Tower Semiconductor Ltd.

Report azionario NasdaqGS:TSEM

Capitalizzazione di mercato: US$27.0b

Tower Semiconductor Crescita futura

Criteri Future verificati 5/6

Si prevede che Tower Semiconductor aumenterà gli utili e i ricavi rispettivamente del 51% e 29.4% all'anno, mentre si prevede che l'EPS crescerà del 52.6% all'anno.

Informazioni chiave

51.0%

Tasso di crescita degli utili

52.61%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili28.5%
Tasso di crescita dei ricavi29.4%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento05 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 04

TSEM: Optical Datacenter Transition May Support Expanded Future Photonics Capacity

Analysts have lifted the fair value estimate for Tower Semiconductor to $355 from $335. This reflects updated views on its transition to optical datacenter networking, RF infrastructure ramp, and capacity expansion plans, alongside revised long term revenue and margin targets.
Seeking Alpha • Aug 03

Tower Semiconductor: Excellent Fundamentals, Demanding Expectations

Summary Tower Semiconductor offers robust fundamentals, pristine balance sheet, and strong cash flows, but current valuation already prices in an aggressive 2028 outlook. TSEM's AI-driven silicon photonics expansion in Japan, supported by a $1bn government grant, underpins a near-doubling of revenue and profit targets by 2028. Despite operational strength and strategic positioning, TSEM trades at premium multiples—forward P/E of 66.53 and EV/Sales of 12.40—making valuation the central concern. All upside depends on flawless execution of the Japanese ramp; any delay or shortfall risks severe multiple compression despite the underlying business quality. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 15

TSEM: Japan Expansion And Optical Networking Ramps Will Shape Balanced Outlook

Analysts have increased Tower Semiconductor's implied fair value range from about $140 to roughly $277 per share, citing updated revenue growth, margin and P/E assumptions that reflect recent Q1 results, capacity expansion plans, and the RF infrastructure and optical datacenter networking ramps. Analyst Commentary Recent Street research on Tower Semiconductor highlights a wide range of views on what the latest Q1 results, optical datacenter networking trends, and RF infrastructure ramp might mean for the stock's risk and reward profile.
Aggiornamento narrativa • Jun 30

TSEM: Future AI Data Center Demand May Drive Expanded Photonics Capacity

The analyst price target for Tower Semiconductor has shifted from $226.36 to $335.00, with analysts pointing to recent results, stronger expectations for revenue growth and profit margins, and capacity expansion plans in areas like optical datacenter networking and RF infrastructure as key drivers of their updated views. Analyst Commentary Bullish analysts covering Tower Semiconductor are highlighting the recent shift in expectations as a response to the company’s latest quarterly results, updated outlook, and capacity plans.
Articolo di analisi • Jun 19

Tower Semiconductor (TSEM) Stock Could Be 8.6% Undervalued After IQE Silicon Photonics Deal

Tower Semiconductor (TSEM) has drawn fresh attention after IQE plc agreed to supply Indium Phosphide epiwafers under a multi-year deal related to AI data center optical connectivity and the expansion of silicon photonics. See our latest analysis for Tower Semiconductor. The IQE agreement appears to have sharpened investor focus on Tower Semiconductor, with a 1-day share price return of 7.34% and a 90-day share price return of 75.24% contributing to very large multi year total shareholder...
Aggiornamento narrativa • Jun 16

TSEM: Optical Networking Capacity Ramp And Silicon Photonics Contracts Will Support Future Upside

Analysts have raised price targets on Tower Semiconductor stock to a range of $300 to $335, citing recent results, updated outlooks, and plans for capacity expansion in areas such as optical datacenter networking and RF infrastructure as key supports for the higher valuation views. Analyst Commentary Recent research updates on Tower Semiconductor highlight a mix of optimism around execution and growth opportunities, alongside some lingering caution on valuation and stock risk.
Aggiornamento narrativa • Jun 02

TSEM: Optical Networking And RF Capacity Ramp Will Shape Future Earnings Resilience

Analysts have lifted the Tower Semiconductor price target range to reflect a fair value move from about $288 to $314, citing recent positive Q1 commentary, updated estimates tied to optical datacenter networking, RF infrastructure ramp, planned capacity expansion, and revised long term revenue and operating margin goals. Analyst Commentary Bullish Takeaways Bullish analysts are tying higher valuation ranges, from about US$140 to between US$300 and US$335, to recent Q1 results and commentary that they view as supportive of the current execution.
Aggiornamento narrativa • May 16

TSEM: Optical Datacenter Shift And Capacity Expansion Will Test Earnings Resilience

The analyst-derived fair value estimate for Tower Semiconductor has shifted from $173.00 to about $288.33. This move aligns with a series of higher Street price targets in the $300 to $335 range as analysts factor in recent results, capacity expansion plans, and updated long-term revenue and margin expectations.
Aggiornamento narrativa • Apr 22

