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Tower Semiconductor Ltd.
TSEMTechnologyNASDAQIL
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I maintain my Buy rating on Tower Semiconductor Ltd., but with more caution after the stock's almost 70% gain since my coverage. Q1 2026 was strong, with revenue up 15% YoY to $414M, net profit up 62% YoY to $65M, and Q2 guidance implying record revenue of $455M. The SiPho thesis keeps getting stronger for TSEM, with 3x YoY revenue growth, $1.3B of contractual 2027 SiPho revenue, and $290M in customer prepayments.
The company had quite an impressive first quarter.
Tower Semiconductor Ltd. (NASDAQ:TSEM) on Wednesday reported stronger-than-expected first-quarter results and issued upbeat second-quarter guidance.
TSEM surged 23% post-earnings despite a revenue miss as margins and silicon photonics demand accelerated sharply. Non-GAAP EPS beat estimates by 14%, while operating profits nearly doubled due to higher-margin AI optics products. Management guided record Q2 revenue of $455 million and expects sequential revenue and profit growth throughout 2026.
Tower Semiconductor Ltd (NASDAQ:TSEM) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
The silicon photonics market is booming.
Tower Semiconductor (TSEM) saw a significant surge in its stock following the release of its Q1 financial results. The company not only surpassed EPS expectati
Tower Semiconductor NASDAQ: TSEM reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company's history, driven by accelerating demand in silicon photonics and related technologies for AI data center infrastructure.
Tower Semiconductor Ltd. (TSEM) Q1 2026 Earnings Call Transcript
Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected financial results for the first quarter and issued an upbeat outlook, sending its shares 12% higher on Wednesday morning. For the quarter ended March 31, 2026, Tower Semiconductor reported revenue of $413.6 million, compared with $358 million a year earlier, representing 15% year-over-year growth and above consensus estimates of about $408 million.
Tower Semiconductor on Wednesday forecast second-quarter revenue above estimates and said it landed $1.3 billion in deals for 2027 to supply chips that use light to move data at high speeds through artificial intelligence data centers.
2028 Contracts Demonstrate Substantially Higher Sipho Capacity Reservations Customer Prepayments of $290 Million Have Been Received MIGDAL HAEMEK, Israel, May 13, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced it has signed Silicon Photonics (SiPho) contracts for $1.
MIGDAL HAEMEK, Israel, May 13, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced it has signed Silicon Photonics (SiPho) contracts for $1.3 billion for 2027 revenue with its largest customers, and the receipt of $290 million in customers' prepayments for capacity reservation. This initial commitment is further reinforced by an even larger contractual wafer commitment for 2028 for which additional associated prepayments are due by January 2027. These financial commitments underscore Tower's market leadership and highlight the critical role of its world-leading Silicon Photonics technology platform in meeting the rapidly growing industry demand.
Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected financial results for the first quarter and issued an upbeat outlook, sending its shares 12%...
Tower Semiconductor (NASDAQ:TSEM) is set to report first quarter earnings before the market opens Wednesday, with investors expected to focus closely on the company's long-term growth outlook and management commentary around future capacity expansion. Wedbush analysts wrote that they expect the Israel-based chipmaker to meet or exceed expectations for the quarter, noting that management has historically issued conservative guidance.
Tower Semiconductor (NASDAQ:TSEM) is set to report first quarter earnings before the market opens Wednesday, with investors expected to focus closely on the...
On May 11, 2026, Tower Semiconductor Ltd (TSEM) shares rose 8.5%, bringing the current price to $228.88. Over the past year, TSEM has demonstrated remarkable pr
Tower Semiconductor rose along with AI chip stocks during April. Tower is seen as a leader in silicon photonics, which spurred a rally as other AI-related stocks reported earnings.
Source: TradePulse
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MIGDAL HAEMEK, Israel, May 4, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced that company representatives will participate in several upcoming investor conferences in May and June:
MIGDAL HAEMEK, Israel, May 4, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced that company representatives will participate in several upcoming investor conferences in May and June: The 27th Annual Oppenheimer Israeli Conference in Tel Aviv on Monday, May 18The 54th Annual TD Cowen Technology, Media and Telecom Conference in New York on Wednesday, May 27The 23rd Annual Craig-Hallum Institutional Investor Conference in Minneapolis on Thursday, May 28The 2026 Mizuho Global Tech Conference in New York on Tuesday and Wednesday, June 9-10 There will be an opportunity for investors to meet one-on-one with company representatives at these conferences.
Leveraging Tower's advanced SiGe technology, these U. S. -fabricated Beamforming ICs achieve superior performance, and strengthen secure domestic supply chains for critical next-generation radar and satcom applications MIGDAL HAEMEK, Israel, and SAN DIEGO, CA. April 27, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, and Axiro Semiconductor Inc.
On April 21, 2026, Tower Semiconductor Ltd (TSEM) shares fell 3.5% to a current price of $216.72. This drop comes amidst a 52-week range that saw a high of $228
MIGDAL HAEMEK, Israel – April 20, 2026 – Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its first quarter 2026 earnings release on Wednesday, May 13, 2026. The Company will hold a conference call to discuss its first quarter 2026 financial results and second quarter 2026 guidance on Wednesday, May 13, 2026, at 10:00 a.m. Eastern Time (09:00 a.m. Central, 08:00 a.m. Mountain, 07:00 a.m. Pacific and 05:00 p.m. Israel time).
MIGDAL HAEMEK, Israel - April 20, 2026 - Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its first quarter 2026 earnings release on Wednesday, May 13, 2026. The Company will hold a conference call to discuss its first quarter 2026 financial results and second quarter 2026 guidance on Wednesday, May 13, 2026, at 10:00 a.
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Tower Semiconductor Ltd. (TSEM) shares are up over 60% this year due to big inflows.
