ScorecardSemiconductors (who's right about semiconductors) › TSM

TSM analyst scorecard

24 rating changes on TSM in the last 12 months. 68% of bullish calls were right at 30 days. Street grade B on 22 scored calls. Consensus target $551, 30% above the last close.

Graded through 2026-09-14 · last close $423.00 (2026-09-14). Rebuilt every morning.

Street grade
B 68.2%
Rating changes, 12 mo
24
Bullish calls right at 30d
68.2% of 22
Bearish calls right at 30d
Consensus target
$551 +30.3%
Firms covering
20
Price targets hit (90d)
26.7% of 15

Holds on TSM, read: 0 cut to or raised to Hold (graded as the change) · 1 Holds whose target leaned 10%+ one way (graded that way) · 1 true Holds, not graded.

Firm by firm

FirmCallsScoredRightAccuracyGradeAvg 30dAvg 90dLatestDateTarget
Barclays 664 66.7% B +4.6% +9.5% Overweight2026-07-17 $650
Needham 553 60.0% B +2.3% +11.5% Buy2026-07-27 $530
Bernstein 222 +3.5% +15.5% Outperform2026-08-11 $554
TD Cowen 211 +7.3% +6.1% Hold2026-07-17 $440
Freedom Broker 111 +19.9% +30.8% Buy2026-04-07 $210
DA Davidson 332 +2.6% +12.3% Buy2026-07-17 $500
Susquehanna 332 +0.1% +13.3% Positive2026-07-16 $600
Stifel 100 Buy2026-09-02 $515
Bank of America 110 -8.5% Buy2026-06-24 $590

Dimmed rows have fewer than 4 scored calls on TSM — too few to grade.

Every call, last 12 months

DateFirmChangeActionGraded asPrice at callRun before+30d+60d+90dTarget · 90d checkHit
2026-09-02 Stifel Buy initiated Bullish $415.50 +2.3% $515 pending
2026-08-11 Bernstein Outperform → Outperform maintained Bullish $422.06 -2.8% +1.4% $554
2026-07-27 Needham Buy → Buy maintained Bullish $399.09 -7.7% +4.7% $530
2026-07-17 DA Davidson Buy → Buy maintained Bullish $398.37 -7.8% +8.2% $500
2026-07-17 TD Cowen Hold → Hold maintained Leans bullish · Hold, target +10% $398.37 -7.8% +8.2% $440
2026-07-17 Barclays Overweight → Overweight maintained Bullish $398.37 -7.8% +8.2% $650
2026-07-16 Susquehanna Positive → Positive maintained Bullish $409.74 -3.8% +5.2% +3.2% $600
2026-06-24 Bank of America Buy → Buy maintained Bullish $440.83 +9.0% -8.5% -7.0% $590
2026-06-22 Susquehanna Positive → Positive maintained Bullish $467.67 +15.6% -9.9% -10.4% $575
2026-04-22 Barclays Overweight → Overweight maintained Bullish $387.44 +14.5% +4.4% +20.7% +9.6% $470 missed
2026-04-17 DA Davidson Buy → Buy maintained Bullish $370.50 +9.1% +6.9% +14.9% +10.6% $450 missed
2026-04-16 Needham Buy → Buy maintained Bullish $363.35 +5.0% +9.0% +21.5% +15.4% $480 missed
2026-04-07 Freedom Broker Buy → Buy maintained Bullish $345.32 +1.9% +19.9% +23.6% +30.8% $210 missed
2026-02-13 DA Davidson Buy initiated Bullish $366.36 +12.0% -7.1% +3.7% +14.0% $450 close
2026-01-16 Barclays Overweight → Overweight maintained Bullish $342.40 +23.6% +6.4% +1.1% +6.1% $450 missed
2026-01-16 TD Cowen Hold → Hold maintained True hold · target +8% $342.40 +23.6% +6.4% +1.1% +6.1% $370 hit not graded
2026-01-15 Needham Buy → Buy maintained Bullish $341.64 +19.1% +6.6% -0.4% +9.8% $410 missed
2025-12-08 Bernstein Outperform → Outperform maintained Bullish $301.87 +5.4% +5.6% +15.6% +15.5% $330 hit
2025-10-27 Needham Buy → Buy reiterated Bullish $298.25 +9.1% -2.8% +1.5% +11.6% $360 close
2025-10-17 Barclays Overweight → Overweight maintained Bullish $295.08 +12.3% -4.4% -2.8% +15.8% $355 hit
2025-10-16 Needham Buy → Buy maintained Bullish $299.84 +14.4% -6.0% -4.0% +9.1% $360 missed
2025-10-10 Susquehanna Positive → Positive maintained Bullish $280.66 +5.2% +8.1% +13.3% $400 missed
2025-10-09 Barclays Overweight → Overweight maintained Bullish $299.88 -1.5% +0.7% +6.3% $330 hit
2025-09-16 Barclays Overweight → Overweight maintained Bullish $262.06 +14.4% +7.6% +9.8% $325 missed

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Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.

How the grading works

Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.

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