TOWER SEMICONDUCTOR ($TSEM) posted quarterly earnings results for Q4 2025 on Wednesday, February 11th. The company reported earnings of $0.78 per share, beating estimates of $0.70 by $0.08. The company also reported revenue of $440,210,000, missing estimates of $448,602,528 by $-8,392,528.
You can see Quiver Quantitative's $TSEM stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
TOWER SEMICONDUCTOR Hedge Fund Activity
We have seen 149 institutional investors add shares of TOWER SEMICONDUCTOR stock to their portfolio, and 135 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PHOENIX FINANCIAL LTD. added 3,829,537 shares (+inf%) to their portfolio in Q4 2025, for an estimated $449,664,234
- POINT72 ASSET MANAGEMENT, L.P. removed 3,492,392 shares (-55.3%) from their portfolio in Q3 2025, for an estimated $252,499,941
- BLACKROCK, INC. added 3,434,364 shares (+468.0%) to their portfolio in Q3 2025, for an estimated $248,304,517
- SENVEST MANAGEMENT, LLC removed 2,526,727 shares (-31.1%) from their portfolio in Q3 2025, for an estimated $182,682,362
- HOOD RIVER CAPITAL MANAGEMENT LLC added 1,510,590 shares (+inf%) to their portfolio in Q3 2025, for an estimated $109,215,657
- GOLDMAN SACHS GROUP INC added 1,505,421 shares (+214.7%) to their portfolio in Q4 2025, for an estimated $176,766,533
- JENNISON ASSOCIATES LLC removed 932,844 shares (-40.0%) from their portfolio in Q4 2025, for an estimated $109,534,542
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TOWER SEMICONDUCTOR 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 01/09/2026
To track analyst ratings and price targets for TOWER SEMICONDUCTOR, check out Quiver Quantitative's $TSEM forecast page.
TOWER SEMICONDUCTOR 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 $130.0.
Here are some recent targets:
- Cody Acree from Benchmark set a target price of $150.0 on 01/09/2026
- Matt Bryson from Wedbush set a target price of $125.0 on 12/31/2025
- Tavy Rosner from Barclays set a target price of $97.0 on 11/11/2025
- Medhi Hosseini from Susquehanna set a target price of $135.0 on 11/11/2025
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.
