Expanding Data Center And 5G Demand Will Advance Silicon Manufacturing

Published
02 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$63.06
25.7% undervalued intrinsic discount
14 Aug
US$46.87
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1Y
17.1%
7D
-2.8%

Author's Valuation

US$63.1

25.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 5.81%

Driven by notable improvements in net profit margin and upgraded revenue growth forecasts, the consensus analyst price target for Tower Semiconductor has increased from $59.60 to $63.06. What's in the News Tower Semiconductor guides Q3 2025 revenue to $395 million (±5%), representing a 7% year-over-year and 6% quarter-over-quarter increase.

Shared on08 May 25
Fair value Increased 3.44%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 1.44%

AnalystConsensusTarget has increased discount rate from 9.3% to 11.5%.