Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Consensus Rating of “Buy” by Brokerages

10 Jun 2026, 14:36 by Mitch Edgeman · The Markets Daily

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Get Free Report) have earned an average rating of “Buy” from the fifteen analysts that are covering the firm, MarketBeat.com reports. Two investment analysts have rated the stock with a hold recommendation, eleven have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $404.2857.

A number of research firms recently commented on TSM. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th.

Check Out Our Latest Research Report on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing News Summary

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

Positive Sentiment: TSMC is being highlighted as a major AI beneficiary, with articles pointing to strong demand for its advanced chipmaking and packaging capabilities as the company’s 2nm roadmap advances. Article Title
Positive Sentiment: TSMC was noted as one of the world’s most valuable companies, reinforcing investor confidence in its dominant role in the semiconductor supply chain and its leadership in AI-related manufacturing. Article Title
Positive Sentiment: CEO Che-Chia Wei disclosed a recent open-market purchase, which can be viewed as a modest vote of confidence from management. Article Title
Neutral Sentiment: Analysts and commentators are debating whether TSMC’s strong AI momentum is fully reflected in the stock’s valuation, suggesting upside may depend on continued earnings growth. Article Title
Neutral Sentiment: Broader semiconductor sentiment remains mixed, with some reports warning that the sector may be entering a corrective phase after a strong run. Article Title
Negative Sentiment: TSMC is facing fresh regulatory risk as Taiwan considers tighter restrictions on advanced AI chip exports to China, which could limit some future sales opportunities. Article Title
Negative Sentiment: U.S. lawmakers are also urging tighter rules on contract chipmakers serving Chinese firms’ overseas units, adding another export-control headwind for TSMC. Article Title

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $428.11 on Friday. The stock has a market capitalization of $2.22 trillion, a price-to-earnings ratio of 35.62, a PEG ratio of 1.24 and a beta of 1.38. The business has a 50-day moving average of $391.93 and a 200-day moving average of $350.26. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing has a fifty-two week low of $206.20 and a fifty-two week high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing will post 15.29 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have purchased 3,496 shares of company stock valued at $229,407 in the last quarter. 1.11% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds have recently bought and sold shares of TSM. Quattro Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $27,000. Stephens Consulting LLC lifted its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC lifted its position in Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $29,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

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.