Taiwan Semiconductor Analysts Raise Their Forecasts After Q4 Earnings

Benzinga01-17

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) on Thursday delivered fourth-quarter results that blew past analyst expectations.

Taiwan Semiconductor reported quarterly net sales of $33.73 billion (1.05 trillion New Taiwanese dollars), up 20.5% year-over-year (Y/Y), topping the analyst consensus estimate of $33.27 billion. Net sales grew 5.7% quarter-over-quarter (Q/Q).

Net income and earnings per share were $16.31 billion (505.74 billion New Taiwanese dollars) and $3.14, up by 35.0% Y/Y, topping the analyst consensus estimate of $2.79.

CEO C.C. Wei said the company has directly validated AI demand with hyperscalers and their end customers, concluding that AI is a multi-year structural growth driver rather than a short-term cycle.

"All in all, I believe in my point of view, the AI is real. Not only real, it is starting to grow into our daily life. We believe that is kind of. We call it AI Megatrend," Wei said.

Taiwan Semiconductor Manufacturing shares gained 0.8% to trade $344.26 on Friday.

These analysts made changes to their price targets on Taiwan Semiconductor Manufacturing following earnings announcement.

TD Cowen analyst Krish Sankar maintained Taiwan Semiconductor with a Hold and raised the price target from $325 to $370.
Barclays analyst Simon Coles maintained the stock with an Overweight rating and raised the price target from $380 to $450.

Considering buying TSM stock? Here’s what analysts think:

Photo via Shutterstock

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Net sales grew 5.7% quarter-over-quarter (Q/Q).</p>\n<p>Net income and earnings per share were $16.31 billion (505.74 billion New Taiwanese dollars) and $3.14, up by 35.0% Y/Y, topping the analyst consensus estimate of $2.79.</p>\n<p>CEO C.C. Wei said the company has directly validated AI demand with hyperscalers and their end customers, concluding that AI is a multi-year structural growth driver rather than a short-term cycle.</p>\n<p>\"All in all, I believe in my point of view, the AI is real. Not only real, it is starting to grow into our daily life. We believe that is kind of. We call it AI Megatrend,\" Wei said.</p>\n<p>Taiwan <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a> shares gained 0.8% to trade $344.26 on Friday.</p>\n<p>These analysts made changes to their price targets on Taiwan Semiconductor Manufacturing following earnings announcement.</p>\n<ul>\n<li>TD Cowen analyst Krish Sankar maintained Taiwan Semiconductor with a Hold and raised the price target from $325 to $370.</li>\n<li>Barclays analyst Simon Coles maintained the stock with an Overweight rating and raised the price target from $380 to $450.</li>\n</ul>\n<p><strong>Considering buying TSM stock? 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Ltd</strong>. (NYSE:TSM) on Thursday delivered fourth-quarter results that blew past analyst expectations.</p>\n<p>Taiwan Semiconductor reported quarterly net sales of $33.73 billion (1.05 trillion New Taiwanese dollars), up 20.5% year-over-year (Y/Y), topping the analyst consensus estimate of $33.27 billion. Net sales grew 5.7% quarter-over-quarter (Q/Q).</p>\n<p>Net income and earnings per share were $16.31 billion (505.74 billion New Taiwanese dollars) and $3.14, up by 35.0% Y/Y, topping the analyst consensus estimate of $2.79.</p>\n<p>CEO C.C. Wei said the company has directly validated AI demand with hyperscalers and their end customers, concluding that AI is a multi-year structural growth driver rather than a short-term cycle.</p>\n<p>\"All in all, I believe in my point of view, the AI is real. Not only real, it is starting to grow into our daily life. We believe that is kind of. 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Here’s what analysts think:</strong> </p>\n<figure><img decoding=\"async\" height=\"582\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/16115707/image-285-1024x582.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/16115707/image-285-1024x582.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/16115707/image-285-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/16115707/image-285-768x437.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/16115707/image-285.png 1082w\" width=\"1024\"/></figure>\n<p>Photo via Shutterstock</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4602","symbol_name":"量子计算概念","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/price-target/26/01/49971047/taiwan-semiconductor-analysts-raise-their-forecasts-after-q4-earnings","article_id":"2604900649","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2604900649","pubTimestamp":1768582686,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4602":"量子计算概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4505":"高瓴资本持仓","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0359201612.USD":"贝莱德中国基金A2","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - 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Ltd. (NYSE:TSM) on Thursday delivered fourth-quarter results that blew past analyst expectations.\nTaiwan Semiconductor reported quarterly net sales of $33.73 billion (1.05 trillion New Taiwanese dollars), up 20.5% year-over-year (Y/Y), topping the analyst consensus estimate of $33.27 billion. Net sales grew 5.7% quarter-over-quarter (Q/Q).\nNet income and earnings per share were $16.31 billion (505.74 billion New Taiwanese dollars) and $3.14, up by 35.0% Y/Y, topping the analyst consensus estimate of $2.79.\nCEO C.C. Wei said the company has directly validated AI demand with hyperscalers and their end customers, concluding that AI is a multi-year structural growth driver rather than a short-term cycle.\n\"All in all, I believe in my point of view, the AI is real. Not only real, it is starting to grow into our daily life. We believe that is kind of. We call it AI Megatrend,\" Wei said.\nTaiwan Semiconductor Manufacturing shares gained 0.8% to trade $344.26 on Friday.\nThese analysts made changes to their price targets on Taiwan Semiconductor Manufacturing following earnings announcement.\n\nTD Cowen analyst Krish Sankar maintained Taiwan Semiconductor with a Hold and raised the price target from $325 to $370.\nBarclays analyst Simon Coles maintained the stock with an Overweight rating and raised the price target from $380 to $450.\n\nConsidering buying TSM stock? Here’s what analysts think: \n\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2604900649","isCrawlerRequest":true}