GLOBALFOUNDRIES INC (GFS) Forecast, Price Target & Analyst Ratings

NASDAQ:GFS • KYG393871085

42.47 USD

-0.78 (-1.8%)

At close: Mar 18, 2026

42.47 USD

0 (0%)

After Hours: 3/18/2026, 8:11:44 PM

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for GLOBALFOUNDRIES INC (GFS).

Consensus Price Target

Price Target

$51.74

+ 21.82% Upside

→ Price target details

Next Earnings Forecast

Earnings Estimate

Release Date: May 1, 2026
Period: Q1 / 2026
EPS Estimate: $0.34
Revenue Estimate: 1.643B

→ Full earnings forecast details

ChartMill Buy Consensus

Rating

72.31%

Weighted Analyst Rating Score

→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target

$51.74

Upside

+ 21.82%

From current price of $42.47 to mean target of $51.74, Based on 26 analyst forecasts

Low

$37.37

Median

$51.00

High

$63.00

Price Target Revisions

1 Month

24.81%

3 Months

28.11%

Price Target Summary

26 Wall Street analysts provided a forecast for the next 12 months for GFS. The average price target is 51.74 USD. This implies a price increase of 21.82% is expected in the next year compared to the current price of 42.47.

The average price target has been revised upward by 28.11% in the past 3 months.

→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

Analyst Ratings History

Analyst Ratings Consensus

ChartMill Buy Consensus

72.31%

GFS was analyzed by 26 analysts. The buy percentage consensus is at 72. So analysts seem to be have mildly positive about GFS.

In the previous month the buy percentage consensus was at a similar level.

GFS was analyzed by 26 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.

→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

Date	Firm	Action	From → To
2026-02-12	Needham	Maintains	Buy -> Buy
2026-02-12	Wedbush	Maintains	Neutral -> Neutral
2026-02-12	Baird	Maintains	Outperform -> Outperform
2026-02-12	Goldman Sachs	Maintains	Neutral -> Neutral
2026-02-12	Citigroup	Maintains	Neutral -> Neutral
2026-01-15	Citigroup	Maintains	Neutral -> Neutral
2025-12-31	Wedbush	Downgrade	Outperform -> Neutral
2025-12-04	B of A Securities	Maintains	Underperform -> Underperform
2025-11-13	Wedbush	Maintains	Outperform -> Outperform
2025-11-13	Evercore ISI Group	Maintains	Outperform -> Outperform
2025-11-13	JP Morgan	Maintains	Neutral -> Neutral
2025-11-13	Citigroup	Maintains	Neutral -> Neutral
2025-10-13	B of A Securities	Downgrade	Neutral -> Underperform
2025-08-06	UBS	Maintains	Neutral -> Neutral
2025-08-06	Wedbush	Maintains	Outperform -> Outperform
2025-08-06	Morgan Stanley	Maintains	Equal-Weight -> Equal-Weight
2025-07-28	UBS	Maintains	Neutral -> Neutral
2025-07-10	Goldman Sachs	Initiate	Neutral
2025-07-07	Citigroup	Maintains	Neutral -> Neutral
2025-07-01	Argus Research	Initiate	Buy
2025-05-07	Morgan Stanley	Maintains	Equal-Weight -> Equal-Weight
2025-04-29	UBS	Maintains	Neutral -> Neutral
2025-04-11	Citigroup	Maintains	Neutral -> Neutral
2025-02-12	UBS	Maintains	Neutral -> Neutral
2025-02-12	Needham	Upgrade	Hold -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date: May 1, 2026
Period: Q1 / 2026
EPS Estimate: $0.34
Revenue Estimate: 1.643B
Revenue Q2Q: 3.66%
EPS Q2Q: 0.02%
Number of Analysts: 18

Next Earnings Revisions

Revenue (1 Month)

0.98%

Revenue (3 Months)

1.05%

EPS (1 Month)

-1.07%

EPS (3 Months)

1.26%

Next Earnings Summary

GFS is expected to report earnings on 5/1/2026. The consensus EPS estimate for the next earnings is 0.34 USD and the consensus revenue estimate is 1.64B USD.

The next earnings revenue estimate has been revised upward by 1.05% in the past 3 months.

→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

	2023	2024	2025	2026	2027	2028	2029	2030	2031
Revenue YoY % growth	7.392B -8.83%	6.75B -8.69%	6.791B 0.61%	7.309B 7.63%	8.034B 9.92%	8.758B 9.01%	10.885B 24.29%	11.983B 10.09%	10.712B -10.61%
EBITDA YoY % growth	2.651B -8.08%	2.296B -13.39%	2.13B -7.23%	2.417B 13.47%	2.78B 15.02%	3.162B 13.74%	3.561B 12.62%	3.9B 9.52%	N/A
EBIT YoY % growth	1.2B -4.84%	728M -39.33%	816M 12.09%	1.168B 43.14%	1.499B 28.34%	1.795B 19.75%	2.428B 35.26%	N/A	N/A
Operating Margin	16.23%	10.79%	12.02%	15.98%	18.66%	20.50%	22.31%	N/A	N/A
EPS YoY % growth	2.24 -27.97%	1.56 -30.36%	1.72 10.26%	1.80 4.62%	2.34 30.22%	2.78 18.69%	3.91 40.54%	N/A	N/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

	Q1 / 26	Q2 / 26	Q3 / 26	Q4 / 26	Q1 / 27	Q2 / 27	Q3 / 27	Q4 / 27
EPS Q2Q % growth	0.34 0.02%	0.40 -4.03%	0.52 26.19%	0.58 5.25%	0.47 38.15%	0.57 41.79%	0.65 26.11%	0.71 22.43%
Revenue Q2Q % growth	1.643B 3.66%	1.759B 4.21%	1.875B 11.08%	1.963B 7.27%	1.806B 9.92%	1.939B 10.23%	2.055B 9.60%	2.125B 8.25%
EBITDA Q2Q % growth	522.97M 3.97%	574.22M -34.97%	643.1M -46.23%	687.51M -56.27%	617.91M 18.15%	691.89M 20.49%	749.89M 16.61%	795.19M 15.66%
EBIT Q2Q % growth	214.99M 42.38%	265.49M 35.45%	328.61M 68.52%	377.27M 46.23%	294.1M 36.80%	363.76M 37.01%	422.57M 28.59%	466.07M 23.54%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year

17.37%

EPS Next 5 Year

22.78%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year

8.63%

Revenue Next 5 Year

11.89%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year

47.69%

EBIT Next 5 Year

31.78%

→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

GLOBALFOUNDRIES INC / GFS Forecast FAQ

What is the average price target for GLOBALFOUNDRIES INC (GFS) stock?

26 analysts have analysed GFS and the average price target is 51.74 USD. This implies a price increase of 21.82% is expected in the next year compared to the current price of 42.47.

Can you provide the upcoming earnings date for GLOBALFOUNDRIES INC?

GLOBALFOUNDRIES INC (GFS) will report earnings on 2026-05-01, before the market open.

What are the consensus estimates for GFS stock next earnings?

The consensus EPS estimate for the next earnings of GLOBALFOUNDRIES INC (GFS) is 0.34 USD and the consensus revenue estimate is 1.64B USD.

What is the expected long term growth rate for GLOBALFOUNDRIES INC (GFS)?

The expected long term growth rate for GLOBALFOUNDRIES INC (GFS) is 8.63%.

Analyst forecast overview

Forecast Snapshot