GSK's Fair Value Estimate: Analysts have slightly increased GSK's fair value estimate from £18.07 to £18.27, reflecting cautious optimism amid ongoing valuation adjustments and market conditions.
Analyst Insights: JPMorgan raised GSK's price target to 1,500 GBp while maintaining an Underweight rating, indicating concerns about potential risks despite positive valuation changes.
Regulatory and Operational Developments: GSK is investing over $350 billion in U.S. manufacturing to adapt to trade policies, and has received FDA approval for a new cancer treatment, enhancing its market position.
Legal Challenges: AnaptysBio has initiated legal action against GSK, alleging breach of a collaboration agreement, which could affect future partnerships and innovation in the oncology sector.
Wall Street analysts forecast GSK stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GSK is 38.72 USD with a low forecast of 20.15 USD and a high forecast of 55.60 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast GSK stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GSK is 38.72 USD with a low forecast of 20.15 USD and a high forecast of 55.60 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
2 Hold
3 Sell
Moderate Sell
Current: 48.220
Low
20.15
Averages
38.72
High
55.60
Current: 48.220
Low
20.15
Averages
38.72
High
55.60
Deutsche Bank
Hold
to
Hold
upgrade
Al Analysis
2026-01-16
New
Reason
Deutsche Bank
Price Target
Al Analysis
2026-01-16
New
upgrade
Hold
to
Hold
Reason
Deutsche Bank raised the firm's price target on GSK to 1,675 GBp from 1,600 GBp and keeps a Hold rating on the shares.
Barclays
Equal Weight -> Underweight
downgrade
2026-01-06
Reason
Barclays
Price Target
2026-01-06
downgrade
Equal Weight -> Underweight
Reason
Barclays downgraded GSK to Underweight from Equal Weight.
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Barclays
James Gordon
Equal Weight -> Underweight
downgrade
£1,780
2026-01-06
Reason
Barclays
James Gordon
Price Target
£1,780
2026-01-06
downgrade
Equal Weight -> Underweight
Reason
As previously reported, Barclays analyst James Gordon downgraded GSK to Underweight from Equal Weight with a 1,780 GBp price target as the firm transferred coverage of European large-cap pharma to a new analyst. The firm cites limited pipeline readouts, which it also see carrying risk, as well as the new CEO's "limited room" to maneuver for the downgrade.
HSBC
Rajesh Kumar
Reduce
maintain
2025-12-10
Reason
HSBC
Rajesh Kumar
Price Target
2025-12-10
maintain
Reduce
Reason
HSBC analyst Rajesh Kumar raised the firm's price target on GSK to 1,500 GBp from 1,200 GBp and keeps a Reduce rating on the shares as part of a 2026 outlook for the pharma group. The firm believes the sector is well positioned to outperform in 2026, "even more so if AI panic kicks in." HSBC's preferred stocks are "growth bucket ideas," but says "fallen angels and value could work as well."
About GSK
GSK plc is a biopharma company. The Company’s segments include Commercial Operations and Research and Development. Its portfolio and pipeline are focused on developing medicines and vaccines in four core therapeutic areas, which are the areas of human health it focuses on to prevent and treat disease: respiratory, immunology and inflammation; oncology; human immunodeficiency virus (HIV), and infectious diseases. Its specialty medicines prevent and treat diseases, from HIV to respiratory diseases, immune-mediated conditions like lupus, and cancer. Its vaccine portfolio includes over 20 vaccines to protect people from diseases and infections throughout their lives. General medicines include inhaled medicines for asthma and COPD to antibiotics. It develops and commercializes preclinical antibody-drug conjugate for Metastatic castration-resistant prostate cancer. Its portfolio also includes Efimosfermin, a fibroblast growth factor 21 (FGF21) analog therapeutic in clinical development.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
