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DA Davidson's Gil Luria raised their price target on Taiwan Semiconductor Manufacturing Co (NYSE: TSM) by 11.1% from $450 to $500 on 2026/07/17. The analyst maintained their Strong Buy rating on the stock.

Taiwan Semiconductor Manufacturing Company (TSMC) reported its Q2 2026 earnings.

Raising their price target, Luria said the quarter's "strong" results were headlined by revenue and EPS beats.

The analyst detailed that advanced technologies accounted for 77% of wafer revenue.

Luria noted that management raised its Capex guidance by $6B to a range of $60B to 64B so that the company can continue to meet accelerating demand for leading-edge process technologies and the emerging Agentic AI market.

Earnings Report

For Q2 2026, TSMC reported:

• EPS (ADR unit) of NT$27.25 (US$4.31), which beat Q2 2025's NT$15.36.
• Revenue of NT$1.27T ($39.45B), which missed the Zacks Consensus Estimate of $39.63 but beat Q2 2025's NT$933.8B.

For Q3 2026, management guided:

• Revenue of $44.6B to $45.8B.

CFO Wendell Huang commented: “Our business in the second quarter was supported by strong demand for our leading-edge process technologies.

“Moving into third quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology.”