Tower Semiconductor (TSEM) Hisse Özeti
Bağımsız bir yarı iletken dökümhanesi olan Tower Semiconductor Ltd. Amerika Birleşik Devletleri, Japonya, Asya'nın geri kalanı ve Avrupa'da entegre devreler için teknoloji, geliştirme ve süreç platformları sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
TSEM Community Fair Values
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Analyst Price Targets
Tower Semiconductor Ltd. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$226.58 |
| 52 Haftanın En Yüksek Seviyesi | US$319.94 |
| 52 Haftanın En Düşük Seviyesi | US$43.12 |
| Beta | 0.87 |
| 1 Aylık Değişim | -0.66% |
| 3 Aylık Değişim | 11.29% |
| 1 Yıllık Değişim | 405.20% |
| 3 Yıllık Değişim | 509.58% |
| 5 Yıllık Değişim | 748.30% |
| Halka arzdan bu yana değişim | 7.90% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 16
Tower Semiconductor: Silicon Photonics Should Push Its Share Price To New Highs
Summary Tower Semiconductor Ltd. is riding the AI data center wave, with RF infrastructure and silicon photonics driving profitability and revenue growth. TSEM's Q1 results showed improved margins, strong cash flow, and a significant shift toward higher-margin SiPho products, supporting operating leverage. Major SiPho contracts, including a $1.3B deal and a multi-year IQE partnership, position TSEM as a leading specialty-node foundry for AI photonics. While positive momentum persists, TSEM trades at a premium; I recommend holding existing positions but require further earnings power before adding. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Seeking Alpha • Jun 16
Tower Semiconductor: Silicon Photonics Should Push Its Share Price To New Highs
Summary Tower Semiconductor Ltd. is riding the AI data center wave, with RF infrastructure and silicon photonics driving profitability and revenue growth. TSEM's Q1 results showed improved margins, strong cash flow, and a significant shift toward higher-margin SiPho products, supporting operating leverage. Major SiPho contracts, including a $1.3B deal and a multi-year IQE partnership, position TSEM as a leading specialty-node foundry for AI photonics. While positive momentum persists, TSEM trades at a premium; I recommend holding existing positions but require further earnings power before adding. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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 AlphaSeeking Alpha • Nov 04
Tower Semiconductor Earnings: Fantastic YTD Run, Looking For A Pullback
Summary Tower Semiconductor Ltd. is expected to report Q3 '24 earnings on November 13th, with analysts predicting $0.53 and $0.47 EPS on $370M in sales. I am downgrading the company to a hold due to slow revenue growth, and will consider adding shares if there's a pullback. Key segments to watch include RF infrastructure, SiGe technology, and Silicon Photonics, with a particular focus on AI-related growth potential. Despite growth opportunities, I am not convinced the company is fully capitalizing on the AI revolution, leading to my cautious stance on TSEM stock. Read the full article on Seeking AlphaSeeking Alpha • Oct 14
AI-Driven Growth And A Strong Balance Sheet Make Tower Semiconductor Shine
Summary Tower Semiconductor is a specialty pure-play foundry offering customizable process technologies and poised to benefit from the AI boom due to its flexibility and strong financial position. TSEM reported strong sequential growth in Q2 2024, driven by surging demand in RF infrastructure and mobile business, along with significant growth in silicon photonics. The company boasts a robust balance sheet with a strong debt-to-equity ratio, manageable debt, and a current asset ratio of 5.9, reflecting its solid financial position amid growing demand. Valuation metrics indicate TSEM is significantly undervalued compared to peers, making it an attractive investment; I rate the stock as a buy. Read the full article on Seeking AlphaHissedar Getirileri
| TSEM | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 3.4% | -2.6% | -0.4% |
| 1Y | 405.2% | 71.2% | 18.4% |
Getiri vs. Endüstri: TSEM geçen yıl % 71.2 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: TSEM geçen yıl % 18.4 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| TSEM volatility | |
|---|---|
| TSEM Average Weekly Movement | 13.2% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: TSEM hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: TSEM 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1993 | n/a | Russell C. Ellwanger | towersemi.com |
Bağımsız bir yarı iletken dökümhanesi olan Tower Semiconductor Ltd. Amerika Birleşik Devletleri, Japonya, Asya'nın geri kalanı ve Avrupa'da entegre devreler için teknoloji, geliştirme ve süreç platformları sağlamaktadır. Şirket, SiGe, SiPho, karışık sinyal CMOS, RF CMOS, CMOS görüntü sensörü, görüntüleme dışı sensörler, gofretler ve entegre güç yönetimi dahil olmak üzere özelleştirilebilir süreç teknolojileri sunmaktadır.
Tower Semiconductor Ltd. Temel Bilgiler Özeti
| TSEM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$24.43b |
| Kazançlar(TTM) | US$245.36m |
| Gelir(TTM) | US$1.62b |
104.1x
F/K Oranı15.8x
P/S OranıTSEM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TSEM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.62b |
| Gelir Maliyeti | US$1.22b |
| Brüt Kâr | US$401.63m |
| Diğer Giderler | US$156.27m |
| Kazançlar | US$245.36m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 04, 2026
| Hisse başına kazanç (EPS) | 2.18 |
| Brüt Marj | 24.77% |
| Net Kâr Marjı | 15.13% |
| Borç/Özkaynak Oranı | 4.4% |
TSEM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/09 01:47 |
| Gün Sonu Hisse Fiyatı | 2026/07/09 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Tower Semiconductor Ltd. 14 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Cody Acree | Ascendiant Capital Markets LLC |
| Tavy Rosner | Barclays |
| Cody Acree | Benchmark Company |