Tower Semiconductor (TSEM) is up 11.2% 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/tower-semiconductor-announces-record-results-revenue-and))
Analysis: The most likely driver is Tower Semiconductor’s strong second-quarter 2026 report, which included record revenue, sharply higher profitability, and record third-quarter revenue guidance. Investors also appear to be responding to the company’s rapidly growing silicon photonics business and its higher long-term financial targets, which point to sustained demand tied to AI and data-center connectivity. ([ir.towersemi.com](https://ir.towersemi.com/news-releases/news-release-details/tower-semiconductor-announces-record-results-revenue-and))
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 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 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 10 sales selling 66,964 shares for an estimated $14,398,782.
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 207 institutional investors add shares of $TSEM stock to their portfolio, and 209 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,673,246 shares (+57.1%) to their portfolio in Q1 2026, for an estimated $469,101,208
- GOLDMAN SACHS GROUP INC removed 1,798,515 shares (-81.5%) from their portfolio in Q1 2026, for an estimated $315,603,412
- MEITAV INVESTMENT HOUSE LTD removed 1,777,487 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $463,284,211
- SENVEST MANAGEMENT, LLC removed 1,699,577 shares (-42.8%) from their portfolio in Q1 2026, for an estimated $298,241,771
- POINT72 ASSET MANAGEMENT, L.P. removed 1,613,540 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $283,143,999
- CAPITAL WORLD INVESTORS added 1,326,761 shares (+inf%) to their portfolio in Q1 2026, for an estimated $232,820,020
- CAPITAL INTERNATIONAL INVESTORS removed 1,322,862 shares (-69.8%) from their portfolio in Q1 2026, for an estimated $232,135,823
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 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 $315.0.
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
- Tavy Rosner from Barclays set a target price of $142.0 on 02/13/2026
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.
