(GFS) Globalfoundries - Overview

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: KYG393871085

Stock: Semiconductor Devices, Wafer Fabrication, Microprocessors, Modems

Total Rating 51
Risk 73
Buy Signal -0.13
Risk 5d forecast
Volatility 45.1%
Relative Tail Risk -11.1%
Reward TTM
Sharpe Ratio 0.41
Alpha -16.44
Character TTM
Beta 2.012
Beta Downside 2.050
Drawdowns 3y
Max DD 57.92%
CAGR/Max DD -0.25

EPS (Earnings per Share)

EPS (Earnings per Share) of GFS over the last years for every Quarter: "2021-03": null, "2021-06": -0.06, "2021-09": 0.07, "2021-12": 0.18, "2022-03": 0.42, "2022-06": 0.58, "2022-09": 0.67, "2022-12": 1.44, "2023-03": 0.52, "2023-06": 0.53, "2023-09": 0.55, "2023-12": 0.64, "2024-03": 0.31, "2024-06": 0.38, "2024-09": 0.41, "2024-12": 0.46, "2025-03": 0.34, "2025-06": 0.42, "2025-09": 0.41, "2025-12": 0.55,

Revenue

Revenue of GFS over the last years for every Quarter: 2021-03: 1418, 2021-06: 1620, 2021-09: 1700, 2021-12: 1847, 2022-03: 1940, 2022-06: 1993, 2022-09: 2074, 2022-12: 2101, 2023-03: 1841, 2023-06: 1845, 2023-09: 1852, 2023-12: 1854, 2024-03: 1549, 2024-06: 1632, 2024-09: 1739, 2024-12: 1830, 2025-03: 1585, 2025-06: 1688, 2025-09: 1688, 2025-12: 1830,

Risks

Technicals: choppy

Description: GFS Globalfoundries March 05, 2026

GlobalFoundries Inc. (GFS) is a semiconductor foundry offering wafer fabrication services globally. The company produces various semiconductor devices, including microprocessors and mobile application processors. The foundry business model involves manufacturing chips designed by other companies.

GFS was incorporated in 2008 and is headquartered in Malta, New York. The semiconductor sector is characterized by high capital expenditure and rapid technological advancement.

To deepen your understanding of GFSs financial health and market position, consider exploring its detailed analytics on ValueRay.

Headlines to watch out for

  • Wafer demand from key markets drives revenue
  • Manufacturing costs impact profitability
  • Geopolitical tensions disrupt global supply chains
  • Semiconductor cyclicality influences order volumes

Piotroski VR‑10 (Strict, 0-10) 6.0

Net Income: 885.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.06 > 0.02 and ΔFCF/TA -0.63 > 1.0
NWC/Revenue: 56.50% < 20% (prev 49.96%; Δ 6.55% < -1%)
CFO/TA 0.10 > 3% & CFO 1.73b > Net Income 885.0m
Net Debt (-171.0m) to EBITDA (2.16b): -0.08 < 3
Current Ratio: 2.62 > 1.5 & < 3
Outstanding Shares: last quarter (561.0m) vs 12m ago 1.45% < -2%
Gross Margin: 25.18% > 18% (prev 0.24%; Δ 2.49k% > 0.5%)
Asset Turnover: 40.02% > 50% (prev 40.18%; Δ -0.16% > 0%)
Interest Coverage Ratio: 16.84 > 6 (EBITDA TTM 2.16b / Interest Expense TTM 50.0m)

Altman Z'' 1.88

A: 0.22 (Total Current Assets 6.21b - Total Current Liabilities 2.37b) / Total Assets 17.14b
B: -0.72 (Retained Earnings -12.38b / Total Assets 17.14b)
C: 0.05 (EBIT TTM 842.0m / Avg Total Assets 16.97b)
D: 2.31 (Book Value of Equity 11.93b / Total Liabilities 5.16b)
Altman-Z'' Score: 1.88 = BBB

Beneish M -2.73

DSRI: 1.13 (Receivables 1.58b/1.39b, Revenue 6.79b/6.75b)
GMI: 0.97 (GM 25.18% / 24.46%)
AQI: 1.45 (AQ_t 0.18 / AQ_t-1 0.13)
SGI: 1.01 (Revenue 6.79b / 6.75b)
TATA: -0.05 (NI 885.0m - CFO 1.73b) / TA 17.14b)
Beneish M-Score: -2.73 (Cap -4..+1) = A

What is the price of GFS shares?

As of March 21, 2026, the stock is trading at USD 43.08 with a total of 7,987,207 shares traded.
Over the past week, the price has changed by +2.91%, over one month by -6.73%, over three months by +18.29% and over the past year by +12.98%.

