Taiwan Semiconductor Manufacturing (NYSE:TSM) Raised to “Strong-Buy” at Zacks Research

Taiwan Semiconductor Manufacturing (NYSE:TSM) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Tuesday,Zacks.com reports.

Other research analysts also recently issued reports about the stock. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $325.65 on Tuesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing has a 52-week low of $134.25 and a 52-week high of $351.33. The firm has a market cap of $1.69 trillion, a P/E ratio of 30.58, a price-to-earnings-growth ratio of 0.94 and a beta of 1.31. The business’s fifty day moving average is $312.58 and its 200-day moving average is $283.01.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Sell-side analysts expect that Taiwan Semiconductor Manufacturing will post 9.2 EPS for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Allworth Financial LP raised its position in shares of Taiwan Semiconductor Manufacturing by 5.9% during the fourth quarter. Allworth Financial LP now owns 38,181 shares of the semiconductor company’s stock worth $11,603,000 after acquiring an additional 2,117 shares during the last quarter. SFE Investment Counsel raised its holdings in Taiwan Semiconductor Manufacturing by 11.7% during the 4th quarter. SFE Investment Counsel now owns 1,193 shares of the semiconductor company’s stock worth $363,000 after purchasing an additional 125 shares during the last quarter. Atria Investments Inc raised its holdings in Taiwan Semiconductor Manufacturing by 0.8% during the 4th quarter. Atria Investments Inc now owns 139,312 shares of the semiconductor company’s stock worth $42,335,000 after purchasing an additional 1,160 shares during the last quarter. Navalign LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $39,000. Finally, GR Financial Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 5.9% in the 4th quarter. GR Financial Group LLC now owns 894 shares of the semiconductor company’s stock valued at $272,000 after purchasing an additional 50 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC plans mass production of 3‑nanometre chips at its Kumamoto, Japan fab with an estimated $17 billion investment — a major, long‑term capacity commitment that strengthens TSMC’s position on advanced nodes, deepens ties in Japan, and supports future revenue from high‑end AI and HPC customers. TSMC plans 3‑nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: An analyst price target was raised ~17.7% to $360.38, signaling upgraded street expectations for TSMC’s earnings/valuation trajectory and providing direct buy-side ammunition. Price target increased by 17.68% to 360.38
• Positive Sentiment: Multiple industry/market commentators and screens are bullish: Zacks added TSM to its Rank #1 (Strong Buy) and momentum lists, highlighting continued positive analyst momentum and technical interest. Best Momentum Stocks to Buy for February 4th New Strong Buy Stocks for February 4th
• Positive Sentiment: Seeking Alpha commentary frames TSMC as a primary beneficiary of the AI boom — reinforcing thesis that demand for leading‑edge nodes (for GPUs/AI accelerators) should underpin revenue and pricing power over coming years. Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
• Neutral Sentiment: An opinion piece compares TSMC and Broadcom and suggests investors may choose one exposure over the other — useful for portfolio allocation decisions but not new company-specific fundamentals. Taiwan Semiconductor or Broadcom? You Should Only Own One of Them
• Neutral Sentiment: Technical coverage: a Benzinga piece notes a recent bullish trading signal that preceded an intraday close higher — suggests some technical momentum among traders but does not alter the fundamental outlook. TSM Stock Closes Higher After Key Trading Signal

About Taiwan Semiconductor Manufacturing

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.