Analyst Consensus ?
ConsensusBuy24 ratings
Bullish1875.0%
Neutral625.0%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
FN2 Earnings Intelligence
Taiwan Semiconductor Manufacturing Company Limited analyst ratings
Taiwan Semiconductor Manufacturing Company Limited (TSM) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$419.08Current
$125Low
$515.33Average
$700High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 15, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Barclays | Overweight | Overweight | Maintain | Oct 6, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 11, 2026 |
| Needham | Buy | Buy | Maintain | Jul 27, 2026 |
| TD Cowen | Hold | Hold | Maintain | Jul 17, 2026 |
| DA Davidson | Buy | Buy | Maintain | Jul 17, 2026 |
| Susquehanna | Positive | Positive | Maintain | Jul 16, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 24, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Apr 7, 2026 |
| Erste Group | Buy | Hold | Upgrade | Apr 24, 2023 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 13, 2022 |
| Atlantic Equities | Overweight | Neutral | Upgrade | Jan 13, 2022 |
| Cowen & Co. | Perform | Market Perform | Maintain | Oct 11, 2021 |
| Argus Research | Buy | Buy | Maintain | Jun 22, 2021 |
| New Street | Buy | Buy | Maintain | Aug 28, 2020 |
| Macquarie | Outperform | Neutral | Upgrade | Jul 24, 2020 |
| China Renaissance | Buy | Hold | Upgrade | Dec 17, 2019 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Sep 5, 2019 |
| CLSA | Buy | Underperform | Upgrade | Jul 19, 2019 |
| HSBC | Buy | Buy | Maintain | Jan 19, 2018 |
| Pacific Crest | Underweight | Upgrade | Oct 14, 2016 | |
| Nomura | Neutral | Buy | Downgrade | Jul 12, 2016 |
| JP Morgan | Neutral | Overweight | Downgrade | Jul 12, 2016 |
| Citigroup | Neutral | Neutral | Maintain | Mar 26, 2015 |
| Credit Suisse | Neutral | Buy | Downgrade | Jan 8, 2015 |
| Bank of America | Buy | Neutral | Upgrade | Dec 8, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $419.08. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Analyst unavailable | $515 | $414 | +22.9% | Sep 1, 2026 |
| Bernstein | Mark Li | $554 | $423.66 | +32.2% | Aug 11, 2026 |
| Needham | Charles Shi | $530 | $403.41 | +26.5% | Jul 27, 2026 |
| D.A. Davidson | Analyst unavailable | $500 | $409.74 | +19.3% | Jul 17, 2026 |
| Barclays | Analyst unavailable | $650 | $409.74 | +55.1% | Jul 17, 2026 |
| Susquehanna | Analyst unavailable | $600 | $419.48 | +43.2% | Jul 16, 2026 |
| Barclays | Simon Coles | $625 | $432.35 | +49.1% | Jun 29, 2026 |
| Susquehanna | Mehdi Hosseini | $575 | $468.86 | +37.2% | Jun 22, 2026 |
| Jefferies | Analyst unavailable | $700 | $441.4 | +67.0% | Jun 16, 2026 |
| Needham | Analyst unavailable | $480 | $368.13 | +14.5% | Apr 16, 2026 |
| D.A. Davidson | Analyst unavailable | $450 | $368.1 | +7.4% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $450 | $341.64 | +7.4% | Jan 16, 2026 |
| Needham | Analyst unavailable | $410 | $349.35 | -2.2% | Jan 15, 2026 |
| UBS | Analyst unavailable | $330 | $294.72 | -21.3% | Dec 7, 2025 |
| Barclays | Simon Coles | $355 | $299.84 | -15.3% | Oct 17, 2025 |
| Needham | Analyst unavailable | $360 | $303.26 | -14.1% | Oct 16, 2025 |
| Susquehanna | Analyst unavailable | $400 | $299.88 | -4.6% | Oct 10, 2025 |
| Barclays | Analyst unavailable | $330 | $304.52 | -21.3% | Oct 9, 2025 |
| Barclays | Analyst unavailable | $325 | $262.06 | -22.4% | Sep 16, 2025 |
| Susquehanna | Mehdi Hosseini | $265 | $228.67 | -36.8% | Jul 14, 2025 |
| Barclays | Simon Coles | $215 | $147.86 | -48.7% | Apr 21, 2025 |
| Needham | Charles Shi | $210 | $165.77 | -49.9% | Jul 19, 2024 |
| Bernstein | Mark Li | $200 | $179.69 | -52.3% | Jun 20, 2024 |
| Susquehanna | Mehdi Hosseini | $200 | $172.51 | -52.3% | Jun 17, 2024 |
| Needham | Charles Shi | $168 | $145.4 | -59.9% | Apr 10, 2024 |
| Susquehanna | Mehdi Hosseini | $180 | $141.49 | -57.0% | Apr 2, 2024 |
| Susquehanna | Mehdi Hosseini | $135 | $98.07 | -67.8% | Jul 20, 2023 |
| Needham | Charles Shi | $118 | $99.82 | -71.8% | Jun 1, 2023 |
| Needham | Charles Shi | $110 | $79.4 | -73.8% | Sep 14, 2022 |
| Susquehanna | Mehdi Hosseini | $88 | $86.3 | -79.0% | Jul 25, 2022 |
| Susquehanna | Mehdi Hosseini | $100 | $87.11 | -76.1% | Jun 14, 2022 |
| Cowen & Co. | Krish Sankar | $125 | $140.66 | -70.2% | Jan 16, 2022 |
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