TSMC Stock Rises 54% in 2025, Achieves Record Quarterly Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7h ago
0mins
Source: Fool
- Stock Performance: TSMC's stock rose 54% in 2025, reflecting market confidence in its future growth, although the stock did not immediately increase after the first-quarter earnings report, indicating a disconnect between short-term stock price and performance.
- Revenue Growth: In the first three quarters of 2025, TSMC reported significant year-over-year growth in revenue, net income, and earnings per share, despite a decline in stock price following the second and third-quarter earnings, suggesting market caution regarding its long-term outlook.
- Market Demand: The rapid growth in semiconductor demand driven by artificial intelligence technology has significantly benefited TSMC, reinforcing its leadership position in the global semiconductor market as a key supplier.
- Investment Advice: Analysts suggest that investing in TSMC should focus on long-term growth rather than short-term earnings performance, advising investors to consider potential growth over the next five to ten years rather than making decisions based solely on upcoming earnings reports.
Analyst Views on TSM
Wall Street analysts forecast TSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 348.25 USD with a low forecast of 290.00 USD and a high forecast of 400.00 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.
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 318.010
Low
290.00
Averages
348.25
High
400.00
Current: 318.010
Low
290.00
Averages
348.25
High
400.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.
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.
