Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$22.1B
113M shares
52-week range
$64.83 – $319.94
51% from low
Exchange
NASDAQ
CS
P/S (TTM)
13.1
EV / FCF (TTM)
73.0
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 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.
www.towersemi.comNo one on the platform currently holds TSEM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 274,749 | $48.2M |
| Execution date | Ratio |
|---|---|
| 2012-08-06 | 1-for-15reverse |
No one on the platform has traded TSEM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 6.2% | 11.8% | 14.5% | — | — | — |
| Rev. Growth % | 9.1% | 4.4% | ||||
| Profit Margin % | 14.1% | 18.1% | 15.3% | |||
| Free Cash Flow Margin % | -2.6% | 6.3% | 6.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +28.8% on the P/E track.
At today's price, your expected annual return is +36.3% on the P/E track.
At today's price, your expected annual return is +43.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.0B | +26.0% | $3.86 | $3.76–$3.99 | 50.5× | 5 |
| 2027 | $2.7B | +39.1% | $6.65 | $5.94–$7.44 | 29.4× | 5 |
| 2028 | $3.6B | +30.7% | $10.50 | $10.16–$10.96 | 18.6× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.76 | $0.88 | +16.1% |
| 2026-05-13 | $0.56 | $0.65 | +15.5% |
| 2026-02-11 | $0.67 | $0.78 | +16.4% |
| 2025-11-10 | $0.54 | $0.55 | +1.3% |
| 2025-08-04 | $0.47 | $0.50 | +6.4% |
| 2025-05-14 | $0.38 | $0.45 | +18.8% |
| 2025-02-10 | $0.54 | $0.59 | +9.3% |
| 2024-11-13 | $0.53 | $0.57 | +7.5% |
| $14.6B |
| — |
| MKSIMKS Inc. | $231.50 | -3.25% | $15.6B | — |
| NVMINova Ltd. | $335.08 | +0.13% | $10.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
$TSEM Excellent buy here at 190-200 range. Ya cant go wrong with this one. Its a silent sleeper in the optical space. More beat down than the others like $LITE $COHR $POET excellent value on TSEM here
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$DELL 410% already; congrats 🪷🌟🌺 Checkout $TSEM and $LUMN; all the best.
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@Big_Joe96 They bought Celestial AI and Polariton Tech. instead and $TSEM will build them.
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$TSEM sitting on some shares. Thinking about cutting for a 8% loss.. this one has done nothing but stink
View on StockTwits ↗$NVDA 1648% already; congratulations, hope you are still holding some. Checkout $TSEM and $IONQ as well as $LUMN; do your DD and get in.
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$TSEM hit support at 200 and rebounding hard. A lot of tech stock charts looking a lot alike. Can they right themselves and close next week above their 50dmas and have a leg up?
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$TSEM Buy Stifel initiates coverage with buy rating; target $270
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Optical Transceiver Modules and the Chips that drive them Transceivers convert electrons into photons and vice-versa for scale-out builds of distributed GPU clusters Modules come mostly from China. Chips that drive the modules are manufactured by $LITE $TSEM
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$VRT $TSEM $ESLTT take advantage of of machine based short ter volatility. Buy now for the bounce
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Wall St is expecting 1.06 EPS for $TSEM Q3 [Reporting 11/16 BMO] http://www.estimize.com/intro/tsem?chart=historical&metric_name=eps&utm_co
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.