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TSEM Stock Chart & Stats
$221.23
-$9.16(-3.93%)
At close: 4:00 PM EDT
$221.23
-$9.16(-3.93%)
Day’s Range― - ―
52-Week Range$71.64 - $319.94
Previous Close$223.63
Volume1.51M
Average Volume (3M)2.02M
Market Cap
$22.74B
Enterprise Value$28.47B
Total Cash (Recent Filing)$1.48B
Total Debt (Recent Filing)$141.70M
Price to Earnings (P/E)82.0
Beta1.70
Next Earnings
Nov 02, 2026EPS Estimate
1.07Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.55
Shares Outstanding113,517,670
10 Day Avg. Volume2,216,728
30 Day Avg. Volume2,018,512
Financial Highlights & Ratios
PEG Ratio16.17
Price to Book (P/B)4.59
Price to Sales (P/S)8.52
P/FCF Ratio-324.71
Enterprise Value/Market Cap1.25
Enterprise Value/Revenue16.65
Enterprise Value/Gross Profit61.97
Enterprise Value/Ebitda45.35
Forecast
1Y Price Target
$313.67Price Target Upside41.78% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)3.89
Revenue Forecast (FY)$1.97B
Bulls Say, Bears Say
Bulls Say
Silicon Photonics Growth And Contracted DemandRapid SiPho growth and substantial customer contracts support durable demand visibility beyond a single quarter. The ramp expands Tower’s exposure to AI infrastructure and should improve scale, utilization, and the strategic value of its specialty photonics platforms.
Conservative Balance SheetVery low leverage and a sizable equity cushion give Tower financial flexibility to fund capacity expansion while limiting solvency and refinancing pressure. Strong liquidity also improves resilience through semiconductor cycles and supports continued investment in differentiated process technologies.
Strategic SiGe Capacity PartnershipThe expanded Semtech agreement strengthens customer commitment and links Tower’s SiGe capacity to growing AI data-center optical interconnect demand. Multi-site production adds geographic diversification while helping secure future volume and reinforce Tower’s position in specialty analog manufacturing.
Bears Say
Uneven Free Cash Flow ConversionAlthough operating cash flow is strong, inconsistent free cash flow conversion shows that capital spending can absorb a meaningful share of earnings. Continued investment needs may constrain internally funded returns and create greater variability in cash available for flexibility or other uses.
Cyclical And Volatile ProfitabilityTower remains profitable, but the history of elevated margins followed by normalization indicates earnings are sensitive to semiconductor-cycle conditions and product mix. This volatility makes long-term profit outcomes less predictable and raises the importance of sustaining utilization and specialty-process demand.
Expansion Execution And Transition RiskThe planned growth requires successful equipment installation, qualification, pricing, and utilization across major expansions, while Track 2 schedules remain incomplete. Delays or weaker ramp performance could postpone revenue, dilute returns on invested capital, and pressure the upgraded profit targets.
Tower News
TSEM FAQ
What was Tower Semiconductor’s price range in the past 12 months?
Tower Semiconductor lowest stock price was $71.64 and its highest was $319.94 in the past 12 months.
What is Tower Semiconductor’s market cap?
Tower Semiconductor’s market cap is $22.74B.
When is Tower Semiconductor’s upcoming earnings report date?
Tower Semiconductor’s upcoming earnings report date is Nov 02, 2026 which is in 13 days.
How were Tower Semiconductor’s earnings last quarter?
Tower Semiconductor released its earnings results on Aug 04, 2026. The company reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.758 by $0.122.
Is Tower Semiconductor overvalued?
According to Wall Street analysts Tower Semiconductor’s price is currently Undervalued.
Does Tower Semiconductor pay dividends?
Tower Semiconductor does not currently pay dividends.
What is Tower Semiconductor’s EPS estimate?
Tower Semiconductor’s EPS estimate is 1.07.
How many shares outstanding does Tower Semiconductor have?
Tower Semiconductor has 113,517,670 shares outstanding.
What happened to Tower Semiconductor’s price movement after its last earnings report?
Tower Semiconductor reported an EPS of $0.88 in its last earnings report, beating expectations of $0.758. Following the earnings report the stock price went up 2.223%.
Which hedge fund is a major shareholder of Tower Semiconductor?
Currently, no hedge funds are holding shares in TSEM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Tower Stock Smart Score
Neutral
1
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5
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9
10
Analyst Consensus
Strong Buy
Average Price Target:
$313.67 (41.78% Upside)
$313.67 (41.78% Upside)
Blogger Sentiment
Bullish
TSEM Sentiment 62%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Decreased
By 666.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $45.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.4%
Last 30 Days ▼ 0.6%
Last 30 Days ▼ 0.6%
Technicals
SMA
Positive
20 days / 200 days
Momentum
171.55%
12-Months-Change
Fundamentals
Return on Equity
9.82%
Trailing 12-Months
Asset Growth
17.73%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Tower Semiconductor
Tower Semiconductor Ltd. operates as a prominent independent semiconductor foundry, engaged in the worldwide production and sale of analog-intensive, mixed-signal semiconductor components. The company provides a comprehensive suite of customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensors, integrated power management solutions, and MEMS. Furthermore, it offers wafer fabrication services, a design enablement platform to streamline the development process, and specialized services for process transfer optimization and new product development. Tower Semiconductor caters to both integrated device manufacturers and fabless companies, with its products serving a wide range of industries such as consumer electronics, computing, telecommunications, automotive, industrial, aerospace, defense, and medical devices. Established in 1993 and based in Migdal Haemek, Israel, its market reach extends across the United States, Japan, other Asian regions, and Europe.
TSEM Company Deck
TSEM Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture: record revenue, materially improved margins and EPS, rapid silicon photonics growth with large customer contracts, an aggressive but funded CapEx expansion plan (including METI-backed Japan projects), and a robust balance sheet. The primary risks are execution and timing of the large Track 2 expansion, model assumptions (selling prices, tool qualification timing, utilization), and near-term transitional impacts in RFSOI and certain fabs. These risks are significant but appear manageable given strong customer commitments, prepayments, supplier agreements, and cash position.View all TSEM earnings summariesTSEM Stock 12 Month Forecast
Average Price Target
$313.67
▲(41.78% Upside)
Technical Analysis
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Ownership Overview
0.69% Insiders
12.28% Mutual Funds
0.25% Other Institutional Investors
67.90% Public Companies and Individual Investors