
GlobalFoundries (GFS) Stock Forecast & Price Target
GlobalFoundries (GFS) Analyst Ratings
Bulls say
GLOBALFOUNDRIES is well-positioned in the contract semiconductor manufacturing market, with a strong portfolio of clients in various industries. The company has shown improvement in gross margins and expects growth in the coming years, especially in the areas of Communication Infrastructure & Data Center and SiPho. Though there are concerns regarding pricing pressure, the company is expected to have a strong operating profit margin and EPS by 2030. Though the company has faced challenges due to COVID-19 and client losses, they have made strategic acquisitions and are showcasing their progress through an Investor Day, demonstrating potential for future growth in the semiconductor industry.
Bears say
GLOBALFOUNDRIES is facing challenges in various fronts, from declining revenues in its core mobile business and shortages in basic materials, to lower gross margins and modest operating performance. With its heavy focus on mature technologies and its controlling shareholder, the company is unlikely to benefit from current industry trends and may struggle to reach its stretch goal of 40% GMs. Additionally, while the company's focus on specialty and sole source contracts may offer some stability, its potential for long-term growth opportunities in fields such as SiPho, Physical AI, and SatCom remains uncertain given its limited presence in these sectors. The upcoming analyst day and earnings report may provide some short-term relief, but GF is likely to continue facing challenges in the current landscape.
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
Start investing in GlobalFoundries (GFS)
Order type
Buy in
Order amount
Est. shares
0 shares