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GLOBALFOUNDRIES Inc. (GFS) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026

Current Price
$47.55
Market reference
Price Target
$51.14
+7.5% Upside
Target Range
$46.00 — $60.00
Moderate consensus
Analyst Rating
Buy
19 analysts
Forward P/E25.8x
Trailing P/E29.9x
Forward PEG—
Implied Growth+16.7%
Median Target$50.00
Analyst Spread27.4%

GFS trades near analyst consensus with +7.5% potential upside. Limited near-term catalysts may be priced in at current levels.

Price Forecast (1 Year)

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

Current$47.55
Consensus$51.14
High$60.00
Low$46.00
Model$55.16
Bear Case
$46
-3.3%
Consensus
$51
+7.5%
Bull Case
$60
+26.2%
Valuation Model TargetsConfidence: 45/100
Bear$-129
Base$55
Bull$154

Analyst Ratings Distribution

Breakdown of 19 published analyst recommendations for GFS

47% hold / mixed conviction
+21
BearishBullish
Weighted analyst sentiment score based on 19 ratings
ConsensusBuy
Coverage19 Analysts
Net Score+21
Bull / Bear47% / 5%
Strong Buy00%
Buy947%
Hold947%
Sell15%
Strong Sell00%
Strong Buy
00%
Buy
947%
Hold
947%
Sell
15%
Strong Sell
00%
Recommendation Mix47% Buy · 47% Hold · 5% Sell
Buy (9)Hold (9)Sell (1)

GFS Price Target Analysis

Updated March 2, 2026

As of March 2, 2026, GLOBALFOUNDRIES Inc. (GFS) has a Wall Street consensus price target of $51.14, based on estimates from 19 covering analysts. With the stock currently trading at $47.55, this represents a potential upside of +7.5%. The company has a market capitalization of $26.42B.

Analyst price targets range from a low of $46.00 to a high of $60.00, representing a 27% spread in expectations. The median target of $50.00 aligns closely with the consensus average.

The current analyst consensus rating is Buy, with 9 analysts rating the stock as a Buy or Strong Buy,9 rating it Hold, and 1 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.

From a valuation perspective, GFS trades at a trailing P/E of 29.9x and forward P/E of 25.8x. Analysts expect EPS to grow +16.7% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $55.16, with bear and bull scenarios of $-129.25 and $154.04 respectively. Model confidence stands at 45/100, suggesting limited visibility into future performance.

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+8.2%
Avg Forward P/E21.5x
Peers with Coverage5 / 5
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
GFSGLOBALFOUNDRIES Inc.
$26.4B$47.55$51.14+7.5%Buy25.8x19
TSMTaiwan Semiconductor Manufacturing Company Limited$1.9T$374.58$408.00+8.9%Buy0.8x23
UMCUnited Microelectronics Corporation$26.3B$10.44$8.60-17.6%Hold17.2x15
TSEMTower Semiconductor Ltd.$14.0B$124.87$154.00+23.3%Buy41.9x14
SKYTSkyWater Technology, Inc.$1.4B$29.46$35.00+18.8%Hold—6

Upside Potential Comparison

TSEM
+23.3%
SKYT
+18.8%
TSM
+8.9%
GFS
+7.5%
UMC
-17.6%

See GFS's True Return

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Is GFS Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

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Compare GFS vs NVDA

See how GFS stacks up against sector leader NVIDIA Corporation.

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Frequently Asked Questions

What is the GFS stock price target for 2026?

The consensus price target for GFS is $51.14, close to the current price of $47.55 (7.5% implied move). Based on 19 analyst estimates, the stock appears fairly valued near current levels.

Is GFS a buy, sell, or hold?

GFS has a consensus rating of "Buy" based on 19 Wall Street analysts. The rating breakdown is mixed, with 9 Hold ratings making up the largest segment. The consensus 12-month price target of $51.14 implies 7.5% upside from current levels.

Is GFS stock overvalued or undervalued?

GFS trades at a forward P/E of 25.834x, representing a moderate valuation. With analysts targeting $51.14 (7.5% 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 $60 for GFS, while the most conservative target is $46. The consensus of $51.14 represents the median expectation. Our quantitative valuation model projects a bull case target of $154 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, 9 have Buy ratings, 9 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 $51.14, with estimates ranging from $46 (bear case) to $60 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $55, with bear/bull scenarios of $-129/$154.

What is GFS's fair value based on fundamentals?

Our quantitative valuation model calculates GFS's fair value at $55 (base case), with a bear case of $-129 and bull case of $154. 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 45/100.

What is GFS's forward P/E ratio?

GFS trades at a forward P/E ratio of 25.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 29.9x. 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?

GFS appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $51.14 target. Consider your investment thesis and risk tolerance. 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 $46 to $60, a 27% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $51.14 consensus represents the middle ground. Our model's $-129-$154 range provides an independent fundamental perspective.

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