Baird GlobalFoundries · GFS

Baird Raises GlobalFoundries Price Target to $100

Analyst: Tristan Gerra 1 min read Reproduced verbatim
Rating
Outperform
Target
$100
from $60 (+67%)
Upside
+175%
GFS at $36.36 today
Baird and GlobalFoundries logos

What the analyst said

Baird analyst Tristan Gerra raised the price target on GlobalFoundries (NASDAQ: GFS) to $100.00 (from $60.00) while maintaining an Outperform rating.

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

GFS trades at $36.36. The 10 analysts who set a target in the last 3 months range from $43 to $110, with a median of $53. This $100 target is 89% above the median.

Since the note GFS has moved −51% (from $74.04). 12-month window: day 183 of 365, closes on May 6, 2027.

Track record

This callOpen: GFS has not reached $100 yet. This 12-month target is scored on May 6, 2027.

Firm track recordBaird: 90% of its 30 targets at least a year old were reached within 12 months (#1 of 26 firms). Accuracy ranking →

Earnings reactionOne of 7 notes after GlobalFoundries’s May 5 results: 7 raised · 0 cut · 0 kept. See every call →

Baird on GlobalFoundries

Baird price targets on GlobalFoundries

3 calls from February 12, 2026 to August 5, 2026. The target went from $60 to $140 (+133%). The rating stayed Buy.

Baird targetGFS share price
  1. August 5, 2026Target raised from $100 (+40%)Buy$140
  2. May 6, 2026 This noteTarget raised from $60 (+67%)Buy$100
  3. February 12, 2026Earliest call shownBuy$60
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Other analysts on GlobalFoundries

TD CowenBuy Cut price target −20%, kept rating Nov 5 $60from $75 UBSHold Cut price target −10%, kept rating Nov 5 $43from $48 Morgan StanleyHold Cut price target −11%, kept rating Nov 5 $50from $56 JP MorganHold Cut price target −12%, kept rating Nov 5 $50from $57 NeedhamBuy Cut price target −31%, kept rating Nov 5 $55from $80
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.