Chip equipment stocks soar after TSMC’s bullish forecast

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Go back to Chip equipment stocks soar after TSMC’s bullish forecast

Morgan Stanley says 2026 is setting up for a really good year for this semi stock

January 16, 2026 4:00 PM EST

Morgan Stanley analyst Shane Brett highlighted one semiconductor equipment maker that is setting up for a really good 2026, in a note this week, lifting its price target on the stock to $211 from $158.

The bank cited strength across all end-markets and a continuation of Lam Research's (NASDAQ: LRCX) multi-quarter beat-and-raise pattern.

Morgan Stanley expects a sizable March quarter... More

Taiwan Semi (TSM) PT Raised to $470 at BofA Securities

January 15, 2026 11:40 AM EST

BofA Securities analyst Brad Lin raised the price target on Taiwan Semi (NYSE: TSM) to $470.00 (from $430.00) while maintaining a Buy rating.

The analyst comments "TSMCs technology leadership should sustain, lifting blended wafer pricing by ~30% CAGR from 25-27 (vs. +17% CAGR from 20-25) on the hike... More

Morgan Stanley Upgrades KLA Corporation (KLAC) to Overweight

January 15, 2026 8:57 AM EST

Morgan Stanley analyst Shane Brett upgraded KLA Corporation (NASDAQ: KLAC) from Equalweight to Overweight with a price target of $1,694.00 (from $1,214.00).

The analyst comments "Revise up 26/27 EPS estimates by 7%/14%, upgrade to OW. We model 202627 y/ y revenue growth of 16%/19%, versus the Street at 10%/9%,... More