GFS Share Price Performance
US$48.99
2.98 (6.48%)
21.6% overvalued intrinsic discount
US$40.28
Fair Value
Price US$48.99
AnalystConsensusTarget US$40.28
AnalystLowTarget US$35.00
AnalystHighTarget US$46.56
Fair ValueUS$40.28
Share Pricen/a
GlobalFoundries Inc. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 53 Fair Values set on narratives written by author
GFS Community Narratives
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Fair Value US$40.28 21.6% overvalued intrinsic discount
Expanding US And European Capacity Will Unlock New Demand
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Fair Value US$35 40.0% overvalued intrinsic discount
Legacy Fabs Will Suffer As TSMC And Samsung Lead
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AN
Fair Value US$46.56 5.2% overvalued intrinsic discount
Secular Trends Will Transform Chip Demand In Automotive And IoT
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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
375
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AN
US$40.28
21.6% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.75% p.a.
Profit Margin
17.39%
Future PE
20.93x
Price in 2029
US$55.38
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$35
40.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
6.84% p.a.
Profit Margin
16.82%
Future PE
19.28x
Price in 2029
US$48.09
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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AN
US$46.56
5.2% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
10.44% p.a.
Profit Margin
19.87%
Future PE
19.61x
Price in 2028
US$63.19
Trending Discussion
Recently Updated Narratives
AN
GFS: Weighing Sluggish Recovery Against U.S. Manufacturing And Defense Contracts
Fair Value: US$40.28 21.6% overvalued intrinsic discount
25 followersusers have followed this narrative
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AN
GFS: Sluggish Recovery And Higher Spending Will Restrain Near Term Upside
Fair Value: US$35 40.0% overvalued intrinsic discount
0 followersusers have followed this narrative
1 commentusers have commented on this narrative
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AN
GFS: U.S. Manufacturing Demand And Policy Tailwinds Will Drive Upside Potential
Fair Value: US$46.56 5.2% overvalued intrinsic discount
3 followersusers have followed this narrative
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Snowflake Analysis
GlobalFoundries Inc. Key Details
About GFS
- Founded
- 2008
- Employees
- 13000
- CEO
- WebsiteView website
GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. 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.
