TSMC stock target raised at Morgan Stanley on margins strength [Yahoo! Finance]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Yahoo! Finance
quarterly report and an upside surprise in capital spending as it signalled accelerated investment to support sustained AI-driven demand The bank lifted its price target by 5% to NT$2,088 and reiterated the stock as a top pick, citing upside to gross margins and stronger earnings visibility, and raised its EPS estimates by 8% for 2026 and 7% for 2027. The key takeaway from management discussions was that chip supply, not power availability, remains the main bottleneck for AI developers, analysts led by Charlie Chan said in a note. TSMC has been in direct communication with global cloud service providers (CSPs), the analysts said, noting that customers remain bullish on AI returns. The company estimates that AI adoption could lift productivity by 1–2%, translating into “additional profits of US$1bn–2bn p.a," the analysts said. Gross margin was the central factor behind the price target increase. TSMC's fourth-quarter gross margin came in at 62.3%, well ahead of both guidance an
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MS
Earnings
- 1/15/26 - Beat
MS
Sec Filings
- 1/16/26 - Form FWP
- 1/16/26 - Form 4
- 1/16/26 - Form 4
- MS's page on the SEC website