TSMCTSM
TSM
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
246% more first-time investments, than exits
New positions opened: 398 | Existing positions closed: 115
20% more funds holding in top 10
Funds holding in top 10: 205 [Q3] → 245 (+40) [Q4]
15% more repeat investments, than reductions
Existing positions increased: 927 | Existing positions reduced: 803
13% more capital invested
Capital invested by funds: $147B [Q3] → $166B (+$18.7B) [Q4]
11% more funds holding
Funds holding: 2,155 [Q3] → 2,394 (+239) [Q4]
0.07% less ownership
Funds ownership: 3.28% [Q3] → 3.21% (-0.07%) [Q4]
35% less call options, than puts
Call options by funds: $11.3B | Put options by funds: $17.5B
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$225
36%
upside
Avg. target
$240
45%
upside
High target
$255
54%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Needham Charles Shi 14% 1-year accuracy 11 / 78 met price target | 36%upside $225 | Buy Reiterated | 18 Feb 2025 |
Barclays Simon Coles 50% 1-year accuracy 4 / 8 met price target | 54%upside $255 | Overweight Maintained | 17 Jan 2025 |
Financial journalist opinion
Based on 139 articles about TSM published over the past 30 days
Positive
The Motley Fool
1 day ago
3 Unstoppable Stocks That Are Too Cheap to Ignore Right Now
The stock market is full of expensive and cheap stocks, but the hard part is determining which are still worth buying at their current price tag. "Cheap" and "expensive" in this context do not refer to the price per share but rather to the company's valuation.
Positive
Seeking Alpha
1 day ago
Investing In U.S. Based Semiconductor Fabs
Tariffs on semiconductors change the landscape and business models of IC vendors. Companies with US fabs may have a potential advantage over the near term. Intel. Micron, and Texas Instruments are the most notable examples, but a variety of companies have US fabs – and more are coming.
Neutral
The Motley Fool
2 days ago
3 AI Giants Well-Positioned to Bounce Back Stronger After The Nasdaq Correction
After many artificial intelligence (AI) companies recently led the Nasdaq Composite (^IXIC -2.70%) into correction territory, it's time to start thinking about what will happen next. Many are worried that an economic slowdown triggered by unknowns around tariffs could slow AI investments and hurt many of these companies.
Negative
Invezz
2 days ago
TSMC stock under pressure from tariff concerns, but analysts stay bullish
Taiwan Semiconductor Manufacturing Co. (TSMC) has faced a difficult year, with its stock declining 15% amid growing concerns over potential US tariffs on semiconductor imports and its substantial investment in the United States.
Neutral
Market Watch
2 days ago
TSMC Stock Is Tanking. JPMorgan Syas It Can Still Be a Trump Tariff Winner.
Taiwan Semiconductor Manufacturing stock has suffered this year amid worries about potential tariffs on semiconductors and its hefty investment in the U.S.
Positive
Market Watch
2 days ago
TSMC Stock Is a Winner Amid Trump Tariff Threats. What It Means for Intel Shares.
Taiwan Semiconductor Manufacturing stock has suffered this year amid worries about potential tariffs on semiconductors and its hefty investment in the U.S.
Positive
The Motley Fool
3 days ago
3 Cheap Tech Stocks to Buy Right Now
While the broader stock market has bounced back somewhat following its recent sell-off, many tech stocks are still well off their highs and trading at cheap valuations. Let's look at three cheap tech stocks you can buy right now.
Negative
The Motley Fool
4 days ago
Why AI-Focused Semiconductor Leaders Taiwan Semiconductor Manufacturing, Broadcom, and Marvell Technology Plunged Today
Shares of most artificial intelligence (AI)-related semiconductor stocks, including Taiwan Semiconductor Manufacturing (TSM -4.86%), Broadcom (AVGO -4.77%), and Marvell Technology (MRVL -7.55%), were falling hard on Wednesday, down 4.5%, 4.3%, and 6.6%, respectively, as of 12:49 p.m. ET.
Neutral
24/7 Wall Street
5 days ago
Taiwan Semiconductor (TSM) Price Prediction and Forecast (March 2025)
Due to efforts to bolster U.S. domestic chip production and reduce reliance on overseas supply chains, Taiwan Semiconductor Manufacturing Co.
Positive
Seeking Alpha
5 days ago
TSMC: 2nm Is On Track For Mass Production
Upgrading TSMC to 'Strong Buy' with a fair value of USD$246 per share due to its leading 2nm technology and market recovery potential. TSMC's 2nm production yields reached 60%, with Apple likely to be the first customer, maintaining a first-move advantage over Intel. TSMC's AI business is expected to grow by 100% year-over-year, contributing significantly to its revenue growth in FY25.
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