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Bank of America Securities has upwardly revised its earnings per share (EPS) projections for TSMC for the fiscal years 2026 and 2027, boosting them by 8% and 9% respectively. This adjustment is grounded in the enhanced pricing outlook, and the firm has reiterated its 'Buy' stance on the stock. Additionally, it has elevated the target price-to-earnings multiple from 21-fold to 22-fold and correspondingly lifted the target price from $290 to $330. The bank anticipates that TSMC's revenue will experience a 24% year-on-year surge in fiscal year 2026, with the revenue share from the 2-nanometer process projected to hit 9%. Should customer demand for mobile phones and high-performance computing (HPC) surpass expectations, there remains significant potential for further revenue growth.
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