Tower Semiconductor Ltd. (TSEM) Price Target Analysis
Wall Street analyst price targets, ratings consensus & upside potential · Updated May 1, 2026
Current Price
$216.87
Price Target
$154.00
Target Range
$140.00 — $180.00
Analyst Rating
Buy
Forward P/E72.5x
Trailing P/E111.8x
Forward PEG3.52
Implied Growth+55.0%
Median Target$142.00
Analyst Spread26.0%
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Bear Case
$140
-35.4%
Consensus
$154
-29.0%
Bull Case
$180
-17.0%
Valuation Model TargetsConfidence: 53/100
Bear$61
Base$217
Bull$515
TSEM Price Target Analysis
Updated May 7, 2026As of May 7, 2026, Tower Semiconductor Ltd. (TSEM) has a Wall Street consensus price target of $154.00, based on estimates from 14 covering analysts. With the stock currently trading at $216.87, this represents a potential downside of -29.0%. The company has a market capitalization of $24.39B.
Analyst price targets range from a low of $140.00 to a high of $180.00, representing a 26% spread in expectations. The median target of $142.00 differs from the mean, suggesting potential outlier estimates.
The current analyst consensus rating is Buy, with 10 analysts rating the stock as a Buy or Strong Buy,4 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, TSEM trades at a trailing P/E of 111.8x and forward P/E of 72.5x. The forward PEG ratio of 3.52 reflects a premium valuation. Analysts expect EPS to grow +55.0% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $216.87, with bear and bull scenarios of $60.97 and $514.81 respectively. Model confidence stands at 53/100, reflecting moderate uncertainty in projections.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Technology stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside-20.9%
Avg Forward P/E41.6x
Peers with Coverage10 / 10
| Company | Market Cap | Price | Target | Upside | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 GFSGLOBALFOUNDRIES Inc. | $40.2B | $72.30 | $51.14 | -29.3% | Buy | 39.2x | 19 |
 UMCUnited Microelectronics Corporation | $38.0B | $15.22 | $8.60 | -43.5% | Hold | 22.3x | 15 |
 INTCIntel Corporation | $567.4B | $113.01 | $77.18 | -31.7% | Hold | 108.4x | 84 |
 ONON Semiconductor Corporation | $41.5B | $105.77 | $62.40 | -41.0% | Buy | 36.1x | 45 |
 WOLFWolfspeed, Inc. | $1.9B | $42.97 | $20.00 | -53.5% | Hold | — | 19 |
 SWKSSkyworks Solutions, Inc. | $9.8B | $64.97 | $62.75 | -3.4% | Buy | 13.8x | 59 |
 QRVOQorvo, Inc. | $8.2B | $88.94 | $85.29 | -4.1% | Hold | 13.7x | 42 |
 AMATApplied Materials, Inc. | $339.9B | $428.62 | $426.39 | -0.5% | Buy | 38.7x | 53 |
 LRCXLam Research Corporation | $371.1B | $297.17 | $290.65 | -2.2% | Buy | 52.6x | 50 |
 KLACKLA Corporation | $238.6B | $1816.29 | $1819.38 | +0.2% | Buy | 49.4x | 44 |
Upside Potential Comparison
KLACAMATLRCXSWKSQRVOGFSINTCONFull TSEM Stock Analysis
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Start ComparisonTSEM — Frequently Asked Questions
Quick answers to the most common questions about buying TSEM stock.
What is the TSEM stock price target for 2026?
TSEM's consensus price target is $154, -29.0% below the current price of $216.87. The 14 analysts tracking TSEM see downside risk at present valuations.
Is TSEM a buy, sell, or hold?
TSEM has a consensus rating of "Buy" based on 14 Wall Street analysts. The rating breakdown is predominantly bullish, with 10 Buy/Strong Buy ratings. The consensus 12-month price target of $154 implies -29.0% downside from current levels.
Is TSEM stock overvalued or undervalued?
At a forward P/E of 72.4712x, TSEM trades at a premium valuation. The consensus price target of $154 (-29.0% downside) suggests analysts may view current valuations as stretched.
How high can TSEM stock go?
The most bullish Wall Street analyst has a price target of $180 for TSEM, while the most conservative target is $140. The consensus of $154 represents the median expectation. Our quantitative valuation model projects a bull case target of $515 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover TSEM stock?
TSEM is moderately covered, with 14 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 10 have Buy ratings, 4 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the TSEM stock forecast?
The 12-month TSEM stock forecast based on 14 Wall Street analysts shows a consensus price target of $154, with estimates ranging from $140 (bear case) to $180 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $217, with bear/bull scenarios of $61/$515.
What is TSEM's fair value based on fundamentals?
Our quantitative valuation model calculates TSEM's fair value at $217 (base case), with a bear case of $61 and bull case of $515. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 53/100.
What is TSEM's forward P/E ratio?
TSEM trades at a forward P/E ratio of 72.5x based on next-twelve-months earnings estimates compared to a trailing P/E of 111.8x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Should I buy TSEM stock?
Analysts are cautious on TSEM, with 0 Sell ratings and a price target of $154 (-29.0% from current price). The "Buy" consensus suggests careful evaluation before buying. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do TSEM price targets vary so much?
TSEM analyst price targets range from $140 to $180, a 26% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $154 consensus represents the middle ground. Our model's $61-$515 range provides an independent fundamental perspective.