Taiwan Semiconductor Manufacturing (TSM) Expected to Announce Quarterly Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) will likely be announcing its Q3 2026 results before the market opens on Thursday, October 15th. Analysts expect the company to post earnings of $4.45 per share and revenue of $45.67 billion for the quarter. Individuals can check the company’s upcoming Q3 2026 earnings results page for the latest details on the call scheduled for Thursday, October 15, 2026 at 2:00 AM ET.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion for the quarter. On average, analysts expect Taiwan Semiconductor Manufacturing to post $16.60 EPS for the current fiscal year and $21.44 EPS for the next fiscal year.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

Shares of TSM stock opened at $445.34 on Wednesday. Taiwan Semiconductor Manufacturing has a 1 year low of $266.82 and a 1 year high of $487.47. The firm has a fifty day moving average price of $434.46 and a 200-day moving average price of $415.74. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The company has a market cap of $2.31 trillion, a price-to-earnings ratio of 32.06, a PEG ratio of 0.98 and a beta of 1.37.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. Taiwan Semiconductor Manufacturing’s payout ratio is 24.96%.

Trending Headlines about Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Analysts expect another powerful quarter, with estimates cited at approximately $46.7 billion in revenue and $23.4 billion in profit. Recent monthly revenue data and accelerating growth have reinforced expectations that AI demand is translating into substantial sales and earnings gains. TSMC Eyes $23.4 Billion Q3 Profit on $46.7 Billion Revenue
• Positive Sentiment: TSMC’s dominant position in contract manufacturing—especially its reported 90% share of advanced-chip production—continues to support pricing power, strong customer relationships and long-term AI infrastructure growth. Reports also point to higher chip prices and expanding capacity as potential drivers of stronger 2027 results. TSMC Earnings Preview
• Positive Sentiment: Erste Group raised its TSMC EPS forecasts to $16.92 for fiscal 2026 and $22.26 for fiscal 2027, above the current-year consensus of $16.56. The revisions support the bullish view that earnings growth may justify the stock’s premium valuation.
• Neutral Sentiment: October 15 earnings are the immediate decision point. Investors are looking for evidence that demand remains ahead of supply, along with updated capital-spending and capacity guidance. The report could also serve as an important read-through for Nvidia and the broader AI semiconductor trade. Dear TSMC Stock Fans, Circle Oct. 15 on Your Calendar
• Negative Sentiment: Investor expectations are unusually high after a major rally: TSMC trades at roughly 32 times earnings and has risen near its annual high. Analysts caution that heavy capital expenditures could pressure free cash flow, while any earnings or guidance shortfall could trigger profit-taking.
• Negative Sentiment: A broader pullback in semiconductor-equipment stocks shows that investors are locking in gains across the AI supply chain. That risk could weigh on TSMC if enthusiasm fades or concerns grow that AI spending has already been fully priced in. Semiconductor Equipment Stocks Slide as Investors Take Profits

Insiders Place Their Bets

In other news, VP Bor-Zen Tien purchased 3,000 shares of the company’s stock in a transaction on Tuesday, July 21st. The stock was acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the transaction, the vice president directly owned 4,000 shares in the company, valued at $297,560. This trade represents a 300.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, August 18th. The stock was purchased at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the purchase, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. This represents a 20.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 16,043 shares of company stock worth $1,185,746 over the last three months. 1.11% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Stifel Nicolaus started coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price on the stock. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, October 6th. Susquehanna upped their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Finally, DA Davidson raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $524.89.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.