analyst ratings for asml and tsmc: what investors need to know now

2025-07-01 asml

Amsterdam, Tuesday, 1 July 2025.
analyst ratings and earnings estimates for asml holding n.v. (asml) and taiwan semiconductor manufacturing company limited (tsm) are out. asml’s eps has grown by 20% per year over the last three years. ebit margins are up from 32% to 34%. asml’s market capitalization is €264 billion, with insiders holding shares valued at €61 million. taiwan semiconductor manufacturing company limited saw target prices as high as $1288(usd) per share.

asml’s market position

ASML Holding’s strong earnings per share growth and rising EBIT margins signal robust financial health [1]. The company’s market capitalization stands at €264 billion, indicating significant investor confidence [1]. Furthermore, insiders hold shares valued at €61 million, aligning their interests with those of other shareholders [1]. ASML’s technological leadership in the semiconductor industry, particularly in lithography systems, underpins its market position [GPT]. Continued advancements and dominance in this niche contribute to the company’s strong order book and overall financial stability [GPT].

tsmc’s analyst ratings

Recent analysis shows foreign investment firms are actively re-evaluating TSMC’s target stock price, reversing a downward trend observed in April [4]. Goldman Sachs and Citigroup Global Securities have adjusted their price targets upwards, with Citigroup setting a target of $1,280, closely approaching Morgan Stanley’s high of $1,288 [3][4]. This bullish sentiment anticipates TSMC’s upcoming legal briefing, suggesting a positive outlook [3][4]. These revised expectations reflect confidence in TSMC’s advanced manufacturing processes and its capacity to meet growing demands [4].

tsmc’s revenue forecasts

TSMC’s cumulative revenue for the first five months of the year has increased by 43% year-over-year [4]. Citigroup Global Securities anticipates that TSMC will likely surpass its previous forecast of a 25% annual increase in dollar-denominated revenue, even if the second half of the year sees moderate growth [4]. Morgan Stanley analysts predict that TSMC may raise its full-year revenue forecast to between 27% and 29% during its upcoming July 17 briefing [4]. This positive revision is based on strong demand for advanced processes and CoWoS packaging [4].

advanced technology impact

TSMC’s 3-nanometer production capacity is experiencing increased utilization, while its 2-nanometer capacity is on track for completion by the end of the year and commercial operation in the following year [4]. Citigroup anticipates that 2-nanometer processes will be adopted by smartphone clients next year, and AI clients will upgrade to 3-nanometer processes [4]. These advancements are expected to contribute over 40% of TSMC’s revenue [4]. TSMC is also increasing its CoWoS advanced packaging technology capacity to meet very strong demand [5][6].

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