TSEM: Higher Multiple Dependence Will Pressure Future Earnings Resilience

Analysts have raised their price targets on Tower Semiconductor, supporting a higher fair value estimate of $173.00 as they factor in updated assumptions around the discount rate, profit margin, and future P/E levels. Analyst Commentary Recent Street research on Tower Semiconductor clusters around higher price targets, as analysts incorporate updated views on discount rates, profitability, and P/E assumptions.
Nuova narrativa • Apr 10

SiPho And RF Platforms Will Drive Powerful Multi Year Upside Potential

Catalysts About Tower Semiconductor Tower Semiconductor operates specialty semiconductor fabs that manufacture analog intensive chips for areas such as silicon photonics, RF, power management and image sensors. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Apr 08

TSEM: RF Connectivity Dependence Will Constrain Future Earnings Resilience

Analysts lifted the Tower Semiconductor fair value estimate from $159.29 to $168.57, reflecting updated views on revenue, profit margin and P/E assumptions after a series of recent price target increases from multiple research firms. Analyst Commentary Recent Street research on Tower Semiconductor has focused on refreshed price targets and updated assumptions around revenue, margins and P/E, providing a clearer view of how professionals are framing the risk and reward trade off.
Nuova narrativa • Mar 27

Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins

Catalysts About Tower Semiconductor Tower Semiconductor operates analog focused foundries that manufacture power management, RF, imaging and silicon photonics chips for customers across communications, computing, automotive and industrial end markets. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Mar 24

TSEM: RF Infrastructure Reliance Will Challenge Future Earnings Power

Analysts have raised their Tower Semiconductor price targets by $15 to $45 in recent research, pointing to company discussions and views on its RF infrastructure connectivity position as key support for the updated valuations. Analyst Commentary Bullish Takeaways Bullish analysts point to leadership in RF infrastructure connectivity as a core pillar supporting higher valuation ranges, with recent price targets clustering well above prior levels.
Aggiornamento narrativa • Mar 09

TSEM: RF And Silicon Photonics Leadership Will Redefine Earnings Power By 2027

Analysts have lifted their price targets on Tower Semiconductor by a combined $103, supporting a modest rise in our updated fair value estimate to $159.29, as they highlight the company’s RF Infrastructure connectivity leadership and insights from recent investor meetings. Analyst Commentary Recent research commentary centers on how the higher price targets line up with Tower Semiconductor’s role in RF Infrastructure connectivity and the feedback from recent investor meetings with management.
Aggiornamento narrativa • Feb 23

TSEM: RF And SiPho Progress Will Reshape Earnings Power By 2027

Narrative Update The updated analyst price target for Tower Semiconductor has moved from about $136 to about $157, with analysts pointing to refined assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the change. Analyst Commentary Recent research updates on Tower Semiconductor cluster around higher price targets and refreshed modeling work, with analysts focusing on revised assumptions for growth, profitability and P/E multiples.
Aggiornamento narrativa • Feb 08

TSEM: RF And SiPho Execution Will Rebalance Earnings Profile By 2027

Analysts have lifted their Tower Semiconductor price targets into a roughly $97 to $150 range, citing stronger confidence in the RF Infrastructure business, higher estimates following the recent 3Q25 earnings report, and growing demand tied to SiPho related opportunities. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$97 to US$150 price target range as reflecting stronger conviction that Tower's RF Infrastructure business can support a higher earnings base and justify a richer valuation multiple.
Aggiornamento narrativa • Jan 24

TSEM: RF Connectivity And SiPho Execution Will Reshape Earnings Mix By 2027

The updated analyst price target for Tower Semiconductor moves from about US$134 to roughly US$136, as analysts point to stronger RF Infrastructure connectivity positioning and SiPho demand commentary from recent research as key supports for modestly higher fair value, revenue growth, and future P/E assumptions, despite slightly softer profit margin inputs. Analyst Commentary Recent research updates on Tower Semiconductor cluster around higher price targets and a stronger narrative for RF Infrastructure and SiPho, but there are still open questions that matter for execution and valuation risk.
Aggiornamento narrativa • Jan 10

TSEM: RF Infrastructure Leadership Will Reshape Earnings Mix By 2027

Analysts have raised their fair value estimate for Tower Semiconductor from $129 to $134, citing higher price targets tied to growing confidence in RF Infrastructure and SiPho demand trends highlighted in recent research updates. Analyst Commentary Recent research updates show a cluster of higher price targets for Tower Semiconductor, with bullish analysts pointing to RF Infrastructure leadership and SiPho momentum as key drivers behind their valuation work.
Articolo di analisi • Dec 26

Tower Semiconductor (NASDAQ:TSEM) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento narrativa • Dec 23

TSEM: RF And SiPho Momentum Will Redefine Earnings Mix By 2027

Analysts have lifted their price target on Tower Semiconductor by $5, to $129, citing stronger long term earnings power driven by accelerating RF Infrastructure and SiPho demand, as reflected in recent post earnings estimate revisions. Analyst Commentary Bullish Takeaways Bullish analysts point to stronger than expected Q3 results as evidence that Tower is executing well against its long term growth strategy, which they see as justifying higher price targets and upward estimate revisions.
Aggiornamento narrativa • Dec 09

