Analysts Set Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Target Price at $404.29

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have received a consensus recommendation of “Buy” from the fifteen ratings firms that are currently covering the company, MarketBeat reports. Two research analysts have rated the stock with a hold recommendation, eleven have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $404.2857.

A number of equities analysts have recently commented on the company. Barclays raised 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. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. 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. Finally, Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders acquired a total of 1,346 shares of company stock worth $78,185 over the last three months. 1.11% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Large investors have recently added to or reduced their stakes in the business. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $27,000. Stephens Consulting LLC boosted its stake in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares during the period. Evolution Wealth Management Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 257.7% during the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 67 shares during the period. Finally, Strategic Advocates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares during the period. Institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s long-term outlook remains strong, with the company now expecting the global semiconductor market to exceed $1.5 trillion by 2030, up from its prior $1 trillion forecast, driven by AI and high-performance computing demand. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: The company is accelerating investment in 2nm chips, CoWoS packaging, and AI infrastructure, and says AI/HPC demand is supporting 2026 revenue growth above 30%, reinforcing its role as a core AI supply-chain winner. TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
• Positive Sentiment: Bank of America reiterated a Buy rating after TSMC’s technology symposium, saying recent concerns are overdone, which supports the bullish case for the stock. Buy TSMC stock as ’recent concerns are overdone’: BofA
• Neutral Sentiment: TSMC also filed reviewed Q1 2026 financials with the U.S. SEC, a routine disclosure that does not appear to be the main driver of trading. TSMC Files Q1 2026 Reviewed Financials with U.S. SEC
• Negative Sentiment: TSMC disclosed plans to sell a large stake in VIS, which may pressure sentiment because investors often dislike unexpected asset sales, even if the move is meant to sharpen focus on core foundry operations. TSMC plans to sell 152 million shares in chipmaker Vanguard
• Negative Sentiment: Some headline momentum may also be weighed by high-profile selling from investors such as ARK Invest, which sold TSMC shares near record highs after a strong run. ARK Invest Offloads TSMC (TSM) at Peak, Snaps Up Cerebras After Stellar Market Debut

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $404.95 on Monday. Taiwan Semiconductor Manufacturing has a one year low of $188.81 and a one year high of $421.97. The business has a fifty day moving average price of $365.38 and a 200-day moving average price of $334.81. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The firm has a market capitalization of $2.10 trillion, a P/E ratio of 33.69, a PEG ratio of 1.22 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Taiwan Semiconductor Manufacturing Company Profile

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.