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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
289.890
Open
276.110
VWAP
283.47
Vol
2.52M
Mkt Cap
32.35B
Low
273.780
Amount
715.54M
EV/EBITDA(TTM)
57.67
Total Shares
112.82M
EV
31.01B
EV/OCF(TTM)
38.21
P/S(TTM)
20.14
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)
2026-06-18
12:30:00
Major Averages Rebound, Nasdaq Up 1.28%
select
2026-06-18
06:30:00
Tower Semiconductor Ships Over 5 Million Photonic Integrated Circuits with Marvell
select
2026-06-15 (ET)
2026-06-15
05:30:00
IQE and Tower Semiconductor Announce Multi-Year Supply Agreement
select
2026-05-13 (ET)
2026-05-13
11:50:00
Major Averages Mixed as Inflation Data Impacts Markets
select
2026-05-13
10:10:00
Tower Semiconductor Stock Rises 19.6% to $264.22
select
2026-05-13
09:00:00
Stocks Stabilize Amid Inflation Pressure, Nvidia Up 1%
select

News

stocktwits
8.5
06-18stocktwits
Marvell Ships Over 5 Million Photonic Integrated Circuits Amid Component Shortage
  • Shipment Milestone: Marvell Technologies announced the shipment of over 5 million coherent photonic integrated circuits to global customers, addressing the ongoing component shortage in the data center market, which not only meets market demand but also enhances the company's competitiveness in high-performance computing.
  • Positive Market Reaction: Following this announcement, Marvell's stock surged over 5% in premarket trading, reflecting strong investor confidence in the company's growth potential, especially with its upcoming entry into the S&P 500 index.
  • Strengthened Technical Collaboration: The partnership with Tower Semiconductor is seen as a significant milestone in advancing next-generation photonic technologies, with both companies working together to provide efficient photonics solutions that enhance customers' capabilities in handling AI workloads across data center architectures.
  • Optimistic Industry Outlook: As data center infrastructure rapidly expands, Marvell is being touted as the “next trillion-dollar company,” with its innovations in photonic integrated circuits expected to provide long-term market advantages and growth opportunities for the firm.
Newsfilter
7.5
06-18Newsfilter
Tower Semiconductor and Marvell Achieve Milestone of Over 5 Million Photonic ICs Shipped
  • Milestone Achievement: Tower Semiconductor and Marvell have successfully shipped over 5 million coherent photonic integrated circuits (PICs), marking a significant advancement in addressing the growing bandwidth and efficiency demands of AI-driven data center interconnect (DCI) networks.
  • Technological Innovation: The design and process requirements for coherent PICs are much stricter than those for simpler direct-detect chips, and through collaboration with Marvell, Tower has advanced next-generation coherent technologies, including the integration of non-silicon materials and 3D electronic integration, significantly enhancing the performance of silicon photonics platforms.
  • Market Demand Response: As optical transceiver applications continue to evolve, Tower's photonics platform is also evolving to meet customer demands for high-performance photonic technologies, thereby strengthening its competitive position in the rapidly growing market.
  • Strategic Collaboration Outlook: The partnership between Tower and Marvell not only showcases their technological strengths but also lays the groundwork for providing efficient, advanced photonics technologies in future data center architectures, further enhancing the performance of AI workloads.
Newsfilter
7.5
06-15Newsfilter
IQE and Tower Semiconductor Forge Multi-Year Agreement for InP Epiwafers
  • Strategic Partnership: IQE and Tower Semiconductor have established a multi-year agreement for the supply of Indium Phosphide (InP) epiwafers, aimed at enhancing optical connectivity solutions for AI-driven data center infrastructure, which is expected to significantly boost both companies' competitiveness in photonic technology.
  • Purchase Commitments: The agreement includes a minimum purchase commitment from Tower in the first year, with a reciprocal supply commitment from IQE, ensuring a stable supply chain for both parties and facilitating the realization of their product roadmaps.
  • IP Dispute Resolution: Tower will grant IQE a broad, royalty-free license for porous silicon patents, resolving multiple IP disputes between the companies, which eliminates legal barriers and allows both to focus on technological innovation and market expansion.
  • Market Outlook: IQE's CEO Jutta Meier noted that this collaboration reinforces IQE's position within the global hyperscale cloud and AI infrastructure markets, and is expected to accelerate the commercialization of next-generation optical connectivity applications.
Fool
9.5
06-09Fool
Tower Semiconductor Reports Strong Q1 Earnings and Secures Major Contracts
  • Significant Earnings Growth: Tower Semiconductor reported a 15.6% increase in Q1 revenue to $414 million, with adjusted earnings per share soaring 62.9% to $0.57, both figures surpassing analyst expectations and indicating strong market demand and operational efficiency.
  • Optimistic Order Outlook: The company disclosed securing $1.3 billion in silicon photonics contracts for 2027, with customers pre-paying to secure capacity, providing significant visibility into Tower's medium-term growth and supporting its lofty forward P/E ratio of 70.
  • Analyst Rating Upgrade: Following the strong earnings and prepayment news, Susquehanna analyst nearly doubled Tower's price target from $180 to $330, reflecting market optimism regarding its future profitability and growth potential.
  • Silicon Photonics Technology Advantage: Tower's leadership in silicon photonics positions it as a key player in the AI sector, as this technology increasingly replaces copper wire due to rising data speeds and volumes, which is expected to drive future growth for the company.
NASDAQ.COM
9.5
06-09NASDAQ.COM
Tower Semiconductor Beats Expectations and Secures Orders
  • Significant Earnings Growth: Tower Semiconductor reported a 15.6% revenue increase in Q1 to $414 million, with adjusted EPS rising 62.9% to $0.57, both exceeding analyst expectations and indicating strong market demand and operational efficiency.
  • Order Lock-in and Prepayments: The company secured $1.3 billion in silicon photonics contracts for 2027, with customers pre-paying to ensure capacity, providing significant visibility into Tower's medium-term growth and enhancing its competitive position in the market.
  • Analyst Target Upgrade: Susquehanna analyst Mehdi Hosseini nearly doubled Tower's price target from $180 to $330, reflecting optimistic market expectations for the company's future profitability, with projected EPS reaching $8 by 2028.
  • Broad Technological Outlook: As silicon photonics technology rapidly advances, Tower's leadership in this area positions it as a key player in the AI supply chain, maintaining a competitive edge with proprietary technologies on older nodes despite not producing cutting-edge silicon.
Fool
9.5
05-15Fool
Tower Semiconductor Reports Strong Quarterly Earnings and Analyst Upgrades
  • Strong Quarterly Performance: Tower Semiconductor reported first-quarter revenue of $413.6 million, a 15% year-over-year increase, with net profit soaring 62% to $65 million, exceeding analyst expectations and demonstrating robust market demand and profitability.
  • Optimistic Revenue Guidance: Management projected second-quarter revenue of $455 million, which would set a new company record if achieved, surpassing the average analyst estimate of $436.4 million, indicating significant future growth potential for the company.
  • Major Contract Signings: Tower Semiconductor signed contracts worth $1.3 billion to supply silicon photonics products to its largest clients, expected to generate substantial revenue next year and further solidifying its market position in photonics technology.
  • Analyst Price Target Increases: Following the strong earnings report, Craig-Hallum's Richard Shannon raised his price target from $175 to $325, while Benchmark's Cody Acree increased his from $230 to $335, both maintaining buy ratings, reflecting the market's optimistic outlook on the company's prospects.
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
Wedbush
Neutral
maintain
$140 -> $300
AI Analysis
2026-05-14
Reason
Wedbush
Price Target
$140 -> $300
AI Analysis
2026-05-14
maintain
Neutral
Reason
Wedbush raised the firm's price target on Tower Semiconductor to $300 from $140 and keeps a Neutral rating on the shares. The firm views the company's Q1 results and commentary as positive, and it very much acknowledges it missed the velocity of the ongoing transition to optical datacenter networking when it made the decision to shift to a Neutral view on the stock late last year.
Cody Acree
NULL
to
Buy
maintain
$230 -> $335
2026-05-14
Reason
Cody Acree
Price Target
$230 -> $335
2026-05-14
maintain
NULL
to
Buy
Reason
Benchmark analyst Cody Acree raised the firm's price target on Tower Semiconductor to $335 from $230 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TSEM
Unlock Now

