TSEMTSEMTechnology · Semiconductors

TSEM Stock Forecast: Tower Semiconductor Ltd. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$265
+4.95% on the day

The 6 Wall Street analysts covering Tower Semiconductor Ltd. hold a median 12-month price target of $325 — +22.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$30.0B
Ticker Nerd rank
81 / 100
Median analyst target
$325
Analysts covering
6
Total return, dividends reinvested
1W
+5.1%
1M
+3.9%
YTD
+126.1%
1Y
+462.0%
From 52W high
−16.2%
From 52W low
+466.4%
$47
$317
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TSEM stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Tower Semiconductor Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Aug 2026
81 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
96
Momentum
93
Issuance
82
Accruals
72
Growth
70
Volatility
62
Quality
61
Value
13
Size
8

Revisions (96): Analysts have, on balance, been raising their forecasts.

Value (13): The shares cost a lot relative to the profits and assets behind them.

Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

TSEM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TSEM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$100$200$300$400Oct 25Jan 26Apr 26Jul 26TSEMHigh $355Median $325Low $278

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says6 analysts
5 Buy1 Hold0 Sell
Low $278Median $325High $355

The green dot is the last close — the median target sits +22.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
7 Aug 2026B of A SecuritiesInitiatesBuy$367
14 May 2026BenchmarkMaintainsBuy
14 May 2026BenchmarkMaintainsBuy$230$335
14 May 2026SusquehannaMaintainsPositive
14 May 2026SusquehannaMaintainsPositive$180$330
14 May 2026WedbushMaintainsNeutral
14 May 2026WedbushMaintainsNeutral$140$300
26 Mar 2026BenchmarkMaintainsBuy
13 Feb 2026BarclaysMaintainsEqual-Weight
12 Feb 2026BenchmarkMaintainsBuy
12 Feb 2026WedbushMaintainsNeutral
9 Jan 2026BenchmarkReiteratesBuy
31 Dec 2025WedbushDowngradeNeutral
11 Nov 2025BarclaysMaintainsEqual-Weight
11 Nov 2025BenchmarkMaintainsBuy
11 Nov 2025SusquehannaMaintainsPositive
11 Nov 2025WedbushMaintainsOutperform
18 Sept 2025BarclaysInitiatesEqual-Weight
8 Sept 2025BenchmarkMaintainsBuy
5 Aug 2025BenchmarkMaintainsBuy

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TSEM appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

TSEM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+30.1%
Analysts raising
5
Analysts cutting
0
Fundamentals

Tower Semiconductor Ltd. (TSEM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
100.2×

Cheaper than 7% of US stocks

Price / sales
17.6×

Cheaper than 10% of US stocks

Price / book
10.0×

Cheaper than 11% of US stocks

EV / EBITDA
48.0×

Cheaper than 5% of US stocks

Growth & margins
Revenue growth (YoY)
23.7%

Higher than 74% of US stocks

Earnings growth (YoY)
95.0%

Higher than 84% of US stocks

Gross margin
29.9%

Higher than 35% of US stocks

Operating margin
19.6%

Higher than 79% of US stocks

Net margin
16.9%

Higher than 80% of US stocks

Returns & dividend
Return on equity
10.0%

Higher than 63% of US stocks

Return on assets
5.0%

Higher than 76% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

TSEM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
TSEMTower Semiconductor Ltd.$30.0B
81
GFSGLOBALFOUNDRIES, Inc.$30.2B
80
ONON Semiconductor Corp.$33.3B
88
MTSIMACOM Technology Solutions Holdings, Inc.$23.7B
83
SITMSiTime Corp.$21.4B
51
MCHPMicrochip Technology, Inc.$42.7B
87
CRDOCredo Technology Group Holding Ltd.$46.9B
59

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Tower Semiconductor Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest TSEM news & analysis

3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August

24/7 Wall Street · 15 Aug 2026neutral

The article notes that the AI infrastructure trade has concentrated in a handful of megacaps, while the actual buildout relies on dozens of specialty chip makers that most Wall Street desks overlook. It highlights three such under-the-radar chip stocks to watch in August.

Why it matters — A TSEM watcher would care because the piece draws attention to specialty semiconductor names that could be part of the AI infrastructure buildout yet receive little mainstream Wall Street coverage.

