Tower Semiconductor (TSEM) is up 8.8% today. Here is some analysis on what might have caused this price movement. ([ir.towersemi.com](https://ir.towersemi.com/news-releases/news-release-details/newphotonicsr-and-tower-semiconductor-begin-high-volume?utm_source=openai))
Analysis: The most likely catalyst was Tower Semiconductor’s September 17, 2026 announcement that it and NewPhotonics began high-volume shipments of laser-integrated optical engine photonic integrated circuits for AI infrastructure. Investors appear to be responding to the move from development into volume production, which suggests commercialization progress in one of Tower’s key silicon photonics growth areas. ([ir.towersemi.com](https://ir.towersemi.com/news-releases/news-release-details/newphotonicsr-and-tower-semiconductor-begin-high-volume?utm_source=openai))
Details:
Sources:
Tower Semiconductor, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TSEM Insider Trading Activity
$TSEM insiders have traded $TSEM stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.
Here’s a breakdown of recent trading of $TSEM stock by insiders over the last 6 months:
- RUSSELL CRAIG ELLWANGER (Chief Executive Officer) has made 0 purchases and 37 sales selling 248,499 shares for an estimated $59,958,538.
- YOAV CHELOUCHE sold 232 shares for an estimated $49,893
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TSEM Hedge Fund Activity
We have seen 237 institutional investors add shares of $TSEM stock to their portfolio, and 250 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MEITAV INVESTMENT HOUSE LTD removed 1,777,487 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $463,284,211
- JANE STREET GROUP, LLC added 1,737,977 shares (+146.0%) to their portfolio in Q2 2026, for an estimated $452,986,325
- WT ASSET MANAGEMENT LTD removed 1,467,302 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $382,437,593
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 1,066,737 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $278,034,331
- BLACKROCK, INC. removed 979,231 shares (-22.9%) from their portfolio in Q2 2026, for an estimated $255,226,767
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 928,208 shares (+inf%) to their portfolio in Q2 2026, for an estimated $241,928,133
- FMR LLC added 919,154 shares (+84094.6%) to their portfolio in Q2 2026, for an estimated $239,568,298
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 13F endpoint.
$TSEM Price Targets
Multiple analysts have issued price targets for $TSEM recently. We have seen 3 analysts offer price targets for $TSEM in the last 6 months, with a median target of $330.0.
Here are some recent targets:
- Cody Acree from Benchmark set a target price of $335.0 on 05/14/2026
- Medhi Hosseini from Susquehanna set a target price of $330.0 on 05/14/2026
- Matt Bryson from Wedbush set a target price of $300.0 on 05/14/2026
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.
