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TSEM · NASDAQ · Semiconductors

Tower Semiconductor

Manufactures customer-specific analog, RF, power, imaging, and silicon photonics chips.

$209.97

After-hours close+1.86 (+0.89%)

At close$208.11(−5.34%)

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Profile

Tower Semiconductor Ltd.TSEMInformation Technology

Manufactures specialty semiconductors on customer-specific processes spanning RF, power management, imaging, sensors, and silicon photonics. A distributed fabrication network built through acquisitions and manufacturing partnerships supports customers across multiple regions, while capital-intensive capacity and partner facilities shape execution.

Manufactures specialty semiconductors using customer-specific processes across silicon germanium, silicon photonics, RF and mixed-signal CMOS, imaging and other sensors, power management, and non-volatile memory. The model centers on analog and specialty platforms rather than advanced digital logic.

Operates a distributed fabrication network assembled through acquisitions and partnerships in Israel, the United States, Japan, and Italy. Reusing acquired fabs, qualifying newer platforms, and working with customers on process development have expanded both manufacturing reach and technology breadth.

Execution depends on capital-intensive capacity transitions and partner-operated manufacturing. Older legacy flows have moved into newer facilities, while the Agrate partnership and Intel capacity agreement extend production without full ownership of every fab.

Company facts

CEORussell C. Ellwanger

ListedOct 26, 1994

ExchangeNASDAQ

HeadquartersMigdal Haemek, Israel

CountryIsrael

Employees5,613

CIK0000928876

ISINIL0010823792

Key statistics

Market cap$23.47B

EPS (ttm)$2.53

P/E (ttm)82.22

ROE9.8%

P/B8.05

P/S14.51

Dividend yield—

Beta2.88vs XLK 2.06

Year to date +70.9% · Average volume (30d) 1.8M

Analysts

Price target, next 12 months$315.00+51.4%Median of 14 analysts · vs the Aug 28 close

ConsensusBuy10 of 14 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $208.01

High$330.00+58.6%

Median$315.00+51.4%

Low$300.00+44.2%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 7, 2026	National Bank	Upgrade	Buy
Aug 7, 2026	Bank of America Securities	Initiate	Buy
May 14, 2026	Wedbush	Reiterate	Neutral	$140	$300
May 14, 2026	Susquehanna	Reiterate	Positive	$180	$330
Feb 13, 2026	Barclays	Reiterate	Equal Weight	$97	$142

Earnings

EPS

Estimate$1.08

ReportedDue Nov 9, 2026

Revenue

Estimate$522.4M

ReportedDue Nov 9, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q2 FY26	$0.76	$0.88	+16.1%	$454.7M	$460.1M	+1.2%	+2.22%
May 13, 2026Q1 FY26	$0.56	$0.65	+15.5%	$410.7M	$413.6M	+0.7%	+3.66%
Feb 11, 2026Q4 FY25	$0.67	$0.78	+16.4%	$439.8M	$440.2M	+0.1%	−0.64%
Nov 10, 2025Q3 FY25	$0.54	$0.55	+1.3%	$395.0M	$395.7M	+0.2%	+1.71%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$358.2M	$372.1M	$395.7M	$440.2M	$413.6M	$460.1M
Gross profit	$73.2M	$80.0M	$93.0M	$117.6M	$111.0M	$137.8M
Operating income	$32.9M	$39.9M	$50.6M	$70.8M	$64.6M	$90.3M
Net income	$40.1M	$46.6M	$53.6M	$80.1M	$65.0M	$90.8M
Diluted EPS	$0.35	$0.41	$0.47	$0.70	$0.57	$0.79
Gross margin	20.4%	21.5%	23.5%	26.7%	26.8%	29.9%
Operating margin	9.2%	10.7%	12.8%	16.1%	15.6%	19.6%

Fiscal years (4-quarter sums)FY21 $1.51B · FY22 $1.68B · FY23 $1.42B · FY24 $1.44B · FY25 $1.57B

Balance sheet, Jun 30, 2026Cash & short-term investments $1.48B · Total debt $141.7M · Total assets $3.77B · Shareholders' equity $3.09B

Dividends

No dividends on record.

Ownership

Institutions 55.99%63.17M sharesInsiders 0.80%899.9K sharesOther 43.21%48.75M shares

Shares outstanding 112.82M · Float 112.45M · 99.7% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
T. Rowe Price Associates, Inc.	7.39M	6.60%	13G	May 15, 2026
Price T Rowe Associates Inc /MD/	7.02M	6.22%	13F	Aug 14, 2026
Menora Mivtachim Holdings Ltd	6.90M	6.17%	13G	Feb 10, 2026
Clal Insurance Enterprises Holdings Ltd	4.66M	4.13%	13F	Aug 13, 2026
Phoenix Holdings Ltd.	3.51M	3.11%	13F	Aug 11, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 11, 2026	Russell Craig Ellwanger	officer: Chief Executive Officer	−104,226	$248.34
Aug 10, 2026	Russell Craig Ellwanger	officer: Chief Executive Officer	−77,309	$254.52
Jul 13, 2026	Russell Craig Ellwanger	officer: Chief Executive Officer	−66,964	$215.02