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- $26.5BMarket Cap
- 230.99%1-Year Change
- SemiconductorsIndustry
Tower Semicon In (TSEM)
Key Performance
More- Earnings Score: N/A
- Momentum Score: 91
- True Yield: N/A
- Financial Health Score: N/A
Latest Research & News
Tower Semiconductor announced its 2026 Technical Global Symposium scheduled for November 17, 2026, in Santa Clara, California. The event will bring together customers, partners, and industry leaders to explore technologies in AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing. The symposium will feature CEO keynote, executive panels with leaders from Google, Arista, Coherent, and Terahop, and technical sessions showcasing Tower's silicon photonics, SiGe, RF, power management, and sensor platforms.
09/23/2026, 6:00 AM • GlobeNewswire
NewPhotonics and Tower Semiconductor announced high-volume shipment of laser-integrated optical engine photonic integrated circuits (PICs) supporting data rates from 800G to 1.6T for AI infrastructure. The collaboration leverages Tower's PH18DA silicon photonics platform with heterogeneously integrated InP components, enabling monolithic integration of lasers, amplifiers, modulators, and detectors. Future 6.4T NPO solutions are planned for 1H27.
09/17/2026, 6:00 AM • GlobeNewswire
Tower Semiconductor announced its participation in ECOC 2026 (September 21-23 in Malaga, Spain) where it will showcase its silicon photonics platform and SiGe BiCMOS solutions for AI infrastructure, datacenter, telecom, and emerging applications including near/co-packaged optics, DWDM lasers, optical circuit switching, and quantum computing.
09/15/2026, 6:00 AM • GlobeNewswire
Here's Why Tower Semiconductor Stock Is Rocketing Higher Today
Tower Semiconductor stock surged 10.85% after Bank of America initiated coverage with a buy rating and $367 price target, implying 63% upside. BofA highlighted Tower's market-leading position in silicon photonics for AI data centers, projecting SiPho revenue to double in 2026. The company reported record Q2 2026 revenue of $460M (+24% YoY) and net income of $91M (+95% YoY). However, the stock trades at a premium valuation of 88.8x trailing earnings versus its 5-year average of 17.3x.
08/07/2026, 11:18 AM • The Motley Fool
Stock Market Today, July 14: Growth Stocks Rally as Inflation Cools to 3.5%, Equaling 2020 Lows
U.S. stock markets rallied on July 14, 2026, as inflation cooled to 3.5%, matching 2020 lows and boosting growth stocks. The Nasdaq Composite rose 1.06%, while the S&P 500 gained 0.49%. IBM plunged 24% on earnings concerns, while CleanSpark and Tower Semiconductor surged on major infrastructure and expansion announcements. Banking stocks showed mixed results as earnings season began.
07/14/2026, 2:27 PM • The Motley Fool
Tower Semiconductor Announces Second Quarter 2026 Financial Results and Conference Call
Tower Semiconductor announced it will release its second quarter 2026 earnings on August 4, 2026, followed by a conference call at 10:00 a.m. Eastern Time to discuss financial results and provide third quarter 2026 guidance. The call will be webcast and available for replay for 90 days.
07/07/2026, 6:00 AM • GlobeNewswire
Tower Semiconductor, Marvell Ship Over 5 Million Photonic Chips For AI Data Centers
Tower Semiconductor and Marvell Technology announced they have shipped over 5 million coherent photonic integrated circuits (PICs) for AI data center applications. Tower is expanding its silicon photonics capacity fivefold by end of 2026 and signed a multi-year supply deal with IQE for Indium Phosphide epiwafers. The stock is trading near 52-week highs with strong technical indicators and analyst consensus rating of Buy.
06/18/2026, 10:50 AM • Benzinga
U.S. stock futures advanced on Monday with the S&P 500, Dow Jones, and Nasdaq 100 all rising. Markets are awaiting the Federal Reserve's interest rate decision on Wednesday under new chairman Kevin Warsh. Key gainers include Micron Technology (up 8.19% on analyst upgrade), Taiwan Semiconductor Manufacturing (up 3.77% on strong revenue growth), Tower Semiconductor (up 5.01% on supply deal), and SpaceX (up 5.90% following its IPO debut). President Trump announced a peace deal with Iran, causing crude oil futures to decline 5.2%.
