TSMC Forecasts $19.07 EPS in 2026, Anticipating 35% Growth
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
- Semiconductor Growth: The semiconductor industry is projected to grow by 25% by 2026, nearing $1 trillion, which will boost TSMC's market share from 66% to 72%, further solidifying its leadership position in the industry.
- Profitability Increase: TSMC is expected to achieve an EPS of $10.46 in 2025, reflecting a 49% year-over-year growth, with continued growth rates exceeding 20% anticipated for 2026 and 2027, indicating strong profit growth potential.
- Market Reaction Expectations: Should TSMC achieve a 35% earnings growth in 2026 and 2027, its EPS could soar to $19.07, potentially leading the market to assign a higher earnings multiple, which could double its stock price and attract more investor interest.
- Micron Technology Outlook: Micron Technology is forecasted to see a staggering 291% increase in EPS to $32.43 for the fiscal year 2025, driven by a significant supply-demand imbalance in the memory market, with DRAM prices expected to rise by 50% to 55% this quarter, enhancing its market competitiveness.
Analyst Views on MU
Wall Street analysts forecast MU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MU is 228.21 USD with a low forecast of 170.00 USD and a high forecast of 325.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
29 Analyst Rating
26 Buy
3 Hold
0 Sell
Strong Buy
Current: 336.630
Low
170.00
Averages
228.21
High
325.00
Current: 336.630
Low
170.00
Averages
228.21
High
325.00
About MU
Micron Technology, Inc. provides memory and storage solutions. The Company delivers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company's products enable advancing in artificial intelligence (AI) and compute-intensive applications. Its segments include Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU) and Automotive and Embedded Business Unit (AEBU). CMBU is focused on memory solutions for large hyperscale cloud customers, and high bandwidth memory (HBM) for all data center customers. CDBU is focused on memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. MCBU is focused on memory and storage solutions for mobile and client segments. AEBU is focused on memory and storage solutions for the automotive, industrial, and consumer segments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