Is GFS a buy, sell or hold?

Globalfoundries has received a consensus analysts rating of 3.75. Therefor, it is recommend to hold GFS.
  • StrongBuy: 7
  • Buy: 3
  • Hold: 9
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the GFS price?

Issuer Target Up/Down from current
Wallstreet Target Price 51.3 19.1%
Analysts Target Price 51.3 19.1%

GFS Fundamental Data Overview March 20, 2026

P/E Trailing = 26.7107
P/E Forward = 22.0264
P/S = 3.4338
P/B = 1.955
P/EG = 0.9899
Revenue TTM = 6.79b USD
EBIT TTM = 842.0m USD
EBITDA TTM = 2.16b USD
Long Term Debt = 1.06b USD (from longTermDebt, last quarter)
Short Term Debt = 86.0m USD (from shortTermDebt, last quarter)
Debt = 1.64b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -171.0m USD (from netDebt column, last quarter)
Enterprise Value = 21.91b USD (23.32b + Debt 1.64b - CCE 3.05b)
Interest Coverage Ratio = 16.84 (Ebit TTM 842.0m / Interest Expense TTM 50.0m)
EV/FCF = 21.71x (Enterprise Value 21.91b / FCF TTM 1.01b)
FCF Yield = 4.61% (FCF TTM 1.01b / Enterprise Value 21.91b)
FCF Margin = 14.86% (FCF TTM 1.01b / Revenue TTM 6.79b)
Net Margin = 13.03% (Net Income TTM 885.0m / Revenue TTM 6.79b)
Gross Margin = 25.18% ((Revenue TTM 6.79b - Cost of Revenue TTM 5.08b) / Revenue TTM)
Gross Margin QoQ = 28.85% (prev 24.82%)
Tobins Q-Ratio = 1.28 (Enterprise Value 21.91b / Total Assets 17.14b)
Interest Expense / Debt = 3.05% (Interest Expense 50.0m / Debt 1.64b)
Taxrate = 27.01% (74.0m / 274.0m)
NOPAT = 614.6m (EBIT 842.0m * (1 - 27.01%))
Current Ratio = 2.62 (Total Current Assets 6.21b / Total Current Liabilities 2.37b)
Debt / Equity = 0.14 (Debt 1.64b / totalStockholderEquity, last quarter 11.93b)
Debt / EBITDA = -0.08 (Net Debt -171.0m / EBITDA 2.16b)
Debt / FCF = -0.17 (Net Debt -171.0m / FCF TTM 1.01b)
Total Stockholder Equity = 11.53b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.22% (Net Income 885.0m / Total Assets 17.14b)
RoE = 7.68% (Net Income TTM 885.0m / Total Stockholder Equity 11.53b)
RoCE = 6.69% (EBIT 842.0m / Capital Employed (Equity 11.53b + L.T.Debt 1.06b))
RoIC = 4.85% (NOPAT 614.6m / Invested Capital 12.68b)
WACC = 12.60% (E(23.32b)/V(24.96b) * Re(13.33%) + D(1.64b)/V(24.96b) * Rd(3.05%) * (1-Tc(0.27)))
Discount Rate = 13.33% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.36%
[DCF] Terminal Value 52.66% ; FCFF base≈1.04b ; Y1≈684.9m ; Y5≈312.5m
[DCF] Fair Price = 6.64 (EV 3.48b - Net Debt -171.0m = Equity 3.65b / Shares 549.1m; r=12.60% [WACC]; 5y FCF grow -40.0% → 2.90% )
EPS Correlation: -44.29 | EPS CAGR: 7.46% | SUE: 2.59 | # QB: 4
Revenue Correlation: -67.98 | Revenue CAGR: -1.54% | SUE: 3.30 | # QB: 4
EPS next Quarter (2026-06-30): EPS=0.41 | Chg7d=+0.000 | Chg30d=-0.017 | Revisions Net=-7 | Analysts=15
EPS current Year (2026-12-31): EPS=1.84 | Chg7d=+0.000 | Chg30d=+0.000 | Revisions Net=-4 | Growth EPS=+7.0% | Growth Revenue=+6.5%
EPS next Year (2027-12-31): EPS=2.37 | Chg7d=-0.029 | Chg30d=-0.029 | Revisions Net=+0 | Growth EPS=+28.7% | Growth Revenue=+9.8%
[Analyst] Revisions Ratio: -0.54 (3 Up / 10 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 9.6% (Discount Rate 13.3% - Earnings Yield 3.7%)
[Growth] Growth Spread = -6.5% (Analyst 3.0% - Implied 9.6%)

Additional Sources for GFS Stock

Fund Manager Positions: Dataroma | Stockcircle