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

Last close, 9 Sept 2026
$217
−1.48% on the day

The 7 Wall Street analysts covering Tower Semiconductor Ltd. hold a median 12-month price target of $321 — +48.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 8 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$25.1B
Ticker Nerd rank
78 / 100
Median analyst target
$321
Analysts covering
7
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
+8.8%
1M
−14.2%
YTD
+84.4%
1Y
+235.4%
From 52W high
−31.6%
From 52W low
+235.4%
$65
$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 8 Sept 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
88
Accruals
72
Issuance
72
Growth
72
Volatility
63
Quality
61
Value
14
Size
9

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 (9): 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 $321Low $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 says7 analysts
6 Buy1 Hold0 Sell
Low $270Median $321High $355

The green dot is the last close — the median target sits +48.0% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
2 Sept 2026StifelInitiatesBuy$270
7 Aug 2026B of A SecuritiesInitiatesBuy$367
7 Aug 2026B of A SecuritiesInitiatesBuy—
14 May 2026BenchmarkMaintainsBuy$230 → $335
14 May 2026BenchmarkMaintainsBuy—
14 May 2026SusquehannaMaintainsPositive—
14 May 2026SusquehannaMaintainsPositive$180 → $330
14 May 2026WedbushMaintainsNeutral$140 → $300
14 May 2026WedbushMaintainsNeutral—
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—

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.

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 9 Sept 2026, Tower Semiconductor Ltd. returned +235.4% against +18.5% for the S&P 500, dividends included.

TSEM vs S&P 500, last 12 monthsTotal return, rebased to 100
100200300400500Oct 25Jan 26Apr 26Jul 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
+15.6%
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
89.2×

Cheaper than 8% of US stocks

Price / sales
14.9×

Cheaper than 11% of US stocks

Price / book
8.3×

Cheaper than 12% of US stocks

EV / EBITDA
39.8×

Cheaper than 6% 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
—

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 $25.1B and an enterprise value of $23.8B.

  • 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: 89.2×; forward P/E: 34.6× — the forward figure prices analyst consensus estimates, not reported 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 8 Sept 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.$25.1B
78
GFSGLOBALFOUNDRIES, Inc.$24.9B
82
ONON Semiconductor Corp.$28.6B
88
MTSIMACOM Technology Solutions Holdings, Inc.$20.6B
83
CRDOCredo Technology Group Holding Ltd.$30.3B
58
SITMSiTime Corp.$18.0B
52
LSCCLattice Semiconductor Corp.$16.1B
79

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

Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown

Seeking Alpha · 31 Aug 2026positive

Tower Semiconductor posted record Q2 2026 revenue of $460M, with nearly half of revenue now coming from AI optical content as it shifts into silicon photonics. Management raised its 2028 model to $3.6B in revenue and $1.2B in net profit, supported by customer prepayments and fully funded capacity expansions.

Why it matters — A TSEM watcher would care because the company's transformation into a silicon photonics leader with record revenue and an upgraded long-term financial model signals a significant strategic shift and growth trajectory.

United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries

24/7 Wall Street · 18 Aug 2026negative

Shares of United Microelectronics, Tower Semiconductor, and GlobalFoundries fell sharply on Tuesday afternoon, with Tower Semiconductor down 10%, amid a broad foundry selloff driven by renewed concerns about AI capital spending.

Why it matters — As a fellow foundry, Tower Semiconductor was caught up in the sector-wide selloff triggered by worries about AI spending, which is relevant to TSEM watchers tracking industry sentiment.

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.

FAQ

Frequently asked questions about TSEM stock

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

The 7 Wall Street analysts covering Tower Semiconductor Ltd. have a median 12-month price target of $321, 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 7 analysts covering Tower Semiconductor Ltd., 6 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 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TSEM?

As at 8 Sept 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 7 analysts implies +48.0% from the last close, and Ticker Nerd's factor model ranks Tower Semiconductor Ltd. 78 out of 100 as at 8 Sept 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 +235.4% over the 12 months to 9 Sept 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, 31 Aug 2026): "Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown". Tower Semiconductor posted record Q2 2026 revenue of $460M, with nearly half of revenue now coming from AI optical content as it shifts into silicon photonics. Management raised its 2028 model to $3.6B in revenue and $1.2B in net profit, supported by customer prepayments and fully funded capacity expansions.

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