Tower Semiconductor
Tower is the foundry-side way to play specialized analog and power manufacturing demand.
Metric timing
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Price, 1D change, market cap, and enterprise value are current market-based figures.
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
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Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still screens as expensive rather than a clear bargain. After such a powerful move, investors now have to weigh rich valuation signals against confidence in the company’s growth ambitions. Over the last 5 years Tower Semiconductor has returned roughly 7.9x, which puts recent valuation concerns into the context of a very powerful longer term rally. The company is leaning on...
Tower Semiconductor (TSEM) As Record Q3 Guidance Tests The Undervalued NarrativeWhy Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor’s share price momentum, with a 1 day share price return of 12.37% and year...
Tower Semiconductor (TSEM) Is Up 14.9% After Record Q3 Revenue Guidance And Profitability Gains - What's ChangedTower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. For the first half of 2026, the company also lifted profitability alongside higher sales and then issued record third-quarter revenue guidance of about US$520 million, highlighting stronger operating momentum than previously reflected in...
Here's Why Tower Semiconductor Stock Is Rocketing Higher TodayThis semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.
SpaceX upgraded, Trade Desk downgraded: Wall Street's top analyst callsSpaceX upgraded, Trade Desk downgraded: Wall Street's top analyst calls
Here Are Friday’s Top Wall Street Analyst Research Calls: Baker Hughes, Etsy, HubSpot, Instacart, JetBlue, Roku, SpaceX, Tower Semiconductor, Trade Desk, and MoreWall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.
Why it could benefit going forward
- Tower is the foundry-side way to play specialized analog and power manufacturing demand.
- If mature-node capacity stays strategically important, Tower's role can become more valuable.
- It is useful when you want capacity exposure rather than betting on one chip catalog.
Moat / edge
- Specialized analog-process know-how.
- Customer relationships built around qualified manufacturing processes.
- A niche position where expertise matters more than sheer scale.
What to watch
- Capacity commitments and pricing.
- Utilization and margin trends.
- Exposure to data center, industrial, and auto demand.
Key risks
- Foundry demand can be cyclical and customer-specific.
- Smaller scale than the largest semiconductor manufacturers.
Business snapshot
Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management. It also offers a design enablement platform for a design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies. The company serves consumer applications, personal computers, communications, handsets and smartphones, automotive, industrial, aerospace, and medical devices. Tower Semiconductor Ltd. was incorporated in 1993 and is headquartered in Migdal Haemek, Israel