GLOBALFOUNDRIES（GFS）株式概要
半導体ファウンドリーであるGLOBALFOUNDRIES Inc.は、米国、欧州、中東、アフリカ、そして国際的に、主要なウエハー製造サービスと技術を幅広く提供している。 詳細
報酬
リスク分析
GFS リスクチェックを通過した。
GFS Community Fair Values
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Analyst Price Targets
GLOBALFOUNDRIES Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$46.95 |
| 52週高値 | US$92.55 |
| 52週安値 | US$31.59 |
| ベータ | 1.77 |
| 1ヶ月の変化 | -11.71% |
| 3ヶ月変化 | -42.31% |
| 1年変化 | 48.25% |
| 3年間の変化 | -19.16% |
| 5年間の変化 | n/a |
| IPOからの変化 | 1.19% |
最新ニュース
Recent updates
ナラティブ更新 • Sep 03
GFS: AI Hardware Bottleneck Demand And New Platforms Will Support Margins
Analysts have trimmed their fair value estimate for GLOBALFOUNDRIES from $81 to $76, reflecting a slightly higher discount rate, a lower assumed future P/E multiple, and updated views on revenue growth and profit margins following mixed but generally constructive Street research on the stock. Analyst Commentary Recent Street research on GlobalFoundries shows a mix of optimism and caution, with several price target changes and rating shifts that feed directly into how investors may think about valuation, execution risk, and growth prospects.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
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • Aug 04
GFS: Quantum Awards And AI Custom Chips Will Drive Future Returns
Analysts have trimmed their fair value estimate for GLOBALFOUNDRIES from $60 to $57, as they factor in a slightly higher discount rate alongside mixed read-throughs from mobile exposure. They still cite AI demand, tight trailing edge capacity, and potential benefits from quantum computing initiatives as key supports for the updated view.ナラティブ更新 • Jul 15
GFS: AI Inference Shift And Quantum Funding Will Support Margin Stability
Analysts have lifted the GLOBALFOUNDRIES fair value estimate from $51.30 to $81.00, citing higher assumed revenue growth, slightly stronger profit margins, a richer future P/E framework, and a series of recent price target increases and rating upgrades that highlight expectations for tighter foundry capacity and improving pricing power across the sector. Analyst Commentary Recent research on GLOBALFOUNDRIES centers on how foundry capacity, pricing power, and exposure to emerging workloads like AI inference and quantum computing could influence the company’s valuation and execution risk.
ナラティブ更新 • Jul 01
GFS: Quantum Funding And Specialty Capacity Expansion Will Support Higher Future P E Multiples
Analysts have raised their fair value estimate for GlobalFoundries from $60.00 to about $110.91, citing higher assumed revenue growth, slightly firmer discount and profit margin inputs, as well as a richer future P/E multiple supported by recent price target increases and upgrades across the Street. Analyst Commentary Recent research coverage on GlobalFoundries highlights a cluster of bullish views, with several firms revisiting their assumptions on growth, utilization and long term positioning in key chip markets.ナラティブ更新 • Jun 17
GFS: Quantum Awards And AI Custom Chips Will Pressure Future Returns
Analysts have raised their average price targets on GlobalFoundries stock into the $80+ range, citing expectations for tighter foundry pricing as utilization stays high across both leading and lagging edge capacity, and highlighting potential benefits from government backed quantum computing initiatives and growing interest in custom AI chips. Analyst Commentary on GlobalFoundries Recent Street research on GlobalFoundries points to a mix of optimism around utilization, pricing power and AI exposure, alongside a steady drumbeat of caution on execution and how much of that story is already reflected in the stock.分析記事 • Jun 16
GLOBALFOUNDRIES (GFS) Stock Could Be 56% Overvalued After AI And Europe Manufacturing Deals
GLOBALFOUNDRIES (GFS) stock is in focus after three new partnerships in AI-enabled chip design, silicon photonics and secure European manufacturing raised fresh questions about how the foundry’s model prices in technology and supply chain risk. See our latest analysis for GLOBALFOUNDRIES. Those partnerships have landed alongside a sharp swing in sentiment, with GLOBALFOUNDRIES posting a 90 day share price return of 88.14% and a 1 year total shareholder return of 118.32%, even after a 1 day...ナラティブ更新 • Jun 03
