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TSEM Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
119.630
Open
116.430
VWAP
117.83
Vol
1.23M
Mkt Cap
13.14B
Low
115.500
Amount
144.77M
EV/EBITDA(TTM)
24.46
Total Shares
112.45M
EV
12.16B
EV/OCF(TTM)
30.75
P/S(TTM)
8.48
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.
Show More

Events Timeline

(ET)
2026-02-25
06:10:00
Tower Semiconductor Partners with Salience Labs to Manufacture Photonic Integrated Circuits
select
2026-02-19 (ET)
2026-02-19
06:30:00
Tower Semiconductor and Xanadu Expand Collaboration on Quantum Computing Technology
select
2026-02-11 (ET)
2026-02-11
07:11:00
Tower Semiconductor Reports Q4 Revenue of $440M
select
2026-02-11
07:10:00
Company Announces Total Investment of $920M in SiPho and SiGe
select
2026-02-11
07:10:00
Company Guides Q1 2026 Revenue to $412M
select
2026-02-11
07:10:00
Intel Signs Contract with Tower for 300mm Wafer Manufacturing
select

News

Fool
2.0
03-10Fool
Hood River Capital Management Sells Tower Semiconductor Shares
  • Share Reduction: Hood River Capital Management sold 1,116,598 shares of Tower Semiconductor in Q4 2025, reducing its stake to 0.5%, reflecting a reassessment of market valuations.
  • Market Value Impact: This sale decreased the value of Hood River's Tower Semiconductor shares by approximately $63 million, with the remaining 393,992 shares valued at $46 million, indicating a high market valuation for the stock.
  • Performance Metrics: Tower Semiconductor's stock surged 167% over the past year, significantly outperforming the S&P 500 by 155.2 percentage points, highlighting strong demand for its power management and image-sensing products.
  • Investment Strategy Shift: Hood River prefers to invest in companies with above-average earnings growth prospects; while Tower's long-term growth potential is recognized, they may seek more attractively priced growth stocks.
Fool
2.0
03-02Fool
Tower Semiconductor Shares Surge 11% Amid Regional Tensions
  • Significant Stock Surge: Tower Semiconductor (TSEM) shares rose 11% on Monday to $13.72, reflecting investor optimism about Israel's future security despite the absence of any financial news from the company.
  • Market Reaction: The stock's rise is bolstered by a nearly 6% increase in the Tel Aviv Stock Exchange, indicating a sensitive market response to the geopolitical situation in the Middle East, particularly following recent events in Iran.
  • Outstanding Annual Performance: Over the past year, Tower's stock has skyrocketed by 255%, primarily due to its dominant position as a supplier of 1.6-terabit silicon photonics transceivers, which are in high demand from artificial intelligence data centers.
  • Future Earnings Potential: Although the current P/E ratio stands at 71, the company projects that if revenue and earnings reach 85% of its existing capacity, future earnings could exceed $750 million, reducing the P/E ratio to a more reasonable 21, indicating strong growth prospects.
NASDAQ.COM
2.0
03-02NASDAQ.COM
Tower Semiconductor Shares Surge Amid Israeli Market Dynamics
  • Significant Stock Surge: Tower Semiconductor (NASDAQ: TSEM) shares rose 11% on Monday, likely driven by a nearly 6% increase in the Tel Aviv Stock Exchange, reflecting market optimism regarding Israel's future security.
  • Surging AI Demand: As a leading producer of ultra-fast silicon photonics transceivers, Tower's stock has skyrocketed 255% over the past year, indicating a growing demand in artificial intelligence data centers and solidifying its market position.
  • Optimistic Financial Outlook: Despite a current P/E ratio of 71, the company projects that if revenue and earnings grow to 85% of its existing capacity, future earnings could exceed $750 million, reducing the P/E ratio to a more reasonable 21 times, showcasing strong growth potential.
  • Global Manufacturing Footprint: Tower Semiconductor operates multiple fabs in Israel, Italy, the U.S., and Japan, indicating a globalized business model and risk diversification strategy, even though its headquarters is located in Israel.
Yahoo Finance
2.0
03-02Yahoo Finance
Tower Semiconductor Shares Surge 11% Amid Geopolitical Optimism
  • Significant Stock Surge: Tower Semiconductor's shares rallied 11% on Monday, reflecting investor optimism regarding Israel's future security, despite the absence of any financial news from the company.
  • Market Reaction: The rise in Tower's stock, headquartered in Israel, correlates with the U.S. and Israeli military strikes on Iran's leadership, boosting market confidence in Israel's stability.
  • Outstanding Annual Performance: Over the past year, Tower's stock has surged 255%, primarily driven by high demand for its 1.6-terabit silicon photonics transceivers, which are increasingly critical for artificial intelligence data centers.
  • Future Earnings Potential: Although the current P/E ratio stands at 71, the company projects that if revenue and earnings reach 85% of existing capacity, future earnings could exceed $750 million, reducing the P/E ratio to a more reasonable 21, indicating strong growth prospects.
Fool
6.5
03-01Fool
G2 Investment Partners Reduces Stake in Tower Semiconductor
  • Share Reduction Details: According to an SEC filing dated February 17, 2026, G2 Investment Partners Management reduced its position in Tower Semiconductor by 215,929 shares, valued at approximately $20.80 million, indicating a strategic response to market fluctuations.
  • Asset Management Ratio Shift: This sale decreased Tower Semiconductor's representation in G2's reportable AUM to 2.07%, down from 4.2% in the previous quarter, reflecting a significant reallocation within the investment portfolio.
  • Stock Price Volatility Impact: Tower Semiconductor's stock has been on the rise since hitting a 52-week low of $28.64 last April, reaching $127.78 by February 2026; however, G2's decision to sell came before the stock surged to a 52-week high of $149.57 following news of a partnership with Nvidia.
  • Financial Performance Highlights: Tower Semiconductor reported record Q4 revenue of $440 million, a 14% increase over 2024, yet with a current P/E ratio of 64 indicating an expensive valuation, suggesting that investors should wait for a price correction before considering new purchases.
NASDAQ.COM
6.5
03-01NASDAQ.COM
G2 Sells 215,929 Shares of Tower Semiconductor
  • Transaction Overview: G2 Investment Partners Management LLC disclosed a reduction of 215,929 shares of Tower Semiconductor on February 17, 2026, with an estimated transaction value of $20.80 million, indicating a waning confidence in the stock.
  • Position Value Decline: Following the sale, the quarter-end value of Tower Semiconductor fell by $12.27 million, reflecting market valuation shifts, with the stock now accounting for only 2.07% of G2's assets under management, down from 4.2% previously.
  • Price Movement Impact: Although G2 opted to sell during a price increase, Tower Semiconductor's stock reached a 52-week high of $149.57 in February, suggesting that G2's timing may have been premature, missing out on potential higher returns.
  • Industry Outlook and Risks: Tower Semiconductor reported record Q4 revenue of $440 million, a 14% year-over-year growth, but its price-to-earnings ratio of 64 is near multi-year highs, indicating increased investment risk, and advising investors to wait for a price correction before considering entry.
Wall Street analysts forecast TSEM stock price to rise
5 Analyst Rating
Wall Street analysts forecast TSEM stock price to rise
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
114.00
Averages
134.80
High
150.00
Current: 0.000
sliders
Low
114.00
Averages
134.80
High
150.00
Barclays
Equal Weight
maintain
$114 -> $142
AI Analysis
2026-02-13
Reason
Barclays
Price Target
$114 -> $142
AI Analysis
2026-02-13
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Tower Semiconductor to $142 from $114 and keeps an Equal Weight rating on the shares.
Benchmark
Buy
maintain
$150 -> $165
2026-02-12
Reason
Benchmark
Price Target
$150 -> $165
2026-02-12
maintain
Buy
Reason
Benchmark raised the firm's price target on Tower Semiconductor to $165 from $150 and keeps a Buy rating on the shares. Even though the company continued to deliver on its "multi-quarter streak of increasingly strong results," shares sold off moderately in Wednesday's trading, the analyst noted. Going forward, the firm expects the company's incremental margins to continue to average higher from the 55% in Q4, driven by the outsized growth of its high-margin optical infrastructure product segment.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TSEM
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Valuation Metrics

