BofA cuts TSMC stock target on increased tariffs-driven uncertainty [Yahoo! Finance]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Yahoo! Finance
In a note to clients, BofA said it reduced its 2026 and 2027 earnings estimates for TSMC by 4.8% and 5.2%, respectively. “Accordingly, we cut our PO to NT$1,250/US$220 (from NT$1,300/US$240),” analysts wrote, attributing the revision to “increased demand uncertainties caused by tariffs.” Despite the cut, BofA believes the stock's recent correction has already priced in much of the downside. “TSMC's valuation is now near trough vs. its historical 11-29x P/E range,” the firm said, adding that the company's clarification around technology transfer concerns had helped ease investor fears. “TSMC clarifies it is not currently engaged with any JV or tech transfer/licensing/sharing discussions,” the bank added. TSMC continues to forecast strong growth, supported by demand for artificial intelligence. “TSMC continues to guide for mid-20% revenue growth in USD terms in 2025, on strong AI momentum,” BofA noted. While demand is expected to normalize in 2026, the 2024–2029 compound
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TSM
News
- Better Artificial Intelligence Stock: ASML vs. Taiwan Semiconductor [Yahoo! Finance]Yahoo! Finance
- TSMC: Why 2026 Will Be Even Bigger [Seeking Alpha]Seeking Alpha
- Strong Demand Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3 [Yahoo! Finance]Yahoo! Finance
- 1 Reason I Am Buying Taiwan Semiconductor Stock to Hold Forever [Yahoo! Finance]Yahoo! Finance
- The New Year Could Bring Massive Upside for These Semiconductor Stocks [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 12/23/25 - Form 6-K
- 12/19/25 - Form 6-K
- 12/10/25 - Form 6-K
- TSM's page on the SEC website