
GlobalFoundries (GFS) Stock Forecast & Price Target
GlobalFoundries (GFS) Analyst Ratings
Bulls say
GlobalFoundries demonstrates a positive outlook due to its ability to grow sales faster than anticipated, driven by strategic capacity allocation that enhances average selling prices (ASPs) per wafer and boosts gross margins beyond base case projections. The automotive sector has shown remarkable performance, with revenues increasing by 62% quarter-over-quarter and 30% year-over-year, reflecting strong market share gains and key design wins in advanced driver-assistance systems (ADAS) applications. Furthermore, predicted improvements in utilization rates throughout 2025, alongside anticipated free cash flow growth to $1.1 billion, bolster the outlook for the company despite challenges in other end markets.
Bears say
GlobalFoundries is forecasting a significant revenue decline of approximately 13.9% quarter-over-quarter and only a modest growth of 1.7% year-over-year, reflecting challenges in meeting market expectations and internal estimates. The company's pricing has also shown weakness, with average selling prices decreasing around 4% quarter-over-quarter and about 5% year-over-year, indicating potential issues with market demand and product differentiation. Furthermore, adverse conditions such as supply chain shortages, reduced demand in targeted end-markets, and the risk of technological missteps may further exacerbate the company’s profitability and revenue outlook in the increasingly volatile semiconductor industry.
This aggregate rating is based on analysts' research of GlobalFoundries and is not a guaranteed prediction by Public.com or investment advice.
GlobalFoundries (GFS) Analyst Forecast & Price Prediction
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