TSEM — Tower Semiconductor Ltd

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates TSEM Bullish with a Setup Score of 11, net conviction 63, actionability 2. How the Setup Score works →

Total Setup Score11
Directional BiasBullish
Net Conviction63
Actionability2 (in range)

Key signals behind this score

About Tower Semiconductor Ltd

Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$219.73
Market Cap$25.29B
Float112.6M
Shares Outstanding113.0M
P/E (Forward)59.52
P/E (TTM)89.16
Price/Sales (TTM)14.80
vs. Analyst Target+46.2% to analyst PT
Profit Margin16.94%
Operating Margin (TTM)19.63%
Revenue (TTM)$1.71B
Earnings Growth (YoY)92.70%
Dividend RateNone
Analyst Target Price$321.32 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.27B $82.3M $233M $336M
2021 $1.51B $150M $329M $433M
2022 $1.68B $265M $466M $590M
2023 $1.42B $518M $354M $847M
2024 $1.44B $208M $339M $451M
2025 $1.57B $220M $364M $543M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $396M $53.6M
Dec 2025 $440M $80.1M
Mar 2026 $414M $65.0M
Jun 2026 $460M $90.8M

Ownership & Float

Institutional Ownership65.3%
Short Float2.2%
% of All Funds Holding5.07%
Number of Funds Holding446

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$233.91Near-term / short-term trend
Weekly40-Week SMA$187.58Medium-term trend
Weekly80-Week SMA$119.97Cyclical trend (business cycle)
Weekly200-Week SMA$70.97Secular trend (multi-year)
Monthly10-Month SMA$183.69Near-term monthly trend
Monthly20-Month SMA$117.23Medium-term monthly trend
Monthly40-Month SMA$76.72Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$216.00 support 1.16x 2 months ago
$179.00 support 1.37x 3 months ago
$128.00 support 2.35x 4 months ago
$86.00 support 1.90x 8 months ago
$72.00 support 1.26x 9 months ago

Historical Earnings Reactions (125 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.36% 0.00% 42.40% 10.17% -28.30%
1 Day -0.92% -0.59% 38.40% 13.89% -32.08%
1 Week -0.30% -0.65% 40.80% 35.53% -40.88%
2 Weeks -1.87% -1.96% 42.40% 39.34% -50.94%
1 Month -0.54% -0.19% 45.16% 101.85% -46.54%

Next earnings: October 23, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.5%62.5%32
Feb3.5%43.8%32
Mar-0.1%50.0%32
Apr3.2%56.3%32
May3.2%53.1%32
Jun-0.8%37.5%32
Jul2.4%50.0%32
Aug0.2%41.9%31
Sep-3.3%48.4%31
Oct-2.3%45.2%31
Nov9.0%68.8%32
Dec-1.5%50.0%32

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.05% 44.8% 1506
Tuesday 0.20% 46.7% 1644
Wednesday 0.02% 43.6% 1643
Thursday -0.09% 43.1% 1611
Friday 0.18% 47.0% 1604

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 65.3%

Insider Transactions — Smart Summary

Founder-led management: Dr. Avi Strum (Senior Vice President, General Manager of Sensors and Displays Business Unit)

12-Month Insider Activity Summary

Total Filings2
Net Value-$60.0M
Net Shares Change-248,499
% of Float-0.2%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Ellwanger Russell Craig Chief Executive Officer -$60.0M 2 2 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-08-12 Ellwanger Russell Craig Chief Executive Officer -$45.6M Transaction at $250.97, now -12.4%
2026-07-15 Ellwanger Russell Craig Chief Executive Officer -$14.4M Transaction at $215.02, now +2.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Tower Semiconductor Ltd (TSEM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for TSEM on Trend Edge →