Brokerages Set Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Price Target at $355.00

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have received a consensus recommendation of “Buy” from the eight ratings firms that are presently covering the firm, MarketBeat.com reports. Eight investment analysts have rated the stock with a buy recommendation. The average 1 year price target among brokers that have issued a report on the stock in the last year is $355.00.

A number of analysts recently commented on TSM shares. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th.

Taiwan Semiconductor Manufacturing Trading Up 2.5%

Shares of TSM stock opened at $331.86 on Tuesday. The business’s fifty day moving average price is $296.10 and its 200 day moving average price is $271.18. The firm has a market capitalization of $1.72 trillion, a PE ratio of 34.04, a P/E/G ratio of 0.92 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing has a 1-year low of $134.25 and a 1-year high of $333.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.74%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and outlets expect a record Q4 driven by AI infrastructure demand; several previews say Q4 profit/revenue should be materially higher, reinforcing upside to near-term results. TSMC Q4 profit poised to soar 27% as AI demand drives growth
• Positive Sentiment: Industry commentators and note-writers call TSMC a primary beneficiary of the AI cycle (pricing power, sold-out advanced packaging and multi-quarter revenue acceleration), supporting continued margin expansion and multiple expansion potential. Taiwan Semiconductor: Another Blowout Earnings Look Inevitable
• Positive Sentiment: Reports say the U.S. and Taiwan discussions include tariff-relief elements and TSMC is planning U.S. capacity expansion — a policy/backdrop that reduces geopolitical risk for U.S. customers and could win new orders. Market reaction to trade-deal headlines lifted the stock. TSMC Plans U.S. Expansion in Proposed Taiwan Tariff-Relief Deal
• Neutral Sentiment: Multiple market roundups and analyst previews (earnings calendars and “how to play” pieces) are flagging TSMC as a top earnings event this week — increases visibility and trading volume but already priced-in in part. Top Stocks With Earnings This Week: TSMC, Big Banks And More
• Neutral Sentiment: Valuation/idea pieces list TSMC as an undervalued AI play vs. peers — helpful context for longer-term buyers but less immediately catalytic than concrete results or policy. Top Undervalued AI Stocks: Micron, TSMC, Qualcomm Dominate
• Negative Sentiment: Some analysts warn rising costs from overseas expansions and heavy capex (to add U.S. capacity) could pressure near-term profitability even as revenue rises — a risk to watch in the upcoming report and guidance. Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently modified their holdings of the business. Childress Capital Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 145.3% in the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after purchasing an additional 1,891 shares in the last quarter. Powers Advisory Group LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $240,000. Hudson Edge Investment Partners Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 10.1% in the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after acquiring an additional 21,648 shares in the last quarter. RFG Holdings Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after acquiring an additional 1,551 shares during the last quarter. Finally, Cherokee Insurance Co acquired a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $1,248,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

About Taiwan Semiconductor Manufacturing

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.