Tower Semiconductor (TSEM) 주식 개요
독립 반도체 파운드리 업체인 Tower Semiconductor는 미국, 일본, 기타 아시아 및 유럽에서 집적 회로를 위한 기술, 개발 및 공정 플랫폼을 제공합니다. 자세히 보기
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Analyst Price Targets
Tower Semiconductor Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$216.87 |
| 52주 최고가 | US$232.67 |
| 52주 최저가 | US$35.43 |
| 베타 | 0.85 |
| 1개월 변동 | 14.03% |
| 3개월 변동 | 68.01% |
| 1년 변동 | 502.58% |
| 3년 변동 | 421.95% |
| 5년 변동 | 757.53% |
| IPO 이후 변동 | 3.27% |
최근 뉴스 및 업데이트
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.
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?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.Recent updates
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.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?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.
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?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.
Tower Semiconductor (TSEM): The Analog Engine Powering the AI Power Delivery Boom
Tower Semiconductor (TSEM) is emerging as a critical "sleeper" in the 2026 AI infrastructure trade, closing the March 18 session at $141.96 USD. While most investors focus on GPU manufacturers, Tower has carved out a dominant niche in high-value analog solutions, specifically in Silicon Photonics (SiPho) and power management.Tower Semiconductor: The Hidden AI Photonics Winner
Mar 13TSEM: 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.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.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.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.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.Tower Semiconductor (NASDAQ:TSEM) Seems To Use Debt Quite Sensibly
Dec 26
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.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.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.Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Nov 13After Leaping 40% Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Are Not Flying Under The Radar
Nov 12TSEM: 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.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.Why Tower Semiconductor Ltd. (NASDAQ:TSEM) Could Be Worth Watching
Sep 30Tower Semiconductor (NASDAQ:TSEM) Has A Pretty Healthy Balance Sheet
Sep 16Expanding 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.Tower Semiconductor Ltd. (NASDAQ:TSEM) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Aug 29Expanding 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.Investor Optimism Abounds Tower Semiconductor Ltd. (NASDAQ:TSEM) But Growth Is Lacking
Jun 18Is Tower Semiconductor (NASDAQ:TSEM) Using Too Much Debt?
May 31Tower Semiconductor: Why I Am Optimistic Ahead Of Q4 2024 Earnings
Jan 29Tower Semiconductor Earnings: Fantastic YTD Run, Looking For A Pullback
Nov 04AI-Driven Growth And A Strong Balance Sheet Make Tower Semiconductor Shine
Oct 14
Silicon Photonics And AI Demand Surge Faces Margin Pressure And Expansion Risks
Strategic expansions in silicon photonics and RF infrastructure indicate robust demand, promising significant revenue growth and market share expansion.주주 수익률
| TSEM | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 8.9% | 2.1% | 1.8% |
| 1Y | 502.6% | 110.8% | 29.8% |
수익률 대 산업: TSEM은 지난 1년 동안 110.8%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TSEM은 지난 1년 동안 29.8%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TSEM volatility | |
|---|---|
| TSEM Average Weekly Movement | 11.4% |
| Semiconductor Industry Average Movement | 10.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: TSEM의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: TSEM의 주간 변동성(11%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1993 | n/a | Russell C. Ellwanger | towersemi.com |
독립 반도체 파운드리 업체인 Tower Semiconductor는 미국, 일본, 기타 아시아 및 유럽에서 집적 회로를 위한 기술, 개발 및 공정 플랫폼을 제공합니다. 이 회사는 SiGe, SiPho, 혼합 신호 CMOS, RF CMOS, CMOS 이미지 센서, 비이미징 센서, 웨이퍼 및 통합 전원 관리를 포함한 맞춤형 공정 기술을 제공합니다. 또한 설계 주기를 위한 설계 지원 플랫폼과 통합 장치 제조업체 및 팹리스 기업에 전송 최적화 및 개발 프로세스 서비스를 제공합니다.
Tower Semiconductor Ltd. 기초 지표 요약
| TSEM 기초 통계 | |
|---|---|
| 시가총액 | US$25.43b |
| 순이익 (TTM) | US$220.47m |
| 매출 (TTM) | US$1.57b |
110.9x
주가수익비율(P/E)15.6x
주가매출비율(P/S)TSEM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TSEM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.57b |
| 매출원가 | US$1.20b |
| 총이익 | US$363.85m |
| 기타 비용 | US$143.38m |
| 순이익 | US$220.47m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
May 13, 2026
| 주당순이익(EPS) | 1.96 |
| 총이익률 | 23.23% |
| 순이익률 | 14.08% |
| 부채/자본 비율 | 3.2% |
TSEM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 02:24 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Tower Semiconductor Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Cody Acree | Ascendiant Capital Markets LLC |
| Tavy Rosner | Barclays |
| Cody Acree | Benchmark Company |