Taiwan Semiconductor Manufacturing Company
Forecast impact
Track in portfolio
Price chart
Description
Company and Business Model
Taiwan Semiconductor Manufacturing Company (TSMC) is a leading semiconductor foundry that manufactures integrated circuits for various applications, including consumer electronics, automotive, and telecommunications. Its core services include wafer fabrication and design support, catering to a diverse clientele ranging from tech giants to niche players. Major revenue sources stem from advanced process technologies and high-volume manufacturing, with a focus on cutting-edge nodes.
Investment Profile
The stock is primarily suitable for growth investors due to its strong revenue growth and market leadership in the semiconductor industry. It offers limited dividends, making it less appealing for income-focused investors. The company's robust position suggests potential for capital appreciation over the medium to long term, appealing to those with a higher risk tolerance.
Fundamental metrics (experimental) Updated: 2026-07-24
- EPS (TTM) — earnings per share for the last 12 months, $
- 435.25
- Revenue QoQ — quarter-over-quarter revenue growth
- 12.0%
- EPS surprise
- 12.8%
- 20d volatility
- 2.6%
- Dividend yield
- 1.2%
- last ex-date
- 2026-09-16
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-07-22 | Hold | Buy | Strong fundamentals and positive momentum support growth outlook. |
| 2026-07-18 | Buy | Hold | Weak momentum and high risk; cautious approach advised. |
| 2026-06-13 | Hold | Buy | Strong performance and solid fundamentals support growth potential. |
| 2026-06-11 | Buy | Hold | Weak momentum and high risk; hold for now. |
| 2026-05-08 | — | Buy | Strong fundamentals and positive momentum support growth outlook. |
| 2026-05-08 | Buy | Buy | Компания демонстрирует сильный рост выручки и положительную динамику цен на акции за последние месяцы, что указывает на хорошие перспективы. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвесто |
| 2026-04-23 | Hold | Buy | TSMC показывает сильный рост как в краткосрочной, так и в долгосрочной перспективе, с положительной динамикой выручки и прибыли. Низкий риск и стабильные дивиденды делают компанию привлекательной для инвестиций. |
| 2026-04-15 | Buy | Hold | Компания демонстрирует сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Низкий риск и стабильные дивиденды делают её привлекательной для инвестиций. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-07-17 | D.A. Davidson | Target Raised | 450 → 500 | 409.74 |
| 2026-07-17 | Barclays | Target Raised | 625 → 650 | 409.74 |
| 2026-07-16 | Susquehanna | Target Raised | 575 → 600 | 419.48 |
| 2026-06-29 | Barclays | Target Raised | — → 625 | 432.35 |
| 2026-06-22 | Susquehanna | Target Raised | 500 → 575 | 468.85501 |
| 2026-06-16 | Jefferies | Target Raised | — → 700 | 441.4 |
| 2026-04-16 | Needham | Target Raised | 410 → 480 | 368.13 |
| 2026-02-12 | D.A. Davidson | Update | — → 450 | 368.1 |
| 2026-01-16 | Barclays | Target Raised | 380 → 450 | 341.64 |
| 2026-01-15 | Needham | Target Raised | 360 → 410 | 349.35 |
| 2025-12-07 | UBS | Target Raised | 290 → 330 | 294.72 |
| 2025-10-17 | Barclays | Target Raised | 330 → 355 | 299.84 |
| 2025-10-16 | Needham | Target Raised | 270 → 360 | 303.265 |
| 2025-10-10 | Susquehanna | Target Raised | 300 → 400 | 299.88 |
| 2025-10-09 | Barclays | Target Raised | 325 → 330 | 304.52 |
| 2025-09-16 | Barclays | Target Raised | 275 → 325 | 262.06 |