TSMC Stock Up 72% Since Start of 2025, Outlook Bright for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Yahoo Finance
- Market Share Leadership: TSMC achieved a 72% market share in 2025, solidifying its position as the largest contract semiconductor manufacturer globally, which attracted major clients like Nvidia and Broadcom, thereby enhancing its investment capacity and competitive edge.
- Strong Financial Performance: The stock price of TSMC has surged 72% since the beginning of 2025, and the stellar Q1 2026 earnings report indicates management's expectation of raising the five-year compound annual growth rate outlook from 20% to 25%, showcasing sustained growth potential.
- Increased Capital Expenditure: Management anticipates capital expenditures for 2026 to range between $52 billion and $56 billion, reflecting a 32% increase at the midpoint, which will drive accelerated revenue growth while maintaining high gross margins and improving operating margins.
- Optimized Pricing Strategy: TSMC plans annual price hikes for chips that account for about 75% of its revenue through 2029, leveraging strong pricing power and high demand for AI chips to further enhance profitability and market position.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 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.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
Nvidia Stock Soars 1,330% Over Five Years Amid AI Boom
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- Future Growth Potential: Nvidia's revenue and earnings per share are projected to grow at compound annual rates of 46.8% and 48.3%, respectively, between fiscal 2025 and fiscal 2028, attracting investors seeking significant upside potential and further solidifying its market position.
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Baseten's Funding Surge Signals Potential IPO
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