
GlobalFoundries (GFS) Stock Forecast & Price Target
GlobalFoundries (GFS) Analyst Ratings
Bulls say
GlobalFoundries is positioned for significant growth as it benefits from a favorable mix of products that are expected to enhance sales, particularly in automotive revenues, which surged 62% quarter-over-quarter and 30% year-over-year, driven by increased market share and key design wins. The company's revenue in the Communications Infrastructure and Data Center segments also demonstrated strong performance, rising 28% quarter-over-quarter and 18% year-over-year. Furthermore, free cash flow is anticipated to rise to $1.1 billion in 2025, supported by expected growth in both top and bottom lines, and improved utilization rates are projected throughout the year.
Bears say
GlobalFoundries has projected a revenue decline of 13.9% quarter-over-quarter and a modest increase of only 1.7% year-over-year for the first quarter of 2025, indicating potential operational challenges as their guidance falls short of both internal estimates and broader market expectations. Additionally, the firm is facing a decrease in average selling prices, attributed to a mix shift, while supply chain issues and demand reductions in key end markets like industrial and IoT are further complicating revenue growth prospects. The combination of these factors, along with potential technological missteps and a lack of innovation, raises concerns about the company's ability to maintain profitability and mitigate cyclical risks inherent in the 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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