
GlobalFoundries (GFS) Stock Forecast & Price Target
GlobalFoundries (GFS) Analyst Ratings
Bulls say
GLOBALFOUNDRIES is expected to see positive growth and a rise in gross margins due to new capacity allocation for high-performing products, with a predicted 8% revenue increase for Q2 2026, driven by strong growth in sectors like Communication Infrastructure, Data Center, and Automotive. While potential risks exist, the company's focus on core businesses and expansion plans, coupled with emerging opportunities in Silicon Photonics, Physical AI, and Satellite Communications, make them a top contract semiconductor manufacturer globally. Its strong global presence and partnerships with industry leaders bode well for significant future growth.
Bears say
GLOBALFOUNDRIES is expected to benefit from the overall improvement in the semiconductor industry as it emerges from a cyclical downturn. Additionally, GF may benefit from onshoring opportunities and an increase in demand for specialty applications, such as GaN in power semiconductors and IoT devices. However, competition from other countries, particularly China, could impact overall chip supply. With strategic partnerships and a focus on growth areas like silicon photonics and optics, GF aims to achieve a 3-9% revenue CAGR and gross margin expansion over the next 5 years.
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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