Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Gets Price Target Increase from Barclays

Posted by Brenda Bartman on Oct 8th, 2026

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) had its target price raised by analysts at Barclays from $650.00 to $665.00 in a research report issued on Tuesday, Benzinga reports. The brokerage presently has an “overweight” rating on the semiconductor company’s stock. Barclays‘s price target would indicate a potential upside of 40.70% from the stock’s previous close.

Other research analysts have also issued reports about the stock. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. DA Davidson increased their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, September 22nd. Finally, Bank of America lifted their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $524.89.

Check Out Our Latest Analysis on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Trading Down 2.0%

Shares of TSM stock opened at $472.64 on Tuesday. The company has a market cap of $2.45 trillion, a PE ratio of 34.10, a price-to-earnings-growth ratio of 1.07 and a beta of 1.37. Taiwan Semiconductor Manufacturing has a 1 year low of $266.82 and a 1 year high of $487.47. The stock’s 50 day simple moving average is $431.08 and its two-hundred day simple moving average is $412.62. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion for the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing will post 16.56 earnings per share for the current year.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shyue-Shyh Lin bought 1,000 shares of the stock in a transaction dated Tuesday, July 21st. The shares were bought at an average cost of $74.13 per share, with a total value of $74,130.00. Following the completion of the purchase, the vice president directly 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 position. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 14,559 shares of company stock worth $1,067,931 over the last quarter. Company insiders own 1.11% of the company’s stock.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Cooper Financial Group boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the third quarter. Cooper Financial Group now owns 6,313 shares of the semiconductor company’s stock worth $2,880,000 after buying an additional 22 shares during the period. Twin City Private Wealth LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after buying an additional 25 shares in the last quarter. Graves Light Lenhart Wealth Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after buying an additional 25 shares during the period. OFS Enterprise LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.0% during the 2nd quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock valued at $312,000 after buying an additional 25 shares during the period. Finally, Wealthcare Capital Partners LLC lifted its position in Taiwan Semiconductor Manufacturing by 1.0% during the 2nd quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock worth $1,244,000 after acquiring an additional 25 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: Analyst support remains firm: Goldman Sachs raised its target to TWD 3,300, while Barclays increased its target to $665 and maintained an “overweight” rating. Goldman Sachs raises target for TSM stock
Positive Sentiment: AI-related demand continues to support TSMC, with analysts highlighting strong expected third-quarter growth, record recent sales, and the ramp of its advanced 2-nanometer process. The October 15 earnings report will likely focus on revenue growth, margins and production plans. TSMC October 15 earnings preview
Positive Sentiment: TSMC remains a favored AI investment because of its foundry leadership, roughly 45% net margin, dependable earnings and exposure to rising chip demand from customers such as AMD. Top chip stocks for the AI boom
Neutral Sentiment: Musk said TSMC could potentially sublease part of the Texas Terafab site, but Tesla and SpaceX would retain ownership and operate the facility themselves. Any commercial benefit for TSMC therefore remains uncertain. Musk rules out TSMC operational role
Negative Sentiment: The lack of an operational role in Terafab, combined with Intel’s confirmed continued participation, removed speculation that TSMC would displace Intel or secure a substantial manufacturing contract. That clarification was the main near-term pressure on TSM shares. Elon Musk rules out potential TSMC role

Taiwan Semiconductor Manufacturing Company Profile

(Get Free Report)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.