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Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Technology
$486.29
▲ +2.91%
LAST CLOSE · OCT 5

Taiwan Semiconductor Manufacturing Co Ltd (TSM) is a Technology stock tracked by StreetAlpha. It last closed at $486.29 on Oct 5, up 2.91% on the day. TSM reports earnings on Thu, Oct 15, 2026. The average 12-month price target from 7 analysts is $543.43 (+11.7% from the last close), with a high of $665.00 and a low of $440.00. Analyst consensus is Strong Buy, based on the latest ratings from 7 firms (6 buy, 1 hold, 0 sell). Over the past 90 days StreetAlpha recorded 107 whale options trades in TSM, 50% of them bullish and 50% bearish. In the past 30 days there were 91 dark pool prints totaling $161.6M, the largest $60.6M.

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Next report
Oct 15
2026 · Time not announced
Consensus EPS forecast
$4.40
$45.30B revenue est.
Year-ago EPS
$2.92
Same quarter last year
Options-implied move
—
Posted about a week before
Analyst consensus
Strong Buy
Based on 7 analyst ratings (90 days)
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Analyst Ratings & Price Targets

Analyst Ratings →
Consensus · 90 days
Strong Buy
7firms
6 Buy1 Hold0 Sell
Each firm's latest rating on TSM in the past 90 days
Average 12-month target
$543.43
▲ 11.7% upside

Based on 7 analysts who set a price target on TSM in the past 90 days. The average target is $543.43, with a high of $665.00 and a low of $440.00, compared with the last close of $486.29.

$351$464$576$688PAST 93 TRADING DAYS12-MONTH TARGETSHIGH $665AVG $543.43LOW $440May 22LAST CLOSE+12 MO$351$464$576$688PAST 93 DAYSTARGETSHIGH $665AVG $543.43LOW $440May 22LAST CLOSE+12 MO
Highest target$665.00
Average target$543.43
Lowest target$440.00
Latest rating changes
BarclaysTarget raised
Oct 6Buy$650 → $665
StifelInitiated
Sep 2Buy$515
BernsteinMaintained
Aug 11Buy$554
NeedhamMaintained
Jul 27Buy$530
DA DavidsonMaintained
Jul 17Buy$500
DateFirmActionRatingPrice target
Oct 6BarclaysTarget raisedBuy$650 → $665
Sep 2StifelInitiatedBuy$515
Aug 11BernsteinMaintainedBuy$554
Jul 27NeedhamMaintainedBuy$530
Jul 17DA DavidsonMaintainedBuy$500
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Whale Options Flow

90D
Total alerts
107
Bullish
54
50%
Bearish
53
50%
Date span
Jul 9 – Oct 6
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Dark Pool

30D
Prints
91
Notional
$161.6M
Largest print
$60.6M
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FLEX Options Activity

FLEX Flow →
Notable FLEX trades
None flagged
No unusually large, long-dated positions
Single-leg prints · 30D
5
$1.8M premium · + 70 multi-leg
Latest report
Oct 5

FLEX options are customized, exchange-listed contracts used mostly by institutions. StreetAlpha scans the daily Cboe FLEX report for unusually large, long-dated positions. Multi-leg structures, such as paired calls and puts used for financing or hedging, are listed but not counted in these totals.

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AI Auto Pilots

Paper trading

StreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether TSM is in one of them and how their past TSM trades turned out.

TSM in the AI portfolios
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