Valuation Metrics

The current forward P/E ratio for Tower Semiconductor Ltd (TSEM.O) is 84.75, compared to its 5-year average forward P/E of 22.41. 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
22.41
Current PE
84.75
Overvalued PE
34.87
Undervalued PE
9.95

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
9.96
Current EV/EBITDA
47.97
Overvalued EV/EBITDA
17.82
Undervalued EV/EBITDA
2.10

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
3.55
Current PS
13.40
Overvalued PS
5.65
Undervalued PS
1.46

Financials

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Whales Holding TSEM

S
Situational Awareness LP
Holding
TSEM
+64.68%
3M Return
F
Fuh Hwa Securities Investment Trust Co., Ltd.
Holding
TSEM
+54.10%
3M Return
W
Wt Asset Management Ltd
Holding
TSEM
+52.33%
3M Return
S
Summit Partners Public Asset Management, LLC
Holding
TSEM
+49.38%
3M Return
D
Defiance ETFs, LLC
Holding
TSEM
+49.19%
3M Return
A
Analog Century Management, LP
Holding
TSEM
+45.84%
3M Return

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Frequently Asked Questions

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

The current price of TSEM is 286.74 USD — it has increased 7.34

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 413.63M USD, increased 15.48

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 0.57 USD, increased 62.86

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

Tower Semiconductor Ltd (TSEM) has 5316 emplpoyees as of June 21 2026.

What is Tower Semiconductor Ltd (TSEM) market cap?

Today TSEM has the market capitalization of 32.35B USD.