TSEMTechnology · SemiconductorsThe 9 Wall Street analysts covering Tower Semiconductor Ltd. hold a median 12-month price target of $313 — +29.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 1 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
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): 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.
The bullish and bearish analyst opinions on TSEM, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +29.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 Sept 2026 | Mizuho | Initiates | Outperform | $300 |
| 18 Sept 2026 | Barclays | Initiates | Overweight | $310 |
| 2 Sept 2026 | Stifel | Initiates | Buy | — |
| 2 Sept 2026 | Stifel | Initiates | Buy | $270 |
| 7 Aug 2026 | B of A Securities | Initiates | Buy | $367 |
| 7 Aug 2026 | B of A Securities | Initiates | Buy | — |
| 14 May 2026 | Benchmark | Maintains | Buy | — |
| 14 May 2026 | Benchmark | Maintains | Buy | $230 → $335 |
| 14 May 2026 | Susquehanna | Maintains | Positive | $180 → $330 |
| 14 May 2026 | Susquehanna | Maintains | Positive | — |
| 14 May 2026 | Wedbush | Maintains | Neutral | — |
| 14 May 2026 | Wedbush | Maintains | Neutral | $140 → $300 |
| 26 Mar 2026 | Benchmark | Maintains | Buy | — |
| 13 Feb 2026 | Barclays | Maintains | Equal-Weight | — |
| 12 Feb 2026 | Benchmark | Maintains | Buy | — |
| 12 Feb 2026 | Wedbush | Maintains | Neutral | — |
| 9 Jan 2026 | Benchmark | Reiterates | Buy | — |
| 31 Dec 2025 | Wedbush | Downgrade | Neutral | — |
| 11 Nov 2025 | Barclays | Maintains | Equal-Weight | — |
| 11 Nov 2025 | Benchmark | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, Tower Semiconductor Ltd. returned +216.2% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 8% of US stocks
Cheaper than 11% of US stocks
Cheaper than 11% of US stocks
Cheaper than 6% of US stocks
Higher than 73% of US stocks
Higher than 83% of US stocks
Higher than 34% of US stocks
Higher than 79% of US stocks
Higher than 80% of US stocks
Higher than 63% of US stocks
Higher than 76% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $27.2B and an enterprise value of $25.9B.
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.
Trailing P/E: 95.2×; forward P/E: 36.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Tower Semiconductor Ltd. employs 5,613 people — $305K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
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.
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.
Tower Semiconductor announced its 2026 Technical Global Symposium, to be held November 17, 2026, in Santa Clara, California. The event will bring together customers, partners, and industry leaders to explore technologies and market trends in AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing.
Why it matters — The symposium highlights Tower Semiconductor's engagement with key growth areas and its role in industry leadership, offering watchers a view of where the company is positioning its technology focus.
AI infrastructure stocks sold off after industry voices urged caution about the pace of AI investment, adding to weakness in a month that is traditionally unfavorable for equities. The article notes that NVIDIA has identified a new bottleneck in AI and highlights three stocks positioned in that area.
Why it matters — As a semiconductor foundry serving AI infrastructure, Tower Semiconductor may be affected by broader sentiment shifts and capacity dynamics tied to where AI bottlenecks emerge.
NewPhotonics and Tower Semiconductor have begun high-volume shipments of laser-integrated, serviceable optical engine PICs for AI interconnect applications. The shipments address urgent demand for high-performance optical interconnects in AI infrastructure.
Why it matters — TSEM watchers would care because the start of high-volume shipments signals growing commercial traction for Tower's optical PIC manufacturing in the expanding AI interconnect market.
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.
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. 79 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Oct 2026, Tower Semiconductor Ltd. ranks 79 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).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +29.9% from the last close, and Ticker Nerd's factor model ranks Tower Semiconductor Ltd. 79 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Tower Semiconductor Ltd. returned +216.2% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Tower Semiconductor Ltd. is an Israeli semiconductor foundry that manufactures integrated circuits using specialty process technologies for customers worldwide.
The most recent item we track (Investors Business Daily, 25 Sept 2026): "Chip Stocks Rise After Two-Day Skid. Tower Semiconductor Among Leaders.". Chip stocks rebounded on Friday after falling for two consecutive days, and Tower Semiconductor was among the leaders in the rally.
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