GFS: Quantum Awards And Custom AI ASIC Ambitions Will Constrain Future Returns
Analyst price targets for GLOBALFOUNDRIES have moved higher, with one firm lifting its target to $85 from $58 as analysts highlight quantum computing awards and growing interest in custom AI chips and alternative accelerators as key supports for the stock's long-term positioning. Analyst Commentary Recent Street research around GLOBALFOUNDRIES has centered on two themes investors are likely watching closely: exposure to quantum computing funding and positioning for custom AI silicon.ナラティブ更新 • May 19
GFS: AI Inference ASIC Execution Will Limit Future Share Price Upside
Analysts have lifted the GLOBALFOUNDRIES fair value estimate to $60 from $43, citing a wave of higher Street price targets that link the stock to growing interest in AI inference workloads and custom ASIC demand. Analyst Commentary Across recent reports, Street research has generally tied higher GLOBALFOUNDRIES price targets to interest in AI inference workloads and custom ASICs, with several firms lifting their valuation frameworks accordingly.ナラティブ更新 • Apr 29
GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside Potential
Analysts have raised their average price targets on GLOBALFOUNDRIES by a mid to high single digit dollar range, citing updates to revenue growth and margin assumptions, along with refined P/E expectations that support a fair value estimate of approximately $43.00 per share. Analyst Commentary Recent Street research has clustered around mid to high single digit adjustments to GLOBALFOUNDRIES price targets, with several firms referencing updates to revenue growth assumptions, margin frameworks, and P/E multiples.ナラティブ更新 • Apr 14
GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Support Higher P E Multiples
Analysts have lifted the GLOBALFOUNDRIES fair value estimate from $46.56 to $60.00. They point to updated assumptions on revenue growth, profitability and future P/E multiples that are also reflected in a series of recent price target increases across the Street.ナラティブ更新 • Mar 31
GFS: Rising Street Conviction Will Support Execution On Margin Stability
Analysts have raised GLOBALFOUNDRIES' price target to a fair value estimate of $51.30, citing updated modeling of discount rates, revenue growth assumptions, profit margins and future P/E expectations as the main drivers of this change. Analyst Commentary Recent Street research on GLOBALFOUNDRIES clusters around a series of higher price targets across multiple firms, with analysts revisiting their models on discount rates, revenue trajectories, margin profiles and future P/E assumptions.ナラティブ更新 • Mar 17
GFS: Evolving Expectations On Execution And Capital Actions Will Shape Future Upside
Analysts have raised their average price targets on GLOBALFOUNDRIES by a range of $4 to $20, citing updated expectations on growth, profitability and valuation, even though the model fair value estimate remains at $43.00. Analyst Commentary Street research on GLOBALFOUNDRIES has been active, with several firms adjusting their price targets across a wide range, including both increases and at least one very large downward move.ナラティブ更新 • Mar 03
GFS: Elevated Capital Needs And Execution Risks Will Limit Future Upside Potential
Analysts have raised their price target for GlobalFoundries from $35 to $43, citing revised assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple as the main factors behind the update. Analyst Commentary Street research on GlobalFoundries has recently skewed toward higher price targets, but not all commentary is positive.ナラティブ更新 • Feb 16
GFS: Balancing Repriced Expectations With U.S. Manufacturing And Defense Contracts
The analyst price target for GlobalFoundries has been raised by about $10 to $50.62, with analysts citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E as key factors behind the change. Analyst Commentary Recent Street research on GlobalFoundries shows multiple firms revisiting their models and adjusting price targets by a wide range, from modest single digit moves to a US$20 increase.ナラティブ更新 • Feb 02
