
TSM
Taiwan Semiconductor Manufacturing Co Ltd
- Overview
- Forecast
- Valuation
- Earnings

Line
|

Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
245.970
Open
245.310
VWAP
241.07
Vol
16.25M
Mkt Cap
1.25T
Low
238.690
Amount
3.92B
EV/EBITDA(TTM)
12.00
Total Shares
5.19B
EV
28.30T
EV/OCF(TTM)
12.82
P/S(TTM)
8.81
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2026Q1
FY2025Q4
FY2025Q3
890.59B
+6.12%
2.338
+10.29%
899.12B
+3.53%
2.430
+8.47%
936.91B
+23.33%
2.652
+36.68%
Estimates Revision
The market is revising Downward the revenue expectations for Taiwan Semiconductor Manufacturing Company Limited (TSM) for FY2025, with the revenue forecasts being adjusted by -1.43% over the past three months. During the same period, the stock price has changed by 62.59%.
Revenue Estimates for FY2025
Revise Downward

-1.43%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward

-1.8%
In Past 3 Month
Stock Price
Go Up

+62.59%
In Past 3 Month
9 Analyst Rating

-3.65% Downside
Wall Street analysts forecast TSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 231.63 USD with a low forecast of 175.00 USD and a high forecast of 270.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
1 Hold
0 Sell
Strong Buy

-3.65% Downside
Current: 240.400

Low
175.00
Averages
231.63
High
270.00

-3.65% Downside
Current: 240.400

Low
175.00
Averages
231.63
High
270.00
Barclays
Overweight
maintain
$240 -> $275
2025-07-17
New
Reason
Barclays
Price Target
$240 -> $275
2025-07-17
New
maintain
Overweight
Reason
Barclays raised the firm's price target on TSMC to $275 from $240 and keeps an Overweight rating on the shares. The company's results were again ahead of expectations and guidance amid artificial intelligence strength, the analyst tells investors in a research note. The firm upped the stock's target multiple saying TSMC "continues to execute pretty much seamlessly."
Susquehanna
Mehdi Hosseini
Positive
maintain
$255 -> $265
2025-07-14
Reason
Susquehanna
Mehdi Hosseini
Price Target
$255 -> $265
2025-07-14
maintain
Positive
Reason
Susquehanna analyst Mehdi Hosseini raised the firm's price target on TSMC to $265 from $255 and keeps a Positive rating on the shares. The firm previewed its Q2 earnings where they see near-term headwinds driven by F/X and weaker smartphone end market. AI remains the strongest and the N2 platform is a key catalyst heading into 2026.
Needham
Charles Shi
Buy
upgrade
$225 -> $270
2025-07-01
Reason
Needham
Charles Shi
Price Target
$225 -> $270
2025-07-01
upgrade
Buy
Reason
Needham analyst Charles Shi raised the firm's price target on TSMC to $270 from $225 and keeps a Buy rating on the shares. The firm's AI wafer demand model suggests that TSMC doesn't need much unit volume growth to reach its target of $90B in AI revenue by 2029, the analyst tells investors in a research note. Significant silicon content growth from increasing number of compute dies in a package and the transition to custom HBM base dies should sustain the rapid AI revenue growth to $90B within four years, the firm added.
Susquehanna
Positive
maintain
$250 -> $255
2025-06-18
Reason
Susquehanna
Price Target
$250 -> $255
2025-06-18
maintain
Positive
Reason
Susquehanna raised the firm's price target on TSMC to $255 from $250 and keeps a Positive rating on the shares. The firm said recent checks show that the upside to AI-related wafer shipments in Q2 is balancing out weaker smartphone wafershipment, with foreign exchange impacts expected to minimize the revenue upside effect on EPS. In addition, EPS. In addition, the company is likely to remain the sole leading-edge foundry provider through 2027 due to lack of customers' commitment to IFS's 14A-E.
Barclays
NULL -> Overweight
maintain
$215 -> $240
2025-06-03
Reason
Barclays
Price Target
$215 -> $240
2025-06-03
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on TSMC to $240 from $215 and keeps an Overweight rating on the shares. The firm sees scope for upside in advanced logic but downside risk in memory in 2026.
Goldman Sachs
Strong Buy
initiated
2025-06-02
Reason
Goldman Sachs
Price Target
2025-06-02
initiated
Strong Buy
Reason
See All Ratings
Valuation Metrics
The current forward P/E ratio for Taiwan Semiconductor Manufacturing Co Ltd (TSM.N) is 19.76, compared to its 5-year average forward P/E of 18.65. For a more detailed relative valuation and DCF analysis to assess Taiwan Semiconductor Manufacturing Co Ltd 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair
5Y Average PE
18.65
Current PE
19.76
Overvalued PE
22.80
Undervalued PE
14.50
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair
5Y Average EV/EBITDA
10.22
Current EV/EBITDA
11.60
Overvalued EV/EBITDA
12.33
Undervalued EV/EBITDA
8.11
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair
5Y Average PS
7.23
Current PS
8.18
Overvalued PS
8.65
Undervalued PS
5.82
Financials
Annual
Quarterly
FY2025Q2
YoY :
+45.24%
30.26B
Total Revenue
FY2025Q2
YoY :
+69.42%
15.02B
Operating Profit
FY2025Q2
YoY :
+68.14%
12.88B
Net Income after Tax
FY2025Q2
YoY :
+66.67%
0.50
EPS - Diluted
FY2025Q2
YoY :
+26.70%
7.12B
Free Cash Flow
FY2025Q2
YoY :
+10.25%
58.62
Gross Profit Margin - %
FY2025Q2
YoY :
-5.65%
29.55
FCF Margin - %
FY2025Q2
YoY :
+15.77%
42.57
Net Margin - %
FY2025Q2
YoY :
+29.56%
26.91
ROIC
Trading Trends
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
372.0
Volume
1
3-6
Months
751.4K
Volume
33
6-9
Months
5.0M
Volume
49
0-12
Months
1.8K
Volume
2
Bought
0-3
0
0.0
Volume
Months
3-6
47
2.2M
Volume
Months
6-9
49
12.0M
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
32.5K
USD
1
3-6
Months
72.0K
USD
9
6-9
Months
81.0K
USD
4
0-12
Months
24.0K
USD
3
Bought
0-3
2
350.0K
USD
Months
3-6
1
8.0K
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
TSM News & Events
Events Timeline
2025-07-17 (ET)
2025-07-17
15:21:21
Mixed options sentiment in Taiwan Semi with shares up 4.27%

2025-07-17
05:26:17
TSMC sees Q3 revenue $31.8B-$33B

2025-07-17
05:22:52
TSMC reports Q2 EPS $2.74

Sign Up For More Events
Sign Up For More Events
News
9.5
07-17SeekingAlphaPinnedTSMC's Q2 results signify strong AI demand, but analysts point to implied Q4 conservatism
9.5
07-17SeekingAlphaPinnedTaiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook
9.5
07-17SeekingAlphaPinnedTaiwan Semiconductor in charts: Advanced nodes (3nm–28nm) drive Q2 revenue growth
Sign Up For More News
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FAQ

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM) stock price today?
The current price of TSM is 240.4 USD — it has decreased -2.12 % in the last trading day.

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s business?

What is the price predicton of TSM Stock?

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s revenue for the last quarter?

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s earnings per share (EPS) for the last quarter?

What changes have occurred in the market's expectations for Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s fundamentals?

How many employees does Taiwan Semiconductor Manufacturing Co Ltd (TSM). have?
