TSEM
TOWER SEMICONDUCTOR LTD
$242.04
+2.79%
$27.3B
No data for this timeframe.
Vol
Market Cap$27.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (82%)
Reddit Sentiment33° Cool
SEC Reports5
Recent Activity
May 14, 2026
short_volume
Short Volume: TSEM — 57.5% short (0.8M / 1.4M)
Short: 816,907 | Exempt: 234 | TRF Vol: 1,419,760 | Short Ratio: 57.5% | Off-exchange volume (dark p
May 13, 2026
SEC
Tower Semiconductor reported a strong Q1 2026 beat with EPS of $0.58 (GAAP basic) vs $0.56 consensus and revenue of $414
PRESS-RELEASE — Impact 8/10
May 13, 2026
SEC
Tower Semiconductor reported Q1 2026 revenue of $414M (+15% YoY), net profit of $65M (+62% YoY), and diluted EPS of $0.5
6-K — Impact 7/10
Apr 27, 2026
SEC
Tower Semiconductor announced a collaboration with Axiro Semiconductor to deliver high-power, high-efficiency Silicon Ge
6-K — Impact 6/10
Price Targets
$313.83
+37.6% upside
Strong Buy
Current $228.08
Low $277.00
Median $320.50
High $335.00
6 analysts
$277.00
$335.00
Analyst Ratings
2Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| May 14, 2026 | Susquehanna | MAINTAIN | Positive → Positive |
| May 14, 2026 | Wedbush | MAINTAIN | Neutral → Neutral |
| Mar 26, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| Feb 13, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.76 ▲ +14.2% | $0.73 — $0.78 | 52% YoY | 5 |
| Next Q | $0.89 ▲ +15.6% | $0.88 — $0.92 | 62% YoY | 5 |
| Current FY | $3.34 ▲ +12.9% | $3.27 — $3.47 | 46% YoY | 5 |
| Next FY | $5.74 ▲ +19.7% | $5.15 — $6.97 | 72% YoY | 5 |
Latest Reports
BULLISH
PRESS-RELEASE
8/10
Tower Semiconductor reported a strong Q1 2026 beat with EPS of $0.58 (GAAP basic) vs $0.56 consensus and revenue of $414
May 13, 2026
BULLISH
6-K
7/10
Tower Semiconductor reported Q1 2026 revenue of $414M (+15% YoY), net profit of $65M (+62% YoY), and diluted EPS of $0.5
May 13, 2026
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
5 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.2/10.
BULLISH
PRESS-RELEASE
8/10
Tower Semiconductor reported a strong Q1 2026 beat with EPS of $0.58 (GAAP basic) vs $0.56 consensus
May 13, 2026
BULLISH
6-K
7/10
Tower Semiconductor reported Q1 2026 revenue of $414M (+15% YoY), net profit of $65M (+62% YoY), and
May 13, 2026
BULLISH
6-K
6/10
Tower Semiconductor announced a collaboration with Axiro Semiconductor to deliver high-power, high-e
Apr 27, 2026
NEUTRAL
6-K
2/10
Tower Semiconductor announced it will release its first quarter 2026 financial results and hold a co
Apr 20, 2026
NEUTRAL
PRESS-RELEASE
3/10
Tower Semiconductor announced it will release Q1 2026 earnings on May 13, 2026, with a conference ca
Apr 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 2 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$313.83 mean target
+37.6% upside
Strong Buy (3.00)
$277.00 Low
$335.00 High
| Metric | Value |
|---|---|
| Current Price | $228.08 |
| Target Low | $277.00 |
| Target Mean | $313.83 |
| Target Median | $320.50 |
| Target High | $335.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.76 | $0.73 | $0.78 | 51.6% | +14.2% | 5↑ 0↓ | $0.5B | 22.2% | 5 |
| Next Q 2026-09-30 |
$0.89 | $0.88 | $0.92 | 62.2% | +15.6% | 5↑ 0↓ | $0.5B | 23.8% | 5 |
| Current FY 2026-12-31 |
$3.34 | $3.27 | $3.47 | 45.9% | +12.9% | 5↑ 0↓ | $1.9B | 20.6% | 5 |
| Next FY 2027-12-31 |
$5.74 | $5.15 | $6.97 | 71.7% | +19.7% | 4↑ 0↓ | $2.5B | 34.8% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.758 | |
| 7d ago | $0.668 | +0.090 |
| 30d ago | $0.664 | +0.094 |
| 60d ago | $0.664 | +0.094 |
