GlobalFoundries Inc

GlobalFoundries Inc (GFS) Stock Analysis

$46.680

-1.993 (-4.27%)At close

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High
48.560
Open
48.000
VWAP
47.27
Volume
6.12M
Mkt Cap
27.94B
Low
46.570
Amount
289.46M
EV/EBITDA, TTM
13.57

GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business.

gf.com

AI analysis of GlobalFoundries Inc (GFS)

Buy

GlobalFoundries Inc is a good buy right now due to its current price of $48.24, which is below several analyst price targets, including $60 from Stifel and $140 from Baird. The company recently signed a $2 billion manufacturing agreement with TSMC, enhancing its competitive position in the semiconductor market. However, the stock has seen a 3.85% decline over the last five days, indicating some short-term volatility that investors should consider.

Valuation Metrics

The current forward P/E ratio for GlobalFoundries Inc (GFS) is 18.80, compared to its 5-year average forward P/E of 27.07.

Forward P/E

Fair
5Y Average P/E
27.07
Current P/E
18.80
Overvalued
37.45
Undervalued
16.69

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
10.54
Current EV/EBITDA
13.57
Overvalued
13.32
Undervalued
7.77

Forward P/S

Fair
5Y Average P/S
3.76
Current P/S
3.30
Overvalued
4.48
Undervalued
3.03

Alphio AI Price Scenarios for GFS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%GFS

$38.46

Scenario price

B

Base

Base · 50%GFS

$37.18

Scenario price

B

Bear

Bear · 25%GFS

$36.24

Scenario price

Whales holding GFS

C

Circle Wealth Management, LLC

+ HoldingGFS

+4.86%

3M Return

C

Cathay Securities Investment Trust Co., LTD

+ HoldingGFS

+0.51%

3M Return

S

Senvest Management, LLC

+ HoldingGFS

-0.82%

3M Return

S

Seven Grand Managers LLC

+ HoldingGFS

-1.91%

3M Return

C

Ceredex Value Advisors LLC

+ HoldingGFS

-3.34%

3M Return

A

ArrowMark Colorado Holdings, LLC

+ HoldingGFS

-3.39%

3M Return

Events Timeline

2026-10-16 (ET)

10:30:00

Trump Announces $21 Billion Investment for GlobalFoundries

2026-10-14 (ET)

16:30:00

S&P 500 Falls Over 1%, Nasdaq Slides About 2%

14:00:00

GlobalFoundries Expects EPS Increase of 10-15 Cents by 2027

13:00:00

Trump Announces $21 Billion Investment for GlobalFoundries

12:30:00

Major U.S. Averages Decline as CPI Rises

News

GFS FAQ — answered by Alphio AI

GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business. It operates in the Technology sector (SEMICONDUCTORS AND RELATED DEVICES industry).

GlobalFoundries Inc is a good buy right now due to its current price of $48.24, which is below several analyst price targets, including $60 from Stifel and $140 from Baird. The company recently signed a $2 billion manufacturing agreement with TSMC, enhancing its competitive position in the semiconductor market. However, the stock has seen a 3.85% decline over the last five days, indicating some short-term volatility that investors should consider.

Community

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$GFS *GlobalFoundries and the U.S. Department of Commerce have finalized a $375M R&D award to support American quantum leadership.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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