Taylor Frigon Capital Management LLC Cuts Stock Holdings in Tower Semiconductor Ltd. $TSEM

Posted by Brenda Bartman on Jul 9th, 2026

Taylor Frigon Capital Management LLC lessened its position in shares of Tower Semiconductor Ltd. (NASDAQ:TSEM – Free Report) by 43.6% in the first quarter, Holdings Channel.com reports. The firm owned 16,793 shares of the semiconductor company’s stock after selling 12,965 shares during the period. Tower Semiconductor makes up about 1.7% of Taylor Frigon Capital Management LLC’s investment portfolio, making the stock its 5th largest position. Taylor Frigon Capital Management LLC’s holdings in Tower Semiconductor were worth $2,947,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Y.D. More Investments Ltd boosted its position in shares of Tower Semiconductor by 4.6% during the fourth quarter. Y.D. More Investments Ltd now owns 1,009,846 shares of the semiconductor company’s stock worth $118,084,000 after buying an additional 44,401 shares during the period. Migdal Insurance & Financial Holdings Ltd. raised its position in Tower Semiconductor by 0.8% in the 4th quarter. Migdal Insurance & Financial Holdings Ltd. now owns 3,002,806 shares of the semiconductor company’s stock valued at $352,589,000 after buying an additional 25,000 shares during the last quarter. Granahan Investment Management LLC lifted its stake in Tower Semiconductor by 42.6% in the 3rd quarter. Granahan Investment Management LLC now owns 178,188 shares of the semiconductor company’s stock valued at $12,883,000 after acquiring an additional 53,208 shares in the last quarter. Rockingstone Advisors LLC bought a new stake in Tower Semiconductor in the 4th quarter valued at approximately $5,296,000. Finally, GF Fund Management CO. LTD. boosted its position in Tower Semiconductor by 26,835.5% during the 4th quarter. GF Fund Management CO. LTD. now owns 308,412 shares of the semiconductor company’s stock worth $36,214,000 after acquiring an additional 307,267 shares during the last quarter. Institutional investors and hedge funds own 70.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Wedbush raised their price target on shares of Tower Semiconductor from $140.00 to $300.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Susquehanna boosted their price objective on shares of Tower Semiconductor from $180.00 to $330.00 and gave the stock a “positive” rating in a research report on Thursday, May 14th. Finally, Benchmark increased their target price on shares of Tower Semiconductor from $230.00 to $335.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $276.75.

Read Our Latest Research Report on TSEM

Tower Semiconductor Price Performance

NASDAQ:TSEM opened at $216.70 on Thursday. Tower Semiconductor Ltd. has a 52-week low of $43.12 and a 52-week high of $319.94. The company has a market cap of $24.37 billion, a P/E ratio of 100.79 and a beta of 0.87. The company has a debt-to-equity ratio of 0.04, a quick ratio of 4.92 and a current ratio of 5.63. The stock’s 50-day simple moving average is $252.27 and its 200 day simple moving average is $184.38.

Tower Semiconductor Company Profile

(Free Report)

Tower Semiconductor, traded on NASDAQ under the symbol TSEM, is a specialty foundry company that provides analog and mixed-signal semiconductor manufacturing services to a broad array of customers worldwide. The company focuses on delivering tailored process technologies for high-growth markets, including radio frequency (RF), power management, imaging, automotive electronics, and Internet of Things (IoT) applications. By combining deep process know-how with flexible manufacturing capabilities, Tower Semiconductor supports the development and volume production of advanced semiconductor devices for fabless and integrated device manufacturer customers.

The company’s technology portfolio spans standard and specialty processes such as CMOS, BiCMOS, high-voltage, radio frequency, silicon photonics, micro-electromechanical systems (MEMS) and image sensor production.