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Taiwan Semiconductor

US · TSM #7 by market cap Listed 1997
426.33 +6.11 +1.45%
Live - 5344 symbols - heartbeat 411s ago · 2026-10-20 10:50

Analyst consensus 8 analysts

Buy
Avg price target 543.43 +27.5%
Price target rangecurrent 426.33
Low440.00
Avg543.43
High665.00
Buy 88% Hold 13% Sell 0%
Recent ratings (25)
DateFirmAnalystRatingTarget
2026-10-06 Barclays -- Buy 665.00
2026-10-05 BofA Securities -- Buy --
2026-09-12 SIG -- Buy 600.00
2026-09-11 Stifel -- Buy 515.00
2026-09-08 Bernstein -- Buy 554.00
2026-08-31 BofA Securities -- Buy 590.00
2026-08-18 BofA Securities -- Buy --
2026-08-11 Bernstein -- Buy 554.00
2026-07-27 Needham -- Buy 530.00
2026-07-17 TD Cowen -- Hold 440.00
2026-07-17 D.A. Davidson -- Buy 500.00
2026-07-16 SIG -- Buy 600.00
2026-07-16 Needham -- Buy 480.00
2026-07-16 Barclays -- Buy 650.00
2026-06-29 Barclays -- Buy 625.00
2026-06-22 SIG -- Buy 575.00
2026-04-22 Barclays -- Buy 470.00
2026-04-17 D.A. Davidson -- Buy 450.00
2026-04-16 TD Cowen -- Hold 400.00
2026-04-16 BofA Securities -- Buy 500.00
2026-04-16 Needham -- Buy 480.00
2026-04-16 Barclays -- Buy 450.00
2026-04-01 Barclays -- Buy 450.00
2026-03-23 BofA Securities -- Buy 470.00
2026-03-10 BofA Securities -- Buy 470.00

Quant vs Street three independent views, side by side

Momentum strategy signal
Buy
Analyst consensus
Buy

All 2 views agree: bullish.

Not investment advice. The factor grade ranks this stock on fundamentals against StockVane's covered universe; the momentum strategy signal is a rules-based backtest, not a recommendation; analyst consensus reflects sell-side coverage. The three use different methods and can reasonably disagree.

Price target trend monthly average, last 3 years

Earnings history price reaction on the day

PeriodReport dateSessionOptions expectedActual move
2026/Q3 2026-10-15 -- ±3.45% -1.80% (in line)
2026/Q2 2026-07-16 -- ±3.89% -2.32% (in line)
2026/Q1 2026-04-16 -- ±4.52% -3.13% (in line)
2025/Q4 2026-01-15 -- ±3.77% +4.44% (beat)
2025/Q3 2025-10-16 -- ±4.69% -1.60% (in line)
2025/Q2 2025-07-17 -- ±4.39% +3.38% (in line)
2025/Q1 2025-04-17 -- ±7.79% +0.05% (in line)
2024/Q4 2025-01-16 -- ±6.48% +3.86% (in line)
2024/Q3 2024-10-17 -- ±5.62% +9.79% (beat)
2024/Q2 2024-07-18 -- ±7.00% +0.39% (in line)
2024/Q1 2024-04-18 -- ±6.49% -4.86% (in line)
2023/Q4 2024-01-18 -- ±4.49% +9.79% (beat)

"Options expected" is the pre-earnings options market's implied move (a straddle-style estimate), shown next to what actually happened.

Quote time 2026-10-20 10:50:14 · For reference only, not investment advice and not tailored to your situation.

Taiwan Semiconductor discussion 1 comments

  1. the whole AI chip stack runs through this company one way or another. geopolitics is the only real risk premium baked into the price at this point.

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