Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Taiwan Semiconductor Manufacturing (NYSE:TSM) had its price objective increased by investment analysts at Needham & Company LLC from $360.00 to $410.00 in a research report issued to clients and investors on Thursday, Marketbeat.com reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s target price would indicate a potential upside of 25.38% from the company’s current price.

Other analysts also recently issued reports about the stock. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating for the company. Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Eight investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $365.00.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $327.01 on Thursday. Taiwan Semiconductor Manufacturing has a fifty-two week low of $134.25 and a fifty-two week high of $336.42. The stock’s 50-day moving average is $297.51 and its two-hundred day moving average is $272.29. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The firm has a market cap of $1.69 trillion, a P/E ratio of 33.54, a PEG ratio of 0.79 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%.The business had revenue of $32.50 billion during the quarter. Analysts predict that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current fiscal year.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several hedge funds have recently added to or reduced their stakes in TSM. Westfuller Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares during the period. Sovereign Financial Group Inc. raised its stake in Taiwan Semiconductor Manufacturing by 4.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after purchasing an additional 34 shares during the last quarter. BankPlus Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust boosted its holdings in Taiwan Semiconductor Manufacturing by 7.5% in the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares during the period. Finally, New Millennium Group LLC grew its position in Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after purchasing an additional 35 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC reported record Q4 profit and revenue, beating estimates — net income rose ~35% to about $16B and revenue climbed ~20%, underscoring strong AI-server demand. TSMC Q4 profit jumps 35% to record, beats expectations — Reuters
• Positive Sentiment: Management raised Q1 revenue guidance to $34.6B–$35.8B versus consensus ~$32.5B, signaling durable AI-driven orders and giving investors forward visibility on demand. TSMC Earnings Beat — Barron’s
• Positive Sentiment: Macro/in-market reaction: futures and chip-equipment names rallied on renewed AI optimism after TSMC’s results (ASML hit record highs), which lifts sector sentiment and supports TSM’s multiple. Stocks climb before the open as TSMC reignites AI optimism — Barchart
• Neutral Sentiment: Analysts and strategists are raising targets and reweighting portfolios toward TSMC given its central role in AI supply chains — supportive for demand but implies higher expectations going forward. TSMC gets price target hike — MSN (JPMorgan report)
• Negative Sentiment: Capacity and logistics constraints are surfacing — TSMC signals it’s running near capacity for advanced nodes/packaging, which could limit near-term share gains and spark supply-driven delays for key customers. TSMC says ‘No More’ to Nvidia — Benzinga

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.