Taiwan Semiconductor Manufacturing (TSM) Expected to Post Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) is expected to be issuing its Q2 2026 results before the market opens on Thursday, July 16th. Analysts expect Taiwan Semiconductor Manufacturing to post earnings of $3.77 per share and revenue of $39.9879 billion for the quarter. Interested persons may visit the the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, July 16, 2026 at 2:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. The business had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm’s quarterly revenue was up 40.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.12 EPS. On average, analysts expect Taiwan Semiconductor Manufacturing to post $15 EPS for the current fiscal year and $20 EPS for the next fiscal year.

Taiwan Semiconductor Manufacturing Trading Up 1.1%

NYSE:TSM opened at $437.19 on Thursday. Taiwan Semiconductor Manufacturing has a 52 week low of $223.70 and a 52 week high of $479.00. The firm has a 50-day moving average price of $424.41 and a two-hundred day moving average price of $372.43. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm has a market cap of $2.27 trillion, a price-to-earnings ratio of 36.37, a price-to-earnings-growth ratio of 1.09 and a beta of 1.36.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Wall Street Analyst Weigh In

TSM has been the topic of several research analyst reports. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Bank of America lifted their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday, June 22nd. Finally, Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $449.38.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts say TSM is benefiting from strong AI chip demand and rising expectations for advanced-node semiconductor production. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: Recent commentary highlighted TSM as a leading AI stock, with Wall Street expecting continued growth in revenue and long-term earnings power. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: AI spending forecasts remain very strong, which supports the long-term demand outlook for TSM’s foundry services. AI Demand Explodes Over 300-Fold. Zettabyte Makes the Case for Quality Compute and Taiwan’s Sovereign AI Future
• Neutral Sentiment: One article noted a sector-wide semiconductor selloff tied more to market liquidity and margin unwinds than to TSM-specific fundamentals, suggesting the stock can move with the group even when the business outlook stays intact. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Neutral Sentiment: TSM was also mentioned as a major beneficiary of the AI buildout in broader chip-industry commentary, reinforcing its strategic role in the supply chain. TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
• Negative Sentiment: TSM also traded lower in the prior session as chip stocks were hit by a broader risk-off move, showing that sentiment can still overwhelm fundamentals in the short term. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Insider Buying and Selling

In other news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have purchased 5,310 shares of company stock valued at $393,803. 1.11% of the stock is owned by company insiders.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL bought a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $701,000. Bank of Nova Scotia increased its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $270,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.