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

Last close, 22 Oct 2026
$168
−11.52% on the day

The 9 Wall Street analysts covering Tower Semiconductor Ltd. hold a median 12-month price target of $313 — +86.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 22 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$21.4B
Ticker Nerd rank
78/ 100
Median analyst target
$313
Analysts covering
9
Revenue$460.1M+23.7% y/y
Operating income$90.3M
Net income$90.6M
Free cash flow−$9.6M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−20.1%
1M
−29.1%
YTD
+42.8%
1Y
+130.6%
From 52W high
−47.1%
From 52W low
+130.6%
$73
$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 22 Oct 2026
78/ 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
95
Momentum
84
Growth
76
Issuance
73
Accruals
72
Quality
61
Volatility
60
Value
14
Size
10

Revisions (95): Analysts have, on balance, been raising their forecasts.

Value (14): The shares cost a lot relative to the profits and assets behind them.

Size (10): 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$400Jan 26Apr 26Jul 26Oct 26TSEMHigh $355Median $313Low $270

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

Data provided by Twelve Data

What Wall Street says9 analysts
8 Buy1 Hold0 Sell
Low $270Median $313High $355

The green dot is the last close — the median target sits +86.6% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
25 Sept 2026MizuhoInitiatesOutperform$300
18 Sept 2026BarclaysInitiatesOverweight$310
2 Sept 2026StifelInitiatesBuy—
2 Sept 2026StifelInitiatesBuy$270
7 Aug 2026B of A SecuritiesInitiatesBuy$367
7 Aug 2026B of A SecuritiesInitiatesBuy—
14 May 2026BenchmarkMaintainsBuy—
14 May 2026BenchmarkMaintainsBuy$230 → $335
14 May 2026SusquehannaMaintainsPositive$180 → $330
14 May 2026SusquehannaMaintainsPositive—
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—

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.

TSEM appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

TSEM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 22 Oct 2026, Tower Semiconductor Ltd. returned +130.6% against +15.6% for the S&P 500, dividends included.

TSEM vs S&P 500, last 12 monthsTotal return, rebased to 100
100200300400500Jan 26Apr 26Jul 26Oct 26TSEMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
+17.9%
Analysts raising
1
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
74.9×

Cheaper than 9% of US stocks

Price / sales
12.6×

Cheaper than 11% of US stocks

Price / book
6.9×

Cheaper than 13% of US stocks

EV / EBITDA
33.6×

Cheaper than 7% of US stocks

Growth & margins
Revenue growth (YoY)
23.7%

Higher than 73% of US stocks

Earnings growth (YoY)
95.0%

Higher than 83% of US stocks

Gross margin
29.9%

Higher than 34% 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
0.0%

Higher than 1% of US dividend payers

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

Key statistics

Tower Semiconductor Ltd. (TSEM) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Tower Semiconductor Ltd. has a market value of $21.4B and an enterprise value of $20.1B.

  • Revenue in the twelve months to 30 June 2026: $1.7B. The latest quarter grew 23.7% year on year.

  • Net income over the same four quarters: $291.7M, a 17.1% net margin.

  • Diluted earnings per share, trailing twelve months: $2.53.

  • Free cash flow in the twelve months to 30 June 2026: $300.6M.

  • Shares outstanding: 113.0M.

  • Trailing P/E: 74.9×; forward P/E: 28.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Tower Semiconductor Ltd. employs 5,613 people — $305K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 22 Oct 2026

Data provided by Twelve Data

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.$21.4B78
SWKSSkyworks Solutions, Inc.$19.4B83
MTSIMACOM Technology Solutions Holdings, Inc.$17.2B84
GFSGLOBALFOUNDRIES, Inc.$24.0B78
CBRSCerebras Systems, Inc.$24.3B5
SITMSiTime Corp.$13.9B54
LSCCLattice Semiconductor Corp.$13.2B83

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

Tax-Loss Harvesting 2026: 3 Tech Stocks To Sell And 3 Strong Buys To Consider

Seeking Alpha · 22 Oct 2026neutral

Seeking Alpha discusses tax-loss harvesting opportunities in technology stocks, identifying three struggling names and three Strong Buy alternatives based on earnings revisions, momentum, growth, and profitability. The excerpt does not identify the stocks.

Why it matters — The article's broad technology-sector discussion may be relevant to TSEM watchers, but the excerpt provides no company-specific assessment of Tower Semiconductor.

Chip Stocks Rise After Two-Day Skid. Tower Semiconductor Among Leaders.

Investors Business Daily · 25 Sept 2026positive

Chip stocks rebounded on Friday after falling for two consecutive days, and Tower Semiconductor was among the leaders in the rally.

Why it matters — A rebound with Tower Semiconductor among the leading chip gainers suggests renewed investor strength in the sector after a two-day decline.

This Tower Semiconductor Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Benzinga · 25 Sept 2026positive

A Wall Street analyst began coverage on Tower Semiconductor with a bullish note, according to Benzinga's roundup of analyst initiations for Friday. The excerpt notes that top analysts changed their outlooks on several names, with Tower Semiconductor among those featured.

Why it matters — TSEM watchers would care because a positive initiation from an analyst signals growing Wall Street attention on the company's prospects.

FAQ

Frequently asked questions about TSEM stock

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

The 9 Wall Street analysts covering Tower Semiconductor Ltd. have a median 12-month price target of $313, with estimates ranging from $270 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 9 analysts covering Tower Semiconductor Ltd., 8 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Tower Semiconductor Ltd. 78 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TSEM?

As at 22 Oct 2026, Tower Semiconductor Ltd. ranks 78 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 (95 of 100).

Will TSEM stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +86.6% from the last close, and Ticker Nerd's factor model ranks Tower Semiconductor Ltd. 78 out of 100 as at 22 Oct 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: $270 to $355 over the next 12 months.

How has TSEM stock performed over the past year?

Tower Semiconductor Ltd. returned +130.6% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Tower Semiconductor Ltd. do?

Tower Semiconductor Ltd. is an Israeli semiconductor foundry that manufactures integrated circuits using specialty process technologies for customers worldwide.

What is the latest news on TSEM?

The most recent item we track (Seeking Alpha, 22 Oct 2026): "Tax-Loss Harvesting 2026: 3 Tech Stocks To Sell And 3 Strong Buys To Consider". Seeking Alpha discusses tax-loss harvesting opportunities in technology stocks, identifying three struggling names and three Strong Buy alternatives based on earnings revisions, momentum, growth, and profitability. The excerpt does not identify the stocks.

Company

About Tower Semiconductor Ltd.

Tower Semiconductor Ltd. is an Israeli semiconductor foundry that manufactures integrated circuits using specialty process technologies for customers worldwide. The company focuses on analog-intensive, mixed-signal, and specialty IC production, supporting applications in mobile, communications, automotive, industrial, medical, consumer electronics, infrastructure, and aerospace and defense. Its technology portfolio includes platforms such as SiGe, BiCMOS, Silicon Photonics, SOI, RF CMOS, CMOS image sensors, non-imaging sensors, and power management solutions. Tower Semiconductor also provides development, process, and design enablement services that help semiconductor designers and manufacturers translate chip concepts into production-ready devices. With manufacturing operations across multiple regions, the company plays a key role in the specialty foundry market by supplying customized semiconductor solutions for high-performance and application-specific products.

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