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

Taiwan Semiconductor Manufacturing (NYSE:TSM) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Sunday.

TSM has been the topic of a number of other reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 2.8%

Shares of NYSE:TSM opened at $329.21 on Friday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The business has a fifty day moving average of $348.66 and a two-hundred day moving average of $309.66. The stock has a market cap of $1.71 trillion, a P/E ratio of 30.91, a PEG ratio of 0.90 and a beta of 1.29. Taiwan Semiconductor Manufacturing has a 52-week low of $134.25 and a 52-week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, research analysts expect that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current year.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently made changes to their positions in TSM. Fisher Asset Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after buying an additional 313,773 shares during the period. Van ECK Associates Corp raised its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares during the period. Bank of America Corp DE lifted its stake in Taiwan Semiconductor Manufacturing by 6.5% during the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after acquiring an additional 966,926 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its stake in Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after acquiring an additional 541,047 shares in the last quarter. Finally, Jennison Associates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after acquiring an additional 802,757 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record February revenue and rising AI demand: social posts and market commentary highlighted TSMC’s February revenue surge (roughly +30% YoY to a record monthly level), driven by AI chip ramp and 3nm capacity tightness — a near‑term growth catalyst. TSMC Stock (TSM) Opinions on February Revenue Surge
• Positive Sentiment: Flow tailwinds from non‑US allocation: BofA/market commentary indicates long‑only funds shifted into non‑U.S. equities in Feb, with TSMC among top beneficiaries — supports demand for the stock from global active managers. Long-Only Funds Shift to Non-US Stocks, TSMC (TSM) Stays at the Top
• Positive Sentiment: Analyst conviction and AI thematic positioning: multiple outlets and analysts continue to position TSMC as a core AI infrastructure play (mentions in “best AI stocks” and buy/positive notes remain common), supporting longer‑term upside expectations. What Are the Best AI Stocks to Buy While Big Tech Is Spending $690 Billion on Infrastructure?
• Neutral Sentiment: Investor attention and resilience narratives: media coverage emphasizes TSMC’s strong market position and resilience amid dynamic conditions — keeps the stock on screen for momentum traders but is not new fundamental news. Taiwan Semiconductor Manufacturing (NYSE:TSM) Stays Resilient In Dynamic Market Conditions
• Neutral Sentiment: Zacks and other outlets are keeping TSMC in the spotlight, generating searches and chatter — useful for volume but mixed for directional conviction. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention
• Negative Sentiment: Large institutional trimming: filings summarized by Quiver show major managers (e.g., FMR, Goldman, others) significantly reduced positions in recent quarters — raising concerns about profit‑taking and reducing a base of committed holders. TSMC Stock (TSM) Opinions on February Revenue Surge
• Negative Sentiment: Analyst downgrade and mixed headlines: Zacks downgraded TSMC from “strong‑buy” to “hold,” which can trigger short‑term selling and reduce momentum. Zacks.com
• Negative Sentiment: Competitive and client risks: Samsung’s large $73B AI chip investment and reports of Tesla pursuing alternative chip supply/sovereign supply chains are reminders of competitive pressures and customer diversification risks. Samsung Stock Surges on Massive $73B AI Chip Investment Plan Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

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.