Tower Semiconductor (TSEM) is up 8.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to a strong rebound across semiconductor stocks, with investors rotating back into AI and data-center names. Tower also had company-specific momentum in the background from recent silicon photonics announcements, improving growth expectations, and an upcoming August earnings report that could keep attention on its 2026 outlook.
Details:
Tower scheduled its second-quarter 2026 results for August 4 and said it will provide third-quarter guidance on the same day, which may have supported positioning ahead of the report.In May, the company said first-quarter 2026 revenue rose 15% year over year to $414 million, and it projected second-quarter revenue of $455 million, which it described as a company record.Tower also said it signed silicon photonics customer contracts worth $1.3 billion of 2027 revenue and received $290 million of customer prepayments tied to capacity reservations.More recently, Tower highlighted that it and Marvell had shipped over five million coherent photonic ICs for AI-driven data-center interconnect applications, reinforcing the view that the company has exposure to one of the market’s strongest semiconductor themes.Sources:
Tower Semiconductor, MarketScreener, Semafor
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
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$TSEM Hedge Fund Activity
We have seen 192 institutional investors add shares of $TSEM stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,673,246 shares (+57.1%) to their portfolio in Q1 2026, for an estimated $469,101,208
- GOLDMAN SACHS GROUP INC removed 1,798,515 shares (-81.5%) from their portfolio in Q1 2026, for an estimated $315,603,412
- SENVEST MANAGEMENT, LLC removed 1,699,577 shares (-42.8%) from their portfolio in Q1 2026, for an estimated $298,241,771
- POINT72 ASSET MANAGEMENT, L.P. removed 1,613,540 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $283,143,999
- CAPITAL WORLD INVESTORS added 1,326,761 shares (+inf%) to their portfolio in Q1 2026, for an estimated $232,820,020
- CAPITAL INTERNATIONAL INVESTORS removed 1,322,862 shares (-69.8%) from their portfolio in Q1 2026, for an estimated $232,135,823
- WHALE ROCK CAPITAL MANAGEMENT LLC added 1,066,737 shares (+inf%) to their portfolio in Q1 2026, for an estimated $187,191,008
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TSEM Analyst Ratings
Wall Street analysts have issued reports on $TSEM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 02/12/2026
To track analyst ratings and price targets for $TSEM, check out Quiver Quantitative's $TSEM forecast page.
$TSEM Price Targets
Multiple analysts have issued price targets for $TSEM recently. We have seen 4 analysts offer price targets for $TSEM in the last 6 months, with a median target of $315.0.
Here are some recent targets:
- Cody Acree from Benchmark set a target price of $335.0 on 05/14/2026
- Medhi Hosseini from Susquehanna set a target price of $330.0 on 05/14/2026
- Matt Bryson from Wedbush set a target price of $300.0 on 05/14/2026
- Tavy Rosner from Barclays set a target price of $142.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Tower Semiconductor Rallies as Chip Sector Rebounds, Recent Silicon Photonics Wins Stay in Focus
Tower Semiconductor (TSEM) is up 8.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to a strong rebound across semiconductor stocks, with investors rotating back into AI and data-center names. Tower also had company-specific momentum in the background from recent silicon photonics announcements, improving growth expectations, and an upcoming August earnings report that could keep attention on its 2026 outlook.
Details:
Sources:
Tower Semiconductor, MarketScreener, Semafor
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TSEM Hedge Fund Activity
We have seen 192 institutional investors add shares of $TSEM stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TSEM Analyst Ratings
Wall Street analysts have issued reports on $TSEM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $TSEM, check out Quiver Quantitative's $TSEM forecast page.
$TSEM Price Targets
Multiple analysts have issued price targets for $TSEM recently. We have seen 4 analysts offer price targets for $TSEM in the last 6 months, with a median target of $315.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »