Brokerages Set Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) PT at $391.43

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) has earned a consensus recommendation of “Buy” from the fifteen brokerages that are presently covering the firm, Marketbeat.com reports. Two 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 1 year price target among brokerages that have issued a report on the stock in the last year is $401.4286.

Several analysts recently weighed in on TSM shares. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. DA Davidson reiterated a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Q1 beat and raised guide — TSMC reported record Q1 profit and revenue, strong 3nm demand and raised Q2 revenue guidance, reinforcing the AI-driven revenue/margin story that underpins the rally. TSMC Q1 profit jumps 58% (Reuters)
• Positive Sentiment: Earnings details & call highlights — EPS and revenue topped estimates, management emphasized tight advanced-node capacity (N3) and continued hyperscaler demand on the earnings call. These operational details support near-term pricing power. Q1 earnings call highlights (Yahoo)
• Positive Sentiment: Analyst bullishness — Several brokerages moved targets higher (Needham to $480; DA Davidson reaffirmed buy with $450 PT), providing directional support and signaling expected upside vs. current levels. Analyst price target updates (TickerReport/Benzinga)
• Neutral Sentiment: Macro/market tailwinds — A broad market rally (energy-driven risk-on session) and tech-led gains help TSMC sentiment today, but this is external momentum rather than company-specific news. Market rally lifts tech (Yahoo)
• Neutral Sentiment: Peer comparisons — Several pieces reassess TSMC vs. peers (NVIDIA, ASML), useful for allocation decisions but not immediate catalysts for TSM’s share moves. TSMC vs NVDA comparison (Zacks)
• Negative Sentiment: Why shares didn’t gap up — Despite blowout results, some outlets note profit-taking, rich valuation and near-term concerns (geopolitical costs, capacity constraints) that have capped the rally. Those factors can limit upside until visibility on new capacity improves. Why stock isn’t moving after earnings (Invezz)
• Negative Sentiment: Competitive & capacity risk — Analysis warns rivals (Samsung, Intel) are catching up and multi-year delays in expanding capacity could push customers toward competitors, posing a medium-term risk to market share and margins. Foundry competition and capacity concerns (Seeking Alpha)

Taiwan Semiconductor Manufacturing Stock Up 2.0%

Shares of NYSE:TSM opened at $370.58 on Thursday. The firm’s 50 day moving average price is $354.78 and its 200 day moving average price is $321.96. The stock has a market cap of $1.92 trillion, a price-to-earnings ratio of 30.83, a price-to-earnings-growth ratio of 1.11 and a beta of 1.35. Taiwan Semiconductor Manufacturing has a fifty-two week low of $145.84 and a fifty-two week high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 37.92%. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 27.89%.

Insider Buying and Selling

In related news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.11% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds have recently added to or reduced their stakes in TSM. Mitchell Sinkler & Starr PA grew its position in shares of Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after acquiring an additional 28 shares during the last quarter. Wayfinding Financial LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.5% during the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock worth $350,000 after acquiring an additional 28 shares during the last quarter. Defined Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the first quarter. Defined Wealth Management LLC now owns 1,355 shares of the semiconductor company’s stock worth $458,000 after acquiring an additional 29 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 1.9% during the first quarter. Discipline Wealth Solutions LLC now owns 1,564 shares of the semiconductor company’s stock worth $529,000 after acquiring an additional 29 shares during the last quarter. Finally, Sovereign Financial Group Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 3.7% during the first quarter. Sovereign Financial Group Inc. now owns 822 shares of the semiconductor company’s stock worth $278,000 after acquiring an additional 29 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

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.