Yükleniyor...
How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Evaluated within the last 7 days
One-directional consensus
Stable interest level
Chronological view of analyst recommendations for this asset
Selçuk Gönenşler evaluates Taiwan Semiconductor stock through technical analysis, assessing short- and medium-term price targets.
The speaker examines market leadership in the semiconductor sector and technical correction levels in the stock price.
CNBC TelevisionEvaluates the valuation of Taiwan Semiconductor (TSM) and its growth potential within the semiconductor industry.
Meet KevinThe speaker discusses the US Commerce Department's planned tariff exemptions for chipmakers and the political implications of the company's supply chain investments in the US.
CNBC TelevisionThe speaker interprets Taiwan Semiconductor's January sales data and its impact on AI stock bears.
Yahoo FinanceThe speaker analyzes the stock's valuation and position in the sector despite multiples being above historical averages.
CNBC TelevisionThe speaker examines Taiwan Semiconductor's positive comments and its standing within the broader tech sector, emphasizing the continued importance of this group. The analysis suggests that investors should consider buying dips, particularly at the 50-day moving average, for adding calls or increasing stock positions, while exercising caution if price corrections become extensive.
Yahoo FinanceThe sustainability of growth in AI technology is evaluated through the company's capital expenditure and revenue growth expectations.
Yahoo FinanceThe speaker evaluates that the company has a more reasonable valuation unlike other high-priced stocks in the sector. She expresses that she favors the stock due to its strong position on the hardware side.
CNBC TelevisionThe speaker examines the company's strategic partnership and production capacity in high-tech chip manufacturing.
CNBC TelevisionThe speaker evaluates the company's plans to increase manufacturing capacity in the US, new land acquisitions, and strategic supply chain goals.
CNBC TelevisionThe speaker examines the company's plan to add five new fabs to its Arizona facility within the framework of the new trade deal and its potential impact on production capacity.
CNBC TelevisionHoward Lutnick evaluates the details of the $250 billion trade agreement with Taiwan and TSMC's commitment to expand US manufacturing operations.
CNBC TelevisionThe speaker evaluates the strong financial results reported by Taiwan Semiconductor and the projected 25% growth target through 2030. The analysis highlights how demand for high-tech chips supports the company's long-term outlook.
Meet KevinThe analyst scrutinizes the company's leadership in manufacturing technology, increased capital expenditures, and AI demand.
Yahoo FinanceThe speaker assesses how the company's increasing capital expenditures and strong sales growth expectations confirm the momentum in the artificial intelligence sector.
Yahoo FinanceThe analyst adds the company to portfolio recommendations due to its dominance in the chip industry.
CNBC TelevisionThe speaker evaluates the potential impact of AI chip demand on the company's financials in light of upcoming earnings data.
BloombergHTThe speaker analyzes the company's manufacturing partnerships and expected quarterly performance.
CNBC TelevisionAnalysts evaluate expectations for 30% revenue growth in 2026 driven by AI demand and improving profitability, alongside raised price targets.
Yahoo FinanceSelçuk Gönenşler evaluates Taiwan Semiconductor stock through technical analysis, assessing short- and medium-term price targets.
* Does not constitute investment advice
The speaker examines market leadership in the semiconductor sector and technical correction levels in the stock price.
* Does not constitute investment advice
Evaluates the valuation of Taiwan Semiconductor (TSM) and its growth potential within the semiconductor industry.
* Does not constitute investment advice
The speaker discusses the US Commerce Department's planned tariff exemptions for chipmakers and the political implications of the company's supply chain investments in the US.
* Does not constitute investment advice
The speaker interprets Taiwan Semiconductor's January sales data and its impact on AI stock bears.
* Does not constitute investment advice
The speaker analyzes the stock's valuation and position in the sector despite multiples being above historical averages.
* Does not constitute investment advice
The speaker examines Taiwan Semiconductor's positive comments and its standing within the broader tech sector, emphasizing the continued importance of this group. The analysis suggests that investors should consider buying dips, particularly at the 50-day moving average, for adding calls or increasing stock positions, while exercising caution if price corrections become extensive.
* Does not constitute investment advice
The sustainability of growth in AI technology is evaluated through the company's capital expenditure and revenue growth expectations.
* Does not constitute investment advice
The speaker evaluates that the company has a more reasonable valuation unlike other high-priced stocks in the sector. She expresses that she favors the stock due to its strong position on the hardware side.
* Does not constitute investment advice
The speaker examines the company's strategic partnership and production capacity in high-tech chip manufacturing.
* Does not constitute investment advice
The speaker evaluates the company's plans to increase manufacturing capacity in the US, new land acquisitions, and strategic supply chain goals.
* Does not constitute investment advice
The speaker examines the company's plan to add five new fabs to its Arizona facility within the framework of the new trade deal and its potential impact on production capacity.
* Does not constitute investment advice
Howard Lutnick evaluates the details of the $250 billion trade agreement with Taiwan and TSMC's commitment to expand US manufacturing operations.
* Does not constitute investment advice
The speaker evaluates the strong financial results reported by Taiwan Semiconductor and the projected 25% growth target through 2030. The analysis highlights how demand for high-tech chips supports the company's long-term outlook.
* Does not constitute investment advice
The analyst scrutinizes the company's leadership in manufacturing technology, increased capital expenditures, and AI demand.
* Does not constitute investment advice
The speaker assesses how the company's increasing capital expenditures and strong sales growth expectations confirm the momentum in the artificial intelligence sector.
* Does not constitute investment advice
The analyst adds the company to portfolio recommendations due to its dominance in the chip industry.
* Does not constitute investment advice
The speaker evaluates the potential impact of AI chip demand on the company's financials in light of upcoming earnings data.
* Does not constitute investment advice
The speaker analyzes the company's manufacturing partnerships and expected quarterly performance.
* Does not constitute investment advice
Analysts evaluate expectations for 30% revenue growth in 2026 driven by AI demand and improving profitability, alongside raised price targets.
* Does not constitute investment advice