Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
TSMC ( (TSM) ) has issued an announcement.
On April 10, 2026, TSMC reported that consolidated net revenue for March 2026 reached NT$415.19 billion, up 30.7% from February and 45.2% from March 2025, while first-quarter 2026 revenue totaled NT$1.1341 trillion, a 35.1% year-on-year increase. The filing also detailed intra-group financial arrangements, including lending by TSMC China and TSMC Development to wholly owned subsidiaries in Nanjing and Washington, as well as substantial guarantees extended by TSMC to key overseas units in North America and global operations, underscoring both strong operational momentum and continued support for its international expansion.
For March 2026, TSMC posted net revenue of NT$415.19 billion, marking a 30.7% sequential rise and 45.2% growth versus March 2025, with January–March sales up 35.1% year-on-year to NT$1.1341 trillion. The company also reported significant intercompany lending and guarantees to subsidiaries in China, the United States, and other overseas entities, highlighting its capital deployment to underpin capacity and activities across major global manufacturing and sales hubs.
The most recent analyst rating on (TSM) stock is a Buy with a $450.00 price target. To see the full list of analyst forecasts on TSMC stock, see the TSM Stock Forecast page.
Spark’s Take on TSM Stock
According to Spark, TipRanks’ AI Analyst, TSM is a Outperform.
The score is driven primarily by excellent financial performance (elite margins, improving growth momentum, strong balance sheet) and a constructive earnings outlook with strong AI-led guidance. These positives are moderated by an extended technical setup (overbought signals) and a relatively rich valuation (P/E ~32 with low dividend yield), plus execution and margin-dilution risks tied to elevated CapEx and global/advanced-node ramp-ups.
To see Spark’s full report on TSM stock, click here.
More about TSMC
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a leading pure-play semiconductor foundry that manufactures advanced integrated circuits for global chip designers and technology companies. Headquartered in Hsinchu, Taiwan, the company focuses on cutting-edge process technologies that power applications from smartphones and high-performance computing to automotive and industrial electronics.
Average Trading Volume: 13,794,227
Technical Sentiment Signal: Buy
Current Market Cap: $1596.4B
See more data about TSM stock on TipRanks’ Stock Analysis page.