Want to see TSEM full AI Analyst Report?
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$70.91 - $319.94
Previous Close$223.63
Volume1.51M
Average Volume (3M)1.82M
Market Cap
$24.43B
Enterprise Value$28.47B
Total Cash (Recent Filing)$1.48B
Total Debt (Recent Filing)$141.70M
Price to Earnings (P/E)84.7
Beta1.64
Next Earnings
Nov 02, 2026EPS Estimate
1.07Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.55
Shares Outstanding112,824,940
10 Day Avg. Volume1,706,032
30 Day Avg. Volume1,817,888
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 Cap1.17
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)3.88
Revenue Forecast (FY)$1.97B
Bulls Say, Bears Say
Bulls Say
Accelerating Revenue And Profit GrowthRecord revenue and sharply higher profitability indicate stronger demand across Tower’s specialty foundry platforms. Continued growth, supported by record Q3 guidance, can improve operating leverage and expand the company’s earnings base over the next several quarters.
Silicon Photonics Growth And Customer CommitmentsRapid SiPho growth and substantial customer contracts provide evidence of product-market traction in AI and data-center connectivity. This emerging business can diversify Tower’s revenue base, support capacity utilization, and create a durable growth avenue beyond legacy analog demand.
Conservatively Financed Balance SheetVery low leverage gives Tower substantial financial flexibility to fund capacity expansion and technology investment without relying heavily on borrowing. A growing equity base also provides a meaningful cushion against semiconductor-cycle volatility and supports resilience during periods of weaker demand.
Bears Say
Uneven Free Cash Flow ConversionAlthough operating cash flow is strong, inconsistent free cash flow conversion shows that Tower’s capital-intensive expansion absorbs a meaningful portion of internally generated earnings. Continued investment requirements may constrain discretionary cash available for flexibility, returns, or additional growth initiatives.
Cyclical And Volatile ProfitabilityThe variation in margins across years indicates that Tower’s earnings power is sensitive to semiconductor-cycle conditions and business mix. Even with recent improvement, normalization after unusually strong periods may make future profits less stable and complicate long-term margin planning.
Execution Risk In Large Capacity ExpansionTower’s expansion plans require significant execution across installation, qualification, pricing, and utilization. Delays or weaker-than-expected ramp performance could postpone revenue and margin benefits, while the scale of the program increases the consequences of assumptions proving too optimistic.
Tower News
TSEM FAQ
What was Tower Semiconductor’s price range in the past 12 months?
Tower Semiconductor lowest stock price was $70.91 and its highest was $319.94 in the past 12 months.
What is Tower Semiconductor’s market cap?
Tower Semiconductor’s market cap is $24.43B.
When is Tower Semiconductor’s upcoming earnings report date?
Tower Semiconductor’s upcoming earnings report date is Nov 02, 2026 which is in 19 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 112,824,940 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
2
3
4
5
6
7
8
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 64%
Sector Average 64%
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 Positive
Last 7 Days ▲ 1.8%
Last 30 Days ▲ 3.5%
Last 30 Days ▲ 3.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
204.45%
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
All Analysts
Top Analysts
Average Price Target
$313.67
▲(41.78% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
MagnaChip
―
ON Semiconductor
―
STMicroelectronics
―
United Micro
―
GlobalFoundries Inc
―
Ownership Overview
0.69% Insiders
12.36% Mutual Funds
0.02% Other Institutional Investors
67.97% Public Companies and Individual Investors










