GLOBALFOUNDRIES Inc. (GFS) Price Target Analysis

Updated Jul 2, 2026

Analyst Rating: Buy

Based on 19 analysts

19.9% Below Target

GFS trades 19.9% below Wall Street's consensus target of $78.92.

Current Price$65.84

Average Target$78.92

Target

Current

Low$50.00

Median$78.50

High$125.00

Analyst Target Range

Forward P/E34.8x

(Growth Premium)

PEG Ratio—

Implied Growth+36.5%

(High Growth)

Analyst Spread95.0%

(Wide Disagreement)

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$65.84

Consensus$78.92

High$125.00

Low$50.00

Consensus Scenario Assumptions

The base valuation assumes GFS achieves its forward estimates and maintains a stable P/E multiple of 34.8x. This scenario reflects the blended consensus of 19 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.

Analyst Ratings Distribution

Breakdown of 19 published analyst recommendations for GFS

37% hold / mixed conviction

BearishBullish

Weighted analyst sentiment score based on 19 ratings

ConsensusBuy

Coverage19 Analysts

Net Score+26

Bull / Bear58% / 5%

Strong Buy00%

Buy1158%

Hold737%

Sell15%

Strong Sell00%

Strong Buy

00%

Buy

1158%

Hold

737%

Sell

15%

Strong Sell

00%

Recommendation Mix58% Buy · 37% Hold · 5% Sell

Buy (11)Hold (7)Sell (1)

GFS Price Target Analysis

Updated July 8, 2026

As of July 8, 2026, GLOBALFOUNDRIES Inc. (GFS) has a Wall Street consensus price target of $78.92, based on estimates from 19 covering analysts. With the stock currently trading at $65.84, this represents a potential upside of +19.9%. The company has a market capitalization of $36.11B.

Analyst price targets range from a low of $50.00 to a high of $125.00, representing a 95% spread in expectations. The median target of $78.50 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.

The current analyst consensus rating is Buy, with 11 analysts rating the stock as a Buy or Strong Buy,7 rating it Hold, and 1 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.

From a valuation perspective, GFS trades at a trailing P/E of 41.4x and forward P/E of 34.8x. Analysts expect EPS to grow +36.5% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $92.94, with bear and bull scenarios of $58.55 and $122.46 respectively. Model confidence stands at 59/100, reflecting moderate uncertainty in projections.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Technology stocks.

Analyst Sentiment Comparison

Industry Peer Analysis

Avg Peer Upside

-8.4%

Industry Consensus

Avg Forward P/E

43.1x

(Growth Premium)

Peers with Coverage

9 / 10

Active Analyst Tracking

Company	Market Cap	Price	Target	Upside Potential	Rating	Fwd P/E	Analysts
UMCUnited Microelectronics Corporation	$59.4B	$23.83	$10.20	-57.2%	Hold	1.0x	15
IMOSChipMOS TECHNOLOGIES Inc.	$2.3B	$65.85	—	—	Hold	0.8x	1
INTCIntel Corporation	$554.3B	$110.39	$98.08	-11.2%	Hold	102.7x	84
TXNTexas Instruments Incorporated	$267.0B	$293.30	$281.56	-4.0%	Buy	38.1x	65
ONON Semiconductor Corporation	$35.7B	$91.10	$108.88	+19.5%	Buy	29.5x	47
STMSTMicroelectronics N.V.	$62.9B	$70.72	$74.83	+5.8%	Buy	54.5x	29
WOLFWolfspeed, Inc.	$1.6B	$36.00	$20.00	-44.4%	Hold	—	19
AMATApplied Materials, Inc.	$440.3B	$554.50	$600.17	+8.2%	Buy	45.3x	53
LRCXLam Research Corporation	$407.3B	$326.13	$361.17	+10.7%	Buy	57.4x	50
KLACKLA Corporation	$282.8B	$216.47	$209.44	-3.2%	Buy	58.4x	44

GFS — Frequently Asked Questions

Quick answers to the most common questions about buying GFS stock.

What is the GFS stock price target for 2026?

GLOBALFOUNDRIES Inc. (GFS) has a consensus 12-month price target of $78.92, implying 19.9% upside from $65.84. The 19 analysts covering GFS see moderate appreciation potential.

Is GFS a buy, sell, or hold?

GFS has a consensus rating of "Buy" based on 19 Wall Street analysts. The rating breakdown is predominantly bullish, with 11 Buy/Strong Buy ratings. The consensus 12-month price target of $78.92 implies 19.9% upside from current levels.

Is GFS stock overvalued or undervalued?

GFS trades at a forward P/E of 34.7826x, representing a moderate valuation. With analysts targeting $78.92 (19.9% implied move), the stock appears reasonably valued with upside.

How high can GFS stock go?

The most bullish Wall Street analyst has a price target of $125 for GFS, while the most conservative target is $50. The consensus of $78.92 represents the median expectation. Our quantitative valuation model projects a bull case target of $122 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover GFS stock?

GFS is well covered by analysts, with 19 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 11 have Buy ratings, 7 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the GFS stock forecast?

The 12-month GFS stock forecast based on 19 Wall Street analysts shows a consensus price target of $78.92, with estimates ranging from $50 (bear case) to $125 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $93, with bear/bull scenarios of $59/$122.

What is GFS's fair value based on fundamentals?

Our quantitative valuation model calculates GFS's fair value at $93 (base case), with a bear case of $59 and bull case of $122. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 59/100.

What is GFS's forward P/E ratio?

GFS trades at a forward P/E ratio of 34.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 41.4x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy GFS stock?

Wall Street analysts are optimistic on GFS, with a "Buy" consensus rating and $78.92 price target (19.9% upside). 11 of 19 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do GFS price targets vary so much?

GFS analyst price targets range from $50 to $125, a 95% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $78.92 consensus represents the middle ground. Our model's $59-$122 range provides an independent fundamental perspective.

Consensus-Based Analysis Tools