Recent Investment Analysts’ Ratings Changes for Taiwan Semiconductor Manufacturing (TSM)

A number of firms have modified their ratings and price targets on shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) recently:

• 10/21/2026 – Taiwan Semiconductor Manufacturing was upgraded by Weiss Ratings from “hold (c+)” to “buy (b)”.
• 10/16/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Barclays from $665.00 to $670.00. They now have an “overweight” rating on the stock.
• 10/16/2026 – Taiwan Semiconductor Manufacturing had its “buy” rating reaffirmed by DA Davidson. They now have a $500.00 price target on the stock.
• 10/15/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Needham & Company LLC from $530.00 to $560.00. They now have a “buy” rating on the stock.
• 10/7/2026 – Taiwan Semiconductor Manufacturing had its “buy” rating reaffirmed by Citigroup.
• 10/6/2026 – Taiwan Semiconductor Manufacturing was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 10/6/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Barclays from $650.00 to $665.00. They now have an “overweight” rating on the stock.
• 9/22/2026 – Taiwan Semiconductor Manufacturing was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 9/9/2026 – Taiwan Semiconductor Manufacturing was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.

Taiwan Semiconductor Manufacturing Stock Down 2.5%

TSM traded down $9.99 during trading on Wednesday, reaching $394.81. 14,287,222 shares of the stock were exchanged, compared to its average volume of 13,016,604. The stock has a market cap of $2.05 trillion, a P/E ratio of 25.41, a price-to-earnings-growth ratio of 0.81 and a beta of 1.44. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $266.82 and a twelve month high of $487.47. The stock’s 50 day moving average price is $434.50 and its two-hundred day moving average price is $400.22. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The firm had revenue of $46.72 billion for the quarter, compared to analyst estimates of $45.67 billion. During the same period in the prior year, the firm posted $2.92 earnings per share. The company’s quarterly revenue was up 41.2% compared to the same quarter last year. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 22.27%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were purchased at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at approximately $447,000. This represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders purchased a total of 7,043 shares of company stock worth $529,416 over the last 90 days. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.