Wall Street analyst estimates for GLOBALFOUNDRIES Inc. (GFS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits. These vital components are instrumental in powering a wide array of ubiquitous electronic devices.
Consensus price target
$79.69 (+74 % vs price $45.85)
between $51.00 and $140.00 · 8 targets published in the last quarter
Closing price, Oct 29
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $7.3B | $7.3B – $7.4B | $1.94 | 15 |
| 2027E | $8.2B | $8.0B – $8.7B | $2.53 | 16 |
| 2028E | $9.4B | $8.7B – $10.8B | $3.38 | 10 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 11 |
| Hold | 7 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 19 |
| Avg rating (−2 sell to +2 buy) | 0.53 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $0.51 | ||
| 2026-08-05 | $0.46 | $0.43 | +6.3% |
| 2026-05-05 | $0.40 | $0.35 | +13.9% |
| 2026-02-11 | $0.55 | $0.47 | +15.9% |
| 2025-11-12 | $0.41 | $0.38 | +7.0% |
| 2025-08-05 | $0.42 | $0.36 | +16.3% |
| 2025-05-06 | $0.34 | $0.29 | +17.5% |
| 2025-02-11 | $0.46 | $0.45 | +1.8% |
Valuation Ratios
| P/E Ratio | 35.82 |
| Price / Book | 2.21 |
| EV / EBITDA | 12.34 |
| Dividend Yield | 0.50% |
Income Statement (10y)
| Year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.20B | $5.81B | $4.85B | $6.58B | $8.11B | $7.39B | $6.75B | $6.79B |
| Cost of Revenue | $6.65B | $6.35B | $5.56B | $5.57B | $5.87B | $5.29B | $5.10B | $5.08B |
| Gross Profit | -$450.1M | -$532.2M | -$712.0M | $1.01B | $2.24B | $2.10B | $1.65B | $1.71B |
| Research & Development | $926.2M | $583.0M | $476.0M | $478.0M | $482.0M | $428.0M | $496.0M | $518.0M |
| Selling, General & Admin | $325.3M | $358.9M | $330.0M | $546.0M | $451.0M | $448.0M | $401.0M | $362.0M |
| Operating Expenses | $2.07B | $1.09B | $944.0M | $1.07B | $1.07B | $972.0M | $1.86B | $913.0M |
| Operating Income | -$2.52B | -$1.62B | -$1.66B | -$60.0M | $1.17B | $1.13B | -$214.0M | $797.0M |
| EBITDA | $475.9M | $1.73B | $1.29B | $1.54B | $3.25B | $2.64B | $1.50B | $2.23B |
| Interest Expense | $164.8M | $230.2M | $154.4M | $113.7M | $117.0M | $137.0M | $145.0M | 0 |
| Pre-tax Income | -$2.61B | -$1.15B | -$1.36B | -$176.0M | $1.53B | $1.08B | -$170.0M | $911.0M |
| Income Tax | $16.4M | $224.1M | -$12.0M | $78.0M | $86.0M | $66.0M | $92.0M | $23.0M |
| Net Income | -$2.70B | -$1.37B | -$1.35B | -$250.0M | $1.45B | $1.02B | -$265.0M | $885.0M |
| EPS | $-5.08 | $-2.66 | $-2.54 | $-0.49 | $2.69 | $1.85 | $-0.48 | $1.59 |
| EPS (Diluted) | $-5.08 | $-2.66 | $-2.54 | $-0.49 | $2.62 | $1.83 | $-0.48 | $1.59 |
| Shares Outstanding (Diluted) | 531.8 M | 515.9 M | 531.8 M | 505.8 M | 552.0 M | 556.0 M | 553.0 M | 558.0 M |
Price
| Price | $45.85 (closing price, October 29, 2026) |
| Market Cap | $25.2B |
| Exchange | NASDAQ |
| Country | US |
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