GFSTechnology · SemiconductorsThe 23 Wall Street analysts covering GLOBALFOUNDRIES, Inc. hold a median 12-month price target of $71 — +63.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 22 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (91): Analysts have, on balance, been raising their forecasts.
Quality (39): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
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.
The bullish and bearish analyst opinions on GFS, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +63.7% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | TD Cowen | Reiterates | Buy | $75 |
| 15 Oct 2026 | Wedbush | Reiterates | Neutral | $72 |
| 2 Sept 2026 | Stifel | Initiates | Buy | $60 |
| 2 Sept 2026 | Stifel | Initiates | Buy | — |
| 6 Aug 2026 | TD Cowen | Maintains | Buy | $85 → $75 |
| 6 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 6 Aug 2026 | UBS | Maintains | Neutral | — |
| 6 Aug 2026 | UBS | Maintains | Neutral | $61 → $55 |
| 19 May 2026 | Evercore ISI Group | Maintains | Outperform | $58 → $85 |
| 19 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 11 May 2026 | Susquehanna | Maintains | Positive | — |
| 6 May 2026 | Citigroup | Maintains | Neutral | — |
| 6 May 2026 | JP Morgan | Maintains | Neutral | — |
| 6 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 6 May 2026 | Susquehanna | Upgrade | Positive | — |
| 6 May 2026 | UBS | Maintains | Neutral | — |
| 5 May 2026 | Needham | Maintains | Buy | — |
| 4 May 2026 | Cantor Fitzgerald | Upgrade | Overweight | — |
| 4 May 2026 | Wedbush | Reiterates | Neutral | — |
| 12 Feb 2026 | Baird | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
GFS appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, GLOBALFOUNDRIES, Inc. returned +26.3% against +15.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 23% of US stocks
Cheaper than 34% of US stocks
Cheaper than 43% of US stocks
Cheaper than 28% of US stocks
Higher than 41% of US stocks
Higher than 17% of US stocks
Higher than 31% of US stocks
Higher than 64% of US stocks
Higher than 70% of US stocks
Higher than 55% of US stocks
Higher than 65% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $26.6B and an enterprise value of $25.6B.
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.
Trailing P/E: 33.9×; forward P/E: 16.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.11%, paying out 9% of earnings.
GLOBALFOUNDRIES, Inc. employs 14,000 people — $496K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
GLOBALFOUNDRIES is set to operate two new semiconductor plants in New York as part of a U.S.-Japan initiative worth up to $21 billion, adding U.S. chip capacity.
Why it matters — The planned plants could expand GLOBALFOUNDRIES’ manufacturing footprint and capacity.
The MarketBeat headline describes a $21 billion GlobalFoundries deal that could change chipmaking economics. The excerpt highlights the high capital costs of building fabs and how they can pressure free cash flow, debt levels, and margins during downturns.
Why it matters — GFS watchers may view the deal in light of the substantial investment burden and cyclical margin pressures facing foundry operators.
GlobalFoundries shares fell more than 5% Thursday morning in New York, retreating after rising the previous day on a major US-Japan manufacturing agreement. The decline came despite plans by the Trump administration to increase its equity stake in the chipmaker from 3% to 7%.
Why it matters — GFS watchers may note the share pullback alongside the planned increase in the administration’s ownership stake.
Japan is reportedly putting up to $21 billion toward new GlobalFoundries chip plants in New York. The excerpt says GlobalFoundries would operate the factories without paying for them.
Why it matters — The reported funding and operating arrangement could be relevant to GFS watchers tracking its planned manufacturing footprint in New York.
Seeking Alpha published a transcript of GLOBALFOUNDRIES Inc.’s shareholder/analyst call prepared remarks. The excerpt provides no details about the remarks themselves.
Why it matters — The transcript is a company-related information source for GFS watchers, but the excerpt does not describe any specific business updates.
The 23 Wall Street analysts covering GLOBALFOUNDRIES, Inc. have a median 12-month price target of $71, with estimates ranging from $51 to $140. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering GLOBALFOUNDRIES, Inc., 13 rate it a Buy, 9 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks GLOBALFOUNDRIES, Inc. 78 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, GLOBALFOUNDRIES, Inc. ranks 78 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 Revisions (91 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +63.7% from the last close, and Ticker Nerd's factor model ranks GLOBALFOUNDRIES, Inc. 78 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $51 to $140 over the next 12 months.
GLOBALFOUNDRIES, Inc. returned +26.3% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
GlobalFoundries Inc. is a semiconductor foundry that provides wafer fabrication and related manufacturing services for chip designers and systems companies.
The most recent item we track (Zacks Investment Research, 20 Oct 2026): "Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects?". GLOBALFOUNDRIES is set to operate two new semiconductor plants in New York as part of a U.S.-Japan initiative worth up to $21 billion, adding U.S. chip capacity.
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