Impinj (NASDAQ: PI - Get Free Report) and Tower Semiconductor (NASDAQ: TSEM - Get Free Report) are both computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, risk, valuation, dividends and profitability. Risk and Volatility Impinj has a beta
The lawsuits allege that Tower infringed on 11 GlobalFoundries' patents in the U.S.
Tower Semiconductor Ltd. (NASDAQ:TSEM) has been one of the semiconductor sector's standout performers, with shares up 2.46% over the past week and up nearly 44% over the past month.
Shares of Tower Semiconductor (NASDAQ:TSEM) fell more than 6% in New York trading on Thursday, caught in a broader selloff across chip stocks, even as analysts pointed to new expansion plans that could drive longer-term upside. Analysts at Wedbush Securities said Tower's plans to expand cleanroom capacity for silicon photonics (SiPh) and silicon-germanium (SiGe) production suggest growing confidence that demand will exceed its existing optics-focused investments.
Shares of Tower Semiconductor (NASDAQ:TSEM) fell more than 6% in New York trading on Thursday, caught in a broader selloff across chip stocks, even as...
GlobalFoundries on Thursday said it has sued Israel-based rival Tower Semiconductor , alleging that Tower Semiconductor infringed on 11 GlobalFoundries patents that relate to manufacturing chips that go into smart phones and other electronic devices.
Planned expansion supports the TPSCo announced transition while strengthening Tower's differentiated optical and photonics platforms and enabling growth across these high-value technology offerings
Many businesses are benefiting from AI -- among them, Tower Semiconductor and Hut 8. Tower's analog components are finding strong demand amid AI's need for speed.
The companies said they successfully demonstrated 400 Gbps per lane data transmission using a silicon modulator built in a production-ready silicon photonics, or SiPho, process. According to the announcement, the demonstration showed a clear open eye at 420 Gb/s PAM4 and used Coherent's InP CW high-power laser.
Tower Semiconductor recently unveiled a technological solution aimed at the artificial intelligence data center industry. Although it's not the only outfit with this caliber of connectivity tech, it is one of the few.
The Undercovered Dozen highlights 12 lesser-covered stocks with recent actionable analysis and ratings, offering fresh ideas for investors seeking overlooked opportunities. Featured companies include Rayonier (RYN), Tower Semiconductor (TSEM), Rubrik (RBRK), Pagaya Technologies (PGY), Solid Power (SLDP), British American Tobacco (BTI), Alexandria Real Estate (ARE), and Franco-Nevada (FNV). Several stocks, such as RYN, RBRK, PGY, and INCY, are rated Buy or Strong Buy due to compelling valuations, recent execution, or underappreciated growth catalysts.
Tower Semiconductor Ltd. is positioned as a key specialty foundry beneficiary of the AI infrastructure buildout, particularly in silicon photonics and silicon germanium. TSEM's revenue and profit growth are accelerating, with significant capacity expansion underway and over 70% of new capacity reserved through 2028. Valuation is elevated (P/E 97, P/S 12), but ramped projections suggest a 2028 P/E of 20–25, assuming conservative utilization and excluding potential upside from Intel agreements.
Tower Semi continued to benefit from the growth of silicon photonics in AI data centers. The Israel-based foundry made two technology announcements this week.
Tower Semiconductor Ltd. (NASDAQ: TSEM - Get Free Report) was the target of some unusual options trading on Thursday. Investors acquired 9,694 call options on the company. This represents an increase of approximately 199% compared to the typical volume of 3,245 call options. Wall Street Analyst Weigh In Several equities research analysts recently commented on TSEM
Company will participate and present at APEC 2026, highlighting recent advancements in its power management platform for AI processor power delivery and emerging high-current applications MIGDAL HAEMEK, Israel, March 17, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced the release of its latest generation BCD technology, part of its Gen3 power management platform, delivering industry-leading LDMOS performance for high-current applications.
Tower Semiconductor and Oriole Networks are joining forces to accelerate AI workloads. The AI networking market could top $80 billion by the end of the decade.
Tower Semiconductor (NASDAQ:TSEM) saw its shares rise more than 11% after announcing a strategic collaboration with Oriole Networks, a developer of advanced photonic networking platforms. The partnership aims to advance AI infrastructure through the use of nanosecond optical circuit switching and high-speed optical transceivers.
Tower Semiconductor (NASDAQ:TSEM) saw its shares rise more than 11% after announcing a strategic collaboration with Oriole Networks, a developer of advanced...
Tower's advanced silicon photonics platform enables optical networking innovation with high-speed optical circuit switching and transceivers for AI infrastructure MIGDAL HAEMEK, Israel, and Palo Alto, March 16, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, and Oriole Networks, developer of the PRISM (Photonic Routing Infrastructure for Scalable Models) and PRISM Ultra networking platforms, today announced their collaboration to deliver ultra-low, deterministic-latency networking for scale-up and scale-out AI architectures, built on Tower's mature silicon photonics platform.
Analog Century Management LP raised its stake in shares of Tower Semiconductor Ltd. (NASDAQ: TSEM) by 12.3% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 925,202 shares of the semiconductor company's stock after purchasing an additional 101,654 shares during the period. Tower Semiconductor makes
Silicon photonics revenue more than doubled from $106 million in 2024 to $228 million in 2025 as hyperscaler AI demand accelerated optical networking adoption. Over 70% of new silicon photonics capacity through 2026 is already reserved through 2028, signaling strong structural demand visibility. The PH18 platform supports 100G, 400G, 800G, and emerging 1.6T optical transceivers used in next-generation AI data center networking.
Hood River sold 1,116,598 shares of Tower Semiconductor in the fourth quarter. The quarter-end position value fell by roughly $63 million, reflecting both the share sale and market price movement.
