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    Tower Semiconductor Ltd (TSEM)

    Official site

    TECHNOLOGY • SEMICONDUCTORS • NASDAQ

    $137.34
    +6.35 (+4.85%)

    Market Cap: $14.87B

    Last updated: Nov 06, 2026 at 4:41 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    85%(34/40)
    Avg Surprise
    +6.62%
    Streak
    14 Q

    Upcoming Estimates

    Period ending Dec 31, 2026
    EPS Consensus$1.51
    Range$1.27 - $1.65
    9 analysts
    Revenue Consensus
    $588M
    Range$570M - $647M
    8 analysts
    Last 12 of 40 reported quarters and 1 upcoming estimate
    PeriodReportedEst.RangeSurpriseB/MAnalystsRevisionsYoY
    Dec 26EST
    		-$1.51$1.27 - $1.65--9--
    Sep 26
    Reported Nov 2
    		$1.05$0.98$0.90 - $1.03+7.14%Beat8
    5
    0
    30d
    		+90.9%
    Jun 26
    Reported Aug 4
    		$0.79$0.69$0.66 - $0.71+14.49%Beat5
    5
    0
    30d
    		+58.0%
    Mar 26
    Reported May 13
    		$0.65$0.55$0.53 - $0.58+18.70%Beat5
    3
    0
    30d
    		+44.4%
    Dec 25
    Reported Feb 11
    		$0.78$0.68$0.65 - $0.70+14.71%Beat6
    2
    2
    30d
    		+32.2%
    Sep 25
    Reported Nov 10
    		$0.55$0.54$0.52 - $0.56+1.85%Beat6
    3
    2
    30d
    		-3.5%
    Jun 25
    Reported Aug 4
    		$0.50$0.45$0.44 - $0.47+11.11%Beat5
    3
    1
    30d
    		-5.7%
    Mar 25
    Reported May 14
    		$0.45$0.38$0.35 - $0.43+18.42%Beat5
    0
    1
    30d
    		-2.2%
    Dec 24
    Reported Feb 10
    		$0.59$0.53$0.49 - $0.58+11.32%Beat5
    0
    1
    30d
    		+7.3%
    Sep 24
    Reported Nov 13
    		$0.57$0.53$0.51 - $0.54+7.55%Beat4
    No revisions (30d)
    		+5.6%
    Jun 24
    Reported Jul 24
    		$0.53$0.45$0.44 - $0.47+17.78%Beat4
    No revisions (30d)
    		+15.2%
    Mar 24
    Reported May 9
    		$0.46$0.39$0.35 - $0.44+17.95%Beat5
    No revisions (30d)
    		+27.8%
    Dec 23
    Reported Feb 14
    		$0.55$0.52$0.49 - $0.54+5.77%Beat4
    No revisions (30d)
    		-39.6%

    Key Metrics

    Valuation
    P/E Ratio42.00EV/EBITDA22.07x
    Price/FCF61.52xFCF Yield1.63%
    Profitability
    Profit Margin19.40%Operating Margin24.20%
    ROE11.90%ROIC9.91%
    Financial Health
    Debt/Equity0.05xInterest CoverageN/A
    Current Ratio3.72xQuick Ratio3.23x
    Trading Statistics
    Beta0.96Avg Volume3.23M
    52-Week High$319.9452-Week Low$86.52

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$165.13
    SMA 20$180.67
    SMA 50$205.61
    SMA 200$205.60
    EMA 10$159.67
    EMA 20$176.76
    EMA 50$199.57
    EMA 200$194.60

    MACD

    Line: -19.84Signal: -15.18Hist: -4.66

    ADX

    ADX: 30.0+DI: 13.1-DI: 39.4

    Aroon & PSAR

    Aroon Up8.0
    Aroon Down96.0
    PSAR$185.47

    Bollinger Bands

    Upper Band$231.99
    Lower Band$129.35
    %B Position5682%(Upper)
    Band Width0.08

    RSI (14-Day)

    Neutral
    32.1

    Momentum Oscillators

    Stoch %K7.0
    Stoch %D9.7
    Williams %R-89.1
    ROC (10d)-18.0%
    Momentum-30.22
    CCI (20d)-140.3
    MFI (14d)31.2

    Volatility Measures

    ATR (14d)$15.19(11.1%)
    StdDev (20d)25.66
    Hist Vol100.4%(High)

    Volume Flow

    VWAP$137.64
    OBV38.0M
    AD Line42.0M
    CMF (20d)-0.158

    Volume Metrics

    Avg Vol (20d)3.4M
    Vol Ratio1.1x
    VWMA (20d)$172.21

    Pivot Points

    R3$153.66
    R2$148.71
    R1$139.85
    Pivot Point$134.90
    S1$126.04
    S2$121.09
    S3$112.23

