Tower Semiconductor (TSEM) is up 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is investor follow-through from Tower Semiconductor’s August 4 earnings release, which showed record second-quarter revenue, sharply higher profit, and another record revenue outlook for the third quarter. Recent photonics-related announcements may also be reinforcing the view that demand in the company’s higher-value analog and silicon photonics businesses remains strong.
Details:
Tower Semiconductor reported second-quarter 2026 revenue of $460 million, up 24% year over year, with record gross profit, operating profit, and net profit.The company guided third-quarter 2026 revenue to about $520 million at the midpoint, which would represent 31% year-over-year growth and another company record.Management highlighted triple-digit growth in silicon photonics revenue run rate and raised its 2028 business model target to $3.6 billion in revenue and $1.2 billion in net profit.Recent announcements around expanded photonics design capabilities and capacity expansion in Japan add to the growth narrative, which could be helping sentiment even if no single same-day catalyst fully explains the move.Sources:
Tower Semiconductor, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TSEM Insider Trading Activity
$TSEM insiders have traded $TSEM stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $TSEM stock by insiders over the last 6 months:
- RUSSELL CRAIG ELLWANGER (Chief Executive Officer) has made 0 purchases and 37 sales selling 248,499 shares for an estimated $59,958,538.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$TSEM Hedge Fund Activity
We have seen 228 institutional investors add shares of $TSEM stock to their portfolio, and 237 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
- MEITAV INVESTMENT HOUSE LTD removed 1,777,487 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $463,284,211
- 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
- WT ASSET MANAGEMENT LTD removed 1,467,302 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $382,437,593
- 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 Price Targets
Multiple analysts have issued price targets for $TSEM recently. We have seen 3 analysts offer price targets for $TSEM in the last 6 months, with a median target of $330.0.
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
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 gains as record Q2 results and strong outlook support shares
Tower Semiconductor (TSEM) is up 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is investor follow-through from Tower Semiconductor’s August 4 earnings release, which showed record second-quarter revenue, sharply higher profit, and another record revenue outlook for the third quarter. Recent photonics-related announcements may also be reinforcing the view that demand in the company’s higher-value analog and silicon photonics businesses remains strong.
Details:
Sources:
Tower Semiconductor, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TSEM Insider Trading Activity
$TSEM insiders have traded $TSEM stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $TSEM stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TSEM Hedge Fund Activity
We have seen 228 institutional investors add shares of $TSEM stock to their portfolio, and 237 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 Price Targets
Multiple analysts have issued price targets for $TSEM recently. We have seen 3 analysts offer price targets for $TSEM in the last 6 months, with a median target of $330.0.
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 »