Taiwan Semiconductor Manufacturing Company LimitedTSMNYSE
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Analyst Sentiment

Analysts lean bullish — 79% recommend buying.

Consensus Rating
Buy
19 analysts·Moderate coverage
79%
Rating Distribution
Strong Buy
00%
Buy
1579%
Hold
421%
Sell
00%
Strong Sell
00%

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

Price Target Expectations

Analysts see modest upside — consensus target 9% higher.

Bear Case
$330.00
-3%
Consensus
$373.75
+9%
Bull Case
$410.00
+20%
Price Range19 analysts
Low
Consensus
High
$330.00
$410.00
Current Target
Current Price
$341.64
Upside to Target
$32.11

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

Earnings & Revenue Estimates

2026E$404.21(8 analysts)
P/E28x
Current: 27.6x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+21.67%
EPS+21.87%
FY2028
Rev+13.12%
EPS+14.88%
FY2029
Rev+5.41%
EPS+9.91%

Earnings Surprises

Beat rate:75%(9/12 quarters)
Avg surprise:+5.0%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

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
Jul 20, 2023Susquehanna
TSMC Slashes 2023 Revenue Outlook by 10%, Analysts Weigh In on Performance as Cyclical Headwinds Overshadow AI Strength
Target:$135.00
+37.7%from $98.07
Jun 1, 2023Needham
Preserving Pricing Power: Analyst Anticipates TSMC's Announcement of Capital Expenditure Cuts in Upcoming Earnings
Target:$118.00
+18.2%from $99.81
Sep 14, 2022Needham
Taiwan Semi's Monopoly Help It Defy Industry Downcycle, Bullish Analyst Predicts 38% Potential Upside
Target:$110.00
+38.5%from $79.40
Jul 25, 2022Susquehanna
TSMC (TSM) Stock: $88 Target From Susquehanna
Target:$88.00
+2.0%from $86.30
Jun 14, 2022Susquehanna
Taiwan Semiconductor Manufacturing (TSM) Stock Price: $100 Target From Susquehanna
Target:$100.00
+14.8%from $87.11
Jan 16, 2022Cowen & Co.
TSMC Stock (TSM): $125 Price Target From Cowen
Target:$125.00
-11.1%from $140.66