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Tower (TSEM) Price & Analysis

TSEM Stock Chart & Stats

$166.48-$21.44(-11.41%)
At close: 4:00 PM EDT
$175$200$225$2503 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
$160.36 - $175.23
52-Week Range
$80.63 - $319.94
Previous Close
$187.92
Volume
1.51M
Average Volume (3M)
2.29M
Market Cap
$18.90B
Enterprise Value
$28.47B
Total Cash (Recent Filing)
$1.48B
Total Debt (Recent Filing)
$141.70M
Price to Earnings (P/E)
69.0
Beta
1.74
Next Earnings
Nov 02, 2026
EPS Estimate
1.07
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Silicon Photonics Growth

Rapid silicon photonics growth and substantial contracted demand provide Tower with a durable expansion engine beyond traditional analog markets. Rising wafer capacity, customer commitments, and expected ramping through 2027 could improve revenue visibility and support stronger long-term mix and margins.

Financial Resilience

Very low leverage gives Tower meaningful financial flexibility while it funds capacity expansion and navigates semiconductor-cycle volatility. The growing equity base reduces solvency pressure and allows the company to support strategic investment without relying heavily on debt financing.

Specialty Technology And Strategic Partnerships

The expanded Semtech relationship reinforces Tower’s position in specialized SiGe manufacturing and connects its technology roadmap to growing AI data-center bandwidth needs. Multi-year capacity commitments can deepen customer integration, improve demand visibility, and support utilization across multiple geographies.

Bears Say

Capital Intensity And Uneven Free Cash Flow

Tower’s expansion strategy requires substantial reinvestment, which can keep free cash flow well below accounting earnings and make cash conversion uneven. Continued capital intensity may constrain discretionary cash available for other priorities if utilization or customer ramps take longer than planned.

Expansion Execution Risk

The upgraded growth outlook depends on timely equipment installation, qualification, pricing, and high post-ramp utilization. Delays or weaker-than-assumed loading could defer revenue and margin benefits, leaving Tower with added capacity costs before the expected returns are realized.

Cyclical Earnings And RFSOI Transition

Recent momentum does not eliminate exposure to semiconductor cycles or product transitions. RFSOI reallocation is already creating revenue pressure, while historically elevated 2023 profitability has normalized, increasing the risk that earnings growth remains uneven across end markets and fabs.

Tower News

TSEM FAQ

What was Tower’s price range in the past 12 months?
Tower lowest stock price was $80.63 and its highest was $319.94 in the past 12 months.
What is Tower’s market cap?
Tower’s market cap is $18.90B.
When is Tower’s upcoming earnings report date?
Tower’s upcoming earnings report date is Nov 02, 2026 which is in 1 day.
How were Tower’s earnings last quarter?
Tower 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 overvalued?
According to Wall Street analysts Tower’s price is currently Undervalued.
Does Tower pay dividends?
Tower does not currently pay dividends.
What is Tower’s EPS estimate?
Tower’s EPS estimate is 1.07.
How many shares outstanding does Tower have?
Tower has 113,517,670 shares outstanding.
What happened to Tower’s price movement after its last earnings report?
Tower 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?
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