Sturdy Analyst Sentiment on Taiwan Semiconductor Manufacturing (TSM) As AI Demand Drives Huge 2026 Capital Spending
Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) is included in our record of the 13 Finest Extraordinarily Worthwhile Shares to Put money into Now.
As of February 2, 2026, Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) maintains bullish analyst sentiment, with a consensus worth goal of $410. This suggests upside potential of 24.03%, after the inventory has already surged 40.54% over the previous six months and over 10% in 2026. Practically all of the analysts preserve a bullish ranking on the inventory.
As an indication of confidence within the firm’s long-term AI-driven demand, Bloomberg reported on January 15, 2026, that Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) plans capital spending of $52–$56 billion in 2026, a rise of no less than 25% in comparison with 2025. The corporate’s U.S.-listed ADRs are anticipated to extend by 5.6% in 2026, with income progress projected to achieve roughly 30%, which beats common analyst expectations.
Amid robust broader analyst sentiment, Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) drew TD Cowen’s consideration on January 16, 2026, when the agency elevated its worth goal to $370 from $325 whereas maintaining a ‘Maintain’ ranking. The replace got here in response to robust manufacturing execution and better-than-expected quarterly outcomes.
Moreover, Morgan Stanley raised its goal by 5% to NT$2,088 on the identical day, pointing to robust gross margins, rising demand for AI, and elevated capital spending for advanced-node enlargement. In the meantime, Barclays raised its goal to $450 with an ‘Obese’ ranking, describing the fourth-quarter outcomes as robust throughout all areas.
Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) manufactures superior built-in circuits and semiconductors for AI, computing, communications, automotive, and shopper electronics worldwide.
Whereas we acknowledge the potential of TSM as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back threat. For those who’re searching for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the perfect short-term AI inventory.
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Disclosure: None.
