Tower Semiconductor Ltd

Tower Semiconductor Ltd(TSEM)の株式分析

$208.010

-11.212 (-5.39%)終値時点

Loading chart…
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
安値
114.00
平均
134.80
高値
150.00

BofA

2026-08-07

目標株価

$367

Buy

Wedbush

2026-05-14

目標株価

$300

Neutral

Susquehanna

2026-05-14

目標株価

$330

Positive

Benchmark

2026-03-26

目標株価

$230

Buy

Barclays

2026-02-13

目標株価

$142

Equal Weight

バリュエーション指標

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
割高
39.68
割安
9.02

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
11.12
Current EV/EBITDA
29.05
割高
20.49
割安
1.76

Forward P/S

Strongly Overvalued
5Y Average P/S
3.88
Current P/S
9.17
割高
6.35
割安
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

シナリオ価格

B

Base

Base · 50%TSEM

$38.25

シナリオ価格

B

Bear

Bear · 25%TSEM

$29.80

シナリオ価格

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

イベントタイムライン

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

ニュース

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.

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

無料で始める