GLOBALFOUNDRIES (GFS) Aandelenoverzicht
GLOBALFOUNDRIES Inc., een halfgeleiderfabrikant, levert diensten en technologieën voor de fabricage van wafers in de Verenigde Staten, Europa, het Midden-Oosten, Afrika en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 2/6 |
GFS Community Fair Values
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Analyst Price Targets
GLOBALFOUNDRIES Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$54.58 |
| 52 Week Hoogtepunt | US$92.55 |
| 52 Week Laag | US$31.59 |
| Bèta | 1.8 |
| 1 maand verandering | -5.05% |
| 3 maanden verandering | -18.15% |
| 1 Jaar Verandering | 61.81% |
| 3 jaar verandering | -0.71% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | 17.63% |
Recent nieuws en updates
Analyse-artikel • 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...
Narratiefupdate • 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.Recent updates
Analyse-artikel • 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...Narratiefupdate • 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.Seeking Alpha • Jul 16
GlobalFoundries: My Valuation Doubts Have Been Proven Correct, And I Still Have Major Concerns
Summary GlobalFoundries was previously rated a strong sell in late-May 2026, despite market excitement over a Department of Commerce letter of intent. The article scrutinizes the significance of the Department of Commerce's involvement and its impact on GFS's valuation. I maintain skepticism regarding the sustainability of the recent buzz and question the fundamental drivers behind GFS's stock performance. The investment thesis focuses on separating hype from material catalysts, emphasizing disciplined evaluation of government-related news. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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).Seeking Alpha • Mar 25
GlobalFoundries: Facing Increasing Competition Out Of China
Summary As of Q4-24, GlobalFoundries is the fifth-largest semiconductor manufacturer in the world. The company's closest peers are United Microelectronics in Taiwan and SMIC in China. GFS is focused on manufacturing semiconductors above the 12nm process node. To put things in perspective, TSMC started production at the 12nm node in 2017. The markets in which GFS operates have been commoditized, as there are no technical barriers to entry anymore. Production out of China is expected to increase meaningfully in the coming quarter, which could come at a time of sluggish demand in GFS' end markets. Read the full article on Seeking AlphaRendement voor aandeelhouders
| GFS | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 9.1% | 0.3% | 0.6% |
| 1Y | 61.8% | 62.6% | 20.1% |
Rendement versus industrie: GFS kwam overeen met de US Semiconductor industrie, die het afgelopen jaar een rendement opleverde van 62.6 %.
Rendement versus markt: GFS overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.1 %.
Prijsvolatiliteit
| GFS volatility | |
|---|---|
| GFS Average Weekly Movement | 11.1% |
| Semiconductor Industry Average Movement | 13.0% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van GFS is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 11% ) van GFS is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2008 | 14,000 | Tim Breen | gf.com |
GLOBALFOUNDRIES Inc., een halfgeleiderfabrikant, biedt een scala aan diensten en technologieën voor mainstream waferproductie in de Verenigde Staten, Europa, het Midden-Oosten, Afrika en internationaal. Het biedt halfgeleiderapparaten, waaronder microprocessors, processors voor mobiele toepassingen, basisbandprocessors, netwerkprocessors, radiofrequentiemodems, microcontrollers en eenheden voor energiebeheer. Het bedrijf biedt ook oplossingen voor kwantumtechnologie.
GLOBALFOUNDRIES Inc. Samenvatting
| GFS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$29.95b |
| Inkomsten(TTM) | US$716.00m |
| Inkomsten(TTM) | US$6.94b |
41.8x
Koers/Winstverhouding4.3x
P/S-verhoudingIs GFS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| GFS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$6.94b |
| Kosten van inkomsten | US$5.06b |
| Brutowinst | US$1.88b |
| Overige uitgaven | US$1.17b |
| Inkomsten | US$716.00m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.30 |
| Brutomarge | 27.14% |
| Nettowinstmarge | 10.32% |
| Schuld/Eigen Vermogen Verhouding | 9.4% |
Hoe presteerde GFS op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.9%
Huidig dividendrendement9%
UitbetalingsratioBetaalt GFS een betrouwbaar dividend?
Zie GFS dividendgeschiedenis en benchmarks| GLOBALFOUNDRIES dividenddata | |
|---|---|
| Ex Dividend Datum | Sep 23 2026 |
| Betaaldatum dividend | Oct 09 2026 |
| Dagen tot Ex-dividend | 36 days |
| Dagen tot dividendbetaaldatum | 52 days |
Betaalt GFS een betrouwbaar dividend?
Zie GFS dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/17 13:25 |
| Aandelenkoers aan het einde van de dag | 2026/08/14 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
GLOBALFOUNDRIES Inc. wordt gevolgd door 27 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Tristan Gerra | Baird |