WallStSmart
GFS

Globalfoundries Inc

NASDAQ: GFS · TECHNOLOGY · SEMICONDUCTORS

$62.74
+5.46% today

Updated 2026-04-29

Market cap
$34.45B
P/E ratio
39.46
P/S ratio
5.07x
EPS (TTM)
$1.59
Dividend yield
—
52W range
$32 – $65
Volume
3.8M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Globalfoundries Inc (GFS) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$62.74
Consensus
$45.08
-28.15%
2030 Target
$214.38
+241.70%
DCF
$52.54
+7.23% MoS
23 analysts:
6 Buy6 Hold2 Sell

Management guidance

CEO Timothy Breen has guided toward strong data center and automotive demand driving growth. Q4 2025 earnings call indicated 'Physical AI' as a key growth driver. Management projected $8.6B revenue and $1.3B earnings by 2029 in investor communications, implying 5-7% annual growth from 2025 baseline.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$354.38
$9.7B Rev × 20x P/S
Base case (2030)
$214.38
$9.7B Rev × 12x P/S
Bear case (2030)
$140.00
$9.7B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$7.4B$6.8B$6.8B$7.3B$8.0B$8.7B$9.2B$9.7B
Revenue growth—-8.7%0.6%7.6%10.0%8.2%5.5%5.9%
EPS$2.24$1.56$1.72$1.80$2.34$2.65$2.88$3.15
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$161.88$175.00$188.13$201.25$214.38

Catalysts & risks

Growth catalysts
+ May 7 2026 Investor Day with full strategic and long-term outlook guidance
+ Renesas multi-billion dollar partnership announced Feb 2026 for automotive/supply chain expansion
+ Patent lawsuits against Tower Semiconductor protecting 11 core manufacturing IP
+ Data center and AI chip demand acceleration from Meta, Microsoft, and cloud providers
+ U.S. CHIPS Act funding and domestic manufacturing expansion opportunities
+ Silicon photonics platform partnerships including Lightwave Logic integration
Key risks
- Cyclical semiconductor demand downturn and inventory corrections
- Mubadala secondary offering and insider selling pressure (March-April 2026)
- Tower Semiconductor patent defense uncertainty and competitive IP challenges
- Geopolitical risks (Iran conflict mentioned in March 2026 reports) affecting supply chains and demand
- High capex requirements for fab expansion limiting near-term profitability
- Intense competition from TSM, Samsung, and Intel in specialty/mature node markets

Methodology

Globalfoundries Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 23 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.