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Tower Semiconductor Ltd. Stock Price

NasdaqGS:TSEM Community·US$31.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 42 Fair Values set on narratives written by author

TSEM Share Price Performance

US$267.91
225.81 (536.37%)
US$313.83
Fair Value
US$267.91
225.81 (536.37%)
14.6% undervalued intrinsic discount
US$313.83
Fair Value
Price US$267.91
AnalystConsensusTarget US$313.83
AnalystLowTarget US$140.00
AnalystHighTarget US$226.36

TSEM Community Narratives

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Fair Value US$313.83 14.6% undervalued intrinsic discount

Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning

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·
Fair Value US$140 91.4% overvalued intrinsic discount

Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins

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·
Fair Value US$226.36 18.4% overvalued intrinsic discount

SiPho And RF Platforms Will Drive Powerful Multi Year Upside Potential

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US$226.36
18.4% overvalued intrinsic discount
Revenue
23.63% p.a.
Profit Margin
28.57%
Future PE
45.11x
Price in 2029
US$330.36
US$140
91.4% overvalued intrinsic discount
Revenue
21.44% p.a.
Profit Margin
25.54%
Future PE
32.97x
Price in 2029
US$204.58

Trending Discussion

Updated Narratives

TSEM logo

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

Fair Value: US$313.83 14.6% undervalued intrinsic discount
26 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TSEM logo

SiPho And RF Platforms Will Drive Powerful Multi Year Upside Potential

Fair Value: US$226.36 18.4% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TSEM logo

Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins

Fair Value: US$140 91.4% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
2 Rewards

Tower Semiconductor Ltd. Key Details

US$1.6b

Revenue

US$1.2b

Cost of Revenue

US$401.6m

Gross Profit

US$156.3m

Other Expenses

US$245.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.18
24.77%
15.13%
4.4%
View Full Analysis

About TSEM

Founded
1993
Employees
n/a
CEO
Russell C. Ellwanger
WebsiteView website
towersemi.com

Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management. It also offers a design enablement platform for a design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies. The company serves consumer applications, personal computers, communications, handsets and smartphones, automotive, industrial, aerospace, and medical devices. Tower Semiconductor Ltd. was incorporated in 1993 and is headquartered in Migdal Haemek, Israel

Recent TSEM News & Updates

Narrative Update 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.

Recent updates

No updates