Hood River Capital Management Acquires $109.22 Million Stake in Tower Semiconductor (TSEM)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
0mins
Source: Fool
- New Investment Position: Hood River Capital Management established a new position in Tower Semiconductor by acquiring 1.51 million shares valued at approximately $109.22 million as of September 30, representing 1.29% of its $8.47 billion in reportable U.S. equity assets, indicating strong confidence in the company.
- Performance Momentum: Tower Semiconductor reported third-quarter revenue of $396 million, a 6% sequential increase, with net income reaching $54 million, reflecting operational leverage across its core platforms and boosting investor confidence.
- Optimistic Future Outlook: Management's guidance for a record $440 million in revenue for the fourth quarter underscores the company's strong market performance and growth potential, attracting increased investor interest.
- Strategic Expansion Investment: Tower Semiconductor committed an additional $300 million to expand SiPho and SiGe capacity, targeting optical transceivers and data center demand, which are segments with structurally higher margins and long-term growth drivers.
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Analyst Views on TSEM
Wall Street analysts forecast TSEM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSEM is 134.80 USD with a low forecast of 114.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 138.930
Low
114.00
Averages
134.80
High
150.00
Current: 138.930
Low
114.00
Averages
134.80
High
150.00
About TSEM
Tower Semiconductor Ltd. operates as an independent semiconductor foundry focused primarily on specialty process technologies. The Company focuses on producing integrated circuits (ICs) based on the design specifications of its customers. The Company manufactures semiconductors for its customers primarily based on third-party designs. It offers process manufacture geometries of 0.35, 0.50, 0.55, 0.60, 0.80-micron and above on 150 millimeter wafers, 0.35, 0.18. 0.16, 0.13 and 0.11-micron on 200 millimeter wafers, and 65 nanometer and 45 nanometer on 300 millimeter wafers. It also provides design support and technical services. The Company's ICs are incorporated into a range of products in markets, including consumer electronics, personal computers, communications, automotive, industrial and medical device products. The Company has manufacturing facilities in the United States, Israel and Japan.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rockingstone Advisors Acquires Stake in Tower Semiconductor
- New Investment Disclosure: On January 28, Rockingstone Advisors disclosed a new position by acquiring 45,100 shares of Tower Semiconductor for approximately $5.30 million, indicating confidence in the company's market potential.
- Ownership Analysis: This acquisition represents 2.41% of Rockingstone's $219.49 million in reportable AUM, reflecting a strategic positioning in the semiconductor sector.
- Performance Growth Outlook: Tower Semiconductor reported third-quarter revenue of $396 million, a 6% sequential increase, with fourth-quarter revenue expected to reach a record $440 million, highlighting strong market demand and growth potential.
- Long-term Investment Value: Tower's focus on analog, RF, and power management products, which have longer product lifecycles and more stable customer relationships, suggests sustained earnings power in high-growth markets.
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Tower Semiconductor to Attend Technology Conference
- Conference Participation: Tower Semiconductor will participate in the 15th Annual Susquehanna Technology Conference on February 26, 2026, at the Lotte New York Palace Hotel, providing investors with one-on-one meetings with company representatives to enhance investor relations and market awareness.
- Market Positioning: As the leading foundry of high-value analog semiconductor solutions, Tower focuses on rapidly growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace, showcasing its strong competitive edge across diverse sectors.
- Technological Advantages: Tower Semiconductor offers a variety of customizable process platforms, including SiGe, BiCMOS, and mixed-signal/CMOS, aiming to drive sustainable development through advanced analog technology that meets diverse customer needs.
- Global Presence: The company operates multiple facilities in Israel, the U.S., and Japan, ensuring multi-fab sourcing and extended capacity for customers, thereby enhancing supply chain flexibility in the global semiconductor market.
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