Taiwan Semiconductor Manufacturing Company Limited TSM
404.70 USD +6.07 (+1.52%)
Nov 3, 2026, 3:18 PM EST
403.03 Day range 408.37
275.06 52-week range 485.80
- YTD
- +33.17%
- 1 year
- +32.75%
Analyst view
Consensus: strong buy
Strong buy
Price target (mean) 584.39 +44.4% upside
Now 404.70
- Target (low)
- 440.00
- Target (mean)
- 584.39
- Target (high)
- 1,000.00
Ratings (0m) 21 20 buy · 1 hold · 0 sell
- Strong buy6
- Buy14
- Hold1
- Sell0
- Strong sell0
Recommendation trend
- This month 21
- 1 month ago 21
- 2 months ago 19
Earnings and revenue estimates
Consensus for the coming quarters and fiscal years
| Period | EPS estimate | Low – high | Year ago | EPS growth | Revenue estimate | Revenue growth | Analysts |
|---|---|---|---|---|---|---|---|
| Current quarter | 5.16 | 5.10 – 5.28 | 3.14 | +64.5% | 1.71T | +63.0% | 8 |
| Next quarter | 5.19 | 4.95 – 5.40 | 3.49 | +48.8% | 1.73T | +52.2% | 10 |
| Current year | 17.50 | 17.18 – 17.95 | 10.65 | +64.4% | 5.58T | +46.5% | 11 |
| Next year | 23.39 | 21.45 – 25.87 | 17.50 | +33.6% | 7.68T | +37.6% | 13 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 16, 2026 | Barclays | Maintained | Overweight | Overweight |
| Oct 16, 2026 | DA Davidson | Maintained | Buy | Buy |
| Oct 15, 2026 | Needham | Maintained | Buy | Buy |
| Oct 6, 2026 | Barclays | Maintained | Overweight | Overweight |
| Sep 2, 2026 | Stifel | Initiated | — | Buy |
| Aug 11, 2026 | Bernstein | Maintained | Outperform | Outperform |
| Jul 27, 2026 | Needham | Maintained | Buy | Buy |
| Jul 17, 2026 | DA Davidson | Maintained | Buy | Buy |
| Jul 17, 2026 | TD Cowen | Maintained | Hold | Hold |
| Jul 17, 2026 | Barclays | Maintained | Overweight | Overweight |
| Jul 16, 2026 | Susquehanna | Maintained | Positive | Positive |
| Jun 24, 2026 | B of A Securities | Maintained | Buy | Buy |
| Jun 22, 2026 | Susquehanna | Maintained | Positive | Positive |
| Apr 22, 2026 | Barclays | Maintained | Overweight | Overweight |
| Apr 17, 2026 | DA Davidson | Maintained | Buy | Buy |
| Apr 16, 2026 | Needham | Maintained | Buy | Buy |
| Apr 7, 2026 | Freedom Broker | Maintained | Buy | Buy |
| Feb 13, 2026 | DA Davidson | Initiated | — | Buy |
| Jan 16, 2026 | Barclays | Maintained | Overweight | Overweight |
| Jan 16, 2026 | TD Cowen | Maintained | Hold | Hold |
| Jan 15, 2026 | Needham | Maintained | Buy | Buy |
| Dec 8, 2025 | Bernstein | Maintained | Outperform | Outperform |
| Oct 27, 2025 | Needham | Reiterated | Buy | Buy |
| Oct 17, 2025 | Barclays | Maintained | Overweight | Overweight |
| Oct 16, 2025 | Needham | Maintained | Buy | Buy |
| Oct 10, 2025 | Susquehanna | Maintained | Positive | Positive |
| Oct 9, 2025 | Barclays | Maintained | Overweight | Overweight |
| Sep 16, 2025 | Barclays | Maintained | Overweight | Overweight |
| Jul 17, 2025 | Needham | Reiterated | Buy | Buy |
| Jul 14, 2025 | Susquehanna | Maintained | Positive | Positive |