Taiwan Semiconductor Manufacturing (TSM · NYSE)
TSM · MARKET VIEW
Market view · as of Jul 11, 2026
Revenue (TTM)
$4.10T
+35.1% YoY
Gross margin
61.9%
EPS (latest q)
$3.49
vs $3.22 est · beat
52-wk position
82.8%
-9.1% vs 52w high · +6.4% 1mo
Price (last ~year)
Taiwan Semiconductor Manufacturing (TSM) reported strong financial momentum with 35.1% year-over-year revenue growth and a 58.4% increase in earnings. For the quarter ending March 31, 2026, the company posted $1.13 trillion in revenue and $572.48 billion in net income, maintaining a 61.9% gross margin and a cash position of $3.03 trillion against $1.09 trillion in total debt. With a market capitalization of $2.27 trillion, the stock has risen 14.5% over the last three months to close at $434.11.
Valuation
- Market cap
- $2.27T
- P/E
- 38.03
- PEG
- 1.368
- P/B
- 12.3
- P/S
- 0.552
- EV/EBITDA
- 20.59
- Beta
- 1.246
- Analyst target
- $490.34
Quality & returns
- Gross margin
- 61.9%
- Operating margin
- 58.1%
- Profit margin
- 46.5%
- ROE
- 36.2%
- ROA
- 17.3%
Price movement
- Last
- $434.11
- 1-month
- +6.4%
- 3-month
- +14.5%
- RSI (14)
- 42
- vs SMA200
- +25.1%
- 52-wk position
- 82.8% -9.1% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $1.13T | $657.29B | $572.48B | $853.25B |
| 2025-12-31 | $1.06T | $569.13B | $510.52B | $760.11B |
| 2025-09-30 | $989.92B | $500.69B | $452.30B | $688.16B |
| 2025-06-30 | $933.79B | $463.42B | $398.27B | $856.23B |
Recent news
- Neutral Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why · 2026-07-10
- Somewhat-Bullish Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by Whipplewood Advisors LLC · 2026-07-10
- Bullish Main Street Research LLC Buys 5,012 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-07-10
- Bullish Stiles Financial Services Inc Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-07-10
- Bullish Ibex Wealth Advisors Acquires 3,593 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-07-10
- Somewhat-Bullish Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Equitable Trust Co. · 2026-07-10
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)