Tower Semiconductor Ltd (TSEM)

Nov 2, 2026

Tower Semiconductor Ltd. has published its slide deck in conjunction with their 2026 Q3 earnings call. The company reported an EPS of $1.15, beating estimates by $0.08, and revenue of $526.16M, a 32.98% year-over-year increase, beating estimates by $4.10M.

Nov 2, 2026

Tower Semiconductor Ltd. (NASDAQ: TSEM) stock gained after reporting record third-quarter 2026 results that surpassed analyst estimates and providing strong fourth-quarter guidance. The company's adjusted earnings of $1.15 per share beat expectations, with revenue jumping 33% year-over-year to a record $526.161 million. CEO Russell Ellwanger expects Tower to enter its strongest growth phase, with annual revenue projected to reach $2 billion in 2026, driven by demand for high-speed connectivity technologies.

Nov 2, 2026

Israeli chip company Tower Semiconductor Ltd. exceeded analyst expectations in its third-quarter financial results and plans to hire 150 new employees in Israel, demonstrating confidence in expanding production capacity. The company reported significant revenue growth and provided strong guidance for the fourth quarter and 2026, driven by increasing demand in its core businesses, especially high-speed connectivity. Tower aims for substantial long-term growth and shareholder value through technology leadership, expanding capacity, and customer alignment.

Nov 1, 2026

China Universal Asset Management Co. Ltd. significantly reduced its stake in Tower Semiconductor Ltd. (NASDAQ:TSEM) by 63.7% in the third quarter, selling 6,053 shares and retaining 3,450 shares valued at approximately $809,000. Despite this institutional selling and recent insider sales totaling $45.6 million, analysts maintain a "Moderate Buy" rating with an average price target of $316.00. The company recently surpassed earnings and revenue expectations, but its shares opened down 11.4% and remain well below their 52-week high.

Oct 27, 2026

Tower Semiconductor is facing a critical moment with its Q3 earnings report, which will reveal whether its ambitious $1.2 billion profit target for 2028 is on track. The company's silicon photonics business has seen explosive growth, and upcoming results will confirm if capacity expansions and customer commitments are solidifying this trajectory. With a premium valuation and reliance on a few hyperscalers, Tower has little margin for error.

Oct 27, 2026

Tower Semiconductor Ltd. (TSEM) stock rose 8.81% following an expanded multi-year silicon germanium (SiGe) manufacturing agreement with Semtech. This deal secures dedicated SiGe capacity for Semtech's AI interconnect components across TSEM's global fabs, directly tying TSEM to the booming AI data center demand. Traders are focusing on this strategic positioning and the upcoming Q3 2026 earnings call as key catalysts for the stock.