Here’s What Analysts Are Saying About Taiwan Semiconductor Manufacturing (TSM) Post Earnings

Group 1 - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is recognized as a strong buy growth stock by hedge funds, with TD Cowen raising its price target to $370 from $325 while maintaining a Hold rating [1] - The company reported fiscal Q4 2025 consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 [2] - Fiscal Q4 revenue increased by 20.5% year-over-year, with net income and diluted EPS both rising by 35.0%. In US dollars, fiscal Q4 revenue reached $33.73 billion, up 25.5% year-over-year and up 1.9% from the previous quarter [3] Group 2 - Following the earnings release, Needham raised the price target on TSM to $410 from $360, maintaining a Buy rating, citing strong earnings and guidance for key 2026 metrics above Wall Street expectations [4] - The company guided Q1 revenue to rise around 4% sequentially, attributed to meticulous capacity planning and increased wafer shipments for HPC customers during a seasonal lull in smartphone demand [4] - TSM is the largest contract semiconductor manufacturer globally, serving prominent customers such as Advanced Micro Devices, Nvidia, and Broadcom [5]