Tower Semiconductor to Participate in August and September Investor Conferences

GlobeNewsWire · 12 Aug 2026neutral

Tower Semiconductor announced that its representatives will attend the 2026 Jefferies Semiconductor, IT Hardware and Communications Technology Conference on August 25-26, and the Benchmark-StoneX 13th Annual Tech, Media and Telecom Conference on September 10.

Why it matters — The company's participation in these investor conferences increases its visibility with the investment community, which TSEM watchers may follow for potential updates on the business.

OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

Business Wire · 11 Aug 2026positive

OpenLight and Tower Semiconductor announced the availability of OpenLight's photonic Process Design Kit (PDK) for Tower's PH18DA indium phosphide-on-silicon photonics platform, expanding the ecosystem to accelerate photonic integrated circuit development.

Why it matters — This expands availability of design tools for Tower's PH18DA photonics platform, potentially broadening adoption of the foundry offering among photonic IC developers.

Here's Why Tower Semiconductor Stock Is Rocketing Higher Today

The Motley Fool · 7 Aug 2026positive

Bank of America initiated coverage on Tower Semiconductor, causing its shares to rise. Tower's shares are trading at a premium to their historical valuation.

Why it matters — Analyst initiation from a major bank can draw increased investor attention to Tower Semiconductor and influence its stock price.

Tower Semiconductor Ltd. (TSEM) Q2 2026 Earnings Call Transcript

Seeking Alpha · 4 Aug 2026neutral

Seeking Alpha published the earnings call transcript for Tower Semiconductor Ltd.'s Q2 2026 reporting period, according to the item's headline and excerpt. No details from the call itself are provided in the text.

Why it matters — A TSEM watcher would find the transcript useful as the record of management's discussion of the quarter's results and outlook.

FAQ

Frequently asked questions about TSEM stock

What is the TSEM stock price forecast for 2026-2027?

The 6 Wall Street analysts covering Tower Semiconductor Ltd. have a median 12-month price target of $325, with estimates ranging from $278 to $355. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TSEM stock a buy right now?

Of the 6 analysts covering Tower Semiconductor Ltd., 5 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Tower Semiconductor Ltd. 81 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TSEM?

As at 15 Aug 2026, Tower Semiconductor Ltd. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).

Will TSEM stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +22.4% from the last close, and Ticker Nerd's factor model ranks Tower Semiconductor Ltd. 81 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TSEM stock forecast for 2030?

No analyst covering Tower Semiconductor Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TSEM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $278 to $355 over the next 12 months.

How has TSEM stock performed over the past year?

Tower Semiconductor Ltd. returned +462.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Tower Semiconductor Ltd. do?

Tower Semiconductor Ltd. is an independent analog semiconductor foundry that manufactures integrated circuits for a broad range of global customers.

What is the latest news on TSEM?

The most recent item we track (24/7 Wall Street, 15 Aug 2026): "3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August". The article notes that the AI infrastructure trade has concentrated in a handful of megacaps, while the actual buildout relies on dozens of specialty chip makers that most Wall Street desks overlook. It highlights three such under-the-radar chip stocks to watch in August.

Company

About Tower Semiconductor Ltd.

Tower Semiconductor Ltd. is an independent analog semiconductor foundry that manufactures integrated circuits for a broad range of global customers. The company specializes in high-value analog technologies, offering customizable process platforms such as SiGe, BiCMOS, silicon photonics, mixed-signal CMOS, RF CMOS, CMOS image sensors, non-imaging sensors, power management, non-volatile memory, MEMS, and display-related processes. Its manufacturing services support applications across consumer electronics, mobile devices, communications infrastructure, automotive systems, industrial equipment, medical technology, aerospace, and defense. Tower Semiconductor also provides design enablement tools and process transfer and optimization services, helping integrated device manufacturers and fabless companies bring products from design to volume production. The company operates fabrication facilities in Israel, the United States, Japan, and shares a 300mm facility in Italy, giving it a diversified production footprint serving customers in the United States, Asia, and Europe. Incorporated in 1993 and headquartered in Migdal Haemek, Israel, Tower Semiconductor plays a key role in the specialty and analog segment of the global semiconductor supply chain.

CEO Mr. Russell C. Ellwanger · 5,613 employees · Israel · https://towersemi.com