GFS Share Price Performance
US$72.15
32.45 (81.74%)
20.3% overvalued intrinsic discount
US$60.00
Fair Value
Price US$72.15
AnalystHighTarget US$60.00
AnalystConsensusTarget US$51.30
AnalystLowTarget US$43.00
Fair ValueUS$60.00
Share Pricen/a
GLOBALFOUNDRIES Inc. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 64 Fair Values set on narratives written by author
GFS Community Narratives
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Fair Value
·Fair Value US$60 20.3% overvalued intrinsic discount
Secular Trends Will Transform Chip Demand In Automotive And IoT
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6users have followed this narrative
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Fair Value
·Fair Value US$51.3 40.7% overvalued intrinsic discount
Expanding US And European Capacity Will Unlock New Demand
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30users have followed this narrative
AN
Fair Value
·Fair Value US$43 67.8% overvalued intrinsic discount
Legacy Fabs Will Suffer As TSMC And Samsung Lead
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1users have commented on this narrative
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Legacy Fabs Will Suffer As TSMC And Samsung Lead
Key Takeaways Lagging investment in advanced chip technologies and stricter sustainability standards threaten GlobalFoundries' market share, margins, and growth prospects. Rising geopolitical tensions and industry consolidation increase customer concentration risks and pressure pricing, further challenging future earnings and competitiveness.Read more
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US$43
67.8% overvalued intrinsic discount
Fair Value
Revenue
6.66% p.a.
Profit Margin
12.03%
Future PE
32.9x
Price in 2029
US$58.33
Secular Trends Will Transform Chip Demand In Automotive And IoT
Key Takeaways Growing demand for specialty semiconductors, resilient customer relationships, and strong design wins are driving revenue stability and long-term topline growth. Strategic investments, differentiated technologies, and capital-efficient expansion are improving margins, operating leverage, and overall profitability prospects.Read more
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US$60
20.3% overvalued intrinsic discount
Fair Value
Revenue
11.74% p.a.
Profit Margin
15.85%
Future PE
30.33x
Price in 2029
US$81.43
Expanding US And European Capacity Will Unlock New Demand
Key Takeaways Expanding design wins and differentiated technologies position GlobalFoundries for sustained growth and margin expansion in high-value automotive, AI, and communications markets. A diversified, government-supported manufacturing footprint boosts resilience, scales capacity, and enhances free cash flow despite ongoing geopolitical and supply chain risks.Read more
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US$51.3
40.7% overvalued intrinsic discount
Fair Value
Revenue
8.4% p.a.
Profit Margin
14.84%
Future PE
30.4x
Price in 2029
US$69.75
Trending Discussion
Recently Updated Narratives
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GFS: Earnings Execution Versus Refined P E Assumptions Will Restrain Upside Potential
Fair Value: US$43 67.8% overvalued 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
GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Support Higher P E Multiples
Fair Value: US$60 20.3% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
GFS: Rising Street Conviction Will Support Execution On Margin Stability
Fair Value: US$51.3 40.7% overvalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
GLOBALFOUNDRIES Inc. Key Details
About GFS
- Founded
- 2008
- Employees
- 14000
- CEO
- WebsiteView website
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 was incorporated in 2008 and is headquartered in Malta, New York.
