TICKERNERD
Menu
GFSGFSTechnology · Semiconductors

GFS Stock Forecast: GLOBALFOUNDRIES, Inc. Price Predictions for 2026-2027

Last close, 9 Sept 2026
$46
+1.91% on the day

The 22 Wall Street analysts covering GLOBALFOUNDRIES, Inc. hold a median 12-month price target of $74 — +60.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 8 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$24.7B
Ticker Nerd rank
82 / 100
Median analyst target
$74
Analysts covering
22
Revenue$1.8B+5.8% y/y
Operating income$174.0M
Net income$167.0M
Free cash flow−$6.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+4.6%
1M
−14.8%
YTD
+31.8%
1Y
+43.2%
From 52W high
−48.8%
From 52W low
+45.3%
$32
$90
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

GFS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores GLOBALFOUNDRIES, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 8 Sept 2026
82 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
93
Revisions
89
Volatility
84
Accruals
80
Issuance
76
Growth
65
Quality
40
Momentum
36
Size
9

Value (93): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

Momentum (36): The shares have been drifting down relative to others.

Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

GFS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on GFS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$40$60$80$100$120$140Oct 25Jan 26Apr 26Jul 26GFSHigh $140Median $74Low $55

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says22 analysts
14 Buy7 Hold1 Sell
Low $55Median $74High $140

The green dot is the last close — the median target sits +60.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
2 Sept 2026StifelInitiatesBuy$60
6 Aug 2026TD CowenMaintainsBuy$85 → $75
6 Aug 2026TD CowenMaintainsBuy—
6 Aug 2026UBSMaintainsNeutral$61 → $55
6 Aug 2026UBSMaintainsNeutral—
19 May 2026Evercore ISI GroupMaintainsOutperform$58 → $85
19 May 2026Evercore ISI GroupMaintainsOutperform—
11 May 2026SusquehannaMaintainsPositive—
6 May 2026CitigroupMaintainsNeutral—
6 May 2026JP MorganMaintainsNeutral—
6 May 2026Morgan StanleyMaintainsEqual-Weight—
6 May 2026SusquehannaUpgradePositive—
6 May 2026UBSMaintainsNeutral—
5 May 2026NeedhamMaintainsBuy—
4 May 2026Cantor FitzgeraldUpgradeOverweight—
4 May 2026WedbushReiteratesNeutral—
12 Feb 2026BairdMaintainsOutperform—
12 Feb 2026CitigroupMaintainsNeutral—
12 Feb 2026Goldman SachsMaintainsNeutral—
12 Feb 2026NeedhamMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GFS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

GFS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Sept 2026, GLOBALFOUNDRIES, Inc. returned +43.2% against +18.5% for the S&P 500, dividends included.

GFS vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Oct 25Jan 26Apr 26Jul 26GFSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

GFS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.3%
Analysts raising
11
Analysts cutting
3
Fundamentals

GLOBALFOUNDRIES, Inc. (GFS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
35.2×

Cheaper than 22% of US stocks

Price / sales
3.6×

Cheaper than 35% of US stocks

Price / book
2.1×

Cheaper than 45% of US stocks

EV / EBITDA
12.2×

Cheaper than 31% of US stocks

Growth & margins
Revenue growth (YoY)
5.8%

Higher than 41% of US stocks

Earnings growth (YoY)
−27.2%

Higher than 17% of US stocks

Gross margin
28.3%

Higher than 32% of US stocks

Operating margin
9.7%

Higher than 64% of US stocks

Net margin
10.3%

Higher than 70% of US stocks

Returns & dividend
Return on equity
6.2%

Higher than 55% of US stocks

Return on assets
3.0%

Higher than 65% of US stocks

Dividend yield
1.1%

Higher than 24% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

GLOBALFOUNDRIES, Inc. (GFS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • GLOBALFOUNDRIES, Inc. has a market value of $24.7B and an enterprise value of $24.1B.

  • Revenue in the twelve months to 30 June 2026: $6.9B. The latest quarter grew 5.8% year on year.

  • Net income over the same four quarters: $720.0M, a 10.4% net margin.

  • Diluted earnings per share, trailing twelve months: $1.28.

  • Free cash flow in the twelve months to 30 June 2026: $796.0M.

  • GLOBALFOUNDRIES, Inc. spent $438.0M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 548.8M.

  • Trailing P/E: 35.2×; forward P/E: 17.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.06%, paying out 9% of earnings.

