GFS Share Price Performance
US$42.94
6.03 (16.34%)
15.2% undervalued intrinsic discount
US$50.62
Fair Value
Price US$42.94
AnalystConsensusTarget US$50.62
AnalystLowTarget US$43.00
AnalystHighTarget US$46.56
Fair ValueUS$50.62
Share Pricen/a
GLOBALFOUNDRIES Inc. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 58 Fair Values set on narratives written by author
GFS Community Narratives
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Fair Value US$50.62 15.2% undervalued intrinsic discount
Expanding US And European Capacity Will Unlock New Demand
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Fair Value US$43 0.1% undervalued intrinsic discount
Legacy Fabs Will Suffer As TSMC And Samsung Lead
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Fair Value US$46.56 7.8% undervalued intrinsic discount
Secular Trends Will Transform Chip Demand In Automotive And IoT
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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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AN
US$43
0.1% undervalued intrinsic discount
Fair Value
Revenue
6.31% p.a.
Profit Margin
11.99%
Future PE
33.47x
Price in 2029
US$58.52
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
416
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AN
US$50.62
15.2% undervalued intrinsic discount
Fair Value
Revenue
8.4% p.a.
Profit Margin
14.84%
Future PE
29.86x
Price in 2029
US$68.45
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
34
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US$46.56
7.8% undervalued intrinsic discount
Fair Value
Profit Margin
19.87%
Future PE
19.61x
Price in 2028
US$63.19
Trending Discussion
Recently Updated Narratives
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GFS: Evolving Expectations On Execution And Capital Actions Will Shape Future Upside
Fair Value: US$43 0.1% undervalued intrinsic discount
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AN
GFS: Balancing Repriced Expectations With U.S. Manufacturing And Defense Contracts
Fair Value: US$50.62 15.2% undervalued intrinsic discount
29 followersusers have followed this narrative
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GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Drive Upside Potential
Fair Value: US$46.56 7.8% undervalued intrinsic discount
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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.
