TAIWAN SEMICONDUCTOR-SP ADR (TSM) Forecast, Price Target & Analyst Ratings

NYSE:TSM • US8740391003

Current stock price

370.6 USD
+5.11 (+1.4%)
At close:
370.9 USD
+0.3 (+0.08%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for TAIWAN SEMICONDUCTOR-SP ADR (TSM).

Forecast Snapshot

Consensus Price Target

Price Target
$387.28
+ 4.50% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 15, 2026
Period
Q1 / 2026
EPS Estimate
NT$104.82
Revenue Estimate
1.137T
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
84.65%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$387.28
Upside
+ 4.50%
From current price of $370.60 to mean target of $387.28, Based on 43 analyst forecasts
Low
$353.42
Median
$387.17
High
$426.26

Price Target Revisions

1 Month
0.00%
3 Months
26.47%

Price Target Summary

43 Wall Street analysts provided a forecast for the next 12 months for TSM. The average price target is 387.29 USD. This implies a price increase of 4.5% is expected in the next year compared to the current price of 370.6.
The average price target has been revised upward by 26.47% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

TSM Current Analyst RatingTSM Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15 20 25

Analyst Ratings History

TSM Historical Analyst RatingsTSM Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30 40

Analyst Ratings Consensus

ChartMill Buy Consensus
84.65%
TSM was analyzed by 43 analysts. The buy percentage consensus is at 85. So analysts seem to be very confident about TSM.
In the previous month the buy percentage consensus was at a similar level.
TSM was analyzed by 43 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-13DA DavidsonInitiate Buy
2026-01-16TD CowenMaintains Hold -> Hold
2026-01-16BarclaysMaintains Overweight -> Overweight
2026-01-15NeedhamMaintains Buy -> Buy
2025-12-08BernsteinMaintains Outperform -> Outperform
2025-10-27NeedhamReiterate Buy -> Buy
2025-10-17BarclaysMaintains Overweight -> Overweight
2025-10-16NeedhamMaintains Buy -> Buy
2025-10-10SusquehannaMaintains Positive -> Positive
2025-10-09BarclaysMaintains Overweight -> Overweight
2025-09-16BarclaysMaintains Overweight -> Overweight
2025-07-17NeedhamReiterate Buy -> Buy
2025-07-14SusquehannaMaintains Positive -> Positive
2025-07-01NeedhamMaintains Buy -> Buy
2025-06-17SusquehannaMaintains Positive -> Positive
2025-06-03BarclaysMaintains Overweight -> Overweight
2025-04-21BarclaysMaintains Overweight -> Overweight
2025-04-17NeedhamReiterate Buy -> Buy
2025-04-17SusquehannaMaintains Positive -> Positive
2025-02-18NeedhamReiterate Buy -> Buy
2025-01-17BarclaysMaintains Overweight -> Overweight
2025-01-16NeedhamReiterate Buy -> Buy
2024-11-18BarclaysMaintains Overweight -> Overweight
2024-10-23BarclaysMaintains Overweight -> Overweight
2024-10-18NeedhamMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 15, 2026
Period
Q1 / 2026
EPS Estimate
NT$104.82
Revenue Estimate
1.137T
Revenue Q2Q
35.49%
EPS Q2Q
50.40%
Number of Analysts
24

Next Earnings Revisions

Revenue (1 Month)
0.96%
Revenue (3 Months)
12.30%
EPS (1 Month)
2.06%
EPS (3 Months)
24.69%

Next Earnings Summary

TSM is expected to report earnings on 4/15/2026. The consensus EPS estimate for the next earnings is 104.82 USD and the consensus revenue estimate is 1.14T USD.
The next earnings revenue estimate has been revised upward by 12.3% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
TSM revenue by date.TSM revenue by date.
2.162T
-4.51%		2.894T
33.89%		3.809T
31.61%		5.107T
34.09%		6.377T
24.85%		7.847T
23.06%		8.213T
4.66%		10.029T
22.11%
EBITDA
YoY % growth
TSM ebitda by date.TSM ebitda by date.
1.454T
-6.73%		1.985T
36.54%		2.624T
32.21%		3.605T
37.39%		4.444T
23.25%		5.328T
19.91%		5.788T
8.62%		7.058T
21.95%
EBIT
YoY % growth
TSM ebit by date.TSM ebit by date.
921.466B
-17.82%		1.322T
43.47%		1.936T
46.45%		2.752T
42.14%		3.405T
23.73%		4.067T
19.45%		4.08T
0.31%		5.237T
28.35%
Operating Margin
TSM operating margin by date.TSM operating margin by date.
42.63%45.68%50.83%53.88%53.40%51.83%49.68%52.21%
EPS
YoY % growth
TSM eps by date.TSM eps by date.
161.69
-17.50%		226.23
39.91%		331.23
46.42%		455.42
37.49%		562.99
23.62%		685.78
21.81%		771.85
12.55%		848.87
9.98%

All data in TWD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		104.82
50.40%		110.86
44.36%		122.53
40.53%		127.91
31.13%		126.07
20.28%		137.29
23.84%		153.72
25.45%		161.79
26.49%
Revenue
Q2Q % growth		1.137T
35.49%		1.218T
30.44%		1.356T
36.94%		1.425T
36.22%		1.402T
23.26%		1.521T
24.84%		1.668T
23.08%		1.74T
22.14%
EBITDA
Q2Q % growth		816.773B
40.29%		868.014B
5.01%		957.755B
-6.71%		1.004T
-19.87%		964.647B
18.10%		1.071T
23.35%		1.235T
28.97%		1.291T
28.57%
EBIT
Q2Q % growth		628.545B
54.40%		672.405B
45.10%		736.175B
47.03%		766.983B
35.77%		734.935B
16.93%		821.066B
22.11%		925.406B
25.70%		969.615B
26.42%

All data in TWD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

TSM Yearly Revenue VS EstimatesTSM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2T 4T 6T 8T 10T
TSM Yearly EPS VS EstimatesTSM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 200 400 600 800

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
27.45%
EPS Next 5 Year
20.71%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
26.60%
Revenue Next 5 Year
21.00%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
40.31%
EBIT Next 5 Year
29.62%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

TAIWAN SEMICONDUCTOR-SP ADR / TSM Forecast FAQ

Can you provide the average price target for TAIWAN SEMICONDUCTOR-SP ADR stock?

43 analysts have analysed TSM and the average price target is 387.29 USD. This implies a price increase of 4.5% is expected in the next year compared to the current price of 370.6.

Can you provide the upcoming earnings date for TAIWAN SEMICONDUCTOR-SP ADR?

TAIWAN SEMICONDUCTOR-SP ADR (TSM) will report earnings on 2026-04-15, after the market close.

What are the consensus estimates for TAIWAN SEMICONDUCTOR-SP ADR (TSM) next earnings?

The consensus EPS estimate for the next earnings of TAIWAN SEMICONDUCTOR-SP ADR (TSM) is 104.82 USD and the consensus revenue estimate is 1.14T USD.

How many analysts have analysed TAIWAN SEMICONDUCTOR-SP ADR (TSM)?

The number of analysts covering TAIWAN SEMICONDUCTOR-SP ADR (TSM) is 43.