Tower Semiconductor LtdTSEM
Price$227.43Intrinsic value$51.2177% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
66.0%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
7analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$2Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$3.86next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release11 Nov 2026
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly414M
Silicon Photonics Contracted Backlog for 2027 Annually1.3B
Customer Prepayments for Silicon Photonics Capacity Quarterly290M
Watch Items
  • GlobalFoundries Patent Infringement LitigationTrigger: ITC exclusion order or material financial damagesAction: Assess impact on US-bound wafer shipments and evaluate potential design-around or licensing costs.
  • Silicon Photonics Capacity Ramp and CapEx ExecutionTrigger: CapEx exceeding internal cash generation or delays in 300mm facility integrationAction: Monitor quarterly free cash flow and progress of the STMicroelectronics Agrate fab and Intel New Mexico capacity corridors.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.