TSMC reports record Q3 profit while TSM stock trades at EUR 378.50

Published on 10/27/2026 at 09:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TSMC guided fourth-quarter revenue to USD 54.30 billion. TSM stock costs EUR 378.50 on October 27, 2026, with Q3 revenue at USD 46.72 billion.

Results and guidance shape outlook

Third-quarter net income reached NT$763.06 billion on October 15, 2026, up 68.7 percent year over year.
Fourth-quarter revenue guidance runs from USD 52.30 billion to USD 54.30 billion.
TSM stock trades at EUR 378.50 at 9:06 a.m. CET at Lang & Schwarz on October 27, 2026.
Barclays raised its target to USD 670 on October 16, 2026.
TSMC's next reporting date is January 21, 2027.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing Company Limited (US8740391003) reported third-quarter 2026 net income of NT$763.06 billion, up 68.7 percent from a year earlier. The October 15, 2026 results also included USD 46.72 billion in revenue and fourth-quarter revenue guidance of USD 52.30 billion to USD 54.30 billion, according to CNBC.

Margins face the 2-nanometer ramp

TSMC's third-quarter operating margin was 58.7 percent, above the 58.0 percent upper end of its earlier guidance. The company expects fourth-quarter gross margin of 65 percent to 67 percent and operating margin of 56.5 percent to 58.5 percent, according to StockTitan. The comparison matters because the 2-nanometer ramp can dilute margins even as leading-edge demand expands.

Advanced technologies of 7 nanometers and below generated 79 percent of wafer revenue in the third quarter. Free cash flow reached NT$476.56 billion, compared with NT$139.38 billion a year earlier, giving the investment cycle a measurable cash-flow counterweight.

Three dates show the earnings path

The recent chronology runs from July 16, 2026, when second-quarter revenue was USD 40.20 billion, to August 11, 2026, when the board approved a NT$7.00 dividend, and October 15, 2026, when third-quarter revenue reached USD 46.72 billion, according to Fair Price Index and StockTitan.

What does the target mean?

Barclays raised its TSMC target to USD 670 on October 16, 2026, while Needham moved to USD 560 from USD 530 on October 15, 2026, the Fair Price Index reported. Those targets emphasize earnings growth, while the margin outlook highlights the cost of expanding advanced capacity.

Dates investors can track

TSMC's next reporting date is January 21, 2027, according to TradingView. The October revenue report is another scheduled operating update identified in the October 2026 market calendar.

Stock trades during the Xetra session

TSMC's current earnings profile combines 50.9 percent third-quarter revenue growth with a 65 percent to 67 percent fourth-quarter gross-margin outlook. At Lang & Schwarz, TSM stock was trading at EUR 378.50 on October 27, 2026, at 9:06 a.m. CET.

The further course of trading is shown by the continuously updated real-time quote of TSM stock.