Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.3% – Should You Buy?

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shares shot up 1.3% during mid-day trading on Monday . The company traded as high as $476.79 and last traded at $468.0750. Approximately 13,630,772 shares were traded during trading, a decline of 2% from the average session volume of 13,838,428 shares. The stock had previously closed at $462.12.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Bank of America raised its price target on TSM to $590 from $490 and reiterated a buy rating, signaling higher confidence in the company’s upside as AI demand and advanced chip packaging remain strong. Benzinga report on Bank of America target hike
• Positive Sentiment: Recent coverage highlights TSMC’s CoWoS advanced packaging and 2D transistor progress, underscoring its central role in AI chip production and the broader high-bandwidth memory supply chain. Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
• Positive Sentiment: Articles published in the past day also point to strong operating momentum, with May revenue up 30.1% year over year and management projecting full-year 2026 growth above 30% in U.S. dollar terms. Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?
• Positive Sentiment: Insider buying by VP Lipen Yuan adds a modest confidence signal, as management increased personal ownership in the company. Taiwan Semiconductor Manufacturing VP Buys Stock
• Neutral Sentiment: Some commentary frames TSM as a “picks-and-shovels” way to gain AI exposure, which supports the investment thesis but does not change fundamentals on its own.
• Neutral Sentiment: Broader chip-sector volatility and a recent pullback in semiconductors may create short-term trading pressure, even though TSM’s longer-term demand backdrop remains constructive. Chip Stocks Tumble From Record Heights, Lead Tech Wreck
• Negative Sentiment: Market-wide weakness in chip stocks can weigh on TSM in the near term, especially after the sector recently reached record highs and then sold off. Chip Stocks Tumble From Record Heights, Lead Tech Wreck

Analyst Ratings Changes

TSM has been the subject of several research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $449.38.

Taiwan Semiconductor Manufacturing Stock Up 0.7%

The business has a 50-day simple moving average of $410.35 and a two-hundred day simple moving average of $360.89. The stock has a market capitalization of $2.28 trillion, a P/E ratio of 36.56, a PEG ratio of 1.36 and a beta of 1.38. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.12%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought 4,496 shares of company stock valued at $327,927 in the last ninety days. Insiders own 1.11% of the company’s stock.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Large investors have recently bought and sold shares of the business. Brighton Jones LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $701,000. Bank of Nova Scotia lifted its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $270,000. 16.51% of the stock is currently owned by institutional investors.

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.