Taiwan Semiconductor Manufacturing TSM may share extra commentary on sturdy semiconductor demand and the way a brand new White Home administration may enhance the sector when the corporate stories fourth-quarter monetary outcomes earlier than the market opens Thursday.
Earnings Estimates: Analysts anticipate Taiwan Semiconductor to report fourth-quarter income of $26.28 billion. That’s up from $19.62 billion in final yr’s fourth quarter, in line with knowledge from Benzinga Professional.
The corporate has overwhelmed analyst estimates for income in 4 straight quarters and 5 of the final 10 quarters total.
Analysts anticipate the corporate to report fourth-quarter earnings per share of $2.23, up from $1.44 in final yr’s fourth quarter. The corporate beat analyst earnings per share estimates in 4 straight quarters and 6 of the final 10 quarters total.
Steerage from the corporate offered after Q3 outcomes known as for fourth-quarter income of $26.1 billion to $26.9 billion.
What Analysts Are Saying: Robust demand for modern nodes from the corporate may energy fourth-quarter outcomes and 2025 steerage, Goldman Sachs analyst Bruce Lu just lately stated.
The analyst maintained a Purchase score and raised the value goal from $248 to $254.
Lu sees sturdy momentum in synthetic intelligence serving to to spice up income for Taiwan Semiconductor in 2025.
The analyst additionally sees a extra favorable panorama for Taiwan Semiconductor towards rivals like Samsung Electronics and Intel as these firms transfer to extra superior nodes.
Taiwan Semiconductor may elevate costs and see its gross margins develop in 2025, the analyst added.
Learn Additionally: TSMC Powers Up: December Income Soars Forward Of This autumn Earnings Launch
Key Gadgets to Watch: Analysts and buyers might be waiting for commentary from Taiwan Semiconductor on current stories of elevated export rules to China.
Superior chips, together with these specializing in AI, have been a sizzling subject amongst gadgets which might be banned from being exported to China below the Biden administration.
Trump is ready to take workplace on Monday, a short while after Taiwan Semiconductor’s earnings report is revealed. Analyst questions may heart on the political dialog of the semiconductor sector and what’s forward.
The semiconductor sector noticed a number of shares as prime performers in 2017 — Trump’s first yr within the White Home beforehand. Micron Expertise and Nvidia Company had been among the many 10 best-performing shares in 2017 amongst S&P 500 members.
Buyers and analysts can also be searching for an replace on Taiwan Semiconductor’s U.S. enlargement. The corporate expects its Arizona plant to start manufacturing in 2025.
Value Motion: Taiwan Semiconductor inventory is up 2% to $206.06 on Wednesday versus a 52-week buying and selling vary of $100.000 to $222.20. Taiwan Semiconductor inventory is up 103% during the last yr.
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