The current forward P/E ratio for Tower Semiconductor Ltd (TSEM.O) is 45.21, compared to its 5-year average forward P/E of 19.77. For a more detailed relative valuation and DCF analysis to assess Tower Semiconductor Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.77
Current PE
45.21
Overvalued PE
24.86
Undervalued PE
14.68

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
7.70
Current EV/EBITDA
21.34
Overvalued EV/EBITDA
10.36
Undervalued EV/EBITDA
5.04

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.96
Current PS
7.73
Overvalued PS
3.92
Undervalued PS
1.99

Financials

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Whales Holding TSEM

M
More Investment House Ltd.
Holding
TSEM
+33.06%
3M Return
C
Clal Financial Management Ltd
Holding
TSEM
+27.44%
3M Return
M
Meitav Investment House Ltd
Holding
TSEM
+19.75%
3M Return
A
Analog Century Management, LP
Holding
TSEM
+18.11%
3M Return
M
Migdal SAL - Domestic Equities
Holding
TSEM
+16.47%
3M Return
L
LMR Partners LLP
Holding
TSEM
+12.40%
3M Return

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Frequently Asked Questions

What is Tower Semiconductor Ltd (TSEM) stock price today?

The current price of TSEM is 118.37 USD — it has increased 1.27

What is Tower Semiconductor Ltd (TSEM)'s business?

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.

What is the price predicton of TSEM Stock?

Wall Street analysts forecast TSEM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSEM is134.80 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.

What is Tower Semiconductor Ltd (TSEM)'s revenue for the last quarter?

Tower Semiconductor Ltd revenue for the last quarter amounts to 440.21M USD, increased 13.69

What is Tower Semiconductor Ltd (TSEM)'s earnings per share (EPS) for the last quarter?

Tower Semiconductor Ltd. EPS for the last quarter amounts to 0.70 USD, increased 42.86

How many employees does Tower Semiconductor Ltd (TSEM). have?

Tower Semiconductor Ltd (TSEM) has 5359 emplpoyees as of March 11 2026.

What is Tower Semiconductor Ltd (TSEM) market cap?

Today TSEM has the market capitalization of 13.14B USD.