TS
Taiwan Semiconductor
TSM · Taiwan Semiconductor · Semiconductors
Up next day
3/16
19%
Fell despite growth
9/16
Good earnings ignored
Avg earnings move
±2.3%
typical swing on earnings
Price when beating
-1.7%
avg over 16 beats
Biggest single move
-4.4%
'23.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 3 of 16 beats (19%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 62% of last 16
vs Semiconductors sector avg (9 peers)
This
-1.7%
Sector
-0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 13 of last 16 times (81%)
13xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 15Before open
'26.9 expectedEst. EPS $4.46
Quarter ended 6/2026
Reported 2026-07-16
Next-day move
-2.8%
After 5 days +1.4%
vs Consensus$3.89→$4.31+10.9% beat
Beat by +10.9% but stock -2.8%
EPS
$4.31
YoY +75%
Revenue
—
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -1.8%p
Earnings trend · last 12 quarters
EPS$4.31YoY +75%
'23.9'26.6
Revenue—
'23.9'26.6
Price vs earnings · last 16 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
9x75%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 9 of 12q (75%)
Community · TSM
What do you think of this stock's earnings pattern?
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