Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
TSM gained 147% last year; TSMY investors missed 38 points
Taiwan Semiconductor Manufacturing (NYSE:TSM) makes the chips inside nearly every advanced device on earth, from iPhones to AI accelerators.
TSMC: AI Supercycle Buys Don't Come Stronger Than This
Taiwan Semiconductor Manufacturing delivered strong Q1 results, with revenues up 40.6% year-on-year and gross margins reaching 66.2%. TSM's 3nm node ramp-up is accelerating margin accretion, with 3nm sales now 34% of advanced node revenue and expected to drive further upside in 2026. Management guides for Q2 sales growth of 8.6%-12% and expects over 30% revenue growth in 2026, supported by capacity expansions and robust demand.
TSMC's Q1 Earnings Beat: Still A Great Buy
Taiwan Semiconductor Manufacturing delivered strong Q1 earnings, beating expectations on revenue, earnings, and margins, with 3nm chips driving 25% of sales. Despite robust results and raised guidance, TSM shares saw muted post-earnings price action, possibly due to high expectations already being priced into the stock. TSM trades at 30x earnings, about typical for its sector. A DCF valuation suggests up to 47% upside.
TSMC Q4: Investors Are Still Underestimating The TAM Of AI Accelerators
TSMC (TSM) delivered a strong 1Q26 double-beat, with 40.6% revenue growth and record 66.2% gross margins, but did not raise full-year guidance. I remain bullish on TSM, driven by robust AI accelerator demand, expanding advanced node visibility (N3/N2/A16/A14), and entrenched competitive advantages over Intel, Samsung, and Tesla. TSMC's valuation at 19x FY27 P/E is justified by its pivotal role in the AI revolution, shifting from an 'Apple supplier' to the industry's production linchpin.
TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant
For another quarter in a row, Taiwan Semiconductor Manufacturing's NYSE: TSM earnings showed no signs of artificial intelligence (AI) buildout slowing down. Numbers during the quarter were very robust, and the company issued a small but meaningful guidance increase.
TSMC Q1 2026 Earnings Update
Yesterday's TSMC earnings call was yet another confirmation that the AI momentum right now is a one-way street: up and to the right. TSMC's revenue from the most advanced nodes (7 nm or below), where they are a de facto monopoly, is now almost three-quarters of their revenue. It should be no surprise that TSMC revenue estimates continue to go higher.
Taiwan Semiconductor Q1 Earnings Beat Estimates, Revenues Rise Y/Y
TSM tops Q1 estimates with 64% EPS growth and 40% revenue surge, driven by strong AI and HPC demand, while guiding higher for Q2.
TSMC: Strong Results, Margin Story Unchanged (At Least For Now)
Strong results and upgraded guidance mean less to me when the share price drops anyway, especially with the rest of the market clearly favoring risk. AI demand remains strong, 2026 U.S. dollar revenue guidance was riased above 30%, and AI accelerator growth still points toward a higher-50s CAGR. I am not upgrading my buy rating to a strong buy, as I believe the margin normalization may not be fully priced in.
TSMC: Foundry Monopoly Is Cracking As Rivals Catch Up (Rating Downgrade)
Taiwan Semiconductor Manufacturing Company delivered another robust quarter with Q1 revenue up 6.4% QoQ and gross margins exceeding 66%. Is that enough to keep investors excited? TSM's N3 node ramped to 25% of wafer revenue, supporting margin strength, but steep capacity constraints are driving customers to rivals like Samsung and Intel. CapEx is expected near the top of guidance through 2026, but new capacity faces multi-year delays, raising concerns about potential market share losses. Plus, margins could also be peaking?
TSMC Stock: Q1 2026 Earnings Didn't Fuel A Rally, Here's Why
Taiwan Semiconductor Manufacturing Company Limited delivered Q1 FY2026 results with 58% net profit growth and 41% revenue growth, raising its FY2026 outlook to 30%+ revenue growth. TSMC's high-capacity utilization, strong pricing power in 2nm/3nm nodes, and 66.2% gross margins are driven by AI chip demand, especially from U.S. datacenter clients. CapEx guidance narrowed to the high end of $52–$56 billion, signaling locked-in customer prepayments and fierce competition for 2027–28 capacity.
