TSMC's Financial Performance: TSMC reported a 20.5% increase in revenue for Q4, reaching NT$1.046 trillion ($33.7 billion), with profits surging 35% to NT$505.74 billion, exceeding analyst expectations.
Growth Forecasts: The company anticipates a 40% year-over-year revenue surge in Q1 and plans to increase its capital expenditure by 37% to $56 billion for 2026, driven by strong demand for AI chips and manufacturing services.
Market Sentiment: Retail investors have shifted their sentiment towards TSMC, now viewing it as "extremely bullish," while Nvidia's sentiment remains unchanged at "bullish."
Trade Deal Implications: Upcoming trade deals between the U.S. and Taiwan may lower export duties and secure commitments from TSMC to expand its U.S. chip-making operations, particularly in Arizona.
Wall Street analysts forecast SPY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPY is USD with a low forecast of USD and a high forecast of 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.
0 Analyst Rating
Wall Street analysts forecast SPY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPY is USD with a low forecast of USD and a high forecast of 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.
0 Buy
0 Hold
0 Sell
Current: 685.400
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Current: 685.400
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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.
