Taiwan Semiconductor Manufacturing (TSM) Projected to Post Earnings on Thursday

Key Points

• Taiwan Semiconductor Manufacturing is expected to report Q2 2026 earnings before the market opens on Thursday, July 16, with analysts projecting $3.77 EPS on $39.99 billion in revenue.
• The company’s last quarter beat expectations, posting $3.49 EPS and $35.49 billion in revenue, with sales rising 40.6% year over year as demand for its chip manufacturing services stayed strong.
• Wall Street remains bullish on TSM, with several firms raising price targets and a consensus rating of Buy; the stock also recently got a dividend hike to $1.1136 per share quarterly.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) will likely be announcing its Q2 2026 results before the market opens on Thursday, July 16th. Analysts expect the company to post earnings of $3.77 per share and revenue of $39.9879 billion for the quarter. Interested persons are encouraged to explore the company's upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, July 16, 2026 at 2:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, topping the consensus estimate of $3.31 by $0.18. The firm had revenue of $35.49 billion during the quarter, compared to analyst estimates of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business's quarterly revenue was up 40.6% on a year-over-year basis. During the same period last year, the company posted $2.12 EPS. On average, analysts expect Taiwan Semiconductor Manufacturing to post $15 EPS for the current fiscal year and $20 EPS for the next fiscal year.

Taiwan Semiconductor Manufacturing Stock Up 1.1%

Shares of NYSE:TSM opened at $437.19 on Thursday. The company has a market capitalization of $2.27 trillion, a price-to-earnings ratio of 36.37, a P/E/G ratio of 1.09 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The business's 50-day moving average is $424.41 and its 200-day moving average is $372.43. Taiwan Semiconductor Manufacturing has a 1 year low of $223.70 and a 1 year high of $479.00.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's payout ratio is 24.71%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on TSM shares. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a "positive" rating in a research note on Monday, June 22nd. Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a "buy" rating in a research report on Wednesday, June 24th. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Finally, Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $449.38.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction dated Monday, June 29th. The shares were bought at an average cost of $76.64 per share, with a total value of $76,640.00. Following the completion of the transaction, the vice president directly owned 12,051 shares of the company's stock, valued at $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The stock was acquired at an average cost of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders bought 5,310 shares of company stock valued at $393,803. Company insiders own 1.11% of the company's stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $701,000. Bank of Nova Scotia lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock valued at $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $270,000. 16.51% of the stock is owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts say TSM is benefiting from strong AI chip demand and rising expectations for advanced-node semiconductor production. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: Recent commentary highlighted TSM as a leading AI stock, with Wall Street expecting continued growth in revenue and long-term earnings power. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: AI spending forecasts remain very strong, which supports the long-term demand outlook for TSM’s foundry services. AI Demand Explodes Over 300-Fold. Zettabyte Makes the Case for Quality Compute and Taiwan's Sovereign AI Future
• Neutral Sentiment: One article noted a sector-wide semiconductor selloff tied more to market liquidity and margin unwinds than to TSM-specific fundamentals, suggesting the stock can move with the group even when the business outlook stays intact. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Neutral Sentiment: TSM was also mentioned as a major beneficiary of the AI buildout in broader chip-industry commentary, reinforcing its strategic role in the supply chain. TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
• Negative Sentiment: TSM also traded lower in the prior session as chip stocks were hit by a broader risk-off move, showing that sentiment can still overwhelm fundamentals in the short term. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

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.

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