Zacks Research Issues Positive Estimate for TSEM Earnings

Tower Semiconductor Ltd. (NASDAQ:TSEM) – Zacks Research raised their Q3 2026 earnings per share (EPS) estimates for Tower Semiconductor in a report issued on Tuesday, August 4th. Zacks Research analyst L. Thompson now expects that the semiconductor company will post earnings of $0.95 per share for the quarter, up from their previous estimate of $0.78. The consensus estimate for Tower Semiconductor’s current full-year earnings is $3.04 per share. Zacks Research also issued estimates for Tower Semiconductor’s Q4 2026 earnings at $1.16 EPS, FY2026 earnings at $3.50 EPS and FY2027 earnings at $5.68 EPS.

Several other analysts have also recently issued reports on TSEM. National Bank Financial raised shares of Tower Semiconductor to a “buy” rating in a report on Friday. Susquehanna increased their price objective on shares of Tower Semiconductor from $180.00 to $330.00 and gave the company a “positive” rating in a research note on Thursday, May 14th. UBS Group reissued a “buy” rating on shares of Tower Semiconductor in a report on Wednesday, July 15th. Benchmark restated a “buy” rating on shares of Tower Semiconductor in a research note on Wednesday, August 5th. Finally, Bank of America assumed coverage on shares of Tower Semiconductor in a research report on Friday, August 7th. They set a “buy” rating and a $367.00 price target on the stock. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Tower Semiconductor presently has a consensus rating of “Moderate Buy” and an average target price of $294.80.

Tower Semiconductor Stock Performance

Tower Semiconductor stock opened at $249.58 on Wednesday. The stock has a market cap of $28.07 billion, a P/E ratio of 98.65 and a beta of 0.90. The company has a current ratio of 4.91, a quick ratio of 4.31 and a debt-to-equity ratio of 0.04. The stock has a 50 day moving average of $244.33 and a 200-day moving average of $203.03. Tower Semiconductor has a 52 week low of $45.51 and a 52 week high of $319.94.

Tower Semiconductor (NASDAQ:TSEM) last issued its quarterly earnings data on Wednesday, August 5th. The semiconductor company reported $0.88 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.12. Tower Semiconductor had a return on equity of 9.83% and a net margin of 16.94%.The firm had revenue of $460.08 million during the quarter, compared to analyst estimates of $454.68 million. During the same quarter last year, the firm earned $0.41 EPS. Tower Semiconductor’s quarterly revenue was up 23.7% on a year-over-year basis.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. CIBC Private Wealth Group LLC boosted its holdings in shares of Tower Semiconductor by 254.2% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 418 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 300 shares during the period. Advisory Services Network LLC acquired a new stake in Tower Semiconductor during the third quarter worth about $48,000. Kestra Advisory Services LLC acquired a new stake in Tower Semiconductor during the fourth quarter worth about $52,000. Hanson & Doremus Investment Management bought a new position in Tower Semiconductor in the first quarter worth about $53,000. Finally, SBI Securities Co. Ltd. lifted its holdings in Tower Semiconductor by 344.4% in the fourth quarter. SBI Securities Co. Ltd. now owns 520 shares of the semiconductor company’s stock worth $61,000 after acquiring an additional 403 shares during the last quarter. 70.51% of the stock is currently owned by institutional investors.

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.