Needham & Company LLC Issues Positive Forecast for Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price

Taiwan Semiconductor Manufacturing (NYSE:TSM) had its target price increased by Needham & Company LLC from $410.00 to $480.00 in a report published on Thursday, Marketbeat reports. Needham & Company LLC currently has a buy rating on the semiconductor company’s stock.

TSM has been the topic of a number of other reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. 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 assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $401.43.

Taiwan Semiconductor Manufacturing Trading Down 3.2%

Shares of Taiwan Semiconductor Manufacturing stock opened at $363.26 on Thursday. The firm has a market capitalization of $1.88 trillion, a PE ratio of 34.11, a P/E/G ratio of 1.15 and a beta of 1.35. Taiwan Semiconductor Manufacturing has a twelve month low of $145.84 and a twelve month high of $390.20. The firm’s 50-day moving average price is $354.34 and its 200 day moving average price is $320.99. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.17%.

Insider Activity

In other news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.11% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $27,000. Stephens Consulting LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares in the last quarter. Strategic Advocates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $29,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Blockbuster Q1 results — TSMC posted a record quarterly profit that beat estimates and its revenue surged year-over-year, validating strong demand for AI chips. Article Title
• Positive Sentiment: Raised guidance and AI-led demand — Management lifted 2026 growth guidance (above 30% in some reports) and described AI infrastructure demand as “insatiable,” supporting medium-term revenue visibility. Article Title
• Positive Sentiment: Analyst optimism / higher price targets — Some brokers raised targets and kept buy ratings after the beat-and-raise, which supports upside for multi-quarter holders. Article Title
• Neutral Sentiment: Regulatory & reporting updates — TSMC filed its Form 20‑F and noted minor IFRS reporting differences; useful for accounting/forecast models but not market-moving on its own. Article Title
• Neutral Sentiment: Full earnings materials available — Call transcript, slide deck and disclosures were posted (helpful for earnings-model checks). Article Title
• Negative Sentiment: Stock weakness despite the beat — Several outlets note the shares fell after earnings as investors rotated, took profits and digested the stock’s rich multiple. That intraday selling pressure is a key reason for today’s decline. Article Title
• Negative Sentiment: Valuation & geopolitical risk — Commentators warn TSMC’s multiples look stretched and cite Middle East tensions (higher costs/energy risk) as a potential margin/headline risk investors must price in. Article Title
• Negative Sentiment: Rising capex & supply bottlenecks — Aggressive spending to expand 3nm and advanced packaging capacity supports long‑term growth but raises near-term cash needs and execution risk; equipment/supplier headlines (e.g., ASML moves) have pressured sector sentiment. Article Title

Taiwan Semiconductor Manufacturing Company Profile

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.