Taiwan Semiconductor Manufacturing (TSM) to Release Quarterly Earnings on Thursday

14 Apr 2026, 01:56 by Doug Wharley · The Cerbat Gem

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) is expected to be issuing its Q1 2026 results before the market opens on Thursday, April 16th. Analysts expect the company to announce earnings of $3.26 per share and revenue of $35.4657 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, April 16, 2026 at 2:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, analysts expect Taiwan Semiconductor Manufacturing to post $9 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Taiwan Semiconductor Manufacturing Trading Down 0.3%

NYSE TSM opened at $369.60 on Tuesday. The company has a market cap of $1.91 trillion, a PE ratio of 34.70, a PEG ratio of 1.01 and a beta of 1.35. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing has a 12 month low of $145.84 and a 12 month high of $390.20. The stock has a 50 day moving average of $351.80 and a 200-day moving average of $319.56.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.17%.

Trending Headlines about Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: Surging AI demand and strong guidance: TSMC is guiding Q1 revenue of $34.6–$35.8B (nearly 40% YoY) and analysts expect continued record profits driven by AI/data-center chips — a primary bullish driver for sales and multiple expansion. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
Positive Sentiment: Record-profit expectations: Multiple outlets report TSMC is likely to post a fourth straight quarter of record profit and large YoY net-profit gains as AI chip demand lifts revenue and pricing power. This frames expectations for an earnings beat. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
Positive Sentiment: Technology/roadmap upside: Advanced nodes now make up a large portion of wafer revenue and TSMC has 2nm in mass production, supporting long-term premium margins and market share in AI chips. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
Positive Sentiment: Insider buy: CEO Che-Chia Wei made a small open-market purchase, a near-term positive governance/confidence signal for investors. SEC Form 4 disclosure
Neutral Sentiment: Consensus/expectations set to favor a beat: Multiple previews and analyst notes (Zacks, Yahoo, Motley Fool) expect TSMC to beat Q1 estimates, which raises the bar for a strong beat and increases post-earnings volatility. 3 Quarterly Reports to Watch This Week: NFLX, PEP, TSM
Neutral Sentiment: ETF and index flow focus: Coverage highlights ETFs and funds as a lever for near-term inflows/outflows tied to TSMC’s earnings reaction, which can amplify moves but is not a fundamental change. ETFs to Play Taiwan Semiconductor’s Upbeat Results on AI Boom
Negative Sentiment: Rising costs from overseas expansion: Several previews warn that capex and higher operating costs for overseas fabs could pressure margins even as revenue rises — a key earnings risk. TSM Likely to Beat Q1 Earnings Estimates: How to Play the Stock?
Negative Sentiment: Geopolitical and supply risks: Middle East tensions and broader “zero-availability” supply constraints are flagged as potential disruptors to the supply chain and market sentiment, which can trigger short-term selloffs. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
Negative Sentiment: Potential for elevated volatility: With high expectations priced in (near all-time highs, strong momentum), any miss or conservative guidance could amplify downside given stretched multiples. TSMC Q1 Earnings Preview: What to Expect From Upcoming Report

Analysts Set New Price Targets

Several equities research analysts have issued reports on TSM shares. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $391.43.

View Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 1.11% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Axxcess Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 9.8% during the 4th quarter. Axxcess Wealth Management LLC now owns 27,280 shares of the semiconductor company’s stock worth $8,154,000 after buying an additional 2,431 shares during the period. Strive Financial Group LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $572,000. Mercer Global Advisors Inc. ADV increased its position in Taiwan Semiconductor Manufacturing by 15.7% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 184,822 shares of the semiconductor company’s stock worth $56,166,000 after buying an additional 25,038 shares during the period. Summit Global Investments increased its position in Taiwan Semiconductor Manufacturing by 39.9% during the 4th quarter. Summit Global Investments now owns 12,882 shares of the semiconductor company’s stock worth $3,915,000 after buying an additional 3,673 shares during the period. Finally, Raymond James Financial Inc. increased its position in Taiwan Semiconductor Manufacturing by 3.8% during the 4th quarter. Raymond James Financial Inc. now owns 2,677,162 shares of the semiconductor company’s stock worth $813,553,000 after buying an additional 97,381 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Company Profile

(Get Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.