Taiwan Semiconductor Manufacturing (TSM) to Release Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) is expected to post its Q1 2026 results before the market opens on Thursday, April 16th. Analysts expect Taiwan Semiconductor Manufacturing to post earnings of $3.26 per share and revenue of $35.4657 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Thursday, April 16, 2026 at 2:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, analysts expect Taiwan Semiconductor Manufacturing to post $9 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $365.13 on Thursday. 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 company has a market cap of $1.89 trillion, a PE ratio of 34.28, a P/E/G ratio of 0.93 and a beta of 1.35. The business has a 50 day moving average of $349.92 and a 200 day moving average of $317.38. Taiwan Semiconductor Manufacturing has a 52 week low of $137.90 and a 52 week high of $390.20.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.36%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Citi reaffirmed a Buy on TSM and raised its price target, citing growing demand for AI-driven chips — a clear near-term catalyst supporting the rally. Citi Remains Bullish on Taiwan Semiconductor (TSM)
• Positive Sentiment: Analyst previews (Seeking Alpha) expect a likely beat for Q1 2026 as AI demand, advanced 3nm/2nm nodes and packaging capacity drive margins — supporting upside to guidance and investor sentiment. Taiwan Semiconductor Is Setting Up For Another Beat (Preview)
• Positive Sentiment: Market commentary notes Foxconn’s stronger-than-expected Q1 revenue from AI servers, which validates a broader hardware boom and implies sustained foundry demand that benefits TSM. Apple’s Silent Partner Just Validated the Hardware Boom (TSM)
• Neutral Sentiment: Coverage pieces and tools (Zacks/Yahoo) highlight TSM among tech names to watch around earnings — useful trading signals but not direct company news. Want Better Returns? Don’t Ignore These 2 Computer and Technology Stocks Set to Beat Earnings
• Neutral Sentiment: Market reminders and calendar notes point to April 16 as an important date for TSM investors (earnings/updates). Dear Taiwan semi stock fans, mark your calendars for April 16
• Negative Sentiment: Geopolitical tension coverage highlights renewed China–Taiwan reunification rhetoric, raising investor concern about supply-chain and on-island fab risks — a persistent valuation and risk premium for TSM. Geopolitical Tension Puts TSMC Valuation And Supply Chain Resilience In Focus
• Negative Sentiment: Intel’s high-profile foundry deals (Terafab with SpaceX/Tesla/xAI) shine a spotlight on renewed U.S. competition for advanced nodes and packaging, a potential long-term competitive readjustment for TSM’s market share. Intel’s New Orbit: From Chip Lag to Leading Edge
• Negative Sentiment: Opinion pieces reiterate the geopolitical “big risk” tied to China–Taiwan tensions — a narrative that can cap multiples despite strong fundamentals. The Big Risk With Taiwan Semiconductor Stock That No One Wants to Talk About

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.11% of the stock is owned by company insiders.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several institutional investors have recently modified their holdings of TSM. Van ECK Associates Corp boosted its position in shares of Taiwan Semiconductor Manufacturing by 11.1% during the fourth 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 last quarter. SurgoCap Partners LP purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at $360,443,000. Victory Capital Management Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 470.7% during the fourth quarter. Victory Capital Management Inc. now owns 1,327,921 shares of the semiconductor company’s stock valued at $403,544,000 after buying an additional 1,095,239 shares during the last quarter. Viking Global Investors LP boosted its position in shares of Taiwan Semiconductor Manufacturing by 24.6% during the fourth quarter. Viking Global Investors LP now owns 4,914,896 shares of the semiconductor company’s stock valued at $1,493,588,000 after buying an additional 970,530 shares during the last quarter. Finally, Bank of America Corp DE boosted its position in shares of Taiwan Semiconductor Manufacturing by 6.5% during the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after buying an additional 966,926 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Finally, DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $391.43.

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.