06/15/2026, 8:45 AM • Benzinga
U.S. stock futures advanced on Monday with the S&P 500, Dow Jones, and Nasdaq 100 all rising. Markets are awaiting the Federal Reserve's interest rate decision on Wednesday under new chairman Kevin Warsh. Key movers include SpaceX's strong IPO debut, Micron Technology surging 8.19% after a price target hike, Taiwan Semiconductor rising 3.77% on revenue growth, and Tower Semiconductor up 5.01% following a supply deal. President Trump announced a peace agreement with Iran, causing crude oil futures to decline 5.2%.
06/15/2026, 5:40 AM • Benzinga
Why Tower Semiconductor Soared in May
Tower Semiconductor rallied 15.5% in May following strong Q1 earnings that beat expectations with 15.6% revenue growth and 62.9% EPS growth. The company secured $1.3 billion in silicon photonics contracts for 2027 with customer prepayments, plus additional commitments for 2028. A Susquehanna analyst nearly doubled the price target from $180 to $330, projecting an $8 EPS run rate by 2028.
06/09/2026, 10:20 AM • The Motley Fool
Large-cap technology and AI-linked stocks dominated Wall Street's top gainers last week, with companies in semiconductors, cybersecurity, and digital infrastructure leading gains. Tower Semiconductor surged 28.48% after beating earnings and securing a $1.3 billion contract, while Cisco jumped 22.4% on strong results and analyst upgrades. Other notable gainers included Rocket Lab (18.08%), Palo Alto Networks (16.76%), and Applied Optoelectronics (25.36%).
05/17/2026, 9:21 AM • Benzinga
Global semiconductor stocks retreated after Trump and Xi's summit failed to announce major chip agreements or breakthroughs on NVIDIA's China business. Key developments include Taiwan Semiconductor's $31.28B capital spending approval for AI chip manufacturing, Meta offering free WhatsApp access to competing AI developers to resolve EU antitrust concerns, Trump Mobile delivering delayed $499 smartphones, and the Elon Musk vs. OpenAI trial concluding with closing arguments. Notable earnings included strong results from Applied Materials, Cisco, and Tower Semiconductor, while Alibaba reported mixed results and Birkenstock faced margin pressures.
05/17/2026, 9:20 AM • Benzinga
Why Tower Semiconductor Stock Skyrocketed This Week
Tower Semiconductor surged nearly 30% this week following strong Q1 earnings that beat analyst expectations on both revenue ($413.6M, +15% YoY) and net income. The company also provided bullish Q2 guidance of $455M and announced $1.3B in silicon photonics contracts with major clients. Two analysts significantly raised their price targets, citing the company's strong growth potential in AI-related photonics technology.
05/15/2026, 4:31 PM • The Motley Fool
Aeluma’s Post-Earnings Dip Creates a Buying Opportunity
Aeluma (ALMU) experienced a ~35% stock price correction following Q3 earnings miss due to delayed government contracts, not fundamental issues. The company continues advancing its commercialization strategy with new partnerships for quantum dot laser manufacturing. Despite dilution concerns, analysts and institutions view the dip as a buying opportunity, with support levels near $23.50 and price targets around $25. Key catalysts include improving customer demand driven by AI and growing patent portfolio.
05/15/2026, 10:30 AM • Investing
Why Tower Semiconductor Stock Climbed Today
Tower Semiconductor shares surged 18% after issuing an upbeat growth forecast driven by strong demand for its silicon photonics technology used in AI infrastructure. The company reported 62% net profit growth to $65 million with expanding margins, projects 22% revenue growth to $455 million in Q2, and secured $1.3 billion in photonics contracts for 2027. Management reaffirmed its 2028 targets of $2.8 billion in revenue and $750 million in net profit.
05/13/2026, 2:31 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/02/2026
Company Profile
Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management. It also offers a design enablement platform for a design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies. The company serves consumer applications, personal computers, communications, handsets and smartphones, automotive, industrial, aerospace, and medical devices. Tower Semiconductor Ltd. was incorporated in 1993 and is headquartered in Migdal Haemek, Israel
Key Executives
- Avi Strum
- Lei Qin
- Russell C. Ellwanger
- Marco Racanelli
- Noit Levy-Karoubi
Current Ownership Distribution
- Institutions1.3B (94.27%)
- Mutual Funds76.1M (5.65%)
- Insiders1.1M (0.08%)
- Other0 (0.00%)