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Stifel Starts Tower Semiconductor (TSEM) at Buy, Top Pick

Tue, 01 Sep 2026 16:13:06 -0400

(Updated - September 1, 2026 4:13 PM EDT)

Stifel analyst Sahej Singh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $270.00.

The analyst comments "High-Conviction Idiosyncratic Growth via Contracted Backlog and Longer-Tailed Visibility, Driving Structural Margin Improvement: Tower holds $1.3V of contractually committed SiPho revenue, backed by ~$290mn of customer prepayments, and it recently raised the 2028 target business model to $3.6B of revenue (up ~$800mn, nearly all SiPho, not reflected in the backlog figure), 45.3% gross margin and 38.3% of operating margin, effectively pointing to ~$2.1B of SiPho visibility on incremental adj-OM we

Stifel Starts Tower Semiconductor (TSEM) at Buy, Top Pick

Tue, 01 Sep 2026 16:13:06 -0400

(Updated - September 1, 2026 4:13 PM EDT)

Stifel analyst Sahej Singh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $270.00.

Stifel Starts Tower Semiconductor (TSEM) at Buy, Top Pick

Tue, 01 Sep 2026 16:13:06 -0400

(Updated - September 1, 2026 4:13 PM EDT)

Stifel analyst Sahej Singh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $270.00.

Stifel Starts Tower Semiconductor (TSEM) at Buy, Top Pick

Tue, 01 Sep 2026 16:13:06 -0400

(Updated - September 1, 2026 4:13 PM EDT)

Stifel analyst Sahej Singh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $270.00.

Stifel Starts Tower Semiconductor (TSEM) at Buy, Top Pick

Tue, 01 Sep 2026 16:13:06 -0400

(Updated - September 1, 2026 4:13 PM EDT)

Stifel analyst Sahej Singh initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $270.00.

Form 6-K TOWER SEMICONDUCTOR LTD For: Jun 30

Mon, 17 Aug 2026 06:07:00 -0400

si-local-file:///var/storage/secattach/20260817/26934309.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Jun 30

Mon, 17 Aug 2026 06:07:00 -0400

si-local-file:///var/storage/secattach/20260817/26934309.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Jun 30

Mon, 17 Aug 2026 06:07:00 -0400

si-local-file:///var/storage/secattach/20260817/26934309.html

Form 4 TOWER SEMICONDUCTOR LTD For: Aug 10 Filed by: Ellwanger Russell Craig

Wed, 12 Aug 2026 11:31:00 -0400

si-local-file:///var/storage/secattach/20260812/26911048.html

Form 4 TOWER SEMICONDUCTOR LTD For: Aug 10 Filed by: Ellwanger Russell Craig

Wed, 12 Aug 2026 11:31:00 -0400

si-local-file:///var/storage/secattach/20260812/26911048.html

Form 4 TOWER SEMICONDUCTOR LTD For: Aug 10 Filed by: Ellwanger Russell Craig

Wed, 12 Aug 2026 11:31:00 -0400

si-local-file:///var/storage/secattach/20260812/26911048.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 12

Wed, 12 Aug 2026 06:05:00 -0400

si-local-file:///var/storage/secattach/20260812/26908337.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 12

Wed, 12 Aug 2026 06:05:00 -0400

si-local-file:///var/storage/secattach/20260812/26908337.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 12

Wed, 12 Aug 2026 06:05:00 -0400

si-local-file:///var/storage/secattach/20260812/26908337.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 11

Tue, 11 Aug 2026 06:07:00 -0400

si-local-file:///var/storage/secattach/20260811/26900709.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 11

Tue, 11 Aug 2026 06:07:00 -0400

si-local-file:///var/storage/secattach/20260811/26900709.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 11

Tue, 11 Aug 2026 06:07:00 -0400

si-local-file:///var/storage/secattach/20260811/26900709.html

BofA Securities Starts Tower Semiconductor (TSEM) at Buy

Fri, 07 Aug 2026 02:56:30 -0400

BofA Securities analyst Oliver Wong initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $367.00.

The analyst comments: “We initiate coverage of Tower Semiconductor, an Israel-based foundry specializing in high-value analog and mixed signal manufacturing with fabs in Israel, US, and Japan. Tower has market-leading share in manufacturing the SiPho PICs that are used for pluggable transceivers in AI data centers, and we estimate SiPho revenue doubling in 2026E, with visibility to further growth in 2027E and beyond. We project the optical buildout in and around data centers to drive 62% EBITDA CAGR for

BofA Securities Starts Tower Semiconductor (TSEM) at Buy

Fri, 07 Aug 2026 02:56:30 -0400

BofA Securities analyst Oliver Wong initiates coverage on Tower Semiconductor (NASDAQ: TSEM) with a Buy rating and a price target of $367.00.

Benchmark Reiterates Buy Rating on Tower Semiconductor (TSEM)

Wed, 05 Aug 2026 11:09:36 -0400

Benchmark analyst Cody Acree reiterated a Buy rating and $335.00 price target on Tower Semiconductor (NASDAQ: TSEM).

The analyst commented, "The shares’ reversal from a hard pre-market selloff to positive territory better reflects the operating result than the opening move. In our opinion, the initial pressure was driven by contemporaneous speculation that the FCC may restrict Chinese-made optical transceivers, creating perceived exposure through China-based module customers such as InnoLight and Eoptolink. Management declined public comment. The stock improved as investors separated that unconfirmed policy risk from Tower’s record guide, SiPho conversion and margin leverage; the fact that the FY28 model and

Tower Semiconductor (TSEM) Tops Q2 EPS by 21c ; Offers Guidance

Tue, 04 Aug 2026 07:18:45 -0400

Tower Semiconductor (NASDAQ: TSEM) reported Q2 EPS of $0.88, $0.21 better than the analyst estimate of $0.67. Revenue for the quarter came in at $460.08 million versus the consensus estimate of $437.33 million.

GUIDANCE:

Tower Semiconductor sees Q3 2026 revenue of ~$520 million, versus the consensus of $490 million.

For earnings history and earnings-related data on Tower Semiconductor (TSEM) click here.

Tower Semiconductor (TSEM) Tops Q2 EPS by 21c ; Offers Guidance

Tue, 04 Aug 2026 07:18:45 -0400

GUIDANCE:

Tower Semiconductor sees Q3 2026 revenue of ~$520 million, versus the consensus of $490 million.

For earnings history and earnings-related data on Tower Semiconductor (TSEM) click here.

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 04

Tue, 04 Aug 2026 07:05:00 -0400

si-local-file:///var/storage/secattach/20260804/26861412.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 04

Tue, 04 Aug 2026 07:05:00 -0400

si-local-file:///var/storage/secattach/20260804/26861412.html

Form 6-K TOWER SEMICONDUCTOR LTD For: Aug 04

Tue, 04 Aug 2026 07:05:00 -0400

si-local-file:///var/storage/secattach/20260804/26861412.html