GFS trades 8.1% above Wall Street's consensus target of $78.92.
Last 12 months price action with 12-month analyst target path
The base valuation assumes GFS achieves its forward estimates and maintains a stable P/E multiple of 45.3x. This scenario reflects the blended consensus of 19 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 23, 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 $85.83, this represents a potential downside of -8.1%. The company has a market capitalization of $47.76B.
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 54.0x and forward P/E of 45.3x. Analysts expect EPS to grow +20.1% 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.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
UMCUnited Microelectronics Corporation | $60.1B | $24.08 | $10.20 | -57.6% | Hold | 1.0x | 15 |
IMOSChipMOS TECHNOLOGIES Inc. | $2.3B | $66.58 | — | — | Hold | 0.8x | 1 |
INTCIntel Corporation | $672.8B | $133.99 | $89.08 | -33.5% | Hold | 123.6x | 84 |
TXNTexas Instruments Incorporated | $294.0B | $322.86 | $274.06 | -15.1% | Buy | 41.9x | 65 |
ONON Semiconductor Corporation | $47.7B | $121.62 | $94.25 | -22.5% | Buy | 39.4x | 46 |
STMSTMicroelectronics N.V. | $69.7B | $78.39 | $74.83 | -4.5% | Buy | 61.0x | 29 |
WOLFWolfspeed, Inc. | $2.6B | $57.42 | $20.00 | -65.2% | Hold | — | 19 |
AMATApplied Materials, Inc. | $490.0B | $617.11 | $533.65 | -13.5% | Buy | 50.5x | 53 |
LRCXLam Research Corporation | $485.8B | $389.04 | $349.22 | -10.2% | Buy | 68.5x | 50 |
KLACKLA Corporation | $34.2B | $259.56 | $1920.88 | +640.1% | Buy | 70.0x | 44 |
Quick answers to the most common questions about buying GFS stock.
Wall Street's consensus price target for GFS is $78.92, -8.1% from its current price of $85.83. The below-market target from 19 analysts suggests limited near-term appreciation.
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 -8.1% downside from current levels.
At a forward P/E of 45.3216x, GFS trades at a premium valuation. The consensus price target of $78.92 (-8.1% downside) suggests analysts may view current valuations as stretched.
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.
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.
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.
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.
GFS trades at a forward P/E ratio of 45.3x based on next-twelve-months earnings estimates compared to a trailing P/E of 54.0x. 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.
Analysts are cautious on GFS, with 1 Sell ratings and a price target of $78.92 (-8.1% from current price). The "Buy" consensus suggests careful evaluation before buying. 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.
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.
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