Q4 EPS Estimates for Tower Semiconductor Raised by Wedbush

Tower Semiconductor Ltd. (NASDAQ:TSEM) – Stock analysts at Wedbush boosted their Q4 2026 earnings estimates for shares of Tower Semiconductor in a report released on Monday, October 27th. Wedbush analyst M. Bryson now forecasts that the semiconductor company will post earnings of $0.88 per share for the quarter, up from their previous forecast of $0.86. Wedbush currently has a “Outperform” rating and a $65.00 target price on the stock. The consensus estimate for Tower Semiconductor’s current full-year earnings is $1.67 per share.

Tower Semiconductor (NASDAQ:TSEM) last released its quarterly earnings data on Monday, August 4th. The semiconductor company reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.06). The firm had revenue of $372.06 million for the quarter, compared to analyst estimates of $371.63 million. Tower Semiconductor had a return on equity of 7.37% and a net margin of 13.20%.The firm’s revenue for the quarter was up 6.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.53 earnings per share. Tower Semiconductor has set its Q3 2025 guidance at EPS.

TSEM has been the topic of a number of other research reports. Susquehanna set a $66.00 price target on shares of Tower Semiconductor and gave the company a “positive” rating in a research note on Tuesday, August 5th. Benchmark upped their price target on shares of Tower Semiconductor from $66.00 to $73.00 and gave the company a “buy” rating in a research note on Monday, September 8th. Barclays began coverage on shares of Tower Semiconductor in a research note on Thursday, September 18th. They issued an “equal weight” rating and a $74.00 price target on the stock. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Tower Semiconductor in a research note on Wednesday, October 8th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $67.60.

Tower Semiconductor Stock Up 1.6%

Tower Semiconductor stock opened at $80.23 on Tuesday. The firm has a market capitalization of $8.89 billion, a PE ratio of 46.11 and a beta of 0.87. The company’s 50-day moving average is $68.00 and its 200-day moving average is $51.20. Tower Semiconductor has a fifty-two week low of $28.64 and a fifty-two week high of $81.43. The company has a debt-to-equity ratio of 0.05, a current ratio of 6.57 and a quick ratio of 5.50.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in TSEM. TCTC Holdings LLC lifted its holdings in shares of Tower Semiconductor by 117.9% during the 1st quarter. TCTC Holdings LLC now owns 706 shares of the semiconductor company’s stock worth $25,000 after acquiring an additional 382 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of Tower Semiconductor during the 1st quarter worth approximately $39,000. Headlands Technologies LLC bought a new stake in shares of Tower Semiconductor during the 1st quarter worth approximately $75,000. Blue Trust Inc. lifted its holdings in shares of Tower Semiconductor by 14.8% during the 2nd quarter. Blue Trust Inc. now owns 1,764 shares of the semiconductor company’s stock worth $76,000 after acquiring an additional 227 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. bought a new stake in shares of Tower Semiconductor during the 3rd quarter worth approximately $92,000. Institutional investors and hedge funds own 70.51% of the company’s stock.

Tower Semiconductor Company Profile

Tower Semiconductor Ltd., an independent semiconductor foundry, focus on specialty process technologies to manufacture analog intensive mixed-signal semiconductor devices in Israel, the United States, Japan, Europe, and internationally. It provides various customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensor, integrated power management, and MEMS.