TSEM: RF Infrastructure And SiPho Will Reshape Earnings Mix By 2027

Analysts have raised their price targets on Tower Semiconductor by as much as $35, citing stronger post Q3 earnings estimates, accelerating SiPho demand, and an expanding RF Infrastructure mix that is expected to drive higher revenue growth and margins through 2027. Analyst Commentary Recent research updates reflect a generally constructive view on Tower Semiconductor, with higher price targets framed around stronger earnings power and a more favorable revenue mix through 2027.
Aggiornamento narrativa • Nov 25

TSEM: RF Infrastructure Will Transform Revenue Mix By 2027

Analysts have significantly raised their price target for Tower Semiconductor from $78.55 to $124.00. They cite accelerating revenue growth, improved profit margins, and strong performance in key segments following recent earnings results.
Articolo di analisi • Nov 13

Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders will be ecstatic, with their stake up 22% over the past week following Tower Semiconductor Ltd. 's...
Articolo di analisi • Nov 12

After Leaping 40% Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Are Not Flying Under The Radar

Despite an already strong run, Tower Semiconductor Ltd. ( NASDAQ:TSEM ) shares have been powering on, with a gain of...
Aggiornamento narrativa • Nov 09

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.
Aggiornamento narrativa • Oct 26

Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning

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.
Articolo di analisi • Sep 30

Why Tower Semiconductor Ltd. (NASDAQ:TSEM) Could Be Worth Watching

Tower Semiconductor Ltd. ( NASDAQ:TSEM ), is not the largest company out there, but it received a lot of attention from...
Articolo di analisi • Sep 16

Tower Semiconductor (NASDAQ:TSEM) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento narrativa • Sep 03

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.
Articolo di analisi • Aug 29

Tower Semiconductor Ltd. (NASDAQ:TSEM) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Despite an already strong run, Tower Semiconductor Ltd. ( NASDAQ:TSEM ) shares have been powering on, with a gain of...
Aggiornamento narrativa • Aug 06

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.
Seeking Alpha • Jan 29

Tower Semiconductor: Why I Am Optimistic Ahead Of Q4 2024 Earnings

Summary Tower Semiconductor is up 60.62% YoY, trading just 1% below its 52-week-high, outperforming the S&P 500 by over 40%. Rated as a hold due to declined revenue YoY and pending details on a $350 million investment plan for SiPho and SiGe capacity expansion. Despite a 2.06% YoY revenue decline in the first nine months of 2024, TSEM's power and sensor businesses show promising growth. TSEM's Q4 2024 revenue guidance ranges from $367.65 million to $406.35 million, driven by RF infrastructure and Agrate factory production ramp-up. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:TSEM - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283,5531,07951,3344
12/31/20272,657683-2679646
12/31/20261,963400729185
6/30/20261,710290301866N/A
3/31/20261,622245322812N/A
12/31/20251,566220-49395N/A
9/30/20251,51319533457N/A
6/30/20251,488196-6442N/A
3/31/20251,467203-17433N/A
12/31/20241,43620813449N/A
9/30/20241,401207-13474N/A
6/30/20241,388494291751N/A
3/31/20241,394492277714N/A
12/31/20231,423518232677N/A
9/30/20231,474548196683N/A
6/30/20231,543275-27403N/A
3/31/20231,612282228466N/A
12/31/20221,678265163530N/A
9/30/20221,686233235531N/A
6/30/20221,646203177515N/A
3/31/20221,582176125470N/A
12/31/20211,508150107421N/A
9/30/20211,44112946361N/A
6/30/20211,36510528322N/A
3/31/20211,31394-5296N/A
12/31/20201,26682-37277N/A
9/30/20201,2267220275N/A
6/30/20201,2287948279N/A
3/31/20201,22481N/A285N/A
12/31/20191,23490N/A291N/A
9/30/20191,262107N/A311N/A
6/30/20191,272119N/A308N/A
3/31/20191,301136N/A313N/A
12/31/20181,304136N/A313N/A
9/30/20181,328245N/A307N/A
6/30/20181,360266N/A341N/A
3/31/20181,370279N/A348N/A
12/31/20171,387298N/A356N/A
9/30/20171,370199N/A352N/A
6/30/20171,342195N/A335N/A
3/31/20171,302183N/A332N/A
12/31/20161,250204N/A327N/A
9/30/20161,164178N/A299N/A
6/30/20161,082140N/A263N/A
3/31/20161,012109N/A232N/A
12/31/2015961-30N/A170N/A
9/30/2015941-51N/AN/AN/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TSEM ( 51% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di TSEM ( 51% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TSEM cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di TSEM ( 29.4% all'anno) crescerà più rapidamente del mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TSEM ( 29.4% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di TSEM è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/05 06:42
Prezzo dell'azione a fine giornata2026/08/05 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Tower Semiconductor Ltd. è coperta da 14 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Cody AcreeAscendiant Capital Markets LLC
Tavy RosnerBarclays
Cody AcreeBenchmark Company