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

Last close, 2 Oct 2026
$50
+3.08% on the day

The 22 Wall Street analysts covering GLOBALFOUNDRIES, Inc. hold a median 12-month price target of $74 — +46.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 1 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$26.7B
Ticker Nerd rank
79 / 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
+2.4%
1M
+14.4%
YTD
+44.3%
1Y
+41.0%
From 52W high
−44.0%
From 52W low
+56.3%
$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 1 Oct 2026
79 / 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
90
Revisions
90
Accruals
80
Issuance
76
Growth
65
Volatility
62
Momentum
43
Quality
39
Size
8

Value (90): 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.

Quality (39): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Size (8): 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$140Jan 26Apr 26Jul 26Oct 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 +46.5% 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 2 Oct 2026, GLOBALFOUNDRIES, Inc. returned +41.0% against +15.4% for the S&P 500, dividends included.

GFS vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Jan 26Apr 26Jul 26Oct 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
14
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
37.4×

Cheaper than 20% of US stocks

Price / sales
3.9×

Cheaper than 31% of US stocks

Price / book
2.2×

Cheaper than 41% of US stocks

EV / EBITDA
13.0×

Cheaper than 27% 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
1.0%

Higher than 21% 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 $26.7B and an enterprise value of $25.7B.

  • 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: 37.4×; forward P/E: 18.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.00%, 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 1 Oct 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.$26.7B
79
TSEMTower Semiconductor Ltd.$27.0B
79
MTSIMACOM Technology Solutions Holdings, Inc.$22.6B
84
ONON Semiconductor Corp.$32.2B
89
SITMSiTime Corp.$20.4B
55
CBRSCerebras Systems, Inc.$37.8B
5
CRDOCredo Technology Group Holding Ltd.$38.0B
59

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

GlobalFoundries Announces Conference Call to Review Third Quarter 2026 Financial Results

GlobeNewsWire · 30 Sept 2026neutral

GlobalFoundries announced it will host a conference call on November 4, 2026, at 8:30 a.m. ET following the release of its third quarter 2026 financial results. The call was announced via a press release from Malta, New York on September 30, 2026.

Why it matters — GFS watchers will have a scheduled opportunity to hear the company discuss its third quarter financial results directly from management.

GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?

Zacks Investment Research · 22 Sept 2026positive

GlobalFoundries is expanding its photonics portfolio through a partnership with SMART Photonics, responding to accelerating AI-driven optical networking demand across data centers.

Why it matters — The move broadens GlobalFoundries' product capabilities in a fast-growing photonics segment tied to AI data-center demand.

GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last?

Zacks Investment Research · 21 Sept 2026positive

GlobalFoundries is expanding its gross margins through a richer revenue mix, manufacturing gains, and higher utilization. The article notes that future margin gains will depend on the company's execution.

Why it matters — A GFS watcher would care because the company's ability to sustain gross margin expansion is a key indicator of its financial health and operational execution.

Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?

Zacks Investment Research · 18 Sept 2026positive

GlobalFoundries is increasing its silicon germanium (SiGe) production capacity to support Marvell (MRVL) as AI and cloud data centers boost demand for high-speed optical connectivity. The move positions GFS' SiGe manufacturing to serve growing networking demand.

Why it matters — GFS watchers would care because expanding SiGe capacity for customers like Marvell could strengthen GlobalFoundries' position in the growing optical connectivity market tied to AI and cloud data center demand.

GlobalFoundries and Marvell expand SiGe deal for AI data centers

Proactive Investors · 17 Sept 2026positive

GlobalFoundries and Marvell expanded their multiyear manufacturing agreement to boost semiconductor production capacity, driven by growing AI data center demand for faster optical connections. The agreement increases SiGe production capacity at GlobalFoundries' Burlington, Vermont facility.

Why it matters — The expanded agreement strengthens GlobalFoundries' manufacturing business and utilization through increased SiGe production for AI-related optical applications.

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. 79 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank GFS?

As at 1 Oct 2026, GLOBALFOUNDRIES, Inc. ranks 79 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 (90 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 +46.5% from the last close, and Ticker Nerd's factor model ranks GLOBALFOUNDRIES, Inc. 79 out of 100 as at 1 Oct 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 +41.0% over the 12 months to 2 Oct 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 (GlobeNewsWire, 30 Sept 2026): "GlobalFoundries Announces Conference Call to Review Third Quarter 2026 Financial Results". GlobalFoundries announced it will host a conference call on November 4, 2026, at 8:30 a.m. ET following the release of its third quarter 2026 financial results. The call was announced via a press release from Malta, New York on September 30, 2026.

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