How analysts reacted to TSMC’s results
TSMC reported on October 15, 2026 (quarter ended Sep 2026). In the next sessions, 6 Wall Street firms published notes: 4 raised their price target and 1 kept it unchanged; none cut. The median target of the 4 firms with a before-and-after figure went from $523 to $540 (+3%). The shares fell 2% on Oct 15, the day of the report.
Every firm’s call 6
The first note from each firm in the session that reacted to the results and the next two, with its previous target. TSMC consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Needham | Buy | $530 | $560 | +6% | Oct 15 | |
 Stifel | Buy | $515 | $520 | +1% | Oct 15 | |
 Barclays | Buy | $665 | $670 | +1% | Oct 16 | |
 DA Davidson | Buy | $500 | $500 | Kept | Oct 16 | |
 Lynx Equity | — | — | — | — | Oct 15 | |
 Nomura/Instinet | Buy | — | — | — | Oct 16 |
Earlier TSMC reports
Latest earnings reactions
ASMLOct 142 of 5 raised targetsMedian target —Shares −4%
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%
NIOSep 14 of 4 cut targetsMedian target −29%Shares −5%
MarvellAug 275 of 11 raised targetsMedian target 0%Shares −10%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true