TOWER SEMICONDUCTOR LTD.
In the published model solve dated 2026-Q2, anchored at $185.32, TOWER SEMICONDUCTOR LTD. (TSEM) is priced for today's economics sustained for ~21.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Tower Semiconductor is a specialty analog foundry that has become an AI-infrastructure supplier: silicon photonics revenue tripled year over year in the March quarter, and customers have signed $1.3 billion of silicon photonics contracts for 2027 delivery [Source: Q1 2026 earnings release, May 13, 2026]. • The defining risk is the price itself: at roughly 115 times trailing earnings against a semiconductor sector median of 22, no standard valuation approach reaches today's level, and the growt
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367 institutional managers reported holding TSEM in 13F filings for the quarter ended 2026-03-31. Together they hold about 60% of the company; the top 10 hold 30%. 115 opened new positions that quarter. Held by T. Rowe Price, Vanguard Group, BlackRock, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TSEM's share count grew 3.4% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.