Taiwan Semiconductor Manufacturing Company Limited (TSM)
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- symbol TSM
- Rev/Share 736.2594
- Book/Share 1049.8297
- PB 10.0497
- Debt/Equity 0.1833
- CurrentRatio 2.618
- ROIC 0.2473
- MktCap 54307435400054.0
- FreeCF/Share 196.6072
- PFCF 53.2535
- PE 31.528
- Debt/Assets 0.1252
- DivYield 0.0073
- ROE 0.3525
- Rating B+
- Score 3
- Recommendation Neutral
- P/E Score 2
- DCF Score 3
- P/B Score 1
- D/E Score 3
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Reiterated | TSM | Needham | -- | Buy | $360 | $410 | Jan. 15, 2026 |
| Reiterated | TSM | Bernstein | -- | Outperform | $290 | $330 | Dec. 8, 2025 |
| Reiterated | TSM | Barclays | -- | Overweight | $275 | $325 | Sept. 16, 2025 |
| Upgrade | TSM | Daiwa Securities | Outperform | Buy | -- | -- | April 15, 2025 |
News
Best Tech Stocks To Buy On The Earnings Week Dip
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive
This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.
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Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
The consensus price target hints at a 25.3% upside potential for TSMC (TSM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
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Taiwan Semiconductor or Broadcom? You Should Only Own One of Them
Published: February 04, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Taiwan Semiconductor (NYSE:TSM ) is the backbone of the entire semiconductor sector, but it has only started trading like it in recent years.
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Best Momentum Stocks to Buy for February 4th
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
TSM, BSRR and PCB made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 4th, 2026.
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First Eagle Global Equity ETF Q4 2025 Portfolio Review
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive
The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding Ltd., Meta Platforms, Inc. Class A, Prosus N.V. Class N and BAE Systems plc.
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Taiwan Semiconductor: Winner Of AI Boom As The Critical Foundry Supplier
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
TSM remains a great Buy despite the outsized rally, driven by the robust AI-related demand, the strong pricing power, and the industry-leading foundry capabilities. The management now projects an excellent +25% revenue growth and mid-to-high 50%s AI-accelerator growth through 2029, underpinned by broad hyperscaler demand. The next gen nodes across N2, N2P, A16 and its derivatives are likely to sustain TSM's robust profitable growth prospects, as some of these platforms hit volume production by H2'26.
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The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
TSMC reported record Q4 revenue of $33.73 billion, up 25.5% year over year and 1.9% sequentially, exceeding the midpoint of guidance by 2.8%. TSMC is witnessing strong demand from smartphone and HPC AI applications and expect a fast ramp in 2026. TSMC's ability to generate exceptionally strong profits showcases that the company is one of the best-managed companies in the world.
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Broadcom and TSMC Emerge as ‘Big Winners' in Custom AI Chip Boom
Published: February 02, 2026 by: 24/7 Wall Street
Sentiment: Positive
Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the AI infrastructure market.
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AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive
AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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Intel vs. TSMC: Can Intel Close the Gap?
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive
Intel ( INTC ) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the headline numbers mask the deeper debate surrounding the stock. Earnings rose 15% year over year and revenue declined 4%, though Q1 remains a seasonally weak period for Intel's businesses.
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INTC Foundry's "Transformation Move" & Following Footsteps of TSM
Published: January 22, 2026 by: Schwab Network
Sentiment: Positive
Stephen Spoko sees a "fantastic" demand cycle for AI demand bolstering Intel (INTC) ahead of earnings. It's the company's customer base that he thinks may open a trap door to selling action.
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TSMC (TSM) Is Up 5.80% in One Week: What You Should Know
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive
Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
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3 International Growth Stocks That Can Compete With U.S. Technology
Published: January 21, 2026 by: 24/7 Wall Street
Sentiment: Positive
Most of the top corporations are located in the United States, but ignoring international growth stocks can minimize your long-term returns.
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AI-Driven Demand Fuels TSM's Growth: Will It Meet 2026 Revenue Target?
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive
TSM's AI chip demand drove 35.9% revenue growth in 2025 and a 30% outlook for 2026 as 3nm and 5nm orders surge and global fabs expand.
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TSM Leads Global AI Optimism, China's Trade Surplus & Europe Seeks Stimulus Boost
Published: January 16, 2026 by: Schwab Network
Sentiment: Positive
@CharlesSchwab's Michelle Gibley talks about the state of global trading. He details surprising growth of China's trade surplus and optimism surrounding Chinese AI innovation.
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Taiwan Semiconductor Analysts Raise Their Forecasts After Q4 Earnings
Published: January 16, 2026 by: Benzinga
Sentiment: Positive
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) on Thursday delivered fourth-quarter results that blew past analyst expectations.
