NASDAQ:ASML vs TSMC NYSE:TSM Stock Analysis – AI Growth & $1,100 Target
Valuation and Price Targets
TSM trades at $258.55 with a forward P/E of 22.8, expected to contract to 18.4 by FY2027 as EPS grows. Its market cap now stands at $1.34 trillion. Analyst targets range between $210 on the low end and $306 on the high, with the average at $274.16. With 61% YoY stock gains, momentum aligns with earnings acceleration.
ASML trades near $805 with a €321 billion market cap, forward P/E at 26.1, down from a five-year average of 38.5. Analysts set targets between $600 and $977, with an average of $840.80. Wells Fargo projects $890, while JP Morgan sets the high watermark at $1,100. Despite a YTD gain of 16.3%, the stock lags TSM’s performance. However, its…
