Record Revenue: Social media erupted with praise for TSMC's February revenue, soaring 30% year-over-year to a record $10 billion, propelled by surging AI demand and 3nm production. January and February combined showed nearly 30% growth, marking the highest ever for the month. This fueled widespread optimism about the company's foundational role in the AI boom.
AI Chip Leadership: Conversations linked TSMC's fortunes to victories by Nvidia, AMD, Broadcom, and others in AI chips, asserting that their success directly benefits the foundry giant. The stock notched all-time highs and approached $2 trillion market cap, with users highlighting its 72% monopoly in AI manufacturing. Excitement built around upcoming events like Nvidia's GTC amid tightening 3nm capacity.
Analyst Backing: Bullish analyst notes circulated, with buy ratings and price targets reaching $470, driven by above-seasonal Q1 sales and AI revenue CAGR projected at 55%. Despite short-term market dips, discussions focused on long-term growth outpacing targets. Geopolitical concerns lingered but were dwarfed by insatiable chip demand.
Note: This discussion summary was generated from an AI condensation of post data.
TSMC Congressional Stock Trading
Members of Congress have traded $TSM stock 16 times in the past 6 months. Of those trades, 11 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $TSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 4 purchases worth up to $295,000 on 02/26, 02/09, 01/30, 11/18 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE RICK W. ALLEN purchased up to $15,000 on 02/19.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $265,000 on 01/08, 10/23 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $15,000 on 10/30 and 3 sales worth up to $45,000 on 10/31, 10/30, 10/14.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TSMC Hedge Fund Activity
We have seen 1,490 institutional investors add shares of TSMC stock to their portfolio, and 1,262 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 12,054,686 shares (-16.5%) from their portfolio in Q4 2025, for an estimated $3,663,298,528
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 5,612,181 shares (-35.6%) from their portfolio in Q4 2025, for an estimated $1,705,485,684
- GOLDMAN SACHS GROUP INC removed 3,664,609 shares (-30.2%) from their portfolio in Q4 2025, for an estimated $1,113,638,029
- MACQUARIE GROUP LTD removed 3,167,073 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $962,441,813
- POINT72 ASSET MANAGEMENT, L.P. added 2,850,380 shares (+157.1%) to their portfolio in Q4 2025, for an estimated $866,201,978
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,585,242 shares (-22.5%) from their portfolio in Q4 2025, for an estimated $785,629,191
- CITADEL ADVISORS LLC added 2,481,031 shares (+485.0%) to their portfolio in Q4 2025, for an estimated $753,960,510
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TSMC Analyst Ratings
Wall Street analysts have issued reports on $TSM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 01/15/2026
- Barclays issued a "Overweight" rating on 10/17/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
To track analyst ratings and price targets for TSMC, check out Quiver Quantitative's $TSM forecast page.
TSMC Price Targets
Multiple analysts have issued price targets for $TSM recently. We have seen 6 analysts offer price targets for $TSM in the last 6 months, with a median target of $405.0.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $450.0 on 02/13/2026
- Krish Sankar from TD Cowen set a target price of $370.0 on 01/16/2026
- Simon Coles from Barclays set a target price of $450.0 on 01/16/2026
- Charles Shi from Needham set a target price of $410.0 on 01/15/2026
- Mark Li from Bernstein set a target price of $330.0 on 12/08/2025
- Mehdi Hosseini from Susquehanna set a target price of $400.0 on 10/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
