10 AI Stocks on Wall Street’s Radar

2. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Number of Hedge Fund Holders: 187

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 AI Stocks on Wall Street’s Radar. On September 4, Bernstein SocGen Group analyst Mark Li raised the price target on the stock to $290.00 (from $249.00) while maintaining an Outperform rating. The firm cited a better artificial intelligence outlook behind the rating affirmation.

According to the firm, strong AI demand, coupled with improving non-artificial segments, will lead to 33% revenue growth for the year. Export data confirms that there is a rapid ramp in the near term, whole CSPs signals reflect strong AI demand growth for the next year.

Meanwhile, non-AI demand is showing early signs of mild recovery and there is additional support coming from demand pulled forward to avoid tariffs.

” We assume conservative seasonality for 4Q25 but still find TSMC’s 2025 full-year US $ revenue to rise by 33%, above the guidance of 30%. With 23% earnings CAGR & the same 19x target forward P/E, we raise price target to NT$1,444 & maintain Outperform.”

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures and sells advanced chips used in artificial intelligence applications.