Taiwan Semiconductor Manufacturing (TSM · NYSE)
TSM · MARKET VIEW
Market view · as of Aug 17, 2026
Revenue (TTM)
$4.44T
+36.0% YoY
Gross margin
64.2%
EPS (latest q)
$4.31
vs $3.87 est · beat
52-wk position
79.7%
-10.7% vs 52w high · +7.0% 1mo
Price (last ~year)
Taiwan Semiconductor Manufacturing (TSM) continues to demonstrate strong operational performance, posting 36.0% year-over-year revenue growth and a 77.4% increase in earnings for the quarter ending June 30, 2026. The company maintains a 49.9% profit margin and a 40.0% return on equity, having exceeded earnings estimates in each of the last four quarters. With a market capitalization of $2.21T, the stock is currently priced at $426.35, positioned at 79.7% of its 52-week range.
Valuation
- Market cap
- $2.21T
- P/E
- 32.15
- PEG
- 1.028
- P/B
- 11.08
- P/S
- 0.498
- EV/EBITDA
- 17.69
- Beta
- 1.258
- Analyst target
- $547.09
Quality & returns
- Gross margin
- 64.2%
- Operating margin
- 60.3%
- Profit margin
- 49.9%
- ROE
- 40.0%
- ROA
- 19.0%
Price movement
- Last
- $426.35
- 1-month
- +7.0%
- 3-month
- +8.8%
- RSI (14)
- 65
- vs SMA200
- +17.7%
- 52-wk position
- 79.7% -10.7% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-06-30 | $1.27T | $766.60B | $706.56B | $896.27B |
| 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 |
Recent news
- Somewhat-Bullish Should You Buy Taiwan Semiconductor Stock Below $440? Here's What History Says. · 2026-08-16
- Bullish Independent Financial Group LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-08-16
- Somewhat-Bullish Gladstone Capital pares Taiwan Semiconductor stake by 45,846 · 2026-08-16
- Bullish Wealth Enhancement Advisory Services LLC Purchases 28,986 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-08-15
- Somewhat-Bullish Raub Brock Capital Management LP Decreases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-08-15
- Somewhat-Bullish QRG Capital Management Inc. Buys 18,908 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM · 2026-08-15
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)