Tower Semiconductor (NASDAQ:TSEM) Given New $165.00 Price Target at Benchmark

Tower Semiconductor (NASDAQ:TSEM) had its target price raised by Benchmark from $150.00 to $165.00 in a research note issued to investors on Thursday morning, MarketBeat Ratings reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other research analysts also recently commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Tower Semiconductor in a report on Monday, December 29th. Wedbush cut Tower Semiconductor from an “outperform” rating to a “neutral” rating and set a $125.00 target price for the company. in a report on Wednesday, December 31st. Susquehanna increased their price target on Tower Semiconductor from $100.00 to $135.00 and gave the company a “positive” rating in a report on Tuesday, November 11th. Finally, Barclays lifted their price objective on shares of Tower Semiconductor from $74.00 to $97.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Tower Semiconductor has an average rating of “Hold” and an average target price of $145.50.

Tower Semiconductor Stock Down 0.6%

NASDAQ TSEM opened at $133.58 on Thursday. The stock has a 50 day moving average price of $125.49 and a 200-day moving average price of $91.04. Tower Semiconductor has a one year low of $28.64 and a one year high of $149.57. The company has a current ratio of 6.61, a quick ratio of 5.54 and a debt-to-equity ratio of 0.05.

Tower Semiconductor (NASDAQ:TSEM) last released its quarterly earnings results on Wednesday, February 11th. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.03. Tower Semiconductor had a net margin of 14.08% and a return on equity of 7.96%. The company had revenue of $440.21 million for the quarter, compared to the consensus estimate of $439.81 million. During the same quarter in the prior year, the firm earned $0.49 earnings per share. Tower Semiconductor’s revenue was up 13.7% on a year-over-year basis. On average, equities analysts forecast that Tower Semiconductor will post 1.67 EPS for the current year.

Institutional Trading of Tower Semiconductor

Several hedge funds and other institutional investors have recently made changes to their positions in TSEM. Amundi boosted its holdings in Tower Semiconductor by 86.8% in the first quarter. Amundi now owns 21,617 shares of the semiconductor company’s stock worth $771,000 after acquiring an additional 10,042 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Tower Semiconductor by 4.1% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 99,633 shares of the semiconductor company’s stock valued at $3,553,000 after buying an additional 3,954 shares during the period. Janney Montgomery Scott LLC purchased a new position in Tower Semiconductor during the second quarter valued at approximately $228,000. Callan Family Office LLC raised its position in Tower Semiconductor by 27.9% during the second quarter. Callan Family Office LLC now owns 8,013 shares of the semiconductor company’s stock valued at $347,000 after acquiring an additional 1,749 shares in the last quarter. Finally, Blue Trust Inc. grew its stake 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 purchasing an additional 227 shares during the period. Hedge funds and other institutional investors own 70.51% of the company’s stock.

Key Stories Impacting Tower Semiconductor

Here are the key news stories impacting Tower Semiconductor this week:

• Positive Sentiment: Q4 beat — Tower reported $0.70 EPS vs. $0.67 consensus and $440.21M revenue (vs. $439.8M est.), with revenue up ~13.7% YoY, showing demand strength. MarketBeat Press Release
• Positive Sentiment: Record Q4 revenue and AI-driven demand (silicon photonics) highlighted by multiple outlets — supports revenue momentum into 2026. Business Insider
• Positive Sentiment: Guidance skewed higher — Q1 revenue range $391.4M–$432.6M (consensus ~$407.6M); midpoint sits above consensus, suggesting continued top‑line strength. Investor’s Business Daily
• Positive Sentiment: Analyst upgrade — Benchmark raised its price target to $165 and reaffirmed a Buy, implying ~23.5% upside from current levels, which supports further upside potential. The Fly / Benzinga
• Positive Sentiment: Company is executing a substantial capex ramp to scale AI-related production — a strategic move that could materially expand addressable market and long‑term revenue. Benzinga
• Neutral Sentiment: Analyst/coverage notes and earnings-call detail — transcripts and snapshots provide color on mix, margins and customer demand but contain no material surprises. Seeking Alpha Transcript
• Negative Sentiment: Higher capex raises near-term cash requirements and execution risk; some coverage frames the company’s revised model as “higher investment” which could pressure free cash flow or require longer payback. MSN (coverage)

About Tower Semiconductor

Tower Semiconductor, traded on NASDAQ under the symbol TSEM, is a specialty foundry company that provides analog and mixed-signal semiconductor manufacturing services to a broad array of customers worldwide. The company focuses on delivering tailored process technologies for high-growth markets, including radio frequency (RF), power management, imaging, automotive electronics, and Internet of Things (IoT) applications. By combining deep process know-how with flexible manufacturing capabilities, Tower Semiconductor supports the development and volume production of advanced semiconductor devices for fabless and integrated device manufacturer customers.

The company’s technology portfolio spans standard and specialty processes such as CMOS, BiCMOS, high-voltage, radio frequency, silicon photonics, micro-electromechanical systems (MEMS) and image sensor production.