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.
台積電(紐約證券交易所代碼:TSM)股價週一上漲,該公司的市值達到1萬億美元大關。
要知道什麼:
台積電股價今年迄今已上漲近80%,在該公司發佈第二季度業績之前,幾位分析師已經提高了該股的目標股價。
彭博社報道,摩根士丹利週末將台積電股票的目標股價上調了約9%,並預測該公司將在即將發佈的業績中提高其全年銷售預期。
摩根士丹利分析師查理·陳指出:“台積電的'飢餓營銷'策略似乎是有效的。”該報告還強調了台積電傳達的信息是,2025年前沿的代工供應可能會緊張,如果不認識台積電的價值,客戶可能無法獲得足夠的產能分配。該經紀公司預計,由於其強大的議價能力和人工智能護城河,台積電將提高硅片價格。
報告顯示,在人工智能需求的支持下,到2025年,台積電的資本支出將增加320億至360億美元。
根據Benzinga Pro的數據,台積電股票的交易價格高於該股的50天移動平均線158.00美元,週一創下了52周新高192.80美元。
tSm 是一隻值得買入的好股票嗎?
在決定是否買入股票時,投資者可能需要考慮一些關鍵基本面。其中一個因素是收入增長。購買股票本質上是押注該業務將在未來繼續增長併產生利潤。
台積電報告稱,在過去的5年中,平均年收入增長18.05%。
在決定是否購買股票時,注意估值也很重要。台積電的遠期市盈率爲29.76。這意味着投資者爲未來每1美元的預期收益支付29.76美元。台積電同行的平均遠期市盈率爲39.92。
其他需要考慮的重要指標包括公司的盈利能力、資產負債表、相對於基準指數的表現以及與同行相比的估值。如需深入的分析工具和重要的財務數據,請查看 Benzinga PRO。
tSM價格走勢:根據Benzinga Pro的數據,在週一發佈時,台積電的股價上漲0.82%,至185.50美元。