Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?

Impact · against what's priced in

TSMC's updated guidance and record profits provide no new catalyst as the market continues to discount growth above 19% and margins above 60%. The reinforced headwinds from 2nm ramp costs and overseas fab drags confirm the current price's reluctance to award a premium for margin expansion.

TSM+0.00: Already priced in
The price assumes: Near-term AI demand through 2026, as evidenced by the 36% recent revenue growth and strong quarterly results.

Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?

What matters in this story

Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It's Going to Double

Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?

What matters in this story

Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It's Going to Double

How each ticker is affected

Track these names every morning.

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Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?

What matters in this story

Next reads from the same story arc

Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It's Going to Double

Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?

What matters in this story

Next reads from the same story arc

Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It's Going to Double

How each ticker is affected

Track these names every morning.

Sandisk: The Earnings Boom Is Only Half The Story

PACS Group, Inc. (PACS) Surges 6.2%: Is This an Indication of Further Gains?

Waste Connections (WCN) Moves 5.5% Higher: Will This Strength Last?

Wall Street Agrees on Amazon and Can't Agree on Tesla. The Targets Show Why