Wall Street Advises Investment in Palantir Shares While Recommending Selling Taiwan Semiconductor Stock
Investors are keeping a close eye on the latest analyst forecasts for two tech giants, Palantir Technologies and Taiwan Semiconductor Manufacturing Company (TSMC).
Palantir Technologies
Analysts' expectations for Palantir Technologies show a mixed but generally growth-oriented outlook. The median one-year price target from Wall Street analysts is about £152.12, with revenue projected to surpass £8 billion and net income over £2 billion, along with an EPS of £1.27 and free cash flow near £6 billion by 2030 [1].
However, price targets through 2030 range from £120 in 2025 to £192 by 2030, indicating moderate upside potential over the longer term but with near-term expected declines from current prices (around £177) [1]. Another forecast gives a broad range for 2025, with monthly average prices around £34 to £62, showing uncertainty and variability in expected prices during 2025 [2].
According to a MarketBeat consensus of 23 analysts, the average 12-month price forecast is roughly £136.61, with a high of £200 and a low of £45, implying a consensus downside of about 22.9% from the current price of £177.17 [3].
Recent Q2 2025 results have been very strong, with revenue growth of 48% year-over-year, notably 68% growth in US revenue. Palantir raised its guidance for Q3 2025 to 50% YoY growth and increased its full-year 2025 growth guidance to 45%, also boosting profitability and free cash flow estimates. This earnings beat has prompted upgrades in price targets by some analysts [4].
Palantir's software helps government agencies and enterprises collect and analyse massive data sets using machine learning algorithms. The company's Artificial Intelligence Platform (AIP) allows for natural language interaction and data agent creation. In the first quarter, Palantir closed 139 deals worth more than £1 million, leading to an increased revenue and operating profits outlook for the full year [5].
Taiwan Semiconductor Manufacturing Company (TSMC)
Regarding TSMC, analyst price targets and growth forecasts could not be found in the provided search results. However, it is worth noting that TSMC's stock trades for just 24 times forward earnings expectations, despite a strong increase in stock price based on its terrific operating results [6].
TSMC commands about two-thirds of all spending on chip manufacturing and its share continues to grow. The company's ability to maintain and grow its market share is due to its leading technology, which attracts the biggest customers designing the most advanced chips [7]. TSMC's next-generation technology, its 2-nanometer node, is expected to fetch premium prices relative to its current 3-nanometer node.
TSMC's order volume of its most advanced nodes has led to higher gross margins, which came in at 58.6% last quarter [8]. The company's stock price has risen by 67% since its April low. All but two Wall Street analysts give TSMC a buy or equivalent rating [9].
In summary, analysts expect Palantir to continue strong revenue and profit growth in the short to medium term, with price targets varying widely but generally below or near current market prices, reflecting some uncertainty. TSMC forecasts are not available from the current search results.
References:
- Yahoo Finance
- Seeking Alpha
- MarketBeat
- CNBC
- BusinessWire
- Barron's
- Bloomberg
- Reuters
- Fool.com
Investors are considering the diverse outlook for Palantir Technologies, with median price targets approaching £152.12 and revenue projections exceeding £8 billion by 2030, while acknowledging potential declines in the near term. On the other hand, the finance industry appears to have limited information on the analyst price targets and growth forecasts for Taiwan Semiconductor Manufacturing Company (TSMC), despite its strong market position and increasing stock price.
