US · Technology · Semiconductors
EPS came in at 1.05 against a street estimate of 0.98 — a beat of 7.1%.
Analysts rate Tower Semiconductor Ltd a strong buy (8 buy, 1 hold, 0 sell out of 9) with an average price target of $298.41.
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. | 6.19% |
| Clal Insurance Enterprises Holdings Ltd | 4.10% |
| Phoenix Financial Ltd | 3.09% |
| BlackRock Inc | 2.90% |
| Vanguard Capital Management, LLC | 2.77% |
| Jane Street Group LLC | 2.58% |
| Harel Insurance Invests & Fin Srvcs Ltd | 2.01% |
| RIMA MANAGEMENT, LLC | 1.61% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 BUSINESS & SEGMENT HIGHLIGHTS • Tower Semiconductor and Innolight announced continued collaboration on Near-Package Optics (NPO) for AI and cloud inf | 2026-11-03 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $526 million, up 33% year over year from $396 million. • Gross profit was $179 million, up 92% fro | 2026-11-02 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.