Taiwan Semiconductor Manufacturing Q4 2025 earnings preview; majority of analysts maintain Buy ratings.

Taiwan Semiconductor Manufacturing Company (TSM) is scheduled to announce Q4 earnings results on Thursday, January 15th, before market open.
The consensus EPS Estimate is $2.98 (+33.0% Y/Y) and the consensus Revenue Estimate is $32.73B (+21.8% Y/Y).
Over the last 3 months, EPS estimates have seen 6 upward revisions and 0 downward. Revenue estimates have seen 20 upward revisions and 2 downward.
SA Quant has given the semiconductor company a Strong Buy rating with a score of 4.96, while SA Analysts and Wall Street analysts have both rated it Buy, with scores of 4.20 and 4.47, respectively.
SA Analyst Taha Gondal notes that the company’s forward valuation remains attractive, with consensus EPS expected to increase from $10.44 in 2025 to $16.57 by 2027, while the forward P/E is projected to compress from 30x to 19x.
Recent earnings Analysis from our contributors:Taiwan Semiconductor: Another Blowout Earnings Look Inevitable TSMC Q4 Preview: Bullish, But Memory Inflation Could Break The 2026 Growth Story