Trader consensus on Polymarket prices a 90% implied probability that Taiwan Semiconductor (TSM) will beat Q1 2026 earnings consensus of $3.26 EPS and roughly $35.5 billion in revenue, driven by unrelenting AI chip demand fueling 30% year-over-year sales growth in March 2026 monthly figures. TSM's Q4 2025 results smashed estimates with 35% profit growth and record revenue of NT$1.046 trillion, alongside guidance for near-30% full-year 2026 revenue expansion amid Nvidia and hyperscaler orders. This track record of consistent beats over the past five quarters, bolstered by 59% gross margins, underpins the strong positioning, with the April 16 earnings release as the key catalyst ahead of potential capex hikes to $52-56 billion.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于是
是
If Taiwan Semiconductor releases earnings without GAAP EPS, then the market will resolve according to the GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve to “No”.
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: TSM trades on the New York Stock Exchange in ADR which represent 5 ordinary shares of the company. This market refers to earnings per ADR.
Note: Subsequent restatements, corrections, or revisions made to the initially announced GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless this is not published, in which case it refers to basic GAAP EPS.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
市场开放时间: Apr 6, 2026, 12:21 PM ET
Resolver
0x65070BE91...If Taiwan Semiconductor releases earnings without GAAP EPS, then the market will resolve according to the GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve to “No”.
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: TSM trades on the New York Stock Exchange in ADR which represent 5 ordinary shares of the company. This market refers to earnings per ADR.
Note: Subsequent restatements, corrections, or revisions made to the initially announced GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless this is not published, in which case it refers to basic GAAP EPS.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Resolver
0x65070BE91...Trader consensus on Polymarket prices a 90% implied probability that Taiwan Semiconductor (TSM) will beat Q1 2026 earnings consensus of $3.26 EPS and roughly $35.5 billion in revenue, driven by unrelenting AI chip demand fueling 30% year-over-year sales growth in March 2026 monthly figures. TSM's Q4 2025 results smashed estimates with 35% profit growth and record revenue of NT$1.046 trillion, alongside guidance for near-30% full-year 2026 revenue expansion amid Nvidia and hyperscaler orders. This track record of consistent beats over the past five quarters, bolstered by 59% gross margins, underpins the strong positioning, with the April 16 earnings release as the key catalyst ahead of potential capex hikes to $52-56 billion.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
常见问题