the stock was stagnant. Our analysis suggests that...

Recent updates

No updates

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