Taiwan Semiconductor Analyst Price Targets - Benzinga

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Taiwan Semiconductor Manufacturing Co Ltd

TSMNYSE

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$398.63

-7.50-1.85%

Last update: Nov 2, 7:59 PM

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Taiwan Semiconductor Analyst Price Targets

Wall Street analyst price targets and consensus rating for Taiwan Semiconductor (TSM).

Price Target Range — 12 Quarters

Analyst Consensus — 8 Analysts

7Buy

1Hold

Consensus RatingBuy# Analysts8Avg. Consensus PT$515Upside to Avg. PT+29.1%

Rating Trend — Last 9 Months

Recent Analyst Actions

See all ratings →

Date	Firm	Analyst	Action	Rating Change	Price Target
Oct 16, 2026	Barclays	Simon Coles	PT Raise	Overweight	$665→$670
Oct 16, 2026	DA Davidson	Gil Luria	Maintained	Buy	$500
Oct 15, 2026	Needham	Charles Shi	PT Raise	Buy	$530→$560
Oct 6, 2026	Barclays	Simon Coles	PT Raise	Overweight	$650→$665
Sep 2, 2026	Stifel	Sahej Singh	Initiate	Buy	$515
Aug 11, 2026	Bernstein	Mark Li	PT Raise	Outperform	$430→$554
Jul 27, 2026	Needham	Charles Shi	PT Raise	Buy	$480→$530
Jul 17, 2026	DA Davidson	Gil Luria	PT Raise	Buy	$450→$500
Jul 17, 2026	TD Cowen	Krish Sankar	PT Raise	Hold	$400→$440
Jul 17, 2026	Barclays	Simon Coles	PT Raise	Overweight	$625→$650
Jul 16, 2026	Susquehanna	Mehdi Hosseini	PT Raise	Positive	$575→$600
Jun 24, 2026	B of A Securities	—	PT Raise	Buy	$490→$590
Jun 22, 2026	Susquehanna	Mehdi Hosseini	PT Raise	Positive	$500→$575
Apr 22, 2026	Barclays	Simon Coles	PT Raise	Overweight	$450→$470
Apr 17, 2026	DA Davidson	Gil Luria	Maintained	Buy	$450
Apr 16, 2026	Needham	Charles Shi	PT Raise	Buy	$410→$480
Feb 13, 2026	DA Davidson	Gil Luria	Initiate	Buy	$450
Jan 16, 2026	Barclays	Simon Coles	PT Raise	Overweight	$380→$450
Jan 16, 2026	TD Cowen	Krish Sankar	PT Raise	Hold	$325→$370
Jan 15, 2026	Needham	Charles Shi	PT Raise	Buy	$360→$410

Analyst Ratings News

PRO
Barclays Maintains Overweight on Taiwan Semiconductor, Raises Price Target to $670

Barclays analyst Simon Coles maintains Taiwan Semiconductor (NYSE:TSM) with a Overweight and raises the price target from $665 to $670.

Benzinga Newsdesk

Taiwan Semiconductor Manufacturing Doubles Down on CapEx as Agentic AI Expands, Say Bullish Analysts

TSMC shares fell despite record profits. Analysts maintained Buy ratings, with Needham raising its target to $560 on strong AI-driven growth.

Priya Nigam

Chip Meltdown Hits Micron, SanDisk and SK Hynix: $1 Trillion Vanishes From Memory Makers

Micron, SanDisk, SK hynix and Samsung have lost $1 trillion since Oct. 2 as SOXX heads for an 8th straight loss, even as TSMC says AI demand beats supply.

Piero Cingari

Fastenal To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Thursday

Analysts raised targets for TSM, MRNA, ALEC and WMT; cut AZZ, ARRY and ALGN targets, upgrading ARRY/WMT and downgrading ALGN.

Avi Kapoor

PRO
Needham Maintains Buy on Taiwan Semiconductor, Raises Price Target to $560

Needham analyst Charles Shi maintains Taiwan Semiconductor (NYSE:TSM) with a Buy and raises the price target from $530 to $560.

Benzinga Newsdesk

Michael Dell Warns Memory Shortage Could Be a 'Four-Year Problem'

Michael Dell says AI demand could keep memory supply tight for years as new factories take until 2029 or 2030 to arrive.

Daragh Thomas