Tower Semiconductor jumps 11% as investors focus on new radar-production update and an upcoming earnings report

Tower Semiconductor Ltd. (TSEM) is up 11.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed enthusiasm around Tower’s momentum in specialty foundry end-markets, helped by a recent update highlighting volume ramp activity for radar-related chips and a broader “earnings run-up” ahead of the company’s next quarterly results. That said, there is no single confirmed, company-stated catalyst that cleanly explains the full magnitude of the one-day jump.

Details:

A recent business update highlighted that certain beamforming integrated circuits for radar/defense applications are ramping to volume production at Tower’s U.S. manufacturing footprint, which may have reinforced confidence in near-term demand and utilization.

Tower is scheduled to release first-quarter 2026 results on May 13, 2026, which can catalyze pre-earnings positioning when expectations for guidance are elevated.

The company has been emphasizing silicon photonics as a growth driver for AI and high-speed interconnect workloads, and incremental positive news flow in this theme has recently supported sentiment in the stock.

This could also reflect momentum-driven buying after prior gains, as traders react to high-volume moves and the stock’s strong recent trend.

Sources:

Tower Semiconductor, Investing.com, GlobeNewswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$TSEM Hedge Fund Activity

We have seen 183 institutional investors add shares of $TSEM stock to their portfolio, and 151 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ added 4,541,235 shares (+3222.6%) to their portfolio in Q4 2025, for an estimated $533,231,813
PHOENIX FINANCIAL LTD. added 3,829,537 shares (+inf%) to their portfolio in Q4 2025, for an estimated $449,664,234
CAPITAL INTERNATIONAL INVESTORS added 1,895,161 shares (+inf%) to their portfolio in Q4 2025, for an estimated $222,529,804
SENVEST MANAGEMENT, LLC removed 1,630,231 shares (-29.1%) from their portfolio in Q4 2025, for an estimated $191,421,724
TURIYA ADVISORS ASIA LTD added 1,472,045 shares (+inf%) to their portfolio in Q4 2025, for an estimated $172,847,523
VICTORY CAPITAL MANAGEMENT INC removed 1,212,285 shares (-85.6%) from their portfolio in Q4 2025, for an estimated $142,346,504
POINT72 ASSET MANAGEMENT, L.P. removed 1,210,087 shares (-42.9%) from their portfolio in Q4 2025, for an estimated $142,088,415

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.

$TSEM 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 02/12/2026

To track analyst ratings and price targets for $TSEM, check out Quiver Quantitative's $TSEM forecast page.

$TSEM 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 $141.0.

Here are some recent targets:

Cody Acree from Benchmark set a target price of $230.0 on 03/26/2026
Tavy Rosner from Barclays set a target price of $142.0 on 02/13/2026
Matt Bryson from Wedbush set a target price of $140.0 on 02/12/2026
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.