Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Rating Reaffirmed as “Buy” by DA Davidson

Taiwan Semiconductor Manufacturing (NYSE:TSM)‘s stock had its “buy” rating restated by DA Davidson in a research report issued on Friday, Benzinga reports. They currently have a $500.00 price objective on the semiconductor company’s stock. DA Davidson‘s price objective indicates a potential upside of 16.39% from the company’s current price.

TSM has been the subject of several other reports. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. Sanford C. Bernstein increased their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective for the company. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Finally, Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, October 6th. Three analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $528.78.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM traded up $4.50 during trading hours on Friday, hitting $429.58. 5,503,274 shares of the company traded hands, compared to its average volume of 13,053,798. The stock has a market capitalization of $2.23 trillion, a price-to-earnings ratio of 27.64, a P/E/G ratio of 0.85 and a beta of 1.37. Taiwan Semiconductor Manufacturing has a twelve month low of $266.82 and a twelve month high of $487.47. The firm has a 50-day moving average of $434.78 and a 200 day moving average of $418.99. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 EPS for the quarter. The firm had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. On average, analysts forecast that Taiwan Semiconductor Manufacturing will post 17.03 EPS for the current year.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the transaction, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. The trade was a 7.66% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lipen Yuan acquired 350 shares of the stock in a transaction on Tuesday, August 18th. The stock was bought at an average price of $73.58 per share, with a total value of $25,753.00. Following the transaction, the vice president directly owned 2,000 shares in the company, valued at approximately $147,160. This represents a 21.21% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have acquired 8,043 shares of company stock worth $598,956. Insiders own 1.11% of the company’s stock.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TSM. Albion Financial Group UT raised its holdings in Taiwan Semiconductor Manufacturing by 16.5% during the 3rd quarter. Albion Financial Group UT now owns 2,361 shares of the semiconductor company’s stock worth $1,077,000 after buying an additional 335 shares during the period. Milestones Administradora de Recursos Ltda. raised its holdings in Taiwan Semiconductor Manufacturing by 9.0% during the 3rd quarter. Milestones Administradora de Recursos Ltda. now owns 127,032 shares of the semiconductor company’s stock worth $57,951,000 after buying an additional 10,498 shares during the period. Strengthening Families & Communities LLC raised its holdings in Taiwan Semiconductor Manufacturing by 6.7% during the 3rd quarter. Strengthening Families & Communities LLC now owns 10,137 shares of the semiconductor company’s stock worth $4,624,000 after buying an additional 638 shares during the period. Fifth Third Securities Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $451,000. Finally, City State Bank raised its holdings in Taiwan Semiconductor Manufacturing by 4.6% during the 3rd quarter. City State Bank now owns 8,481 shares of the semiconductor company’s stock worth $3,869,000 after buying an additional 372 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s recent quarterly results reportedly exceeded expectations, while management raised its 2026 forecast amid demand that continues to outpace supply. Analysts view the results as evidence that AI infrastructure spending is translating into higher wafer demand and profits. Prediction: TSMC Stock Is Going to $1,200 by 2030
• Positive Sentiment: Investors remain optimistic about TSMC’s long-term position as the leading advanced-chip foundry. Articles argue that AI accelerators, data centers and future process technologies—including the 2-nanometer ramp—could support substantial earnings growth through 2030. TSMC: Q3 Earnings Reveal The Coiled Spring For 2027 Profits
• Positive Sentiment: Planned investment in U.S. manufacturing capacity and continued data-center demand are viewed as additional growth drivers. TSMC is increasingly described as a “tollbooth” supplier benefiting from chip demand across competing AI platforms. A $4 Billion Reason to Buy TSMC Stock Now
• Neutral Sentiment: Some commentary sees TSMC as attractively valued after its pullback from recent records, with a market-level valuation relative to its expected growth. These are analyst opinions and long-term projections rather than new company guidance. Buy Top-Ranked Tech Stock TSMC Now on the Dip and Hold
• Negative Sentiment: Risks remain from AI-financing concerns and elevated semiconductor valuations, which recently triggered volatility across technology stocks. TSMC could also face temporary gross-margin pressure as it ramps 2nm production and overseas fabs, although analysts characterize those effects as investment-related rather than evidence of weakening demand. Taiwan Semiconductor: The Margin Peak That Isn’t

Taiwan Semiconductor Manufacturing Company Profile

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.