  • GLOBALFOUNDRIES, Inc. employs 14,000 people — $496K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 9 Sept 2026

Data provided by Twelve Data

Peers

GFS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
GFSGLOBALFOUNDRIES, Inc.$24.7B
82
TSEMTower Semiconductor Ltd.$24.6B
78
ONON Semiconductor Corp.$28.6B
88
MTSIMACOM Technology Solutions Holdings, Inc.$20.6B
83
CRDOCredo Technology Group Holding Ltd.$30.3B
58
SITMSiTime Corp.$18.0B
52
LSCCLattice Semiconductor Corp.$16.1B
79

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own GLOBALFOUNDRIES, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest GFS news & analysis

Top 5 Stocks Poised to Profit From the CHIPS Quantum Incentive Wave

24/7 Wall Street · 9 Sept 2026neutral

Washington has distributed $2 billion in quantum manufacturing incentives, with the funds going to some unexpected recipients. The report identifies five stocks positioned to benefit from these incentives, noting that most investors are unaware these companies qualify.

Why it matters — GFS watchers might care because quantum manufacturing subsidies could create new opportunities or competitive dynamics in the semiconductor and advanced manufacturing landscape.

GlobalFoundries and Monolithic Power Systems form manufacturing partnership to scale high-performance power solutions

GlobeNewsWire · 9 Sept 2026positive

GlobalFoundries announced a manufacturing partnership with Monolithic Power Systems to scale high-performance power solutions. The collaboration was announced from GlobalFoundries' sites in Malta, New York, and Schaffhausen, Switzerland.

Why it matters — The partnership expands GlobalFoundries' manufacturing customer base in the high-performance power solutions segment.

GlobalFoundries and U.S. Department of Commerce finalize $375M R&D award to advance American quantum leadership

GlobeNewsWire · 8 Sept 2026positive

GlobalFoundries announced it has finalized a definitive agreement with the U.S. Department of Commerce's CHIPS Research and Development Office for a $375 million R&D award. The funding is intended to accelerate the company's Quantum Technology Solutions business and help scale domestic quantum semiconductor manufacturing while strengthening U.S. leadership in quantum technologies.

Why it matters — The finalized federal R&D award provides GFS with resources to advance its quantum semiconductor work and bolster its position in domestic quantum technology manufacturing.

GlobalFoundries announces customer availability of UX platform technologies for intelligent edge, connectivity and Physical AI applications

GlobeNewsWire · 2 Sept 2026positive

GlobalFoundries announced customer availability of its UX platform technologies, a new feature-rich CMOS platform family for intelligent edge, connectivity and Physical AI applications. The platform combines ultra-low power connectivity, sensing and mixed-signal innovation with cost-efficient manufacturing for next-generation edge devices.

Why it matters — A GFS watcher would care because this expands the company's product portfolio with a new platform family targeting growing intelligent edge and connectivity markets, potentially broadening its customer base.

FAQ

Frequently asked questions about GFS stock

What is the GFS stock price forecast for 2026-2027?

The 22 Wall Street analysts covering GLOBALFOUNDRIES, Inc. have a median 12-month price target of $74, with estimates ranging from $55 to $140. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is GFS stock a buy right now?

Of the 22 analysts covering GLOBALFOUNDRIES, Inc., 14 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks GLOBALFOUNDRIES, Inc. 82 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank GFS?

As at 8 Sept 2026, GLOBALFOUNDRIES, Inc. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (93 of 100).

Will GFS stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +60.0% from the last close, and Ticker Nerd's factor model ranks GLOBALFOUNDRIES, Inc. 82 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the GFS stock forecast for 2030?

No analyst covering GLOBALFOUNDRIES, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GFS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $55 to $140 over the next 12 months.

How has GFS stock performed over the past year?

GLOBALFOUNDRIES, Inc. returned +43.2% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does GLOBALFOUNDRIES, Inc. do?

GlobalFoundries Inc. is a semiconductor foundry that provides wafer fabrication and related manufacturing services for chip designers and systems companies.

What is the latest news on GFS?

The most recent item we track (24/7 Wall Street, 9 Sept 2026): "Top 5 Stocks Poised to Profit From the CHIPS Quantum Incentive Wave". Washington has distributed $2 billion in quantum manufacturing incentives, with the funds going to some unexpected recipients. The report identifies five stocks positioned to benefit from these incentives, noting that most investors are unaware these companies qualify.

Company

About GLOBALFOUNDRIES, Inc.

GlobalFoundries Inc. is a semiconductor foundry that provides wafer fabrication and related manufacturing services for chip designers and systems companies. The company supports a broad range of semiconductor products, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management devices. GlobalFoundries also offers specialized services such as global shuttle, mask, post-fab, and turnkey solutions, along with differentiated process technologies used across mainstream and advanced applications. Its business serves industries including automotive, communications, consumer electronics, industrial, aerospace, and other technology-driven markets. As a pure-play foundry, GlobalFoundries plays a central role in the semiconductor supply chain by helping customers convert chip designs into manufactured devices across its global operations.

CEO Mr. Timothy Graham Breen · 14,000 employees · United States · https://gf.com