Taiwan Semiconductor Manufacturing (NYSE:TSM) Rating Lowered to Buy at Wall Street Zen

Taiwan Semiconductor Manufacturing (NYSE:TSM) was downgraded by stock analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research note issued to investors on Saturday.

Other research analysts have also issued reports about the company. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Finally, DA Davidson boosted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $496.25.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $419.94 on Friday. The company has a market cap of $2.18 trillion, a PE ratio of 30.30, a P/E/G ratio of 0.96 and a beta of 1.39. The firm’s 50 day moving average price is $427.01 and its 200-day moving average price is $387.40. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing will post 16.44 EPS for the current fiscal year.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Shyue-Shyh Lin purchased 2,000 shares of the company’s stock in a transaction dated Sunday, July 19th. The shares were acquired at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the purchase, the vice president directly owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. The trade was a 7.61% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders purchased 16,697 shares of company stock valued at $1,228,663. 1.11% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds have recently modified their holdings of the stock. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $27,000. Strategic Advocates LLC increased its position 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 valued at $28,000 after buying an additional 36 shares in the last quarter. Ares Financial Consulting LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth $29,000. Finally, Basepoint Wealth LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC raised its 2026 outlook as AI-related demand accelerated, reinforcing expectations for stronger revenue and earnings growth. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: A roughly $64 billion capital-spending plan signals that TSMC expects sustained demand for leading-edge chips; reports that capacity remains insufficient could support pricing power and long-term growth. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: Investment commentary describes TSMC as a critical bottleneck in the AI-chip supply chain, highlighting its strategic importance to chip designers and cloud companies. Could Taiwan Semiconductor Manufacturing Be the Most Critical Bottleneck in the AI Chip Boom?
• Positive Sentiment: Industry reports continue to point to semiconductor-sales growth driven by AI optimism, placing TSM among the companies positioned to benefit from the trend. Semiconductor Sales Continue to Grow on AI Optimism
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million in TSMC, providing a notable vote of confidence from a high-profile technology investor. Cathie Wood Invests in TSMC
• Positive Sentiment: Recent analysis argues that TSMC’s latest results and scale leave Intel facing a widening competitive gap, easing concerns about near-term foundry competition. How Will Intel Really Be Able to Beat TSMC in the Next Year?
• Neutral Sentiment: First Eagle Investment Management trimmed 156,540 TSMC shares, indicating that at least one institutional investor is taking profits or rebalancing, though the transaction does not establish a broader selling trend. First Eagle Trims Shares of TSMC
• Neutral Sentiment: Broader market enthusiasm and heavy ETF inflows are supporting semiconductor valuations, but the same flows could increase volatility if investor sentiment reverses. ETF Inflows and Market Risk

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.