Tower Semiconductor (NASDAQ:TSEM) Stock Price Target Lowered at Susquehanna

Posted by Francis Steltz on Nov 3rd, 2026

Tower Semiconductor (NASDAQ:TSEM – Get Free Report) had its target price lowered by research analysts at Susquehanna from $355.00 to $305.00 in a report released on Tuesday, Benzinga reports. The brokerage currently has a “positive” rating on the semiconductor company’s stock. Susquehanna‘s price objective suggests a potential upside of 96.37% from the company’s previous close.

Other equities research analysts have also issued reports about the stock. Weiss Ratings lowered shares of Tower Semiconductor from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, August 18th. UBS Group reissued a “buy” rating on shares of Tower Semiconductor in a report on Wednesday, July 15th. Benchmark restated a “buy” rating on shares of Tower Semiconductor in a research report on Wednesday, August 5th. Stifel Nicolaus dropped their price objective on Tower Semiconductor from $270.00 to $235.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, Wedbush restated a “neutral” rating and issued a $190.00 price target on shares of Tower Semiconductor in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Tower Semiconductor has a consensus rating of “Moderate Buy” and a consensus price target of $291.71.

View Our Latest Research Report on TSEM

Tower Semiconductor Stock Performance

Shares of NASDAQ:TSEM opened at $155.32 on Tuesday. The company has a market capitalization of $17.47 billion, a price-to-earnings ratio of 61.39 and a beta of 0.89. The firm’s 50 day simple moving average is $211.30 and its 200 day simple moving average is $204.38. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.91 and a quick ratio of 4.31. Tower Semiconductor has a fifty-two week low of $80.63 and a fifty-two week high of $319.94.

Tower Semiconductor (NASDAQ:TSEM – Get Free Report) last released its quarterly earnings data on Monday, November 2nd. The semiconductor company reported $1.05 earnings per share for the quarter, missing the consensus estimate of $1.07 by ($0.02). The firm had revenue of $526.16 million for the quarter, compared to the consensus estimate of $521.83 million. Tower Semiconductor had a return on equity of 9.83% and a net margin of 16.94%. The firm’s revenue was up 32.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.47 EPS. As a group, sell-side analysts forecast that Tower Semiconductor will post 3.56 earnings per share for the current year.

Insider Buying and Selling at Tower Semiconductor

In other Tower Semiconductor news, CEO Russell Ellwanger sold 104,226 shares of the stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $248.34, for a total transaction of $25,883,484.84. Following the completion of the transaction, the chief executive officer owned 526,788 shares in the company, valued at approximately $130,822,531.92. This represents a 16.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Yoav Chelouche sold 232 shares of the stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $215.06, for a total value of $49,893.92. Following the transaction, the director owned 33,734 shares of the company’s stock, valued at approximately $7,254,834.04. This trade represents a 0.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 181,767 shares of company stock worth $45,610,065 over the last ninety days. 1.00% of the stock is currently owned by insiders.

Institutional Trading of Tower Semiconductor

A number of institutional investors have recently modified their holdings of TSEM. Rakuten Investment Management Inc. bought a new position in shares of Tower Semiconductor during the third quarter worth about $4,056,000. Sumitomo Mitsui Trust Group Inc. acquired a new stake in Tower Semiconductor in the 3rd quarter valued at approximately $1,139,000. Mirae Asset Global Investments Co. Ltd. bought a new stake in Tower Semiconductor in the 3rd quarter valued at approximately $46,661,000. Pinnacle Wealth Planning Services Inc. lifted its stake in Tower Semiconductor by 83.2% in the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 339 shares of the semiconductor company’s stock valued at $77,000 after acquiring an additional 154 shares in the last quarter. Finally, NTV Asset Management LLC bought a new stake in Tower Semiconductor in the 3rd quarter valued at approximately $654,000. 70.51% of the stock is currently owned by institutional investors.

Trending Headlines about Tower Semiconductor

Here are the key news stories impacting Tower Semiconductor this week:

Positive Sentiment: Tower reported record third-quarter revenue of $526.2 million, up 32.8% year over year and ahead of the $521.8 million consensus estimate. Management also forecast fourth-quarter revenue of $570 million to $630 million, with the midpoint above consensus and implying continued record growth. Tower Semiconductor Reports Record Third-Quarter 2026 Results
Positive Sentiment: The company said it is advancing near-package optical technology with Innolight for artificial-intelligence infrastructure. The collaboration could strengthen Tower’s exposure to AI-related demand and higher-growth optical connectivity markets. Tower Semiconductor and Innolight Advance Near-Package Optics for AI Infrastructure
Positive Sentiment: Stifel Nicolaus maintained a “buy” rating, indicating confidence in Tower’s long-term outlook, although its target remains well above the current share price. Stifel Nicolaus Tower Semiconductor Ratings
Neutral Sentiment: Management’s fourth-quarter revenue guidance spans $570 million to $630 million versus a $578.4 million consensus estimate. While the midpoint is favorable, the broad range leaves room for uncertainty.
Negative Sentiment: Third-quarter adjusted earnings of $1.05 per share narrowly missed the $1.07 estimate, potentially disappointing investors despite the revenue beat and substantial year-over-year earnings growth. Tower Semiconductor Third-Quarter Earnings Report
Negative Sentiment: Stifel lowered its price target from $270 to $235. The continued “buy” rating is supportive, but the target reduction signals more cautious expectations after the stock’s sharp run-up and elevated valuation.

About Tower Semiconductor

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Tower Semiconductor Ltd. is an Israeli specialty semiconductor foundry that manufactures integrated circuits for fabless semiconductor companies, integrated device manufacturers and system companies. The company provides process technologies and production services rather than selling branded end-user electronics.

Its offerings include analog and mixed-signal technologies, radio-frequency and high-voltage circuits, power management solutions, image sensors, and specialty memory products.