Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) is scheduled to announce its financial results for the fourth quarter before the market opens on Thursday, January 15. The company, headquartered in Hsinchu City, Taiwan, is expected to report earnings per share of $2.71 on revenue totaling approximately $32.62 billion, according to data compiled by Benzinga Pro.
On January 9, TSMC reported revenue figures for the December quarter that surpassed market expectations, signaling stronger-than-anticipated performance both on a monthly and quarterly basis. Despite this positive revenue development, the company's shares experienced a slight decline of 0.1%, closing at $331.65 on Tuesday.
Benzinga’s latest analyst ratings offer insight into the sentiment of market professionals monitoring TSMC. Investors and interested parties can find up-to-date ratings on the Analyst Stock Ratings page, which provides sorting capabilities by stock ticker, company name, analyst firm, and rating changes, among other criteria.
Among the foremost Wall Street analysts covering Taiwan Semiconductor Manufacturing, several have reaffirmed their favorable views, adjusting price targets in response to recent financial data.
Bernstein’s Mark Li upheld an Outperform rating for TSMC and increased the price target from $290 to $330 with a horizon dated December 8, 2025. This analyst's historical accuracy rate stands at 66%, indicating moderate reliability in forecasting stock performance.
Needham's Charles Shi retained a Buy rating and maintains a price target of $360 as of October 27, 2025. With a strong accuracy rate of 78%, Shi's projections carry significant weight among institutional and retail investors alike.
Barclays’ Simon Coles kept an Overweight rating on the stock and raised the price target from $330 to $355 dated October 17, 2025. Coles' track record reflects a 65% accuracy in analytic predictions, underscoring a confidence level consistent with general market expectations.
Susquehanna’s Mehdi Hosseini maintained a Positive rating and notably increased the price target substantially from $300 to $400 as of October 10, 2025. Hosseini boasts a 76% accuracy rate, reflecting a strong predictive record within semiconductor stock coverage.
The divergence and adjustments in target prices among these top analysts illustrate a general optimism about Taiwan Semiconductor Manufacturing’s mid-term growth prospects. Despite minor short-term market fluctuations, such as the slight dip in stock price, these updates signal confidence in the company’s ability to sustain solid financial performance.
Investors monitoring TSMC should take note of the risks inherent to the sector and the company, including potential shifts in demand for semiconductor products, the volatility of technology markets, and macroeconomic factors that might influence supply chain or manufacturing processes. These factors could impact the actual outcomes relative to analyst forecasts.