Taiwan Semiconductor Manufacturing Company Limited (TSM)
NYSE: TSM · Real-Time Price · USD
340.00
+7.29 (2.19%)
Jan 27, 2026, 11:37 AM EST - Market open
TSMC Stock Forecast
Stock Price Forecast
The 5 analysts that cover TSMC stock have a consensus rating of "Buy" and an average price target of $392, which forecasts a 15.29% increase in the stock price over the next year. The lowest target is $330 and the highest is $450.
Price Target: $392 (+15.29%)
Analyst Consensus: Buy
Analyst Ratings
The average analyst rating for TSMC stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.
Recommendation Trends
| Rating | Aug '25 | Sep '25 | Oct '25 | Nov '25 | Dec '25 | Jan '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 1 | 1 | 1 | 1 | 1 | 1 |
| Buy | 2 | 2 | 2 | 2 | 3 | 3 |
| Hold | 0 | 0 | 0 | 0 | 0 | 1 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 3 | 3 | 3 | 3 | 4 | 5 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Barclays | Barclays | Buy Maintains $380 → $450 | Buy | Maintains | $380 → $450 | +32.35% | Jan 16, 2026 |
| TD Cowen | TD Cowen | Hold Maintains $325 → $370 | Hold | Maintains | $325 → $370 | +8.82% | Jan 16, 2026 |
| Needham | Needham | Strong Buy Maintains $360 → $410 | Strong Buy | Maintains | $360 → $410 | +20.59% | Jan 15, 2026 |
| Bernstein | Bernstein | Buy Maintains $290 → $330 | Buy | Maintains | $290 → $330 | -2.94% | Dec 8, 2025 |
| Needham | Needham | Strong Buy Reiterates $360 | Strong Buy | Reiterates | $360 | +5.88% | Oct 27, 2025 |
Financial Forecast
Revenue This Year
4.71T
from 3.81T
Increased by 23.71%
Revenue Next Year
5.69T
from 4.71T
Increased by 20.75%
EPS This Year
88.07
from 66.25
Increased by 32.94%
EPS Next Year
108.30
from 88.07
Increased by 22.97%
Financial currency is TWD. Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.
Revenue Forecast
| Revenue | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| High | 5.1T | 6.4T | ||
| Avg | 4.7T | 5.7T | ||
| Low | 4.3T | 4.9T |
Revenue Growth
| Revenue Growth | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| High | 34.9% | 35.4% | ||
| Avg | 23.7% | 20.8% | ||
| Low | 12.8% | 3.2% |
EPS Forecast
| EPS | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| High | 101.85 | 130.08 | ||
| Avg | 88.07 | 108.30 | ||
| Low | 60.86 | 77.22 |
EPS Growth
| EPS Growth | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| High | 53.7% | 47.7% | ||
| Avg | 32.9% | 23.0% | ||
| Low | -8.1% | -12.3% |
Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.