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

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is 1 of the champion beardown bargain maturation stocks to bargain according to hedge funds. TD Cowen lifted the terms people connected Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $370 from $325 connected December 16 and maintained a Hold rating, telling investors that it updated its exemplary aft the institution reported better-than-expected quarterly results supported by manufacturing excellence.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its fiscal Q4 2025 consolidated results connected January 15, reporting consolidated gross of NT$1,046.09 billion, nett income of NT$505.74 billion, and diluted net per stock of NT$19.50.

Fiscal Q4 gross roseate 20.5% year-over-year, portion nett income and diluted EPS some roseate 35.0%. In US dollars, fiscal Q4 gross reached $33.73 billion, up 25.5% year-over-year and up 1.9% from the erstwhile quarter. Wendell Huang, Senior VP and Chief Financial Officer of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), stated that the company’s beardown fiscal Q4 results were supported by coagulated request for its leading-edge process technologies, and absorption expects these trends to proceed successful fiscal Q1 2026.

Following the company’s net release, Needham lifted the terms people connected Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $410 from $360 connected January 15 and maintained a Buy standing connected the shares. The steadfast cited the beardown net merchandise and guided cardinal 2026 metrics that each came successful supra Wall Street’s expectations. It added that the institution besides guided Q1 gross to emergence astir 4% sequentially, defying humanities seasonality, attributed to meticulous capableness readying starring to accrued wafer shipments for HPC customers successful the archetypal fractional of the year, erstwhile smartphone request is successful the seasonal lull period.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest declaration semiconductor shaper successful the world. Some of its salient customers see semiconductor companies that outsource each oregon portion of their spot production, including Advanced Micro Devices, Nvidia, Broadcom, and more.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.