GLOBALFOUNDRIES Inc.

GLOBALFOUNDRIES Inc.

GFSยทNASDAQ

$85.99

+1.6%
TechnologySemiconductors

GLOBALFOUNDRIES Inc. operates as a semiconductor foundry worldwide. It manufactures integrated circuits, which enable various electronic devices that are pervasive. The company manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, power management units, and microelectromechanical systems, as well as offers mainstream wafer fabrication services and technologies. The company was founded in 2009 and is based in Malta, New York.

At a Glance

Live Snapshot
Market Cap$47.85B
EPS1.5900
P/E Ratio54.08
Earnings Date08/04/2026
gfs

GLOBALFOUNDRIES Inc. Street Expectations Map

GFS ยท NASDAQ

Wall Street analysts project that GFS stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 77.45, with estimates ranging from a low of 50.00 to a high of 125.00.

Lowest Target
50.00
-41.85%
Consensus Target
77.45
-9.93%
Highest Target
125.00
45.37%

The consensus 1-year price target stands at 77.45, with estimates ranging from a low of 50.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

-9.9%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

96.8% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

1.08x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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GLOBALFOUNDRIES Inc. Forward Estimates of Revenue

GFS ยท NASDAQ
Latest Revenue
6.79B
FY 2025
Avg Estimate
7.24B
FY 2026
Estimate Range
7.14B - 7.63B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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GLOBALFOUNDRIES Inc. Forward Estimates of Net Income

GFS ยท NASDAQ
Latest Net Income
885.00M
FY 2025
Avg Estimate
1.06B
FY 2026
Estimate Range
1.02B - 1.10B
Analyst Spread

Forward Growth Analysis

Projected Growth+19.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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GLOBALFOUNDRIES Inc. Forward Estimates of EPS

GFS ยท NASDAQ
Latest EPS
1.59
FY 2025
Avg Estimate
$1.89
FY 2026
Estimate Range
$1.82 - $1.97
Analyst Spread

Forward Growth Analysis

Projected Growth+19.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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GLOBALFOUNDRIES Inc. Forward Estimates of EBIT

GFS ยท NASDAQ
Latest EBIT
911.00M
FY 2025
Avg Estimate
1.21B
FY 2026
Estimate Range
1.20B - 1.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+33.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GLOBALFOUNDRIES Inc. Forward Estimates of EBITDA

GFS ยท NASDAQ
Latest EBITDA
2.23B
FY 2025
Avg Estimate
2.37B
FY 2026
Estimate Range
2.34B - 2.50B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.7%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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GLOBALFOUNDRIES Inc. Forward Estimates of SG&A Expense

GFS ยท NASDAQ
Latest SG&A Expense
362.00M
FY 2025
Avg Estimate
451.45M
FY 2026
Estimate Range
445.26M - 475.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GLOBALFOUNDRIES Inc. Insider Positioning

GFS ยท NASDAQ

During the last 12 months, insiders have sold $2.08M worth of GFS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

32.2K

2.08M

Net Activity

-2.1M

-$2.08M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
HMJ

Hogan Michael James

Officer: Chief Strategy Officer

14.3K sharesโ€ข8 transactions

$892K

2
VS

Vicari Samuel

Officer: Chief Customer Officer

8.7K sharesโ€ข1 transactions

$657K

3
ASL

Azar Samak L

Officer: Chief Legal Officer

5.2K sharesโ€ข11 transactions

$301K

4
DG

Dorchak Glenda

Director

4.0K sharesโ€ข1 transactions

$234K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.08M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.08M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.