Tower Semiconductor (NASDAQ:TSEM) Price Target Raised to $230.00 at Benchmark

Tower Semiconductor (NASDAQ:TSEM) had its target price increased by Benchmark from $165.00 to $230.00 in a research note published on Thursday,Benzinga reports. The brokerage currently has a buy rating on the semiconductor company’s stock.

Other research analysts also recently issued reports about the company. Weiss Ratings restated a “hold (c)” rating on shares of Tower Semiconductor in a research report on Monday, December 29th. Wedbush increased their target price on Tower Semiconductor from $125.00 to $140.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Barclays raised their price target on Tower Semiconductor from $114.00 to $142.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. Finally, Susquehanna reissued a “positive” rating and issued a $180.00 price target on shares of Tower Semiconductor in a report on Thursday, February 12th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $173.00.

Tower Semiconductor Stock Performance

NASDAQ:TSEM opened at $174.68 on Thursday. The company has a current ratio of 6.48, a quick ratio of 5.51 and a debt-to-equity ratio of 0.05. The company has a market capitalization of $19.64 billion, a P/E ratio of 90.51 and a beta of 0.91. The firm has a 50-day moving average price of $134.75 and a two-hundred day moving average price of $108.41. Tower Semiconductor has a twelve month low of $28.64 and a twelve month high of $195.36.

Tower Semiconductor (NASDAQ:TSEM) last announced its quarterly earnings results on Wednesday, February 11th. The semiconductor company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $0.11. The company had revenue of $440.21 million for the quarter, compared to the consensus estimate of $439.81 million. Tower Semiconductor had a net margin of 14.08% and a return on equity of 7.86%. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.49 earnings per share. As a group, research analysts expect that Tower Semiconductor will post 1.67 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Tower Semiconductor

Several institutional investors and hedge funds have recently modified their holdings of the company. Price T Rowe Associates Inc. MD boosted its position in Tower Semiconductor by 3,222.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,682,152 shares of the semiconductor company’s stock worth $549,779,000 after acquiring an additional 4,541,235 shares during the last quarter. Capital International Investors acquired a new position in Tower Semiconductor in the 4th quarter valued at $222,530,000. Goldman Sachs Group Inc. lifted its stake in shares of Tower Semiconductor by 214.7% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,206,467 shares of the semiconductor company’s stock worth $259,083,000 after purchasing an additional 1,505,421 shares during the period. Turiya Advisors Asia Ltd purchased a new position in shares of Tower Semiconductor during the 4th quarter worth $172,848,000. Finally, Janus Henderson Group PLC boosted its holdings in shares of Tower Semiconductor by 293.8% during the fourth quarter. Janus Henderson Group PLC now owns 1,074,717 shares of the semiconductor company’s stock worth $126,193,000 after purchasing an additional 801,820 shares during the last quarter. Hedge funds and other institutional investors own 70.51% of the company’s stock.

Tower Semiconductor News Roundup

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

• Positive Sentiment: Benchmark raised its price target from $165 to $230 and kept a Buy rating, formalizing bullish analyst expectations that justify upside versus current levels. Benchmark raises price target to $230
• Positive Sentiment: Tower will assume full control of TPSCo’s 300mm (12-inch) business in Japan and plans a multi‑fold capacity expansion to support optics, SiPh/SiGe and high-value nodes — a concrete capacity and revenue-growth catalyst for medium-term demand. Tower expands 300mm capacity in Japan
• Positive Sentiment: Multiple bullish write-ups (including 24/7 Wall St.) highlight near-term momentum and the potential for higher targets — supportive for investor sentiment and multiple expansion if execution continues. Tower Semiconductor Could Hit $230
• Neutral Sentiment: Tower has announced new AI power chip technology and expanded its AI data‑center portfolio — product pipeline positive but timing and commercial ramp remain uncertain. Tower unveils new AI power tech
• Neutral Sentiment: Analysts (e.g., Wedbush) note the Japan restructuring and planned cleanroom expansions for silicon photonics/SiGe as signs management expects demand to outstrip current capacity — supportive long term but contributes to near-term capex and execution risk. Tower signals optics-driven growth
• Negative Sentiment: GlobalFoundries filed lawsuits (ITC and U.S. district court) alleging Tower infringed 11 U.S. patents and is seeking injunctive relief and damages — a material legal risk that can lead to import bans, damages, prolonged litigation costs and near-term investor panic. This lawsuit appears to be the primary driver of today’s downward price pressure. GlobalFoundries sues Tower for patent infringement

Tower Semiconductor Company Profile

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.