Taiwan Semiconductor Manufacturing Company Limited
435.36USD
-3.6400 (-0.83%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $4.46▲ | $4.08 | 4 | 1 |
| Next quarter | $4.97▲ | $4.35 | 5 | 0 |
| Current year | $16.93▲ | $15.63 | 9 | 0 |
| Next year | $21.93▲ | $19.54 | 9 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $3.89 | $4.31 | +0.42 (+10.9%) |
| 2026-03-31 | $3.33 | $3.49 | +0.16 (+4.7%) |
| 2025-12-31 | $2.98 | $3.14 | +0.16 (+5.5%) |
| 2025-09-30 | $2.63 | $2.92 | +0.29 (+11.2%) |
102 ratings from 25 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Stifel | Initiated | Buy | $515 | Sep 2, 2026 |
| Bernstein | Maintained | Outperform | $430 $554 | Aug 11, 2026 |
| Needham | Maintained | Buy | $480 $530 | Jul 27, 2026 |
| DA Davidson | Maintained | Buy | $450 $500 | Jul 17, 2026 |
| TD Cowen | Maintained | Hold | $400 $440 | Jul 17, 2026 |
| Barclays | Maintained | Overweight | $625 $650 | Jul 17, 2026 |
| Susquehanna | Maintained | Positive | $575 $600 | Jul 16, 2026 |
| B of A Securities | Maintained | Buy | $490 $590 | Jun 24, 2026 |
| Susquehanna | Maintained | Positive | $500 $575 | Jun 22, 2026 |
| Barclays | Maintained | Overweight | $450 $470 | Apr 22, 2026 |
| DA Davidson | Maintained | Buy | $450 | Apr 17, 2026 |
| Needham | Maintained | Buy | $410 $480 | Apr 16, 2026 |
| Freedom Broker | Maintained | Buy | $230 $210 | Apr 7, 2026 |
| DA Davidson | Initiated | Buy | $450 | Feb 13, 2026 |
| Barclays | Maintained | Overweight | $380 $450 | Jan 16, 2026 |
| TD Cowen | Maintained | Hold | $325 $370 | Jan 16, 2026 |
| Needham | Maintained | Buy | $360 $410 | Jan 15, 2026 |
| Bernstein | Maintained | Outperform | $290 $330 | Dec 8, 2025 |
| Needham | Reiterated | Buy | $360 | Oct 27, 2025 |
| Barclays | Maintained | Overweight | $330 $355 | Oct 17, 2025 |
| Needham | Maintained | Buy | $270 $360 | Oct 16, 2025 |
| Susquehanna | Maintained | Positive | $300 $400 | Oct 10, 2025 |
| Barclays | Maintained | Overweight | $325 $330 | Oct 9, 2025 |
| Barclays | Maintained | Overweight | $275 $325 | Sep 16, 2025 |
| Needham | Reiterated | Buy | $270 | Jul 17, 2025 |
57 filings from 32 insiders · 0 buy / 0 sell over 6m
Officers and directors of TSM, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Wu Yi-HuangOfficer, VP | Buyindirect | 40 | $76.20 | $3k | Sep 7, 2026 |
| Yoo Chue-SanOfficer, VP | Buyindirect | 53 | $76.20 | $4k | Sep 7, 2026 |
| Yeap Choh FeiOfficer, SVP | Buyindirect | 54 | $76.20 | $4k | Sep 7, 2026 |
| Zhang Kevin XiaoqiangOfficer, SVP and Deputy Co-COO | Buyindirect | 61 | $76.20 | $5k | Sep 7, 2026 |
| Yuan LipenOfficer, VP | Buyindirect | 41 | $76.20 | $3k | Sep 7, 2026 |
| Mii Yuh-JierOfficer, EVP and Co-COO | Buyindirect | 71 | $76.20 | $5k | Sep 7, 2026 |
| Wu Shien-YangOfficer, SVP | Buyindirect | 57 | $76.20 | $4k | Sep 7, 2026 |
| Wei Che-ChiaDirector; Officer, Chairman and CEO | Buyindirect | 149 | $76.20 | $11k | Sep 7, 2026 |
| Tien Bor-ZenOfficer, VP | Buyindirect | 5 | $76.20 | $381 | Sep 7, 2026 |
| Tien Bor-ZenOfficer, VP | Buyindirect | 43 | $76.20 | $3k | Sep 7, 2026 |
| Wang Ying-LangOfficer, SVP | Buyindirect | 54 | $76.20 | $4k | Sep 7, 2026 |
| Lu Chin-ShengOfficer, VP | Buyindirect | 38 | $76.20 | $3k | Sep 7, 2026 |
| Lin Chris Horng-DarOfficer, VP and CIO | Buyindirect | 47 | $76.20 | $4k | Sep 7, 2026 |
| Lin Shyue-ShyhOfficer, VP | Buyindirect | 44 | $76.20 | $3k | Sep 7, 2026 |
| Chang Tzonz-ShengOfficer, SVP | Buyindirect | 53 | $76.20 | $4k | Sep 7, 2026 |
| Chen Pei-HungOfficer, VP | Buyindirect | 46 | $76.20 | $4k | Sep 7, 2026 |
| Chin Yung-PeiOfficer, EVP and Co-COO | Buyindirect | 71 | $76.20 | $5k | Sep 7, 2026 |
| Cao MinOfficer, VP | Buyindirect | 56 | $76.20 | $4k | Sep 7, 2026 |
| Chen Chih-HoOfficer, Controller | Buyindirect | 32 | $76.20 | $2k | Sep 7, 2026 |
| Chuang Tzu-SouOfficer, VP | Buyindirect | 47 | $76.20 | $4k | Sep 7, 2026 |
No analyst notes on TSM yet.
Analyst Ratings
19 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 13 | 1 | 0 | 0 | Buy1.75 |
| 1 mo ago | 6 | 12 | 1 | 0 | 0 | Buy1.74 |
| 2 mo ago | 6 | 12 | 1 | 0 | 0 | Buy1.74 |
| 3 mo ago | 5 | 12 | 2 | 0 | 0 | Buy1.84 |