Tower Semiconductor shares rise on new silicon photonics collaboration signal

Tower Semiconductor Ltd. (TSEM) is up 5.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to fresh partner news in silicon photonics, with Tower named in a newly announced development agreement aimed at enabling next-generation high-speed optical modulators on Tower’s PH18 platform. With investors already focused on AI data-center optical interconnect demand, additional validation of Tower’s photonics ecosystem can act as a near-term sentiment boost.

Details:

A development agreement was announced between Lightwave Logic and Tower to integrate compact, power-efficient optical modulator reference designs into Tower’s PH18 silicon photonics process design kit, targeting ~110GHz bandwidth and beyond.

The program referenced multiple engineering tapeouts planned during 2026 to validate performance for low-power 200G and 400G modulator architectures aimed at AI scale-up/scale-out and high-performance networking needs.

In its most recent quarterly results release, Tower highlighted growing demand in silicon photonics/silicon germanium and outlined significant capacity and capability investments intended to expand its SiPho footprint.

Separate recent ecosystem announcements around PH18-based platforms have pointed to increasing commercial pull-through for optical connectivity products moving toward volume manufacturing.

Sources:

Access Newswire, Tower Semiconductor (press release), OpenLight Photonics

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

$TSEM Hedge Fund Activity

We have seen 169 institutional investors add shares of $TSEM stock to their portfolio, and 161 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
GOLDMAN SACHS GROUP INC added 1,505,421 shares (+214.7%) to their portfolio in Q4 2025, for an estimated $176,766,533
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

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$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:

Tavy Rosner from Barclays set a target price of $142.0 on 02/13/2026
Cody Acree from Benchmark set a target price of $165.0 on 02/12/2026
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.