GFS: Weighing Sluggish Recovery Against U.S. Manufacturing And Defense Contracts
Narrative Update on GlobalFoundries The analyst price target for GlobalFoundries has edged higher by about $0.85. Analysts are factoring in slightly higher fair value estimates, an adjusted discount rate, and expectations for modestly stronger profit margins, along with updated views from recent research that highlight mixed spending and demand trends.分析記事 • Jan 22
GlobalFoundries Inc.'s (NASDAQ:GFS) Shares Bounce 28% But Its Business Still Trails The Industry
GlobalFoundries Inc. ( NASDAQ:GFS ) shareholders have had their patience rewarded with a 28% share price jump in the...ナラティブ更新 • Jan 19
GFS: Sluggish Recovery And Higher Spending Will Restrain Near Term Upside
Narrative Update: GlobalFoundries The analyst price target for GlobalFoundries has been reset to US$35, reflecting a neutral stance as analysts balance solid recent results with expectations for a sluggish cyclical recovery and higher spending that may limit near term upside. Analyst Commentary Recent research on GlobalFoundries points to a more cautious mood, even as the company delivers results that line up with guidance.ナラティブ更新 • Jan 05
GFS: Sluggish Recovery And Spending Weigh While Capacity Expansion Supports Long-Term Outlook
Narrative Update on GlobalFoundries The analyst price target for GlobalFoundries has moved to US$35.00, a cut of US$5.00 from the prior US$40.00 level, as analysts factor in a sluggish cyclical recovery, rising spending that offsets near term margin benefits, and the longer timeline for U.S. manufacturing demand to translate into revenues. Analyst Commentary Recent research updates on GlobalFoundries show a cluster of lower price targets, with several bearish analysts resetting expectations closer to US$33 to US$35.ナラティブ更新 • Dec 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.分析記事 • Nov 15
GlobalFoundries Inc. Just Recorded A 52% EPS Beat: Here's What Analysts Are Forecasting Next
Last week, you might have seen that GlobalFoundries Inc. ( NASDAQ:GFS ) released its quarterly result to the market...ナラティブ更新 • Aug 06
Expanding US And European Capacity Will Unlock New Demand
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).株主還元
| GFS | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 3.8% | -0.5% | -2.2% |
| 1Y | 48.2% | 50.1% | 13.1% |
業界別リターン: GFS過去 1 年間で50.1 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: GFS過去 1 年間で13.1 % の収益を上げたUS市場を上回りました。
価格変動
| GFS volatility | |
|---|---|
| GFS Average Weekly Movement | 8.6% |
| Semiconductor Industry Average Movement | 11.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: GFS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GFSの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 14,000 | Tim Breen | gf.com |
半導体ファウンドリーであるGLOBALFOUNDRIES Inc.は、米国、欧州、中東、アフリカ、および国際的な主流ウェハ製造サービスおよび技術を幅広く提供している。同社は、マイクロプロセッサー、モバイル・アプリケーション・プロセッサー、ベースバンド・プロセッサー、ネットワーク・プロセッサー、無線周波数モデム、マイクロコントローラー、パワー・マネージメント・ユニットなどの半導体デバイスを提供している。量子テクノロジーソリューションも提供している。は、米国エネルギー省のジェネシスミッションと戦略的パートナーシップを結び、人工知能と高度なコンピューティングを通じて科学的発見を加速させている。同社は2008年に法人化され、ニューヨーク州マルタに本社を置いている。
GLOBALFOUNDRIES Inc. 基礎のまとめ
| GFS 基礎統計学 | |
|---|---|
| 時価総額 | US$25.22b |
| 収益（TTM） | US$716.00m |
| 売上高(TTM) | US$6.94b |
36.0x
PER（株価収益率3.7x
P/SレシオGFS は割高か？
公正価値と評価分析を参照収益と収入
| GFS 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.94b |
| 売上原価 | US$5.06b |
| 売上総利益 | US$1.88b |
| その他の費用 | US$1.17b |
| 収益 | US$716.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.30 |
| グロス・マージン | 27.14% |
| 純利益率 | 10.32% |
| 有利子負債／自己資本比率 | 9.4% |
GFS の長期的なパフォーマンスは？
過去の実績と比較を見る| GLOBALFOUNDRIES 配当日 | |
|---|---|
| 配当落ち日 | Sep 23 2026 |
| 配当支払日 | Oct 09 2026 |
| 配当落ちまでの日数 | 11 days |
| 配当支払日までの日数 | 27 days |
GFS 配当は確実ですか？
GFS 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/11 01:54 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
GLOBALFOUNDRIES Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Tristan Gerra | Baird |