TENET(@TENETTRADEGROUP):$TSM Analyst Insights Stifel reiterates a Buy rating on TSM with a $515 PT, implying ~12.4% upside from current levels. The view highlights stronger-than-expected Q3 revenue and potential Q4 guidance upside, supported by sustained AI and semiconductor demand. YTD growth is already ahead of the company’s full-year framework, while margin performance remains the key debate heading into the October 15 call. 🔹 Follow @tenet_research for more analyst insights on other tickers.

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参加 July 2023

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TENET@TENETTRADEGROUP

2026.10.11 01:30

$TSM Analyst Insights Stifel reiterates a Buy rating on TSM with a $515 PT, implying ~12.4% upside from current levels. The view highlights stronger-than-expected Q3 revenue and potential Q4 guidance upside, supported by sustained AI and semiconductor demand. YTD growth is already ahead of the company’s full-year framework, while margin performance remains the key debate heading into the October 15 call. 🔹 Follow @tenet_research for more analyst insights on other tickers.