Tower Semiconductor Ltd.

NasdaqGS:TSEM Stock Report

Market Cap: US$21.1b

Tower Semiconductor Future Growth

Future criteria checks 4/6

Tower Semiconductor is forecast to grow earnings and revenue by 38% and 19.2% per annum respectively while EPS is expected to grow by 35.8% per annum.

Key information

38.0%

Earnings growth rate

35.77%

EPS growth rate

Semiconductor earnings growth24.6%
Revenue growth rate19.2%
Future return on equityn/a
Analyst coverage

Good

Last updated26 Mar 2026

Recent future growth updates

Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Nov 13
Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Recent updates

Future Silicon Photonics Demand And Heavy Capex Will Likely Pressure Margins

Catalysts About Tower Semiconductor Tower Semiconductor operates analog focused foundries that manufacture power management, RF, imaging and silicon photonics chips for customers across communications, computing, automotive and industrial end markets. What are the underlying business or industry changes driving this perspective?

Tower Semiconductor (TSEM): The Analog Engine Powering the AI Power Delivery Boom

Tower Semiconductor (TSEM) is emerging as a critical "sleeper" in the 2026 AI infrastructure trade, closing the March 18 session at $141.96 USD. While most investors focus on GPU manufacturers, Tower has carved out a dominant niche in high-value analog solutions, specifically in Silicon Photonics (SiPho) and power management.

Tower Semiconductor: The Hidden AI Photonics Winner

Mar 13

Tower Semiconductor (NASDAQ:TSEM) Seems To Use Debt Quite Sensibly

Dec 26
Tower Semiconductor (NASDAQ:TSEM) Seems To Use Debt Quite Sensibly

Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Nov 13
Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

After Leaping 40% Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Are Not Flying Under The Radar

Nov 12
After Leaping 40% Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Are Not Flying Under The Radar

Why Tower Semiconductor Ltd. (NASDAQ:TSEM) Could Be Worth Watching

Sep 30
Why Tower Semiconductor Ltd. (NASDAQ:TSEM) Could Be Worth Watching

Tower Semiconductor (NASDAQ:TSEM) Has A Pretty Healthy Balance Sheet

Sep 16
Tower Semiconductor (NASDAQ:TSEM) Has A Pretty Healthy Balance Sheet

Tower Semiconductor Ltd. (NASDAQ:TSEM) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Aug 29
Tower Semiconductor Ltd. (NASDAQ:TSEM) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Investor Optimism Abounds Tower Semiconductor Ltd. (NASDAQ:TSEM) But Growth Is Lacking

Jun 18
Investor Optimism Abounds Tower Semiconductor Ltd. (NASDAQ:TSEM) But Growth Is Lacking

Is Tower Semiconductor (NASDAQ:TSEM) Using Too Much Debt?

May 31
Is Tower Semiconductor (NASDAQ:TSEM) Using Too Much Debt?

When Should You Buy Tower Semiconductor Ltd. (NASDAQ:TSEM)?

Apr 25
When Should You Buy Tower Semiconductor Ltd. (NASDAQ:TSEM)?

Tower Semiconductor: Why I Am Optimistic Ahead Of Q4 2024 Earnings

Jan 29

Tower Semiconductor Earnings: Fantastic YTD Run, Looking For A Pullback

Nov 04

AI-Driven Growth And A Strong Balance Sheet Make Tower Semiconductor Shine

Oct 14
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Silicon Photonics And AI Demand Surge Faces Margin Pressure And Expansion Risks

Strategic expansions in silicon photonics and RF infrastructure indicate robust demand, promising significant revenue growth and market share expansion.

Tower Semiconductor: Revenue Expected To Grow By 90% But Stay Prudent For Now

Apr 18

Earnings and Revenue Growth Forecasts

NasdaqGS:TSEM - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20282,7857338421,1373
12/31/20272,3485153187766
12/31/20261,854304-365766
12/31/20251,566220-49395N/A
9/30/20251,51319533457N/A
6/30/20251,488196-6442N/A
3/31/20251,467203-17433N/A
12/31/20241,43620813449N/A
9/30/20241,401207-13474N/A
6/30/20241,388494291751N/A
3/31/20241,394492277714N/A
12/31/20231,423518232677N/A
9/30/20231,474548196683N/A
6/30/20231,543275-27403N/A
3/31/20231,612282228466N/A
12/31/20221,678265163530N/A
9/30/20221,686233235531N/A
6/30/20221,646203177515N/A
3/31/20221,582176125470N/A
12/31/20211,508150107421N/A
9/30/20211,44112946361N/A
6/30/20211,36510528322N/A
3/31/20211,31394-5296N/A
12/31/20201,26682-37277N/A
9/30/20201,2267220275N/A
6/30/20201,2287948279N/A
3/31/20201,2248172285N/A
12/31/20191,23490100291N/A
9/30/20191,262107N/A311N/A
6/30/20191,272119N/A308N/A
3/31/20191,301136N/A313N/A
12/31/20181,304136N/A313N/A
9/30/20181,328245N/A307N/A
6/30/20181,360266N/A341N/A
3/31/20181,370279N/A348N/A
12/31/20171,387298N/A356N/A
9/30/20171,370199N/A352N/A
6/30/20171,342195N/A335N/A
3/31/20171,302183N/A332N/A
12/31/20161,250204N/A327N/A
9/30/20161,164178N/A299N/A
6/30/20161,082140N/A263N/A
3/31/20161,012109N/A232N/A
12/31/2015961-30N/A170N/A
9/30/2015941-51N/AN/AN/A
6/30/2015923-84N/A114N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: TSEM's forecast earnings growth (38% per year) is above the savings rate (3.4%).

Earnings vs Market: TSEM's earnings (38% per year) are forecast to grow faster than the US market (15.5% per year).

High Growth Earnings: TSEM's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: TSEM's revenue (19.2% per year) is forecast to grow faster than the US market (10.4% per year).

High Growth Revenue: TSEM's revenue (19.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if TSEM's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/02 17:26
End of Day Share Price 2026/04/02 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tower Semiconductor Ltd. is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Cody AcreeAscendiant Capital Markets LLC
Tavy RosnerBarclays
Cody AcreeBenchmark Company