TSEM: Revenue And Margin Expansion Will Influence Near-Term Performance

Narrative Update: Tower Semiconductor Analyst Price Target Rises Analysts have raised their price target for Tower Semiconductor from $75.22 to $78.55. This decision is based on anticipated revenue and margin expansion, along with growing opportunities in specialized semiconductor markets.

Shared on 26 Oct 25

Fair value Increased 9.55%

Tower Semiconductor's analyst price target has increased from $68.66 to $75.22, as analysts anticipate stronger revenue growth and margin expansion. This outlook is driven by favorable positioning in key end-markets.

Shared on 03 Sep 25

Fair value Increased 6.85%

Expanding Data Center And 5G Demand Will Advance Silicon Manufacturing

The increase in Tower Semiconductor’s consensus price target is primarily driven by upgraded revenue growth expectations and a notable decline in its forward P/E, now implying a revised fair value of $67.26. What's in the News Tower Semiconductor and Xscape Photonics introduced the industry's first on-chip, optically pumped multi-wavelength laser source on Tower’s PH18 Silicon Photonics platform, targeting growing AI datacenter optical interconnect markets.

Shared on 06 Aug 25

Fair value Increased 7.82%

Expanding Data Center And 5G Demand Will Advance Silicon Manufacturing

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 on 08 May 25

Fair value Increased 3.44%