    Advanced Oscillators

    TSI-29.34
    Ultimate Osc35.3
    KST-245.82

    Financial Data

    QuarterSep 2026Jun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023
    Total Revenue$526.16M$460.08M$413.63M$440.21M$395.67M$372.06M$358.17M$387.19M$370.51M$351.18M$327.24M$351.71M
    Cost of Revenue$347.40M$322.31M$302.68M$322.59M$302.62M$292.04M$285.00M$300.34M$277.45M$264.26M$254.63M$267.29M
    Gross Profit$178.76M$137.77M$110.95M$117.61M$93.05M$80.03M$73.17M$86.85M$93.06M$86.92M$72.61M$84.42M
    Operating Expenses$51.62M$47.48M$46.39M$46.78M$42.47M$40.16M$40.27M$40.43M$37.30M$31.77M$38.62M$39.25M
    R&D$26.63M$23.57M$23.53M$24.85M$22.06M$19.42M$20.17M$20.62M$19.87M$18.99M$19.95M$20.85M
    SG&A$25.00M$23.91M$22.86M$21.93M$20.41M$20.74M$20.10M$19.81M$17.43M$19.05M$18.67M$18.40M
    Operating Income$127.14M$90.29M$64.56M$70.83M$50.58M$39.87M$32.90M$46.42M$55.76M$55.15M$33.98M$45.17M
    Interest Income$11.94M$15.90M$9.52M$0$15.90M$14.39M$10.60M$0$0$7.71M$3.98M$0
    Interest Expense$0$0$0$0$0$0$0$0$0$0$0$5.21M
    Income Before Tax$139.08M$106.19M$74.08M$81.56M$61.07M$54.25M$43.50M$54.73M$61.87M$62.86M$37.97M$61.85M
    Income Tax Expense$19.19M$15.57M$6.52M$1.50M$7.63M$8.66M$3.78M$2.15M$7.03M$6.11M$-5,078,000$10.13M
    Net Income$120.26M$90.77M$65.03M$80.13M$53.65M$46.55M$40.14M$55.14M$54.65M$53.45M$44.63M$53.85M
    EBITDA$217.60M$173.86M$157.01M$159.36M$137.53M$128.89M$117.72M$139.16M$127.21M$114.44M$97.51M$498.37M
    EBIT$127.14M$90.29M$74.08M$81.56M$61.07M$54.25M$43.50M$54.73M$61.87M$48.88M$37.97M$433.20M
    * Some calculated fields are derived from available data when not provided by source

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    News

    A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings Reports

    Semiconductor stocks experienced a significant pullback, with the PHLX Semiconductor Index down over 8% on November 5, 2026, yet still remaining about 33% above its 2025 closing level. Despite the market downturn...

    TradingView•11/5/26•Bullish

    Tower Semiconductor and Innolight Advance High-Performance Near-Package Optics for AI Infrastructure

    Tower Semiconductor and Innolight announced their continued collaboration on Near-Package Optics (NPO) for AI data centers. Innolight has achieved early production with its first NPO device using Tower's PH18M Silicon...

    Quantisnow•11/3/26•Somewhat-Bullish

    Tower Semiconductor Ltd. 2026 Q3 - Results - Earnings Call Presentation (NASDAQ:TSEM) 2026-11-02

    Tower Semiconductor Ltd. has published its slide deck in conjunction with their 2026 Q3 earnings call. The company reported an EPS of $1.15, beating estimates by $0.08, and revenue of $526.16M...

    Seeking Alpha•11/2/26•Bullish

    Tower Semiconductor Q3 revenue rises 33% to $526m

    Tower Semiconductor reported record third-quarter 2026 revenue of $526.2 million, a 33% increase year over year...

    grafa.com•11/2/26•Neutral

    Tower Semiconductor’s AI boom drives record profits after 42% stock retreat

    Tower Semiconductor reported a strong third quarter with revenue up 33% to $526 million, projecting $600 million for the final quarter and $2 billion for the full year. This growth is largely fueled by its silicon...

    CTech•11/2/26•Bullish

    TSEM Valuation and Fair Value

    P/E
    42.0x
    Forward P/E
    24.8x
    EV/EBITDA
    22.1x
    P/FCF
    61.5x
    PEG
    3.4x
    P/B
    4.9x
    See GNG's fair value

    TSEM Profitability: Margins, ROIC and FCF

    Gross margin
    29.6%
    Operating margin
    24.2%
    Net margin
    19.4%
    ROIC
    9.9%
    ROE
    11.9%
    FCF margin
    13.9%
    FCF yield
    1.6%

    TSEM Competitors

    CompanyTicker
    Godaddy IncGDDY
    Manhattan Associates IncMANH
    Check Point Software Technologies LtdCHKP
    DocuSign IncDOCU
    Zebra Technologies CorporationZBRA
    MACOM Technology Solutions Holdings IncMTSI
    Fidelity National Information Services IncFIS
    Grab Holdings LtdGRAB

    Sector: Technology

    TSEM Analyst Ratings

    Consensus
    Buy
    Analysts
    9
    Strong Buy
    1
    Buy
    7
    Hold
    1
    Sell
    0
    Strong Sell
    0

    TSEM Bull Case vs Bear Case

    Bull case

    • TSEM beat EPS estimates in 100.0% of its last 8 reported quarters.
    • TSEM grew quarterly revenue 33.0% year over year.
    • 88.9% of TSEM's analyst ratings are Buy or Strong Buy.

    Bear case

    • TSEM trades at 42.0x trailing earnings.

    TSEM Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    12.2%
    EPS estimate (fiscal period ending Dec 31, 2026)
    $1.51

    TSEM Earnings Date

    TSEM reports Feb 9, 2027, before the open. The date is estimated.

    TSEM Earnings Call

    The latest TSEM earnings call transcript on file is labeled 2026Q3.

    Read the 2026Q3 transcript

    Frequently Asked Questions About TSEM

    When does TSEM report earnings?

    Tower Semiconductor Ltd (TSEM) is expected to report earnings on Feb 9, 2027.

    Does TSEM pay dividends?

    Tower Semiconductor Ltd (TSEM) does not currently pay a regular dividend.

    What is TSEM's P/E ratio?

    Tower Semiconductor Ltd has a price-to-earnings (P/E) ratio of 42.00.

    What is TSEM's market cap?

    Tower Semiconductor Ltd (TSEM) has a market capitalization of $14.87B with a current stock price of $137.34.

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