TSM analyst scorecard
22 rating actions on TSM in the last 12 months. Of 30 price targets that resolved, 13 were reached while they stood, 17 were replaced by the same firm first, and 0 fell short at their deadline. Ratings: 91% Buy-type, 9% Hold-type, 0% Sell-type. Consensus target $584, 36% above the last close.
Checked through 2026-10-29 · last close $429.82 (2026-10-29). Rebuilt every morning.
What the Holds say: 2 Hold-type ratings on TSM in the last 12 months carried a median target +9% from the price on the day; 0% sat below it.
Firm by firm
| Firm | Latest rating | Date | Latest target | Targets reached | Replaced early | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|---|
| Barclays | Overweight | 2026-10-16 | $670 | 2 | 9 | 11 | 1 of 1 |
| Needham | Buy | 2026-10-15 | $560 | 4 | 5 | 9 | 1 of 1 |
| Bernstein | Outperform | 2026-08-11 | $554 | 1 | 0 | 1 | — |
| TD Cowen | Hold | 2026-07-17 | $440 | 2 | 0 | 2 | — |
| Stifel | Buy | 2026-09-02 | $515 | — | — | 0 | — |
| Freedom Broker | Buy | 2026-04-07 | $210 | — | — | 0 | — |
| DA Davidson | Buy | 2026-10-16 | $500 | 2 | 0 | 2 | — |
| Susquehanna | Positive | 2026-07-16 | $600 | 2 | 3 | 5 | 1 of 1 |
| Bank of America | Buy | 2026-06-24 | $590 | — | — | 0 | — |
Counts for one firm on one stock are small and move together; they are a record, not a grade. Neither the firms nor TSM carry a letter here. Why →
Every call, last 12 months
| Date | Firm | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | Barclays | Overweight | maintained | $412.61 | $670 | running to 2027-10-16 | -1.2% |
| 2026-10-16 | DA Davidson | Buy | maintained | $412.61 | $500 | running to 2027-10-16 | -1.2% |
| 2026-10-15 | Needham | Buy | maintained | $422.25 | $560 | running to 2027-10-15 | +2.0% |
| 2026-10-06 | Barclays | Overweight | maintained | $482.30 | $665 | replaced 2026-10-16, new $670 | +12.4% |
| 2026-09-02 | Stifel | Buy | initiated | $415.50 | $515 | running to 2027-09-02 | +2.3% |
| 2026-08-11 | Bernstein | Outperform | maintained | $422.06 | $554 | running to 2027-08-11 | -2.8% |
| 2026-07-27 | Needham | Buy | maintained | $399.09 | $530 | replaced 2026-10-15, new $560 | -7.7% |
| 2026-07-17 | DA Davidson | Buy | maintained | $398.37 | $500 | running to 2027-07-17 | -7.8% |
| 2026-07-17 | TD Cowen | Hold | maintained | $398.37 | $440 | reached 2026-09-21 | -7.8% |
| 2026-07-17 | Barclays | Overweight | maintained | $398.37 | $650 | replaced 2026-10-06, new $665 | -7.8% |
| 2026-07-16 | Susquehanna | Positive | maintained | $409.74 | $600 | running to 2027-07-16 | -3.8% |
| 2026-06-24 | Bank of America | Buy | maintained | $440.83 | $590 | running to 2027-06-24 | +9.0% |
| 2026-06-22 | Susquehanna | Positive | maintained | $467.67 | $575 | replaced 2026-07-16, new $600 | +15.6% |
| 2026-04-22 | Barclays | Overweight | maintained | $387.44 | $470 | reached 2026-06-30 | +14.5% |
| 2026-04-17 | DA Davidson | Buy | maintained | $370.50 | $450 | reached 2026-06-18 | +9.1% |
| 2026-04-16 | Needham | Buy | maintained | $363.35 | $480 | replaced 2026-07-27, new $530 | +5.0% |
| 2026-04-07 | Freedom Broker | Buy | maintained | $345.32 | $210 | running to 2027-04-07 | +1.9% |
| 2026-02-13 | DA Davidson | Buy | initiated | $366.36 | $450 | reached 2026-06-18 | +12.0% |
| 2026-01-16 | Barclays | Overweight | maintained | $342.40 | $450 | replaced 2026-04-22, new $470 | +23.6% |
| 2026-01-16 | TD Cowen | Hold | maintained | $342.40 | $370 | reached 2026-02-11 | +23.6% |
| 2026-01-15 | Needham | Buy | maintained | $341.64 | $410 | replaced 2026-04-16, new $480 | +19.1% |
| 2025-12-08 | Bernstein | Outperform | maintained | $301.87 | $330 | reached 2026-01-12 | +5.4% |
Also in Semiconductors
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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