Taiwan Semiconductor Manufacturing (NYSE:TSM) Upgraded by Wall Street Zen to Strong-Buy Rating

Taiwan Semiconductor Manufacturing (NYSE:TSM) was upgraded by research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research report issued to clients and investors on Saturday.

A number of other equities analysts also recently weighed in on TSM. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday. Finally, DA Davidson raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $490.00.

Taiwan Semiconductor Manufacturing Stock Down 3.0%

Shares of NYSE:TSM opened at $397.59 on Friday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.06 trillion, a price-to-earnings ratio of 28.69, a PEG ratio of 1.02 and a beta of 1.36. The stock’s 50-day moving average price is $426.79 and its two-hundred day moving average price is $377.94. Taiwan Semiconductor Manufacturing has a 12-month low of $223.70 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The business had revenue of $39.89 billion for the quarter. On average, research analysts forecast that Taiwan Semiconductor Manufacturing will post 15.51 EPS for the current year.

Insider Activity

In related news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 29th. The shares were purchased at an average cost of $76.64 per share, with a total value of $76,640.00. Following the transaction, the vice president owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. The trade was a 9.05% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders purchased 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of large investors have recently added to or reduced their stakes in the company. Twin City Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the period. Graves Light Lenhart Wealth Inc. increased its position in Taiwan Semiconductor Manufacturing by 3.4% during the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock worth $359,000 after acquiring an additional 25 shares during the period. OFS Enterprise LLC increased its position in Taiwan Semiconductor Manufacturing by 4.0% during the second quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock worth $312,000 after acquiring an additional 25 shares during the period. Wealthcare Capital Partners LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.0% during the 2nd quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock valued at $1,244,000 after purchasing an additional 25 shares during the last quarter. Finally, Elser Financial Planning Inc raised its stake in Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock valued at $516,000 after purchasing an additional 25 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article
• Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article
• Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article
• Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article
• Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article

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.