GlobalFoundries (GFS) Valuation Check After Ganesh Moorthy Joins The Board

Simply Wall St.01-15

GlobalFoundries (GFS) has drawn fresh investor attention after appointing veteran semiconductor executive Ganesh Moorthy to its board, an event that puts boardroom experience and long term execution ...

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See our latest analysis for GlobalFoundries. The appointment of Moorthy comes as GlobalFoundries’ share price trades at US$41.35, with a 30 day share price return of 11.04% and a 90 day share price return of 19.60%, suggesting building momentum despite a 1 year total shareholder return decline of 1.17% and a 3 year total shareholder return decline of 28.83%. If Moorthy’s board seat has you thinking about where leadership and capital are lining up next, it could be a good time to scan high growth tech and AI stocks for other semiconductor and AI exposed names. With GlobalFoundries trading at US$41.35 and showing recent share price gains, but with an intrinsic value estimate that sits lower, the key question is simple: is there still upside on the table, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 5% Overvalued With GlobalFoundries' widely followed fair value sitting at US$39.43 against a last close of US$41.35, the narrative leans cautious on what today’s price already reflects. The company's focus on differentiated technologies (such as FD-SOI, RF, and power management platforms) and recent MIPS acquisition strengthens its value proposition in edge AI, automotive, and data center markets, deepening customer partnerships and enabling premium pricing, which is likely to drive sustained improvements in revenue visibility and margin stability. Read the complete narrative. Curious what kind of revenue climb, margin reset, and future P/E multiple have to line up to back that fair value math? The full narrative spells it out. Result: Fair Value of $39.43 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if trade tensions disrupt regional fabs, or if heavy capex and in house competition squeeze returns on those new facilities. Find out about the key risks to this GlobalFoundries narrative. Another Take on the Valuation The narrative flags GlobalFoundries as about 5% overvalued against a fair value of US$39.43, but the market is sending mixed signals. On one hand, our model suggests the shares are expensive relative to an estimated fair P/S ratio of 2.4x. Yet the current 3.4x P/S looks cheap beside US semiconductor peers at 5.2x and direct peers at 10.4x. Is this a warning that expectations are running ahead of fundamentals, or a sign the market may be slow to re rate the stock? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:GFS P/S Ratio as at Jan 2026 Build Your Own GlobalFoundries Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a complete view in just a few minutes, starting with Do it your way. A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding GlobalFoundries. Looking for more investment ideas? If GlobalFoundries is on your radar, do not stop here. The right comparison set can sharpen your thinking and help you spot opportunities you might otherwise miss.  Target potential bargains by scanning these 886 undervalued stocks based on cash flows that align with your view on quality, cash flows, and price. Ride the AI build out by reviewing these 25 AI penny stocks that connect real revenues to artificial intelligence themes. Position for the next wave of computing by checking these 29 quantum computing stocks that could benefit if quantum adoption accelerates.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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