| 90d ago | $0.664 | +0.094 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| May 14, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| May 14, 2026 | Wedbush | MAINTAIN | Neutral | Neutral |
| Mar 26, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 12, 2026 | Wedbush | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Jan 9, 2026 | Benchmark | REITERATE | Buy | Buy |
| Dec 31, 2025 | Wedbush | DOWNGRADE | Outperform | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Jan 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
2 mentions
0 bullish
2 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
TSEM - TSMC of AI Photonics
▲ 1
💬 0
⚡ 0.5
May 14, 2026
short_volume
Short Volume: TSEM — 57.5% short (0.8M / 1.4M)
Short: 816,907 | Exempt: 234 | TRF Vol: 1,419,760 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
other
Tower Semiconductor Signs Customer Contracts for $1.3 Billion Silicon Photonics Revenue for 2027
<p> </p>
May 13, 2026
earnings
Tower Semiconductor Reports First Quarter 2026 Financial Results with 15% Year over Year Revenue Growth
Forecasting Sequential Quarter Over Quarter Revenue and Margin Growth Throughout the Year with Second Quarter 2026 at a Company Record of $455 Million
May 13, 2026
earnings_calendar
TSEM Q1 2026 Earnings Scheduled — 2026-05-13
May 8, 2026
short_interest
FTD: TSEM — 171,771 shares ($36.1M) failed to deliver
Settlement: 20260508, Price: $210.00, FTD Value: $36,071,910, TOWER SEMICONDUCTOR LTD ORD SH
May 4, 2026
other
Tower Semiconductor to Participate in May and June Investor Conferences
<p align="justify"><b>MIGDAL HAEMEK, Israel, May 4, 2026</b> – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semicon
Apr 30, 2026
short_volume
Short Volume: TSEM — 63.1% short (0.8M / 1.2M)
Short: 764,089 | Exempt: 1,563 | TRF Vol: 1,210,528 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
other
Tower Semiconductor and Axiro Semiconductor Deliver High-Power, High-Efficiency SiGe ICs for Secure U.S. Defense Applications
<p align="center"><i>Leveraging Tower's advanced SiGe technology, these U.S.-fabricated Beamforming ICs achieve superior performance, and strengthen s
Apr 20, 2026
earnings
Tower Semiconductor Announces First Quarter 2026 Financial Results and Conference Call
<p align="justify"><b>MIGDAL HAEMEK, Israel – April 20, 2026</b> – <a href="https://www.globenewswire.com/Tracker?data=eEdSw39YsgmQ_HJz-4hYaYPa5G1VFpW
Apr 13, 2026
short_volume
Short Volume: TSEM — 64.0% short (0.7M / 1.1M)
Short: 673,758 | Exempt: 531 | TRF Vol: 1,053,226 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: TSEM — 57.3% short (1.0M / 1.8M)
Short: 1,039,210 | Exempt: 70 | TRF Vol: 1,812,427 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
other
Tower Semiconductor Announces Plans to Expand 300mm Capacity in Japan to Support Strong Customer Demand
<p align="center"><b>Planned expansion supports the TPSCo announced transition while strengthening Tower’s differentiated optical and photonics platfo
Mar 4, 2026
other
Tower Semiconductor to Participate at OFC 2026 Highlighting its Silicon Photonics Platform for AI, Telecom and Emerging Applications
<p align="justify"><b>MIGDAL HAEMEK, Israel, March 4, 2026 - </b><a href="https://www.globenewswire.com/Tracker?data=T6jm_DJoCC6vK2SmwCBl2gJyoS2KThicb
Feb 13, 2026
short_interest
FTD: TSEM — 3,986 shares ($0.5M) failed to deliver
Settlement: 20260213, Price: $133.58, FTD Value: $532,449.88, TOWER SEMICONDUCTOR LTD ORD SH
Feb 10, 2026
short_interest
FTD: TSEM — 4,627 shares ($0.7M) failed to deliver
Settlement: 20260210, Price: $147.53, FTD Value: $682,621.31, TOWER SEMICONDUCTOR LTD ORD SH