US · Technology · Semiconductors
EPS came in at 0.79 against a street estimate of 0.69 — a beat of 14.5%.
Analysts rate Tower Semiconductor Ltd a strong buy (8 buy, 1 hold, 0 sell out of 9) with an average price target of $312.93.
CONFIDENT Tower reported record Q2 revenue of $460M (+24% YoY), 30% gross margin, and updated 2028 model to $3.6B revenue with 33% net margin. Dual-track Japan expansion announced with government support. Strong silicon photonics demand driving growth. Q2 2026 Track 1 (Fab 6 repurposing + Fab 7 maximization) for 300mm SiPho/SiGe, production-ready Q4 2027. Track 2 adds adjacent 300mm fab, 4x capacity increase, targeting Q4 2028 completion. Both supported by Japan's METI. U.S. fabs continue receiving capacity investments alongside Japan hub. Analysts probed Track 2 timeline/capacity, NPO content economics, regional manufacturing strategy, and model sensitivity. Management deferred Track 2 specifics to final negotiations (updating early 2027), confirmed NPO adds packaging enablement (not per-se packaging revenue), and emphasized Japan for quality/geopolitical neutrality not U.S. replacement…
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| Fund | Stake |
|---|---|
| T. Rowe Price Associates, Inc. | 6.21% |
| Clal Insurance Enterprises Holdings Ltd | 4.12% |
| Phoenix Financial Ltd | 3.10% |
| BlackRock Inc | 2.91% |
| Vanguard Capital Management, LLC | 2.78% |
| Jane Street Group LLC | 2.59% |
| Harel Insurance Invests & Fin Srvcs Ltd | 2.02% |
| RIMA MANAGEMENT, LLC | 1.61% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Tower Semiconductor is asking shareholders to approve an amended and restated compensation policy for directors and executive offi | 2026-10-13 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Tower Semiconductor will release its third-quarter 2026 financial results on Monday, November 2, 2026. • The company will provide | 2026-10-13 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Tower Semiconductor and Semtech announced an expanded multi-year agreement based on their 20-year partnership. • Semtech will inv | 2026-10-13 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Tower Semiconductor announced its 2026 Technical Global Symposium will take place on November 17, 2026, in Santa Clara, California | 2026-09-23 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Tower Semiconductor and NewPhotonics announced the beginning of high-volume shipments of laser-integrated, serviceable optical eng | 2026-09-17 |
| Current report (6-K) · Q3 2026 BUSINESS & SEGMENT HIGHLIGHTS • Tower Semiconductor will participate in ECOC 2026 in Malaga, Spain, from September 21–23, 2026, at booth #C1014. • T | 2026-09-15 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Six-month 2026 revenue was $873.710 million, up from $730.231 million in 2025, an increase of approximately 20%. • Second-quarter | 2026-08-17 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Tower Semiconductor filed its Form 20-F for the fiscal year ended December 31, 2025, using U.S. GAAP. • The company had 112,534,4 | 2026-04-30 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.