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Tower Semiconductor Ltd. Stock Price

NasdaqGS:TSEM Community·US$22.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 53 Fair Values set on narratives written by author
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TSEM Share Price Performance

US$202.20
134.40 (198.23%)
​
US$321.32
Fair Value
US$202.20
134.40 (198.23%)
37.1% undervalued intrinsic discount
US$321.32
Fair Value
Price US$202.20
AnalystConsensusTarget US$321.32
AnalystLowTarget US$270.00
AnalystHighTarget US$355.00
Wed, 19 Aug 26
Fair ValueUS$321.32
Share Pricen/a

TSEM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$321.32 37.1% undervalued intrinsic discount

Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning

1users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$270 25.1% undervalued 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
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$355 43.0% 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
TSEM logo
Tower Semiconductor
37.1% undervalued intrinsic discount

Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 19 Aug
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TSEM logo
Tower Semiconductor
25.1% undervalued intrinsic discount

Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
TSEM logo
Tower Semiconductor
43.0% undervalued intrinsic discount

SiPho And RF Platforms Will Drive Powerful Multi Year Upside Potential

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Aug
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
TSEM logo

TSEM: SiPho AI Data Center Exposure Will Drive Japan Expansion Upside

Fair Value: US$270 25.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
TSEM logo

TSEM: Silicon Photonics Expansion And AI Data Center Demand Will Drive Upside

Fair Value: US$321.32 37.1% undervalued intrinsic discount
31 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TSEM logo

TSEM: Optical Datacenter Transition May Support Expanded Future Photonics Capacity

Fair Value: US$355 43.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
3 Rewards
View Full Analysis

Tower Semiconductor Ltd. Key Details

US$1.7b

Revenue

US$1.3b

Cost of Revenue

US$459.4m

Gross Profit

US$169.8m

Other Expenses

US$289.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.56
26.87%
16.94%
4.1%
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

User avatar
Narrative Update • Sep 03

TSEM: SiPho AI Data Center Exposure Will Drive Japan Expansion Upside

Analysts have adjusted their fair value estimate for Tower Semiconductor to $270 from $277. This reflects a refined view on discount rate, expected revenue growth, profit margins, and future P/E, as recent research highlights the company as a high value analog foundry with exposure to AI related silicon demand and SiPho photonic integrated circuits.
Seeking Alpha • Aug 31

Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown

Summary Tower Semiconductor is rapidly transforming into a silicon photonics leader, now driving nearly half its revenue from AI optical content. Q2 2026 delivered record revenue of $460M, with 55% incremental operating leverage and a robust shift toward higher-margin 300mm SiPho and SiGe wafers. Management raised the 2028 model to $3.6B in revenue and $1.2B in net profit, underpinned by strong customer prepayments and fully funded capacity expansions. We initiate a Buy rating with a $250 price target, citing superior growth, margin expansion, and a fortress balance sheet with no planned dilution. Read the full article on Seeking Alpha

Recent updates

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