Bernstein Reiterates Outperform on TSM as Revenue Tracks Ahead of Guidance

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bernstein SocGen Group reiterated its “Outperform” rating on the stock with a 330.00pricetarget.ThefirmispositiveonTaiwanSemi,withanalystnoting4Q25revenuetrackingaheadofguidanceandconsensus.Bernsteinsanalysisrevealsthat4Q25salesaretrackingaheadofconsensusandguidance.ThecompanysrevenueforNovembercameinatNT330.00 price target. The firm is positive on Taiwan Semi, with analyst noting 4Q25 revenue tracking ahead of guidance and consensus. Bernstein’s analysis reveals that 4Q25 sales are tracking ahead of consensus and guidance. The company’s revenue for November came in at NT343.61 billion ($11 billi ...