In the latest trading session, TSMC (TSM) closed at $296.95, marking a +1.25% move from the previous day.
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Upgrading TSMC back to a Buy, supported by robust AI-driven demand and resilient operating margins near 50% through 2027. TSM's CapEx is projected to rise to $50B by FY2027, reinforcing its technological moat and ability to meet surging AI and smartphone chip demand. Despite competitive pressure from Intel and Samsung, TSM's proven yields, advanced packaging, and strategic pricing maintain its market leadership.
TSMC (TSM) closed at $276.96 in the latest trading session, marking a -3.45% move from the prior day.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The stock market is often described as a weighing machine in the long run, but a voting machine in the short run. In today's high-speed trading environment, that voting machine is frequently run by algorithms that react instantly to headlines, often without understanding the context.
Taiwan Semiconductor Manufacturing Company has become a strong GARP candidate with the update provided in its FQ3 2025 results and price change afterward. With these updates, TSM's current and forward PEG ratios are below or near 1x, signaling attractive valuation. Looking ahead, the stock enjoys secular growth drivers in AI, HPC, and mobile chipsets.
Taiwan Semiconductor's Q3 margin gains and upbeat Q4 outlook highlight its ability to absorb higher overseas fab costs while expanding globally.
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
TSMC remains the world's most valuable semiconductor bottleneck, driven by surging AI and HPC chip demand from alpha customers like Apple and Nvidia. TSM's record operational execution is reflected in sharp wafer shipment growth, expanding market share, and margins nearing all-time highs. Management signals a transitory pause in capex expansion, with CY26 capex growth decelerating as AI spending digestion and analyst scrutiny intensify.
Taiwan Semiconductor's chips run the world's most powerful technological devices. The market should keep surging.
Taiwan Semiconductor Manufacturing Company is rated a strong buy with a 12-month price target of $391, implying 35% upside. TSM delivered FQ3 2025 double-digit growth: 37% revenue and 51% EPS increase, with gross margin at 59.5% and operating margin at 50.6%. TSMC's low-leverage, $90B+ cash position, and premium margins support continued outperformance, especially if AI-driven demand persists.