Taiwan Semiconductor Manufacturing Company Ltd.

TSMSemiconductorsOpen

445.31+0.2%Up to 600x leverageTrade TSM

What it reported

Reported 89 days ago, on 2026-07-16.

EPS against forecast+11.4%
Revenue against forecast-1.2%
Share price, two sessions-5.3%

Forecast against the result

ForecastReportedSurprise
Revenue39.8B39.4B+23.9% year on year-1.2%
Net income633.7B706.6B+77.4% year on year+11.5%
Earnings per share3.874.31+72.4% year on year+11.4%

Year on year compares the same quarter a year earlier (2025-07-17), not the quarter before.

TSM trades at up to 600x here. At 600x, a 0.17% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

TSM is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-09-30.

EPS forecast7 analysts
141.89
135.19149.86
Revenue forecast16 analysts
1453.6B
1428.7B1469.5B
Net income
735.9B
701.1B777.2B
EBITDA
1076.7B
1036.3B1124.8B

Against the same quarter last year (2025-10-16): EPS +4759.1%revenue +4392.0%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Track record

Next report expected 2026-10-15. Reports quarterly.

Beat estimates 7 of the last 8 quarters. The typical gap is +0.17 per share.

How much it actually moves

±2.7%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 2.1%.

2026-07-16-5.30%

Beat or miss, then up or down

RoseFell
Beat25
Missed10

Counted across 8 results. This is what happened, not what will.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest500.00
Median554.00
Highest700.00
FirmTargetSet onSource
Stifel Nicolaus515.002026-09-01TheFly
Bernstein554.002026-08-11StreetInsider
Needham530.002026-07-27TheFly
D.A. Davidson500.002026-07-17TheFly
Barclays650.002026-07-17TheFly
Susquehanna600.002026-07-16TheFly
Jefferies700.002026-06-16StreetInsider

From 7 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-07-163.874.31+11.4%-1.2%
2026-04-153.313.49+5.4%+1.8%
2026-01-152.93.09+6.6%+0.4%
2025-10-162.632.92+11.0%+0.9%
2025-07-172.382.5+5.0%+5.1%
2025-05-152.072.14+3.4%+1.4%
2025-01-162.22.19-0.5%+0.5%
2024-11-141.791.95+8.9%+1.3%
2024-08-141.411.47+4.3%+1.6%
2024-04-181.31.34+3.1%0.0%
2024-01-181.381.46+5.8%+0.6%
2023-11-141.161.26+8.6%-0.4%

Also reporting this fortnight in Semiconductors

EPS history for TSM runs from 1998-03-11 to 2026-07-16, 110 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.