Nama Insights

Tower Semiconductor (TSEM)

Technology · Semiconductors · NASDAQ

Tower Semiconductor (TSEM) is a Technology company in the Semiconductors industry. It has a market capitalization of $15.59B, a trailing price-to-earnings ratio of 39.7 and a free-cash-flow yield of -0.3%. Over the most recent reported fiscal year, revenue grew 9.1% and free cash flow per share fell 486.3%. Nama's AI scorecard rates it Buy, 7.5 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 7.5/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Leading · +194.3% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-57.1%
How far the last close sits under the highest price of the past five years.
Market cap$15.59B
Trailing P/E39.7
Price / book5.0
Price / sales9.1
FCF yield-0.3%
Dividend yield—
Gross margin26.9%
Operating margin16.2%
Net margin16.9%
Revenue growth (YoY)+9.1%
Revenue growth (3-yr annual)-2.3%
EPS growth (YoY)+6.0%
FCF/share growth (YoY)-486.3%
Beta0.9
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductors

TSEM earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $1.38). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $1.15 $1.07 +7.5% $526.16M
Q2 2026 Aug 4, 2026 $0.88 $0.76 +15.8% $460.08M
Q1 2026 May 13, 2026 $0.65 $0.56 +16.1% $413.63M
Q4 2025 Feb 11, 2026 $0.78 $0.68 +14.7% $440.21M

TSEM analyst price target

Median target $291.50 from 10 analysts, ranging $190.00 – $335.00.

Semiconductors peers

TickerCompanyMarket capP/E
NVDA NVIDIA $4.51T 26.6
TSM Taiwan Semiconductor Manufacturing $1.95T 24.2
AVGO Broadcom $1.40T 36.1
SKHY SK hynix $897.97B —
MU Micron Technology $780.68B 9.1
AMD Advanced Micro Devices $736.46B 67.5
INTC Intel $299.13B 40.8
TXN Texas Instruments $253.58B 36.0
Explore live TSEM data on Nama Insights →

TSEM FAQ

Is TSEM a buy?
Nama's AI scorecard currently rates Tower Semiconductor Buy (7.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TSEM's P/E ratio?
Tower Semiconductor trades at a trailing price-to-earnings ratio of 39.7.
When does TSEM report earnings?
Tower Semiconductor's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $1.38.
What is the TSEM price target?
The median analyst price target from 10 analysts is $291.50, with a range of $190.00 – $335.00.
Is TSEM Shariah compliant?
Nama's AAOIFI-style screen reads Tower Semiconductor as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.