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GLOBALFOUNDRIES Inc. Stock Price

NasdaqGS:GFS Community·US$31.2b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 77 Fair Values set on narratives written by author

GFS Share Price Performance

US$59.39
19.09 (47.37%)
US$81.00
Fair Value
US$59.39
19.09 (47.37%)
26.7% undervalued intrinsic discount
US$81.00
Fair Value
Price US$59.39
AnalystConsensusTarget US$81.00
AnalystHighTarget US$110.91
AnalystLowTarget US$60.00

GFS Community Narratives

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Fair Value US$81 26.7% undervalued intrinsic discount

Expanding US And European Capacity Will Unlock New Demand

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33users have followed this narrative
·
Fair Value US$110.91 46.5% undervalued intrinsic discount

Secular Trends Will Transform Chip Demand In Automotive And IoT

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7users have followed this narrative
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Fair Value US$60 1.0% undervalued intrinsic discount

Legacy Fabs Will Suffer As TSMC And Samsung Lead

0users have liked this narrative
1users have commented on this narrative
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US$110.91
46.5% undervalued intrinsic discount
Revenue
16% p.a.
Profit Margin
17.9%
Future PE
42.27x
Price in 2029
US$152.69
US$60
1.0% undervalued intrinsic discount
Revenue
8.34% p.a.
Profit Margin
15.98%
Future PE
31.46x
Price in 2029
US$82.64

Trending Discussion

No trending discussion available.

Updated Narratives

GFS logo

GFS: AI Inference Shift And Quantum Funding Will Support Margin Stability

Fair Value: US$81 26.7% undervalued intrinsic discount
33 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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GFS: Quantum Funding And Specialty Capacity Expansion Will Support Higher Future P E Multiples

Fair Value: US$110.91 46.5% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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GFS: Quantum Awards And AI Custom Chips Will Pressure Future Returns

Fair Value: US$60 1.0% undervalued intrinsic discount
0 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and fair value.

0 Risks
4 Rewards

GLOBALFOUNDRIES Inc. Key Details

US$6.8b

Revenue

US$5.1b

Cost of Revenue

US$1.8b

Gross Profit

US$1.0b

Other Expenses

US$778.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
1.42
26.11%
11.37%
9.8%
View Full Analysis

About GFS

Founded
2008
Employees
14000
CEO
Timothy Breen
WebsiteView website
gf.com

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 also provides quantum technology solutions. GLOBALFOUNDRIES Inc. has a strategic partnership with the U.S. Department of Energy’s Genesis Mission to accelerate scientific discovery through artificial intelligence and advanced computing. The company was incorporated in 2008 and is headquartered in Malta, New York.

Recent GFS News & Updates

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
Narrative Update 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.

Recent updates

No updates