---
title: Taiwan Semiconductor (TSM) — Wall Street analysts' targets, grades and estimates
canonical: https://sweetvaluelab.com/stocks/tsm/analysts
ticker: TSM
as_of: 2026-11-02
sector: Technology
---
# Taiwan Semiconductor (TSM) — Wall Street analysts

4 firms published a price target for TSM in the last 90 days. Counting each firm once, at its latest, the median target is $557.00, 37% above the last close of $406.13 (Oct 30, 2026); the lowest is $515.00 and the highest $670.00.

These are the analysts' figures, quoted, not this site's. The site's own model value for TSM is on the valuation page: https://sweetvaluelab.com/stocks/tsm/valuation.

## At a glance

| Figure | Value |
| --- | ---: |
| Median target (each firm's latest, last 90 days) | $557.00 |
| Median target vs last close | +37% |
| Firms with a target, last 90 days | 4 |
| Lowest – highest target | $515.00 – $670.00 |
| Current grades of 8 firms: positive / neutral / negative | 7 / 1 / 0 |
| Upgrades / downgrades, last 12 months | 0 / 0 |
| Consensus revenue growth, next 3 fiscal years | +36% a year |

## Each firm's latest target (last 90 days)

Newest first. Change is against the same firm's previous target; the last two columns are the target against the close on the day it was published and against the last close.

| Date | Firm | Target | Previous | Change | Vs price then | Vs price now | Report |
| --- | --- | ---: | ---: | ---: | ---: | ---: | --- |
| 2026-10-16 | Barclays | $670.00 | $650.00 | +3% | +59% | +65% | https://thefly.com/ajax/news_get.php?id=4442920 |
| 2026-10-15 | Needham | $560.00 | $530.00 | +6% | +30% | +38% | https://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24560+at+Needham/27189150.html |
| 2026-09-01 | Stifel | $515.00 | — | — | +24% | +27% | https://thefly.com/ajax/news_get.php?id=4419703 |
| 2026-08-11 | Bernstein | $554.00 | — | — | +31% | +36% | https://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24554%3B+Bernstein+SocGen%3A+%27Recent+pullback+presents+a+good+entry+point%27/26901466.html |

## Current grades (each firm's latest, last 12 months)

| As of | Firm | Grade |
| --- | --- | --- |
| 2026-10-16 | D.A. Davidson | “Buy” |
| 2026-10-16 | Barclays | “Overweight” |
| 2026-10-15 | Needham | “Buy” |
| 2026-08-11 | Bernstein | “Outperform” |
| 2026-07-17 | TD Cowen | “Hold” |
| 2026-07-16 | Susquehanna | “Positive” |
| 2026-06-24 | Bank of America | “Buy” |
| 2026-04-07 | Freedom Capital Markets | “Buy” |

## Grade changes (last 24 months)

None in the last 24 months.

27 older changes are listed on the page.

## Consensus estimates by fiscal year

A reported year shows the company's revenue and GAAP diluted EPS with the consensus beside it; a later year shows the consensus average and its range. The analysts' EPS usually leaves items such as stock compensation out, so reported and estimated EPS are not like for like.

| Fiscal year | Status | Revenue | YoY | EPS | YoY | Consensus revenue | Consensus EPS | Analysts |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| 2022 | reported | $2.3T | +43% | $198.60 | +74% | $2.2T (reported +2% vs it) | $190.98 | 2 |
| 2023 | reported | $2.2T | −5% | $159.65 | −20% | $2.1T (reported +2% vs it) | $156.89 | 4 |
| 2024 | reported | $2.9T | +34% | $230.80 | +45% | $2.9T (reported 0% vs it) | $226.97 | 18 |
| 2025 | reported | $3.8T | +32% | $331.25 | +44% | $3.8T (reported 0% vs it) | $323.34 | 19 |
| 2026 | estimate | $5.5T | +44% | $546.90 | +69% | $5.0T – $5.7T | $419.06 – $575.09 | 23 |
| 2027 | estimate | $7.6T | +38% | $731.83 | +34% | $6.5T – $8.3T | $544.96 – $807.82 | 24 |
| 2028 | estimate | $9.5T | +26% | $928.42 | +27% | $8.5T – $10.2T | $801.04 – $1,016.25 | 11 |
| 2029 | estimate | $11.5T | +21% | $949.56 | +2% | $10.3T – $12.4T | $819.28 – $1,039.39 | 22 |

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Source: https://sweetvaluelab.com/stocks/tsm/analysts (SweetValueLab, free, no account). Targets, grades and estimates are the analysts' own, quoted from Financial Modeling Prep's analyst feeds; reported figures from the company's statements. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.