Taiwan Semiconductor Manufacturing Company Limited

(New York Stock Exchange)
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Bullish +65

Taiwan Semiconductor (TSM) Stock Forecast (2026)

AI-generated analysis

📈 TSM trades at $418.01 with a Wall Street consensus target of $536.00, implying 28.2% upside potential.

🚀 Revenue growth is estimated at +43.00% for the current year and +34.00% for next year due to advanced semiconductor demand.

💰 TSM exceeded analyst EPS expectations by 10.8% in the quarter to June 2026, highlighting operational strength.

🤝 Insiders have made net purchases totaling $346.4K, signaling confidence in the company's future.

📉 The stock is trading below its 50-day and 20-day moving averages, suggesting a period of consolidation.

🔮 Monte Carlo simulations project a base case price near $753 by 2030, representing an 1.8x return over four years.

Bullish Signals
  • TSM trades at $418.01 with a consensus fair value of $536.00, indicating a 28.2% upside potential according to CleaRank Financial AI.
  • Revenue growth is estimated at +43.00% for the current year and +34.00% for next year, driven by strong demand for advanced semiconductors.
  • The company recently exceeded analyst EPS expectations by 10.8% in the quarter to June 2026, demonstrating consistent operational strength.
  • Insiders have made net purchases totaling $346.4K, indicating positive sentiment and belief in the company's future prospects.
Risk Factors
  • The stock is currently trading below its 50-day and 20-day moving averages, which may indicate temporary consolidation or a need for further price discovery.
Full Analysis
As of September 15, 2026, Taiwan Semiconductor Manufacturing Company Ltd. (TSM) trades at $418.01, with analysts projecting a fair value of $536.00, representing a potential upside of 28.2%. The stock currently exhibits neutral technical indicators with an RSI of 55 and is trading slightly below its 50-day moving average of $418.61. Fundamental performance for TSM remains robust, with current year revenue growth estimated at +43.00% and next year projected at +34.00%, driven by strong demand for advanced semiconductors. The company has a demonstrated track record of beating analyst earnings per share (EPS) expectations, most recently exceeding them by 10.8% in the quarter ending June 2026. Insider activity reflects positive sentiment toward TSM's future prospects, with net insider purchases totaling $346.4K recorded recently. Long-term simulations suggest significant growth potential, with a base case projection of a $10,000 investment growing to approximately $43,553 by 2036, though these are statistical outcomes rather than guarantees.