Summary:
- Taiwan Semiconductor Manufacturing Company (TSM, Financial) is showing resilience against U.S. tariffs, with AI chip demand boosting sales.
- Analysts forecast significant upside potential with a current average price target of $216.98.
- TSMC maintains an "Outperform" rating from brokerage firms, with a favorable GuruFocus GF Value assessment.
TSMC’s Tariff Impact and AI Market Resilience
Taiwan Semiconductor Manufacturing Company (TSM) has reported that U.S. tariffs are having a minimal impact on its operations. This is largely due to the surging demand for AI chips, which continues to exceed supply. Even though tariffs might lead to potential price hikes, the company’s robust positioning in the AI market is expected to result in doubled revenue by 2025, underscoring its resilient business model.
Wall Street Analysts Forecast
According to the latest forecasts by 17 analysts, the average one-year price target for Taiwan Semiconductor Manufacturing Co Ltd (TSM, Financial) stands at $216.98, with projections ranging from a high of $265.34 to a low of $119.37. This average target suggests an upside potential of 11.36% from the current price of $194.84. Investors seeking more detailed estimate data can refer to the Taiwan Semiconductor Manufacturing Co Ltd (TSM) Forecast page.
Brokerage Recommendations and GuruFocus Metrics
TSMC currently holds an "Outperform" rating based on a consensus recommendation from 19 brokerage firms, with an average score of 1.6 on a scale where 1 represents a Strong Buy and 5 indicates a Sell. This positive sentiment aligns with the company's growth prospects.
Furthermore, the GF Value metric provided by GuruFocus estimates the fair value of TSMC in one year at $217.23, offering a projected upside of 11.49% from the latest price of $194.84. The GF Value is a comprehensive measure that considers both historical trading multiples and future business performance estimates. Detailed information on TSMC can be explored on the Taiwan Semiconductor Manufacturing Co Ltd (TSM, Financial) Summary page.
