Tower Semiconductor (TSEM) Aandelenoverzicht
Tower Semiconductor Ltd., een onafhankelijke halfgeleiderfabrikant, biedt technologie, ontwikkeling en procesplatforms voor geïntegreerde schakelingen in de Verenigde Staten, Japan, de rest van Azië en Europa. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
TSEM Community Fair Values
Create NarrativeSee what 44 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Tower Semiconductor Ltd. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$252.49 |
| 52 Week Hoogtepunt | US$319.94 |
| 52 Week Laag | US$45.51 |
| Bèta | 0.90 |
| 1 maand verandering | 13.35% |
| 3 maanden verandering | 10.32% |
| 1 Jaar Verandering | 423.51% |
| 3 jaar verandering | 635.05% |
| 5 jaar verandering | 785.31% |
| Verandering sinds IPO | 20.23% |
Recent nieuws en updates
Analyse-artikel • Aug 07
Tower Semiconductor Ltd. Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting Next
Investors in Tower Semiconductor Ltd. ( NASDAQ:TSEM ) had a good week, as its shares rose 6.4% to close at US$225...
Narratiefupdate • 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 AlphaRecent updates
Analyse-artikel • Aug 07
Tower Semiconductor Ltd. Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting Next
Investors in Tower Semiconductor Ltd. ( NASDAQ:TSEM ) had a good week, as its shares rose 6.4% to close at US$225...Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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 AlphaRendement voor aandeelhouders
| TSEM | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 14.9% | 9.7% | 4.2% |
| 1Y | 423.5% | 61.9% | 20.6% |
Rendement versus industrie: TSEM overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 61.9 % opleverde.
Rendement versus markt: TSEM overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.6 %.
Prijsvolatiliteit
| TSEM volatility | |
|---|---|
| TSEM Average Weekly Movement | 15.6% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van TSEM is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 16% ) van TSEM is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1993 | n/a | Russell C. Ellwanger | towersemi.com |
Tower Semiconductor Ltd., een onafhankelijke halfgeleidergieterij, levert technologie, ontwikkeling en procesplatforms voor geïntegreerde schakelingen in de Verenigde Staten, Japan, de rest van Azië en Europa. Het bedrijf biedt aanpasbare procestechnologieën, waaronder SiGe, SiPho, gemengd signaal CMOS, RF CMOS, CMOS beeldsensor, niet-beeldsensoren, wafers en geïntegreerd energiebeheer. Het biedt ook een ontwerpplatform voor een ontwerpcyclus, evenals overdrachtoptimalisatie en ontwikkelingsprocesdiensten aan fabrikanten van geïntegreerde apparaten en fabless bedrijven.
Tower Semiconductor Ltd. Samenvatting
| TSEM fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$28.47b |
| Inkomsten(TTM) | US$289.58m |
| Inkomsten(TTM) | US$1.71b |
98.3x
Koers/Winstverhouding16.7x
P/S-verhoudingIs TSEM overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TSEM resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.71b |
| Kosten van inkomsten | US$1.25b |
| Brutowinst | US$459.38m |
| Overige uitgaven | US$169.80m |
| Inkomsten | US$289.58m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 2.57 |
| Brutomarge | 26.87% |
| Nettowinstmarge | 16.94% |
| Schuld/Eigen Vermogen Verhouding | 4.1% |
Hoe presteerde TSEM op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/09 21:13 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Tower Semiconductor Ltd. wordt gevolgd door 15 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Cody Acree | Ascendiant Capital Markets LLC |
| Tavy Rosner | Barclays |
| Cody Acree | Benchmark Company |