TSM
Taiwan Semiconductor Manufactur · Technology · Semiconductors
ZACKSBuyTECHStrong Buy
R500#32 today
TARGET+17%
$472.78
+2.96% today · +4.92% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- TSM +2.96% on the last session vs SPY +0.74%: +2.2 pts of stock-specific move.
- 4 Reddit mentions in the past 24 hours, 89% positive over the week.
- 30 insider or congressional trades in the past 30 days, including 30 insider open-market buys.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Next report
Oct 15
Before the open · in 12 days
EPS estimate
$4.46
$4.26 to $4.72 · 9 analysts
Revenue estimate
$1.45T
$1.42T to $1.48T
Track record
8/8 beats
last 8 reports · moved ±3.6% on average
Reports
| Reported | Quarter | EPS est. | EPS | Surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 16, 2026 BMO | 2Q2026 | $3.89 | $4.31 | +10.9% beat | $1.27T | -2.3% -1.8 vs SPY | -3.4% | +0.4% |
| Apr 15, 2026 AMC | 1Q2026 | $3.33 | $3.49 | +4.7% beat | $1.13T | -3.1% -3.4 vs SPY | -1.7% | +3.3% |
| Jan 15, 2026 BMO | 4Q2025 | $2.98 | $3.14 | +5.5% beat | $1.05T | +4.4% +4.2 vs SPY | +4.8% | +0.1% |
| Oct 15, 2025 AMC | 3Q2025 | $2.63 | $2.92 | +11.2% beat | $989.9B | -1.6% -0.9 vs SPY | +2.0% | -5.2% |
| Jul 17, 2025 BMO | $2.31 | $2.47 | +6.9% beat | — | +3.4% +2.8 vs SPY | +3.5% | +1.2% | |
| Apr 17, 2025 BMO | $2.05 | $2.12 | +3.4% beat | — | +0.1% -0.1 vs SPY | +2.9% | +8.2% | |
| Jan 16, 2025 — | $2.22 | $2.24 | +0.9% beat | — | +3.9% +4.0 vs SPY | +5.8% | +8.6% | |
| Oct 17, 2024 BMO | $1.79 | $1.94 | +8.4% beat | — | +9.8% +9.8 vs SPY | +8.5% | +7.1% | |
| Jul 18, 2024 BMO | $1.42 | $1.48 | +4.2% beat | — | +0.4% +1.2 vs SPY | +2.5% | -6.7% | |
| Apr 18, 2024 BMO | $1.32 | $1.38 | +4.5% beat | — | -4.9% -4.7 vs SPY | -4.4% | -4.4% | |
| Jan 18, 2024 BMO | $1.37 | $1.44 | +5.1% beat | — | +9.8% +8.9 vs SPY | +8.0% | +13.2% | |
| Oct 18, 2023 AMC | $1.17 | $1.29 | +10.3% beat | — | +3.7% +4.6 vs SPY | +3.9% | -2.2% | |
| Jul 20, 2023 BMO | $1.08 | $1.14 | +5.6% beat | — | -5.0% -4.4 vs SPY | -4.4% | -3.5% | |
| Apr 20, 2023 BMO | $1.19 | $1.31 | +10.1% beat | — | +2.4% +2.9 vs SPY | +1.2% | -5.7% | |
| Jan 12, 2023 BMO | $1.76 | $1.82 | +3.4% beat | — | +6.4% +6.0 vs SPY | +3.9% | +8.1% | |
| Oct 13, 2022 BMO | $1.68 | $1.79 | +6.5% beat | — | +3.9% +1.3 vs SPY | -1.6% | -0.7% | |
| Jul 13, 2022 AMC | $1.50 | $1.55 | +3.3% beat | — | +2.9% +3.2 vs SPY | +2.0% | +6.5% | |
| Apr 14, 2022 BMO | $1.31 | $1.40 | +6.9% beat | — | -3.1% -1.8 vs SPY | +2.5% | -3.8% | |
| Jan 13, 2022 BMO | $1.12 | $1.15 | +2.7% beat | — | +5.3% +6.6 vs SPY | +6.4% | -3.0% | |
| Oct 14, 2021 BMO | $1.04 | $1.07 | +2.9% beat | — | +2.4% +0.7 vs SPY | +3.8% | +5.1% | |
| Jul 15, 2021 BMO | $0.92 | $0.93 | +1.1% beat | — | — | — | — | |
| Apr 15, 2021 BMO | $0.93 | $0.96 | +3.2% beat | — | — | — | — | |
| Jan 14, 2021 BMO | $0.94 | $0.97 | +3.2% beat | — | — | — | — | |
| Oct 14, 2020 AMC | $0.82 | $0.90 | +9.8% beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $4.46 (9) | $4.26 – $4.72 | +53% | +7.9% | ▲4 ▼1 | $1.45T | +47% |
| Next quarter · Dec 31, 2026 | $4.97 (9) | $4.76 – $5.29 | +58% | +12.8% | ▲5 ▼0 | $1.61T | +54% |
| Current year · Dec 31, 2026 | $16.93 (13) | $15.23 – $17.80 | +59% | +7.4% | ▲9 ▼0 | $5.44T | +43% |
| Next year · Dec 31, 2027 | $21.93 (13) | $19.58 – $24.62 | +29% | +11.5% | ▲9 ▼0 | $7.33T | +35% |
Consensus as of Oct 3, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.