Key Highlights:
- Taiwan Semiconductor Manufacturing (TSM, Financial) navigates complexities in the semiconductor supply chain amid geopolitical and AI-driven market dynamics.
- Analyst projections suggest significant upside potential with target prices and market ratings indicating a favorable outlook.
- GuruFocus metrics highlight a robust estimation of TSM's value in the coming year.
Taiwan Semiconductor Manufacturing (TSM) faces a unique challenge in the ever-evolving semiconductor supply chain. Recently, the company acknowledged its limited capacity to track where its products ultimately end up, a matter becoming increasingly significant against the backdrop of rising AI technology demands and tense geopolitical landscapes, notably concerning U.S. export restrictions to China.
Analysts' Outlook on TSM: Promising Upside
Delving into analyst opinions, the one-year price target consensus provided by 15 experts paints an optimistic picture for Taiwan Semiconductor Manufacturing Co Ltd (TSM, Financial). The average target price is projected at $217.99. This is framed by a high estimate of $271.55 and a low estimate of $119.37, suggesting an impressive upside potential of 48.08% from the current trading price of $147.21. For a comprehensive view of these estimates, visit the Taiwan Semiconductor Manufacturing Co Ltd (TSM) Forecast page.
The consensus among 18 brokerage firms places the average recommendation for TSM at 1.6, indicative of an "Outperform" rating. The scale used ranges from 1, representing a Strong Buy, to 5, corresponding to a Sell, reflecting strong market confidence in TSM's future performance.
Evaluating TSM's Intrinsic Value through GuruFocus Metrics
In terms of intrinsic value, GuruFocus provides an estimated GF Value for TSM at $203.18 for the coming year. This estimation signals a potential upside of 38.02% from its present market value of $147.21. This GF Value is not just a price tag; it's derived from historical pricing multiples, past growth metrics, and projected business performance, offering a strategic insight into the stock's fair value. For more in-depth analysis, visit the Taiwan Semiconductor Manufacturing Co Ltd (TSM, Financial) Summary page.
