Tower SemiconductorTSEM
TSEM
About: Tower Semiconductor Ltd is a pure-play specialty foundry that manufactures semiconductors. As a pure-play foundry, it focuses on producing integrated circuits (ICs), based on the design specifications of customers. The company's line of integrated circuits is incorporated into a range of products and markets, including consumer electronics, personal computers, communications, automotive, and industrial and medical device products. It produces ICs alongside wholly-owned subsidiaries through fabrication facilities located in Japan. The company has a geographical presence in the USA, Japan, Asia (other than Japan), and Europe.
Employees: 5,359
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
309% more call options, than puts
Call options by funds: $157M | Put options by funds: $38.4M
18% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 74
1.72% more ownership
Funds ownership: 63.1% [Q4 2024] → 64.82% (+1.72%) [Q1 2025]
10% less funds holding
Funds holding: 239 [Q4 2024] → 214 (-25) [Q1 2025]
29% less capital invested
Capital invested by funds: $3.69B [Q4 2024] → $2.62B (-$1.07B) [Q1 2025]
44% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 5 (-4) [Q1 2025]
47% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 47
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$60
58%
upside
Avg. target
$60
58%
upside
High target
$60
58%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Benchmark Cody Acree | 58%upside $60 | Buy Reiterated | 15 May 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
Tower Semiconductor to Present at IMS 2025 Highlighting Recent Innovations in RF Foundry Technology
Presenting a joint white paper with pSemi nominated for Best Industry Paper Award highlighting next-generation RF switch technology MIGDAL HAEMEK, Israel, June 3, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced its participation in the upcoming International Microwave Symposium (IMS) 2025, taking place June 16–21 in San Francisco, California, highlighting its advanced RF & HPA technology platform and latest advancements in RF switch technology. As part of the event's technical program, Tower will present a jointly developed white paper with pSemi, titled “A Low-Loss, Wideband, 0–110 GHz SPDT Using PCM RF Switches with Integrated CMOS Drivers” nominated for the Best Industry Paper Award at IMS2025.
Positive
Seeking Alpha
1 month ago
Tower Semiconductor Q1: Solid Quarter, But It's A 'Wait And Watch' Stock
Tower Semiconductor Ltd. delivered solid Q1 results, beating earnings estimates and maintaining consistent, profitable growth despite industry headwinds. The company's strong balance sheet and geographic diversification insulate it from geopolitical risks, making it a safer long-term bet. RF Mobile revenue surged, and emerging opportunities in AI and photonics could drive future upside, though these are still developing segments.
Neutral
Seeking Alpha
1 month ago
Tower Semiconductor Ltd. (TSEM) Q1 2025 Earnings Call Transcript
Tower Semiconductor Ltd. (NASDAQ:TSEM ) Q1 2025 Earnings Conference Call May 14, 2025 10:00 AM ET Company Participants Noit Levi - Senior Vice President of Investor Relations and Human Resources Russell Ellwanger - Chief Executive Officer Oren Shirazi - Chief Financial Officer, Senior Vice President of Finance Conference Call Participants Cody Acree - Benchmark Richard Shannon - Craig Hallum Matthew Bryson - Wedbush Lisa Thompson - ZACKS Investment Research Operator Good day and thank you for standing by.
Positive
Reuters
1 month ago
Tower Semiconductor forecasts quarterly revenue above estimates on steady wireless chip demand
Contract chipmaker Tower Semiconductor , forecast second-quarter revenue above Wall Street estimates on Wednesday, driven by strong demand for wireless communication and power management chips.
Neutral
GlobeNewsWire
1 month ago
Tower Semiconductor to Attend the 22nd Annual Craig-Hallum Institutional Investor Conference and the 53rd Annual TD Cowen Technology, Media & Telecom Conference
MIGDAL HAEMEK, Israel, May 08, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high-value analog semiconductor solutions, will participate in the 22nd Annual Craig-Hallum Institutional Investor Conference in Minneapolis on Wednesday, May 28 and in the 53rd Annual TD Cowen Technology, Media & Telecom Conference in New York on Thursday, May 29. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors should contact the conference organizers or email the investor relations team at towersemi@kcsa.com.
Neutral
GlobeNewsWire
1 month ago
Tower Semiconductor Announces First Quarter 2025 Financial Results and Conference Call
MIGDAL HAEMEK, Israel – April 23, 2025 – Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its first quarter 2025 earnings release on Wednesday, May 14, 2025. The Company will hold a conference call to discuss its first quarter 2025 financial results and second quarter 2025 guidance on Wednesday, May 14, 2025, 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).
Positive
Seeking Alpha
2 months ago
Tower Semiconductor: Tariff Exemptions Arrive Just In Time
Tower Semiconductor is well-positioned to benefit from the recent tariff exemptions on semiconductors and the accelerating adoption of AI technology. TSEM's growth prospects are strong, with a forward EPS long-term growth of 28.30% and significant revenue growth, making it a great long-term buy. TSEM is trading at a significant discount compared to sector medians, with a forward PEG of 0.58x and forward EV/EBITDA of 5.30x.
Neutral
Benzinga
2 months ago
Options Corner: 'Liberation Day' Panic Flashes A Contrarian Signal For Tower Semiconductor
Former White House communications director Anthony Scaramucci probably said it the best: "Liberation Day is Liquidation Day." Describing the sweeping wave of new tariffs announced on Wednesday by President Donald Trump, the reciprocal levies are designed to help American workers and revive U.S. manufacturing.
Neutral
GlobeNewsWire
2 months ago
Tower Semiconductor Recognized by Northrop Grumman with Supplier Excellence Award
MIGDAL HAEMEK, Israel, March 17, 2025 – Northrop Grumman Corporation (NYSE:NOC) has recognized Tower Semiconductor as one of its top supplier partners during the company's Supplier Excellence Awards Ceremony held recently. “Tower Semiconductor has supported Northrop Grumman in delivering technologies that enhance national security for the U.S. and our allies,” said Ken Brown, Vice President, Enterprise Global Supply Chain, Northrop Grumman.
Neutral
PRNewsWire
3 months ago
OpenLight and Tower Semiconductor Demonstrate 400G/lane Modulators Built on Silicon Photonic Wafers for Data Centers and AI Optical Connectivity
SANTA CLARA, Calif. and MIGDAL HAEMEK, Israel, March 12, 2025 /PRNewswire/ -- OpenLight, the world leader in custom PASIC chip design and manufacturing, and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high-value analog semiconductor solutions, today announced the successful demonstration of the 400G/lane modulator on Tower's commercially available, integrated silicon photonics platform, PH18DA, achieving a better than 3.5db extinction ratio using the industry-standard PAM-4 modulation format and at a drive voltage of 0.6 volts peak-to-peak. The 400G demonstration is built using OpenLight's IP on Tower's existing silicon photonics platform already supporting customers at 100G and 200G/lane.
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