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

Last close, 14 Aug 2026
$55
+3.59% on the day

The 21 Wall Street analysts covering GLOBALFOUNDRIES, Inc. hold a median 12-month price target of $75 — +37.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$29.9B
Ticker Nerd rank
80 / 100
Median analyst target
$75
Analysts covering
21
Total return, dividends reinvested
1W
+1.2%
1M
−13.9%
YTD
+56.6%
1Y
+65.2%
From 52W high
−39.2%
From 52W low
+72.6%
$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 15 Aug 2026
80 / 100

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
Value
91
Accruals
80
Volatility
79
Issuance
76
Growth
63
Momentum
39
Quality
38
Size
8

Revisions (91): Analysts have, on balance, been raising their forecasts.

Quality (38): 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$140Oct 25Jan 26Apr 26Jul 26GFSHigh $140Median $75Low $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.

What Wall Street says21 analysts
12 Buy8 Hold1 Sell
Low $55Median $75High $140

The green dot is the last close — the median target sits +37.4% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
6 Aug 2026TD CowenMaintainsBuy$85 → $75
6 Aug 2026UBSMaintainsNeutral$61 → $55
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—
12 Feb 2026WedbushMaintainsNeutral—
15 Jan 2026CitigroupMaintainsNeutral—
31 Dec 2025WedbushDowngradeNeutral—

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.

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
+0.4%
Analysts raising
0
Analysts cutting
2
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
42.6×

Cheaper than 18% of US stocks

Price / sales
4.3×

Cheaper than 30% of US stocks

Price / book
2.5×

Cheaper than 40% of US stocks

EV / EBITDA
14.8×

Cheaper than 25% 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 63% of US stocks

Net margin
10.3%

Higher than 71% 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
0.9%

Higher than 20% of US dividend payers

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

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.$29.9B
80
TSEMTower Semiconductor Ltd.$29.7B
81
ONON Semiconductor Corp.$33.3B
88
MTSIMACOM Technology Solutions Holdings, Inc.$23.7B
83
SITMSiTime Corp.$21.4B
51
MCHPMicrochip Technology, Inc.$42.7B
87
CRDOCredo Technology Group Holding Ltd.$46.9B
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

Why GlobalFoundries Stock Could Be Ready to Climb

Schaeffers Research · 14 Aug 2026positive

Schaeffer's Weekend Trader options recommendation service issued a commentary on GlobalFoundries (GFS) on Sunday night, suggesting the stock could be poised to climb, along with a detailed options trade recommendation including entry and exit parameters.

Why it matters — A positive options-focused commentary from a noted research service could signal increased investor attention and trading activity around GFS shares.

SEALSQ Issues CEO Letter to Shareholders

GlobeNewsWire · 13 Aug 2026neutral

SEALSQ Corp issued a CEO Letter to Shareholders outlining the company's recent achievements and strategic priorities, noting that the first half of 2026 marked an inflection point for the company.

Why it matters — Although this news concerns SEALSQ rather than GLOBALFOUNDRIES directly, SEALSQ's focus on semiconductors and post-quantum technology products could signal demand trends relevant to GFS as a semiconductor foundry.

GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint

PRNewsWire · 10 Aug 2026positive

GlobalFoundries announced it has selected Redpanda as a partner to build a unified real-time data platform connecting manufacturing, engineering, and business systems across its operations, while supporting new AI-driven capabilities for its global workforce.

Why it matters — The collaboration signals continued investment in digital transformation and real-time data infrastructure, which could support operational efficiency and decision-making across GFS's global manufacturing footprint.

SEALSQ's SEALQuantum Sovereign Quantum Vertical Stack Interconnects Its Growing Ecosystem as $200 Million SEALQuantum.com Initiative Enters Second Phase of Deployment in September

GlobeNewsWire · 7 Aug 2026neutral

SEALSQ Corp announced that its SEALQuantum.com Sovereign Quantum Vertical Stack is interconnecting partners and portfolio companies within its ecosystem, and that it will enter the second phase of deploying its $200 million budgeted capital allocation targeting strategic quantum assets starting in September.

Why it matters — A GFS watcher would care because this reflects ongoing industry investment in post-quantum and quantum technology, a space where semiconductor supply and secure-chip demand may evolve.

GlobalFoundries Q2 Earnings Call Highlights AI Data Center Momentum

Zacks Investment Research · 6 Aug 2026positive

During its Q2 earnings call, GlobalFoundries raised its 2026 data center outlook amid surging optical demand. The company also reported that a richer product mix lifted margins, while new intellectual property broadened its AI opportunity.

Why it matters — A GFS watcher would care because the raised data center outlook and expanded AI-related IP point to strengthening demand for the company's products in AI data centers.

FAQ

Frequently asked questions about GFS stock

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

The 21 Wall Street analysts covering GLOBALFOUNDRIES, Inc. have a median 12-month price target of $75, 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 21 analysts covering GLOBALFOUNDRIES, Inc., 12 rate it a Buy, 8 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks GLOBALFOUNDRIES, Inc. 80 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank GFS?

As at 15 Aug 2026, GLOBALFOUNDRIES, Inc. ranks 80 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).

Will GFS stock go up?

No one can know that. What the data says: the median 12-month target from 21 analysts implies +37.4% from the last close, and Ticker Nerd's factor model ranks GLOBALFOUNDRIES, Inc. 80 out of 100 as at 15 Aug 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 +65.2% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does GLOBALFOUNDRIES, Inc. do?

GlobalFoundries Inc. is a semiconductor foundry that manufactures chips for a wide range of customers and end markets.

What is the latest news on GFS?

The most recent item we track (Schaeffers Research, 14 Aug 2026): "Why GlobalFoundries Stock Could Be Ready to Climb". Schaeffer's Weekend Trader options recommendation service issued a commentary on GlobalFoundries (GFS) on Sunday night, suggesting the stock could be poised to climb, along with a detailed options trade recommendation including entry and exit parameters.

Company

About GLOBALFOUNDRIES, Inc.

GlobalFoundries Inc. is a semiconductor foundry that manufactures chips for a wide range of customers and end markets. GlobalFoundries Inc. provides contract manufacturing and related foundry services, including global shuttle, mask, post-fab, and turnkey solutions, supporting customers that need reliable semiconductor production without operating their own fabrication plants. The company’s products and services serve applications in smartphones, personal computers, Internet of Things devices, data centers, automotive systems, and industrial equipment. GlobalFoundries Inc. focuses on mature and specialty process technologies that are widely used in high-volume, mission-critical applications. Headquartered in Malta, New York, GlobalFoundries Inc. plays an important role in the global semiconductor supply chain by supplying manufacturing capacity and process expertise to technology companies across multiple industries.

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