NASDAQ · GFS
GLOBALFOUNDRIES Inc.
Technology · Semiconductors
$44.39▲ 2.35% ($1.02)at close
After hours$44.49▲ 0.23%7:57 PM ET
Market cap
$24.36B
P/E
34.47
EPS (TTM)
$1.29
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 28.3% revenue growth a year for 10 years. Our scenarios assume 0.6–4.4%.
That's 36.6× its past 4-year pace.
Value per share
Base case
$8.88
Price used $44.39 is 5.0× this
USD · TTM ending Jun 30, 2026 · Price Oct 23, 8:00 PM UTC
Revenue each value needs
Revenue today $6.9B. The price needs $83.9B by 2036. Base case: $7.5B. At its recent pace: $7.5B. Bear to Bull: $7.4B to $10.7B.
Revenue today $6.9B. The price needs $83.9B by 2036. Base case: $7.5B. At its recent pace: $7.5B. Bear to Bull: $7.4B to $10.7B.
Revenue in 2036
today $6.9B
+$76.4Bmore than the Base case · 11.2×
Value per share · Base case
$8.88
Price $44.39
5.0× this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 11.6%
- Discount rate
- 12.0%
USD · TTM ending Jun 30, 2026 · Price Oct 23, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 26.22% over the last year. Revenue grew 1.4% over the trailing twelve months. Operating margin moved from -2.47% to 11.59%. Free cash flow declined 18.11% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 11.59%. A decisive move in revenue — currently up 1.4% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
11
Buy
7
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $0.51 · Revenue est $1.9B
Same quarter, year over year
FY26 YTD +13.2%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $0.86 vs $0.76 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $1.72
- +10.3%
- FY24
- $1.56
- —
Q2 FY26
Reported Aug 5, 2026 · Latest
HoverTap a cell to inspect
Actual
$0.46
Estimate
$0.43
Year over year
+9.5%
Vs prior quarter
+15.0%
Institutional Sentiment
GLOBALFOUNDRIES Inc. · GFS
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.