TSM
Q4 2026 EPS Estimate
$4.45
Oct 15, 2026
Revenue Estimate
$45.05B
FY2026E EPS$532.66
FY2027E EPS$694.73

Analyst Sentiment

Wall St. Consensus
Buy
22 analysts·High coverage
69
Score
17 Buy (77%)5 Hold (23%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
1777%
Hold
523%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$500.00
+17.3%
Consensus
$577.00
+35.3%
Bull
$700.00
+64.2%
12-Month Target Range22 analysts
$500.00$577.00$700.00
Current $426.35Consensus
Current Price
$426.35
Upside to Consensus
$150.65

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+34.03%
EPS+30.42%
FY2028
Rev+25.42%
EPS+25.79%
FY2029
Rev+28.58%
EPS+25.91%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029E
Revenue Avg$5.39T$7.23T$9.06T$11.65T
Low$5.03T$6.56T$7.87T$10.12T
High$5.64T$7.91T$9.91T$12.74T
EBITDA Avg$3.77T$5.05T$6.34T$8.15T
Low$3.52T$4.59T$5.51T$7.08T
High$3.94T$5.53T$6.93T$8.91T
EBIT Avg$2.57T$3.44T$4.32T$5.55T
Low$2.40T$3.13T$3.75T$4.82T
High$2.69T$3.77T$4.72T$6.07T
Net Income Avg$2.76T$3.60T$4.53T$5.71T
Low$2.20T$2.89T$3.76T$4.73T
High$2.92T$4.11T$5.08T$6.40T
EPS Avg$532.66$694.73$873.92$1100.32
Low$423.54$557.32$724.85$912.63
High$562.78$792.78$980.24$1234.18
Analysts (Rev / EPS)21 / 1022 / 1010 / 514 / 4
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$1.44T$1.58T$1.60T$1.74T$1.90T$1.99T$2.07T$2.26T
Low$1.42T$1.40T$1.50T$1.63T$1.78T$1.87T$1.94T$2.11T
High$1.46T$1.69T$1.67T$1.81T$1.98T$2.08T$2.16T$2.35T
EBITDA Avg$1.01T$1.10T$1.12T$1.22T$1.33T$1.39T$1.45T$1.58T
Low$993.27B$980.87B$1.05T$1.14T$1.24T$1.31T$1.36T$1.48T
High$1.02T$1.18T$1.17T$1.27T$1.38T$1.45T$1.51T$1.64T
EBIT Avg$687.08B$751.23B$761.65B$828.54B$904.91B$949.85B$985.86B$1.08T
Low$676.52B$668.07B$713.29B$775.94B$847.46B$889.55B$923.26B$1.01T
High$696.88B$806.25B$793.58B$863.28B$942.85B$989.68B$1.03T$1.12T
Net Income Avg$725.74B$791.76B$805.85B$875.27B$972.38B$1.02T$1.05T$1.14T
Low$691.49B$720.09B$739.34B$803.02B$892.12B$936.66B$967.25B$1.04T
High$766.51B$841.24B$849.77B$922.97B$1.03T$1.08T$1.11T$1.20T
EPS Avg$139.93$152.66$155.38$168.76$187.49$196.85$203.28$219.07
Low$133.33$138.84$142.55$154.83$172.01$180.60$186.50$200.99
High$147.79$162.20$163.85$177.96$197.70$207.58$214.36$231.01
Analysts (Rev / EPS)14 / 614 / 69 / 27 / 27 / 213 / 212 / 56 / 5

Earnings Surprises

Recent Analyst Actions

Aug 11, 2026Bernstein
Taiwan Semi (TSM) PT Raised to $554; Bernstein SocGen: 'Recent pullback presents a good entry point'
Target:$554.00
+30.8%from $423.67
Jul 27, 2026Needham
TSMC price target raised to $530 from $480 at Needham
Target:$530.00
+31.4%from $403.41
Jul 17, 2026D.A. Davidson
TSMC price target raised to $500 from $450 at DA Davidson
Target:$500.00
+22.0%from $409.74
Jul 17, 2026Barclays
TSMC price target raised to $650 from $625 at Barclays
Target:$650.00
+58.6%from $409.74
Jul 16, 2026Susquehanna
TSMC price target raised to $600 from $575 at Susquehanna
Target:$600.00
+43.0%from $419.48
Jun 29, 2026Barclays
Taiwan Semi (TSM) PT Raised to $625 at Barclays
Target:$625.00
+44.6%from $432.35
Jun 22, 2026Susquehanna
TSMC price target raised to $575 from $500 at Susquehanna
Target:$575.00
+22.6%from $468.86
Jun 16, 2026Jefferies
Taiwan Semi (TSM) PT Raised to $700 at Aletheia Capital, 'likely to top its 2Q26E revenue guidance and beat on margins'
Target:$700.00
+58.6%from $441.40
Apr 16, 2026Needham
TSMC price target raised to $480 from $410 at Needham
Target:$480.00
+30.4%from $368.13
Feb 12, 2026D.A. Davidson
TSMC initiated with a Buy at DA Davidson
Target:$450.00
+22.2%from $368.10
Jan 16, 2026Barclays
TSMC price target raised to $450 from $380 at Barclays
Target:$450.00
+31.7%from $341.64
Jan 15, 2026Needham
TSMC price target raised to $410 from $360 at Needham
Target:$410.00
+17.4%from $349.35
Dec 7, 2025UBS
TSMC price target raised to $330 from $290 at Bernstein
Target:$330.00
+12.0%from $294.72
Oct 17, 2025Barclays
TSMC price target raised to $355 from $330 at Barclays
Target:$355.00
+18.4%from $299.84
Oct 16, 2025Needham
TSMC price target raised to $360 from $270 at Needham
Target:$360.00
+18.7%from $303.26
Oct 10, 2025Susquehanna
TSMC price target raised to $400 from $300 at Susquehanna
Target:$400.00
+33.4%from $299.88
Oct 9, 2025Barclays
TSMC price target raised to $330 from $325 at Barclays
Target:$330.00
+8.4%from $304.52
Sep 16, 2025Barclays
TSMC price target raised to $325 from $275 at Barclays
Target:$325.00
+24.0%from $262.06
Jul 14, 2025Susquehanna
TSMC price target raised to $265 from $255 at Susquehanna
Target:$265.00
+15.9%from $228.67
Apr 21, 2025Barclays
TSMC price target lowered to $215 from $255 at Barclays
Target:$215.00
+45.4%from $147.86
Jul 19, 2024Needham
Taiwan Semiconductor Sees Boost from 3nm and 5nm Nodes, Analyst Highlights Q3 Outlook
Target:$210.00
+26.7%from $165.77
Jun 20, 2024Bernstein
TSMC price target raised to $200 from $150 at Bernstein
Target:$200.00
+11.3%from $179.69
Jun 17, 2024Susquehanna
TSMC price target raised to $200 from $180 at Susquehanna
Target:$200.00
+15.9%from $172.51
Apr 10, 2024Needham
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) PT Raised to $168 at Needham
Target:$168.00
+15.5%from $145.40
Apr 2, 2024Susquehanna
TSMC price target raised to $180 from $160 at Susquehanna
Target:$180.00
+27.2%from $141.49
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.