Research Analysts Offer Predictions for TSEM FY2026 Earnings

Tower Semiconductor Ltd. (NASDAQ:TSEM) – Equities researchers at Wedbush boosted their FY2026 earnings estimates for shares of Tower Semiconductor in a research report issued on Monday, October 27th. Wedbush analyst M. Bryson now expects that the semiconductor company will earn $2.86 per share for the year, up from their prior estimate of $2.85. Wedbush has a “Outperform” rating and a $65.00 price target on the stock. The consensus estimate for Tower Semiconductor’s current full-year earnings is $1.67 per share.

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

Tower Semiconductor Stock Performance

NASDAQ:TSEM opened at $83.50 on Wednesday. The company has a debt-to-equity ratio of 0.05, a current ratio of 6.57 and a quick ratio of 5.50. The firm has a 50-day moving average of $68.67 and a two-hundred day moving average of $51.55. The stock has a market cap of $9.25 billion, a P/E ratio of 47.99 and a beta of 0.87. Tower Semiconductor has a 1-year low of $28.64 and a 1-year high of $85.25.

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

Institutional Investors Weigh In On Tower Semiconductor

Large investors have recently made changes to their positions in the company. TCTC Holdings LLC increased its stake in shares of Tower Semiconductor by 117.9% in the first quarter. TCTC Holdings LLC now owns 706 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 382 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Tower Semiconductor in the first quarter valued at approximately $39,000. E Fund Management Hong Kong Co. Ltd. acquired a new stake in shares of Tower Semiconductor in the third quarter valued at approximately $92,000. Blue Trust Inc. increased its stake in shares of Tower Semiconductor by 14.8% in the second quarter. Blue Trust Inc. now owns 1,764 shares of the semiconductor company’s stock valued at $76,000 after purchasing an additional 227 shares during the period. Finally, Headlands Technologies LLC acquired a new stake in shares of Tower Semiconductor in the first quarter valued at approximately $75,000. Institutional investors and hedge funds own 70.51% of the company’s stock.

About Tower Semiconductor

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.