Tower Semiconductor is executing a sharp profitability inflection, with gross margin expanding 840 basis points year-over-year to 29.9% in 2026Q2 and operating income surging 126% on 23.7% revenue growth, reflecting strong pricing power and operating leverage....
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Revenue growth accelerated to 23.7% year-over-year in 2026Q2, with gross margin expanding 840 basis points to 29.9% and operating margin reaching 19.6%, the highest in ten quarters, though net income was boosted by a tax benefit.
Tower Semiconductor is an independent semiconductor foundry with a focus on analog and mixed-signal technologies, serving a global customer base.
The company operates internationally, providing semiconductor manufacturing services to diverse markets, enhancing its revenue potential.
Tower Semiconductor offers advanced technology and process platforms for integrated circuits, positioning it as a key player in the semiconductor industry.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $0.88+16.1% vs $0.76 | $460M+1.2% vs $455M |
Q2 2026 May 13, 2026 | $0.65+15.5% vs $0.56 | $414M+0.7% vs $411M |
Q1 2026 Feb 11, 2026 | $0.78+16.4% vs $0.67 | $440M+0.1% vs $440M |
Q4 2025 Nov 10, 2025 | $0.55+1.3% vs $0.54 | $396M+0.2% vs $395M |
On October 01, 2026, Tower Semiconductor Ltd (TSEM) shares rose 6.1% to a current price of $241.30, experiencing significant price movements within the last yea
Tower Semiconductor Ltd. (NASDAQ: TSEM - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the ten analysts that are covering the firm, Marketbeat.com reports. Two analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has issued a strong buy recommendation on the company.
Chip stocks rebounded on Friday after declining for two straight days. Tower Semiconductor was among the leaders.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Benchmark TSEM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Tower Semiconductor Ltd. (TSEM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $240.81 | $27.17B | 124.13 | 9.05% | 14.08% | 7.95% | — | |
| $50.17 | $27.53B | 31.55 | 0.61% | 10.32% | 6.05% | — | |
| $26.27 | $65.53B | 50.02 | 2.26% | 33.29% | 20.98% | — | |
| $119.33 | $601.9B | -2025.98 | -0.47% | -19.79% | -9.58% | — | |
| $84.89 | $33.04B | 292.72 | -15.35% | 10.17% | 8.35% | — | |
| $35.28 | $18.27B | -1.03 | -6.14% | -159.3% | -282.74% | — |
Tower Semiconductor Ltd. (TSEM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Tower Semiconductor Ltd. (TSEM) stock FAQ — growth, dividends, profitability & financials explained
Tower Semiconductor Ltd. (TSEM) reported $1.71B in revenue for fiscal year 2025. This represents a 1646% increase from $97.9M in 1996.
Tower Semiconductor Ltd. (TSEM) grew revenue by 9.1% over the past year. This is steady growth.
Yes, Tower Semiconductor Ltd. (TSEM) is profitable, generating $289.6M in net income for fiscal year 2025 (14.1% net margin).
Tower Semiconductor Ltd. (TSEM) has a return on equity (ROE) of 8.0%. This is below average, suggesting room for improvement.
Tower Semiconductor Ltd. (TSEM) generated $304.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
