Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shares are trading higher Monday, and the company's market capitalization reached the $1 trillion mark.
What To Know:
Taiwan Semiconductor shares have gained nearly 80% year-to-date, and several analysts have raised their price targets on the stock ahead of the company's second-quarter earnings report.
Morgan Stanley upped its price target on TSMC's stock by roughly 9% over the weekend and predicted the company will raise its full-year sales forecast in its upcoming earnings announcement, Bloomberg reported.
"TSMC's 'hunger marketing' strategy appears to be effective," Morgan Stanley analyst Charlie Chan noted. The note also highlighted TSMC is conveying a message that leading-edge foundry supply could be tight in 2025, and customers may not get sufficient capacity allocation without recognizing TSMC's value. The brokerage anticipates TSMC to increase wafer prices due to its robust bargaining power and AI moat.
Reports indicate Taiwan Semiconductor's capital spending will rise between $32 billion and $36 billion in 2025, backed by demand for AI.
According to data from Benzinga Pro, TSMC shares are trading above the stock's 50-day moving average of $158.00 and marked a new 52-week high of $192.80 on Monday.
Is TSM A Good Stock To Buy?
When deciding whether to buy a stock, there are some key fundamentals investors may want to consider. One of these factors is revenue growth. Buying a stock is essentially a bet that the business will continue to grow and generate profits in the future.
Taiwan Semiconductor has reported average annual revenue growth of 18.05% over the past 5 years.
It's also important to pay attention to valuation when deciding whether to buy a stock. Taiwan Semiconductor has a forward P/E ratio of 29.76. This means investors are paying $29.76 for each dollar of expected earnings in the future. The average forward P/E ratio of Taiwan Semiconductor's peers is 39.92.
Other important metrics to look at include a company's profitability, balance sheet, performance relative to a benchmark index and valuation compared to peers. For in-depth analysis tools and important financial data, check out Benzinga PRO.
TSM Price Action: According to Benzinga Pro, Taiwan Semiconductor Manufacturing shares are up 0.82% at $185.50 at the time of publication Monday.
台积电(纽约证券交易所代码:TSM)股价周一上涨,该公司的市值达到1万亿美元大关。
要知道什么:
台积电股价今年迄今已上涨近80%,在该公司发布第二季度财报之前,几位分析师已经提高了该股的目标股价。
彭博社报道,摩根士丹利周末将台积电股票的目标股价上调了约9%,并预测该公司将在即将发布的财报中提高其全年销售预期。
摩根士丹利分析师查理·陈指出:“台积电的'饥饿营销'策略似乎是有效的。”该报告还强调了台积电传达的信息是,2025年前沿的代工供应可能会紧张,如果不认识台积电的价值,客户可能无法获得足够的产能分配。该经纪公司预计,由于其强大的议价能力和人工智能护城河,台积电将提高硅片价格。
报告显示,在人工智能需求的支持下,到2025年,台积电的资本支出将增加320亿至360亿美元。
根据Benzinga Pro的数据,台积电股票的交易价格高于该股的50天移动平均线158.00美元,周一创下了52周新高192.80美元。
tSm 是一只值得买入的好股票吗?
在决定是否买入股票时,投资者可能需要考虑一些关键基本面。其中一个因素是收入增长。购买股票本质上是押注该业务将在未来继续增长并产生利润。
台积电报告称,在过去的5年中,平均年收入增长18.05%。
在决定是否购买股票时,注意估值也很重要。台积电的远期市盈率为29.76。这意味着投资者为未来每1美元的预期收益支付29.76美元。台积电同行的平均远期市盈率为39.92。
其他需要考虑的重要指标包括公司的盈利能力、资产负债表、相对于基准指数的表现以及与同行相比的估值。如需深入的分析工具和重要的财务数据,请查看 Benzinga PRO。
tSM价格走势:根据Benzinga Pro的数据,在周一发布时,台积电的股价上涨0.82%,至185.50美元。