TSEM

Tower Semiconductor Ltd

NASDAQ: TSEM · TECHNOLOGY · SEMICONDUCTORS

$262.92

+1.77% today

Updated 2026-06-12

Market cap

$32.69B

P/E ratio

126.59

P/S ratio

20.16x

EPS (TTM)

$2.17

Dividend yield

—

52W range

$37 – $303

Volume

2.6M

Market cap

$32.69B

P/E ratio

126.59

P/S ratio

20.16x

EPS (TTM)

$2.17

Dividend yield

—

52W range

$37 – $303

Volume

2.6M

Tower Semiconductor Ltd (TSEM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

TSEM · Tower Semiconductor Ltd · Price target summary

Current

$262.92

Consensus

$161.75

-38.48%

2030 Target

—

DCF

—

Current price

$262.92

Analyst consensus

$161.75

-38.48%

2030 Target

—

Intrinsic (DCF)

—

4 analysts:

2 Buy2 Hold0 Sell

Management guidance

Tower Semiconductor has provided limited specific revenue guidance but signaled strong AI-driven growth. CEO statements indicate the company expects to double revenue by 2028 and projects 50%+ of 2026 revenue from AI-related activities. The company is expanding 300mm fab capacity in Japan with plans to potentially quadruple output to support photonics and AI infrastructure demand.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

TSEM · Tower Semiconductor Ltd · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range

Bear case (2030)

$266.27

—

Base case (2030)

$418.42

—

Bull case (2030)

$684.68

—

WallStSmart.com

Financial forecast — research-backed

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)
Revenue	$1.6B	$1.9B	$2.4B	$3.1B	$4.0B
Revenue growth	9.1%	18.5%	28.5%	31.4%	27.7%
EPS	$2.19	$3.02	$4.97	$6.85	$8.92
P/S ratio	—	12.0x	12.0x	12.0x	12.0x
Implied price	—	$190.19	$247.25	$323.32	$418.42

TSEM · Tower Semiconductor Ltd · Catalysts & risks

Growth catalysts

+ Silicon photonics platform adoption for AI data center optical modules (NVIDIA partnership)

+ 300mm Fab 7 Japan expansion and capacity quadrupling (closes April 2027)

+ Gen3 LDMOS BCD technology for AI power management targeting $2.5B market

+ Resolution of GlobalFoundries patent infringement lawsuits

+ High-margin AI/photonics revenue ramp to 50%+ of total revenue

Key risks

- GlobalFoundries patent infringement lawsuits (11 patents, potential import injunctions and damages)

- Execution risk on 300mm fab capacity expansion and customer demand fulfillment

- Geopolitical risks given Israeli headquarters and Japan fab operations

- High valuation at 98x P/E with stock up 541% YoY (elevated correction risk)

- Competition from TSMC, Samsung, GlobalFoundries in specialty foundry and photonics

Methodology

Tower Semiconductor Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 4 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.