Taiwan Semiconductor Manufacturing (NYSE:TSM) Price Target Raised to $554.00

Taiwan Semiconductor Manufacturing (NYSE:TSM) had its target price boosted by Sanford C. Bernstein from $430.00 to $554.00 in a research note issued to investors on Tuesday morning,Benzinga reports. Sanford C. Bernstein currently has an outperform rating on the semiconductor company’s stock.

A number of other analysts have also recently issued reports on the company. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. DA Davidson boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Bank of America increased their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $524.25.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $430.66 on Tuesday. Taiwan Semiconductor Manufacturing has a 1-year low of $223.70 and a 1-year high of $479.00. The stock has a market cap of $2.23 trillion, a PE ratio of 31.07, a price-to-earnings-growth ratio of 0.98 and a beta of 1.38. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a fifty day moving average price of $425.75 and a 200 day moving average price of $390.12.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction dated Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. The trade was a 7.66% 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 hyperlink. Also, VP Shyue-Shyh Lin purchased 1,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were purchased at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the purchase, the vice president owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders bought 18,312 shares of company stock worth $1,347,058. Company insiders own 1.11% of the company’s stock.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

A number of large investors have recently modified their holdings of the business. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $27,000. Strategic Advocates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the period. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. Finally, Basepoint Wealth LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $31,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record revenue reinforces the AI growth story. TSMC’s July revenue reached NT$467.58 billion, an increase of 44.7% year over year. Management expects 2026 revenue growth of slightly more than 40% in U.S. dollar terms, suggesting demand for advanced chips remains robust. Taiwan Semiconductor’s July Revenue Rose 45% and the Stock Sits 13% Below Its High
• Positive Sentiment: TSMC and Sony are forming a major Japan-based image-sensor venture. The companies plan to invest nearly $4.7 billion and combine Sony’s sensor expertise with TSMC manufacturing, with volume production targeted for 2029. The partnership broadens TSMC’s customer and geographic base while supporting next-generation smartphone components. TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches
• Positive Sentiment: Analysts and institutional investors remain constructive. Sanford C. Bernstein forecast strong price appreciation, Erste Group issued a fiscal 2027 earnings forecast, and Perseverance Asset Management International increased its TSMC stake. Another analysis rated TSMC a buy among major AI infrastructure companies. Sanford C. Bernstein Forecasts Strong Price Appreciation for Taiwan Semiconductor Manufacturing
• Neutral Sentiment: TSMC’s competitive moat remains a central investor focus. A comparison with ASML highlights TSMC’s importance in manufacturing the world’s most advanced chips, although investors are weighing whether its advantage is as durable as ASML’s equipment monopoly amid rising AI demand and geopolitical pressure. ASML vs. TSMC: Which Semiconductor Giant Has the Deeper Moat?
• Negative Sentiment: Cycle and valuation risks are becoming more prominent. Despite continued inflows into semiconductor and leveraged chip ETFs, Fidelity’s Jurrien Timmer warned that the semiconductor cycle could be approaching a peak. Analysts also caution that strong earnings may no longer be sufficient to drive hot chip stocks higher, particularly after TSMC’s substantial rally and elevated valuation. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

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.