Taiwan Semiconductor Manufacturing is expected to report Q1 2026 revenue of approximately $35.50 billion and EPS of $3.29, with its current stock price of $381.78 trading below the $423.50 average analyst target.
Investors are primarily focused on the company's gross margin sustainability, which is projected at roughly 64% despite rising costs from overseas fab expansion.
Recent momentum is driven by surging demand for advanced AI chips from key clients like Nvidia and Apple, leading to record preliminary sales figures in March. Management’s updated 2026 capital expenditure guidance and the ongoing 2-nanometer production ramp remain critical catalysts for future valuation.