Taiwan Semiconductor Manufacturing (NYSE:TSM) Price Target Raised to $410.00

Taiwan Semiconductor Manufacturing (NYSE:TSM) had its price target boosted by Needham & Company LLC from $360.00 to $410.00 in a research report report published on Thursday morning, MarketBeat Ratings reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other research analysts have also recently issued reports on the company. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. Eight analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Stock Up 0.2%

Taiwan Semiconductor Manufacturing stock opened at $342.37 on Thursday. The firm has a market capitalization of $1.77 trillion, a price-to-earnings ratio of 32.15, a PEG ratio of 0.81 and a beta of 1.29. The company’s 50 day simple moving average is $299.68 and its 200 day simple moving average is $273.91. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing has a fifty-two week low of $134.25 and a fifty-two week high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. The company had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.64%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in TSM. Westfuller Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares during the last quarter. Sovereign Financial Group Inc. grew its stake in Taiwan Semiconductor Manufacturing by 4.5% in the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after purchasing an additional 34 shares in the last quarter. BankPlus Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust raised its stake in shares of Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after purchasing an additional 35 shares in the last quarter. Finally, New Millennium Group LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after buying an additional 35 shares during the last quarter. 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: Record Q4 results and strong guidance — TSMC beat Q4 revenue/eps estimates, reported ~35% profit growth, and issued revenue/growth guidance that signals the AI cycle remains durable, which is the core driver of today’s upside. TSMC earnings: Another record quarter as AI demand holds steady
• Positive Sentiment: Massive CapEx boost fuels long-term growth and supplier demand — management raised 2026 CapEx to a $52–56B range (midpoint ~$54B), a show of conviction in AI demand that should expand capacity and revenue over coming years. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Trade deal and U.S. investment lift visibility for expansion — a U.S.–Taiwan agreement (large-scale Taiwanese investment into U.S. manufacturing and lower tariffs) reduces policy friction and supports TSMC’s planned U.S. fabs. That reduces a key execution risk for on‑shore expansion. Taiwan contract chipmaker TSMC’s US investments
• Positive Sentiment: Analyst upgrades and supply‑chain rallies reinforce momentum — brokers raised price targets (Needham, TD Cowen cited) and equipment suppliers (ASML, AMAT, LRCX, KLA) jumped after TSMC’s guidance, signaling broad industry upside that often lifts TSM stock. ASML tops $500 billion market cap as TSMC plans to spend more
• Positive Sentiment: Unusually heavy bullish options flow — large call buying indicates trader conviction that the rally will continue in the near term. TSMC’s Strong Guidance Supports the Stock’s Hot Start to 2026
• Neutral Sentiment: CapEx creates guaranteed revenue for equipment makers but raises near‑term cash outflows — the spending secures supplier demand (positive for suppliers) while TSMC also flags higher depreciation and near-term margin dilution as it scales. TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
• Neutral Sentiment: U.S. expansion shows conviction but adds complexity — management says leading-edge R&D/production will largely remain in Taiwan, so U.S. fabs help diversification but won’t replace high‑margin Taiwan output. Execution/timing remain watch points. CNBC Daily Open: AI trade reignited by TSMC earnings blowout
• Negative Sentiment: Policy and tariff risks still exist — while a trade deal eased some concerns, potential U.S. tariff proposals and geopolitical policy shifts remain an upside/downside tail risk for cross‑border operations and margins. Investors should watch policy headlines closely. Trump Administration Offers Tariff Relief In Exchange For $250 Billion Taiwan Chip Investment

About Taiwan Semiconductor Manufacturing

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.