Tower Semiconductor Ltd

Análisis de la acción Tower Semiconductor Ltd (TSEM)

$208.010

-11.212 (-5.39%)Al cierre

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High
220.570
Open
219.360
VWAP
211.83
Vol
1.25M
Mkt Cap
4.28B
Low
206.910
Amount
264.95M
EV/EBITDA, TTM
29.05

Tower Semiconductor Ltd. operates as an independent semiconductor foundry focused primarily on specialty process technologies. The Company focuses on producing integrated circuits (ICs) based on the design specifications of its customers. The Company manufactures semiconductors for its customers primarily based on third-party designs. It offers process manufacture geometries of 0.35, 0.50, 0.55, 0.60, 0.80-micron and above on 150 millimeter wafers, 0.35, 0.18. 0.16, 0.13 and 0.11-micron on 200 millimeter wafers, and 65 nanometer and 45 nanometer on 300 millimeter wafers. It also provides design support and technical services. The Company's ICs are incorporated into a range of products in markets, including consumer electronics, personal computers, communications, automotive, industrial and medical device products. The Company has manufacturing facilities in the United States, Israel and Japan.

towersemi.com

AI analysis of Tower Semiconductor Ltd (TSEM)

buy

Tower Semiconductor Ltd (TSEM) is a good buy right now due to its recent strong financial performance, including a record revenue of $460 million in Q2 2026, which is a 24% year-over-year increase, and a net income of $91 million, reflecting a 95% increase year-over-year. Additionally, the stock has an analyst price target of $367, suggesting a potential upside of 63% from the current price of $208.01. The main risk is the RSI at 30.125, indicating the stock is oversold, which could lead to further short-term volatility.

Analyst Ratings (2)

-35.20% downside
Buy
2 Buy
0 Hold
0 Sell
Current: 208.01
Mínimo
114.00
Promedio
134.80
Máximo
150.00

BofA

2026-08-07

Precio objetivo

$367

Buy

Wedbush

2026-05-14

Precio objetivo

$300

Neutral

Susquehanna

2026-05-14

Precio objetivo

$330

Positive

Benchmark

2026-03-26

Precio objetivo

$230

Buy

Barclays

2026-02-13

Precio objetivo

$142

Equal Weight

Métricas de valoración

The current forward P/E ratio for Tower Semiconductor Ltd (TSEM) is 58.14, compared to its 5-year average forward P/E of 24.35.

Forward P/E

Strongly Overvalued
5Y Average P/E
24.35
Current P/E
58.14
Sobrevalorada
39.68
Infravalorada
9.02

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
11.12
Current EV/EBITDA
29.05
Sobrevalorada
20.49
Infravalorada
1.76

Forward P/S

Strongly Overvalued
5Y Average P/S
3.88
Current P/S
9.17
Sobrevalorada
6.35
Infravalorada
1.41

Alphio AI Price Scenarios for TSEM

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%TSEM

$44.78

Precio del escenario

B

Base

Base · 50%TSEM

$38.25

Precio del escenario

B

Bear

Bear · 25%TSEM

$29.80

Precio del escenario

Whales holding TSEM

E

Eagle Global Advisors, LLC

+ HoldingTSEM

+4.64%

3M Return

S

Schwartz Investment Counsel, Inc.

+ HoldingTSEM

+3.87%

3M Return

S

Senvest Management, LLC

+ HoldingTSEMILMN

+0.03%

3M Return

A

Axiom Investors LLC

+ HoldingTSEM

-0.69%

3M Return

P

Phoenix Investments & Finances Ltd

+ HoldingTSEM

-3.78%

3M Return

F

Franklin Templeton Sealand Fund Management Co., Ltd.

+ HoldingTSEM

-4.72%

3M Return

Cronología de eventos

2026-08-11 (ET)

06:30:00

Tower Semiconductor and OpenLight Launch Photonic Design Kit

2026-08-04 (ET)

07:30:00

Tower Semiconductor Q2 Revenue Reaches $460.08M, Exceeds Expectations

07:30:00

Company Issues Q3 2026 Revenue Guidance of $520 Million

2026-07-14 (ET)

12:30:00

Tower Semiconductor Stock Rises 15.4% to $264.99

10:30:00

Tower Semiconductor Stock Rises 12.9% to $259.24

Noticias

TSEM FAQ — answered by Alphio AI

Tower Semiconductor Ltd. operates as an independent semiconductor foundry focused primarily on specialty process technologies. The Company focuses on producing integrated circuits (ICs) based on the design specifications of its customers. The Company manufactures semiconductors for its customers primarily based on third-party designs. It offers process manufacture geometries of 0.35, 0.50, 0.55, 0.60, 0.80-micron and above on 150 millimeter wafers, 0.35, 0.18. 0.16, 0.13 and 0.11-micron on 200 millimeter wafers, and 65 nanometer and 45 nanometer on 300 millimeter wafers. It also provides design support and technical services. The Company's ICs are incorporated into a range of products in markets, including consumer electronics, personal computers, communications, automotive, industrial and medical device products. The Company has manufacturing facilities in the United States, Israel and Japan. It operates in the Technology sector.

Tower Semiconductor Ltd (TSEM) is a good buy right now due to its recent strong financial performance, including a record revenue of $460 million in Q2 2026, which is a 24% year-over-year increase, and a net income of $91 million, reflecting a 95% increase year-over-year. Additionally, the stock has an analyst price target of $367, suggesting a potential upside of 63% from the current price of $208.01. The main risk is the RSI at 30.125, indicating the stock is oversold, which could lead to further short-term volatility.

2 analysts cover TSEM: 2 rate it Buy, 0 Hold and 0 Sell. The average price target is 134.80.

Esta página es solo para investigación y no constituye asesoramiento de inversión. Los modelos pueden equivocarse. El rendimiento pasado no garantiza resultados futuros.

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