I maintain my Buy rating on Tower Semiconductor Ltd., but with more caution after the stock's almost 70% gain since my coverage. Q1 2026 was strong, with revenue up 15% YoY to $414M, net profit up 62%
The company had quite an impressive first quarter.
Tower Semiconductor Ltd. (NASDAQ:TSEM) on Wednesday reported stronger-than-expected first-quarter results and issued upbeat second-quarter guidance.

Tower Semiconductor: The AI Bottleneck Nobody Saw

10:34am, Thursday, 14'th May 2026
TSEM surged 23% post-earnings despite a revenue miss as margins and silicon photonics demand accelerated sharply. Non-GAAP EPS beat estimates by 14%, while operating profits nearly doubled due to high
Tower Semiconductor Ltd (NASDAQ:TSEM) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutiona

Why Tower Semiconductor Stock Climbed Today

02:31pm, Wednesday, 13'th May 2026
The silicon photonics market is booming.
Tower Semiconductor (TSEM) saw a significant surge in its stock following the release of its Q1 financial results. The company not only surpassed EPS expectati

Tower Semiconductor Q1 Earnings Call Highlights

02:10pm, Wednesday, 13'th May 2026
Tower Semiconductor NASDAQ: TSEM reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company's hist
Tower Semiconductor Ltd. (TSEM) Q1 2026 Earnings Call Transcript
Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected financial results for the first quarter and issued an upbeat outlook, sending its shares 12% higher on Wednesday morning. For the quarte
Tower Semiconductor on Wednesday forecast second-quarter revenue above estimates and said it landed $1.3 billion in deals for 2027 ​to supply chips that use light to move ‌data at high speeds thro
2028 Contracts Demonstrate Substantially Higher Sipho Capacity Reservations Customer Prepayments of $290 Million Have Been Received MIGDAL HAEMEK, Israel, May 13, 2026 - Tower Semiconductor (NASDAQ/TA
MIGDAL HAEMEK, Israel, May 13, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced it has signed Silicon Photonics (SiPho
Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected financial results for the first quarter and issued an upbeat outlook, sending its shares 12%...
Tower Semiconductor (NASDAQ:TSEM) is set to report first quarter earnings before the market opens Wednesday, with investors expected to focus closely on the company's long-term growth outlook and mana
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