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How TSMC's Earnings Affect The Technology Sector
Published: January 16, 2026 by: Benzinga
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world's largest contract chipmaker, reported a larger than expected quarterly performance this week, with net income rising 35% year-over-year to almost $7 billion and revenues of roughly $18.5 billion, which exceeded analyst expectations by around 5%. The results help emphasize the sustained global demand for advanced semiconductor technology, and more specifically, investments in artificial intelligence.
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TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply
Published: January 16, 2026 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company Limited delivered strong Q4 results, beating estimates and showcasing robust margin execution amid capacity constraints. TSM's 3nm node ramp and high-performance compute demand drive impressive growth, with 2026 guidance for 30% revenue growth and 25% CAGR through 2029. Significant CapEx increase to $52–$56 billion in 2026 targets advanced packaging and capacity bottlenecks, with overseas expansion introducing margin headwinds.
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Taiwan Semiconductor's Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive
TSM beats Q4 estimates as EPS surges 40% Y/Y and revenues jump 25.5%, driven by strong advanced-node demand and margin expansion.
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TSMC Seeks Narrower Tech Gap in US, Taiwan Fabs
Published: January 16, 2026 by: Bloomberg Markets and Finance
Sentiment: Neutral
(Updates video to add Huang's comment that TSMC can consider collaborations on advanced packaging if it makes sense for customers and the wafer business; updates video description with additional comments.) Taiwan Semiconductor Manufacturing Co. Chief Financial Officer Wendell Huang said the company will try to accelerate the transfer of its advanced chipmaking expertise to the US in the future, though it will still develop and maintain its most cutting-edge fabrication techniques at home.
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TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
Published: January 16, 2026 by: Barrons
Sentiment: Positive
Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.
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Strategies for trading in a tough market, 2026 crypto outlook, TSMC beats earnings expectations
Published: January 15, 2026 by: Yahoo Finance
Sentiment: Neutral
Yahoo Finance speaks with market insiders about the top market stories for January 15, 2026. 0:00 Trading amid volatility 8:45 Big bank earnings 17:12 TSMC earnings breakdown 24:33 Crypto's setback and 2026 outlook 29:09 Ford CEO Jim Farley on Formula One and EVs 39:50 Fed Governor William Barr, Fed independence, policy 48:16:Investing in ETFs #youtube #stocks #crypto #federalreserve About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
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TSMC's Strong Earnings Sparked a Tech Stock Rally Thursday. What Does It Mean for the AI Trade?
Published: January 15, 2026 by: Investopedia
Sentiment: Positive
Record earnings from contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSM) sparked big stock gains Thursday, suggesting there's still gas in the tank to fuel the AI rally.
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AI Stocks Gain as TSMC Posts Another Strong Quarter (LRCX, ASML)
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor Manufacturing ( TSM ) reported fourth-quarter earnings this morning, delivering another strong set of results that reinforced the durability of AI-driven semiconductor demand. Revenue came in at $33.73 billion, representing a 25.5% year-over-year increase.
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Nasdaq Index: Tech Stocks Drive US Indices Rally Today on TSM Earnings, Iran Ease
Published: January 15, 2026 by: FXEmpire
Sentiment: Positive
Nasdaq surges toward all-time high as TSM earnings ignite chip stock rally. Trump eases Iran concerns, lifting major uncertainty weighing on US indices.
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Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand
Published: January 15, 2026 by: CNBC
Sentiment: Positive
Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market for the day after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the quarter.
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Chip stocks surge on strong TSMC quarterly report
Published: January 15, 2026 by: Proactive Investors
Sentiment: Positive
Chip stocks climbed today following strong quarterly results from Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), with the company reporting a record 35% profit increase in Q4, driven by robust demand for AI chips. The company also announced plans to invest $56 billion through 2026 to expand AI chip production.
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Taiwan Semi (TSM): 3 Equations to Launch the Stock
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor ( TSM ), aka TSMC, reported another amazing quarter this morning with revenue of $33.73 billion, beating the consensus by over $400 million and representing a 25.5% jump from the year-ago quarter and +1.9% sequentially. As both gross and operating margins increased substantially, the premier foundry for advanced chip nodes (3 and 2 nanometers) delivered stunning profits of $16.3 billion, up 35% year on year, vs the consensus of roughly $15 billion.
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About Taiwan Semiconductor Manufacturing Company Limited (TSM)
- IPO Date 1997-10-09
- Website https://www.tsmc.com
- Industry Semiconductors
- CEO C. C. Wei
- Employees 65152