TSEM logo

Tower Semiconductor Ltd. Stock Price

NasdaqGS:TSEM Community·US$27.7b 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$219.05
172.65 (372.09%)
US$313.83
Fair Value
US$219.05
172.65 (372.09%)
30.2% undervalued intrinsic discount
US$313.83
Fair Value
Price US$219.05
AnalystConsensusTarget US$313.83
AnalystHighTarget US$335.00
AnalystLowTarget US$140.00

TSEM Community Narratives

·
Fair Value US$313.83 30.2% undervalued intrinsic discount

Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning

0users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
·
Fair Value US$335 34.6% undervalued intrinsic discount

SiPho And RF Platforms Will Drive Powerful Multi Year Upside Potential

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$140 56.5% overvalued intrinsic discount

Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$313.83
30.2% undervalued intrinsic discount
Revenue
27.63% p.a.
Profit Margin
29.6%
Future PE
53.46x
Price in 2029
US$464.46
US$140
56.5% 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: Future AI Data Center Demand May Drive Expanded Photonics Capacity

Fair Value: US$335 34.6% undervalued 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

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

Fair Value: US$313.83 30.2% undervalued intrinsic discount
27 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 56.5% 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
3 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 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.
Analysis Article 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...

Recent updates

No updates