Susquehanna Maintains a Buy on Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Hottest Mega-Cap Stocks of 2025. On October 9, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) released its September 2025 revenue report. The company reported a 31.4% year-over-year increase in revenue to reach approximately NT$330.98 billion. While the revenue increased year-over-year, it was down 1.4% from August 2025.  ​

Following the report, on October 10, Mehdi Hosseini from Susquehanna reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). The analyst also increased the price target on the stock from $300 to $400, noting he expects the company to beat expectations for the fiscal third quarter of 2025, scheduled to be released on October 16. In addition, Hosseini also believes the company will raise its guidance and expects the company to beat consensus for the FQ4 and FQ1 2026 quarters, driven by seasonal trends. ​

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a technology company that provides integrated circuit manufacturing services, including cutting-edge process technologies and packaging solutions. ​

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Disclosure: None. This article is originally published at Insider Monkey.