Tower Semiconductor (NASDAQ:TSEM) Price Target Raised to $165.00

Tower Semiconductor (NASDAQ:TSEM) had its target price boosted by stock analysts at Benchmark from $150.00 to $165.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Benchmark’s price target would suggest a potential upside of 22.91% from the company’s previous close.

A number of other brokerages have also recently commented on TSEM. Susquehanna lifted their target price on Tower Semiconductor from $100.00 to $135.00 and gave the stock a “positive” rating in a report on Tuesday, November 11th. Wedbush lowered shares of Tower Semiconductor from an “outperform” rating to a “neutral” rating and set a $125.00 price objective for the company. in a research note on Wednesday, December 31st. Barclays raised their target price on shares of Tower Semiconductor from $74.00 to $97.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 11th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Tower Semiconductor in a report on Monday, December 29th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $130.50.

Tower Semiconductor Stock Down 1.7%

Shares of TSEM opened at $134.24 on Thursday. The business’s 50 day simple moving average is $125.12 and its 200-day simple moving average is $90.74. Tower Semiconductor has a 1 year low of $28.64 and a 1 year high of $149.57. The company has a quick ratio of 5.54, a current ratio of 6.61 and a debt-to-equity ratio of 0.05.

Tower Semiconductor (NASDAQ:TSEM) last released its quarterly earnings results on Wednesday, February 11th. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.03. Tower Semiconductor had a net margin of 12.92% and a return on equity of 7.16%. The company had revenue of $440.21 million for the quarter, compared to the consensus estimate of $439.81 million. During the same quarter in the prior year, the firm earned $0.49 earnings per share. Tower Semiconductor’s revenue was up 13.7% on a year-over-year basis. Equities research analysts anticipate that Tower Semiconductor will post 1.67 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Capital International Investors bought a new stake in Tower Semiconductor during the 4th quarter valued at $222,530,000. Goldman Sachs Group Inc. raised its holdings in shares of Tower Semiconductor by 214.7% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,206,467 shares of the semiconductor company’s stock valued at $259,083,000 after acquiring an additional 1,505,421 shares in the last quarter. WT Asset Management Ltd purchased a new stake in Tower Semiconductor in the fourth quarter worth about $78,967,000. Park West Asset Management LLC purchased a new stake in Tower Semiconductor in the third quarter worth about $42,657,000. Finally, Balyasny Asset Management L.P. grew its holdings in Tower Semiconductor by 565.6% during the 3rd quarter. Balyasny Asset Management L.P. now owns 444,800 shares of the semiconductor company’s stock worth $32,159,000 after acquiring an additional 377,975 shares in the last quarter. Institutional investors own 70.51% of the company’s stock.

Key Headlines Impacting Tower Semiconductor

Here are the key news stories impacting Tower Semiconductor this week:

• Positive Sentiment: TSEM beat Q4 estimates: EPS $0.70 vs. $0.67 consensus and revenue $440.2M (up 13.7% YoY), confirming improving profitability and topline momentum. MarketBeat Q4 results
• Positive Sentiment: Company reported record quarterly revenue and cited strong AI-driven chip demand (including silicon photonics) as a key driver — supports revenue durability in AI cycle. Business Insider: Record revenue
• Positive Sentiment: TSEM raised its Q1 sales target (revenue guidance range ~$391.4M–$432.6M vs. consensus ~$407.6M), signaling confidence about near-term demand. Investor’s Business Daily: Raises Q1 sales target
• Positive Sentiment: Management is executing a sizable capex ramp to expand AI-related capacity — a growth investment that could support higher long-term revenue and margins if demand holds. Benzinga: Massive capex ramp
• Neutral Sentiment: Full earnings call transcript and slide deck are available for investors to assess management commentary and backlog details. Seeking Alpha transcript
• Neutral Sentiment: Multiple press summaries (WTOP, Yahoo) recap the beat and point to AI demand; useful for quick checks but add little new forward guidance. WTOP earnings snapshot
• Negative Sentiment: Higher capex and a revised model toward more investment introduce execution risk and could pressure near-term free cash flow and returns if AI demand softens; watch guidance cadence and margin trends. MSN: Revises model to higher investment

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.