Tower Semiconductor Ltd. (NASDAQ:TSEM) Receives $294.80 Average PT from Analysts

Tower Semiconductor Ltd. (NASDAQ:TSEM) has earned a consensus recommendation of “Moderate Buy” from the eight ratings firms that are currently covering the company, MarketBeat.com reports. Three analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $294.80.

Several brokerages have weighed in on TSEM. UBS Group reaffirmed a “buy” rating on shares of Tower Semiconductor in a research report on Wednesday, July 15th. National Bank Financial upgraded Tower Semiconductor to a “buy” rating in a report on Friday, August 7th. Susquehanna lifted their target price on shares of Tower Semiconductor from $180.00 to $330.00 and gave the company a “positive” rating in a research note on Thursday, May 14th. Wedbush boosted their target price on shares of Tower Semiconductor from $140.00 to $300.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, Benchmark restated a “buy” rating on shares of Tower Semiconductor in a research note on Wednesday, August 5th.

Tower Semiconductor Stock Performance

TSEM stock opened at $252.95 on Friday. The firm has a 50 day simple moving average of $244.01 and a 200 day simple moving average of $204.83. Tower Semiconductor has a 52 week low of $46.00 and a 52 week high of $319.94. The stock has a market cap of $28.44 billion, a P/E ratio of 99.98 and a beta of 0.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 4.31 and a current ratio of 4.91.

Tower Semiconductor (NASDAQ:TSEM) last posted its quarterly earnings results on Wednesday, August 5th. The semiconductor company reported $0.88 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.12. Tower Semiconductor had a net margin of 16.94% and a return on equity of 9.83%. The business had revenue of $460.08 million for the quarter, compared to the consensus estimate of $454.68 million. During the same period in the prior year, the business posted $0.41 earnings per share. Tower Semiconductor’s revenue for the quarter was up 23.7% compared to the same quarter last year. Research analysts anticipate that Tower Semiconductor will post 3.57 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Tower Semiconductor news, CEO Russell Craig Ellwanger sold 104,226 shares of the stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $248.34, for a total transaction of $25,883,484.84. Following the transaction, the chief executive officer directly owned 526,788 shares of the company’s stock, valued at $130,822,531.92. This represents a 16.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.00% of the stock is owned by insiders.

Institutional Trading of Tower Semiconductor

Several large investors have recently made changes to their positions in TSEM. Price T Rowe Associates Inc. MD boosted its position in Tower Semiconductor by 3,222.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,682,152 shares of the semiconductor company’s stock worth $549,779,000 after purchasing an additional 4,541,235 shares during the period. Capital International Investors bought a new stake in shares of Tower Semiconductor during the 4th quarter worth $222,530,000. Goldman Sachs Group Inc. boosted its holdings in shares of Tower Semiconductor by 214.7% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,206,467 shares of the semiconductor company’s stock worth $259,083,000 after buying an additional 1,505,421 shares during the period. Turiya Advisors Asia Ltd bought a new stake in shares of Tower Semiconductor during the 4th quarter worth $172,848,000. Finally, Janus Henderson Group PLC grew its stake in Tower Semiconductor by 293.8% in the 4th quarter. Janus Henderson Group PLC now owns 1,074,717 shares of the semiconductor company’s stock valued at $126,193,000 after buying an additional 801,820 shares during the last quarter. Institutional investors own 70.51% of the company’s stock.

Tower Semiconductor News Summary

Here are the key news stories impacting Tower Semiconductor this week:

• Positive Sentiment: Zacks Research raised its earnings forecasts. Estimates increased to $0.95 EPS for Q3 2026, $1.16 for Q4, $3.50 for full-year 2026 and $5.68 for 2027. The FY2027 forecast rose sharply from $4.42, signaling expectations for accelerating growth.
• Positive Sentiment: Tower’s latest quarterly results exceeded expectations. The company reported $0.88 EPS versus the $0.76 consensus and revenue of $460.1 million versus estimates of $454.7 million. Revenue grew 23.7% year over year, while prior-year EPS was $0.41.
• Neutral Sentiment: Management will participate in two investor conferences—the Jefferies Semiconductor, IT Hardware and Communications Technology Conference on August 25–26 and the Benchmark-StoneX Technology Conference on September 10. The events could provide additional business updates, but no new guidance was announced. Tower Semiconductor investor conference announcement
• Negative Sentiment: CEO Russell Craig Ellwanger sold approximately $45.6 million of TSEM shares. He sold 77,309 shares on August 10 for about $19.7 million and another 104,226 shares on August 11 for about $25.9 million. The transactions reduced his holdings by roughly 27% overall. Although sales may reflect personal diversification or planned transactions, their size can weigh on investor sentiment.

About Tower Semiconductor

Tower Semiconductor, traded on NASDAQ under the symbol TSEM, is a specialty foundry company that provides analog and mixed-signal semiconductor manufacturing services to a broad array of customers worldwide. The company focuses on delivering tailored process technologies for high-growth markets, including radio frequency (RF), power management, imaging, automotive electronics, and Internet of Things (IoT) applications. By combining deep process know-how with flexible manufacturing capabilities, Tower Semiconductor supports the development and volume production of advanced semiconductor devices for fabless and integrated device manufacturer customers.

The company’s technology portfolio spans standard and specialty processes such as CMOS, BiCMOS, high-voltage, radio frequency, silicon photonics, micro-electromechanical systems (MEMS) and image sensor production.