MYDA Advisors LLC Takes $5.81 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MYDA Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 35,000 shares of the semiconductor company’s stock, valued at approximately $5,810,000. Taiwan Semiconductor Manufacturing comprises about 1.0% of MYDA Advisors LLC’s investment portfolio, making the stock its 16th biggest holding.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Goldman Sachs Group Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 55.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after acquiring an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in Taiwan Semiconductor Manufacturing by 19.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company’s stock worth $2,050,141,000 after acquiring an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 0.6% in the 1st quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock worth $1,608,551,000 after acquiring an additional 59,079 shares in the last quarter. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock worth $1,578,499,000 after acquiring an additional 2,559,512 shares in the last quarter. Finally, Janus Henderson Group PLC increased its holdings in Taiwan Semiconductor Manufacturing by 13.8% in the 4th quarter. Janus Henderson Group PLC now owns 7,381,233 shares of the semiconductor company’s stock worth $1,457,912,000 after acquiring an additional 895,379 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, August 23rd. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Finally, Barclays reaffirmed an “overweight” rating and set a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Four analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $258.33.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

TSM stock opened at $239.30 on Thursday. The firm has a fifty day moving average price of $233.97 and a 200 day moving average price of $199.47. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The firm has a market cap of $1.24 trillion, a PE ratio of 27.29, a price-to-earnings-growth ratio of 1.13 and a beta of 1.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 44.4% compared to the same quarter last year. During the same period last year, the firm posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.