TSMC (TSM.US) Receives Bullish Forecast from Goldman Sachs Ahead of Earnings: Strong AI Demand Will Support Growth Momentum Through 2027, With Nearly 40% Upside Potential for the Stock Price

智通财经2026/10/06 06:42

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According to Odaily, leading foundry giant TSMC (TSM.US) is scheduled to announce its Q3 2026 results on October 15. In a recent research report, Goldman Sachs noted that TSMC’s strong growth momentum is expected to continue through 2027, while its capital expenditure will gradually increase to support long-term demand. Goldman Sachs reiterated its “Buy” rating on TSMC, raising the target price of TSMC’s Taiwan-listed shares from 3,100 NTD to 3,300 NTD, representing nearly 28% upside from last Friday’s closing price; the target price for TSMC’s US shares was raised to $660, representing nearly 40% upside from last Friday’s closing price.

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According to Golden Ten Data, wafer foundry giant TSMC (TSM.US) will announce its Q3 2026 results on October 15. In a recent research report, Goldman Sachs indicated that TSMC’s robust growth momentum is expected to continue through 2027, with capital expenditures gradually increasing to support long-term demand. Goldman Sachs reiterated its "Buy" rating on TSMC, raising the target price for TSMC's Taiwan-listed shares from NT$3,100 to NT$3,300—representing an upside of nearly 28% from last Friday’s closing price. The target price for TSMC's US shares was also raised to $660, nearly 40% above last Friday's closing price.

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