Key Insights:
- Taiwan Semiconductor Manufacturing (TSM, Financial) reported a significant revenue boost of 48.1% in April, driven by rising AI product demand.
- Analysts' average target price for TSM indicates a potential 23.60% upside from its current share price.
- TSM holds an "Outperform" status with a consensus recommendation of 1.6 from brokerage firms.
Taiwan Semiconductor Manufacturing's Revenue Surge
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) has witnessed remarkable growth, reporting a 48.1% revenue increase in April. This surge brings their total revenue to NT$349.57 billion, propelled by escalating demand for AI products. Compared to March 2025, this marks a 22.2% rise, showcasing the robust momentum in TSM's financial performance. Looking ahead, TSM forecasts a notable mid-20s percentage revenue increase for 2025, converted to U.S. dollar terms.
Wall Street Analysts' Forecast
According to 15 analysts, Taiwan Semiconductor Manufacturing Co. Ltd. (TSM, Financial) is projected to reach an average price target of $216.58 within the next year. The projections span a high of $265.34 and a low of $119.37. This average target signals a potential upside of 23.60% from the current share price of $175.22, offering an enticing prospect for investors. For a more comprehensive analysis, visit the TSM Forecast page.
Brokerage Recommendations and GF Value
With a consensus rating of 1.6 from 18 brokerage firms, TSM is categorized under the "Outperform" status. The brokerage recommendation scale ranges from 1 (Strong Buy) to 5 (Sell), underscoring a positive outlook on TSM's market potential.
GuruFocus estimates the GF Value for Taiwan Semiconductor Manufacturing Co. Ltd. (TSM, Financial) at $205.91 in a year. This estimate suggests a 17.52% upside from the current price of $175.22. The GF Value reflects what the stock should be traded at based on historical multiples, past business growth, and future performance projections. For further insights, access the TSM Summary page.
