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.
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
| Firm | Calls | Scored | Right | Accuracy | Grade | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| Barclays | 6 | 6 | 4 | 66.7% | B | +4.6% | +9.5% | Overweight | 2026-07-17 | $650 |
| Needham | 5 | 5 | 3 | 60.0% | B | +2.3% | +11.5% | Buy | 2026-07-27 | $530 |
| Bernstein | 2 | 2 | 2 | — | — | +3.5% | +15.5% | Outperform | 2026-08-11 | $554 |
| TD Cowen | 2 | 1 | 1 | — | — | +7.3% | +6.1% | Hold | 2026-07-17 | $440 |
| Freedom Broker | 1 | 1 | 1 | — | — | +19.9% | +30.8% | Buy | 2026-04-07 | $210 |
| DA Davidson | 3 | 3 | 2 | — | — | +2.6% | +12.3% | Buy | 2026-07-17 | $500 |
| Susquehanna | 3 | 3 | 2 | — | — | +0.1% | +13.3% | Positive | 2026-07-16 | $600 |
| Stifel | 1 | 0 | 0 | — | — | — | — | Buy | 2026-09-02 | $515 |
| Bank of America | 1 | 1 | 0 | — | — | -8.5% | — | Buy | 2026-06-24 | $590 |
Dimmed rows have fewer than 4 scored calls on TSM — too few to grade.
Every call, last 12 months
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ✓ |
Also in Semiconductors
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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