Tower Semiconductor Ltd. (TSEM) Q4 2025 Earnings Call Transcript
Tower Semiconductor Ltd (TSEM) continues to see strong demand for its silicon photonics (SiPh) business, but the chipmaker's stock is approaching valuation levels that limit near-term upside, Wedbush analysts believe. Wedbush maintained a Neutral rating on TSEM with a 12-month price target of $125, slightly above the stock's Tuesday close of $120.67.
Tower Semiconductor Ltd. ( TSEM ) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Noit Levi-Karoubi - Senior Vice President of Human Resources, Investor Relations & Corporate Communications Russell Ellwanger - CEO & Director Oren Shirazi - CFO & Senior VP of Finance Marco Racanelli - President Conference Call Participants Cody Acree Tavy Rosner - Barclays Bank PLC, Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Lisa Thompson - Zacks Investment Research, Inc. Presentation Operator Good afternoon, ladies and gentlemen, and thank you for standing by.
Tower Semiconductor Ltd. (NASDAQ:TSEM ) Q2 2025 Earnings Conference Call August 4, 2025 10:00 AM ET Company Participants Noit Levy-Karoubi - Senior Vice President of Human Resources, Investor Relations & Corporate Communications Oren Shirazi - CFO & Senior VP of Finance Russell C.
Tower Semiconductor Ltd. delivered solid Q1 results, beating earnings estimates and maintaining consistent, profitable growth despite industry headwinds. The company's strong balance sheet and geographic diversification insulate it from geopolitical risks, making it a safer long-term bet. RF Mobile revenue surged, and emerging opportunities in AI and photonics could drive future upside, though these are still developing segments.
Tower Semiconductor is well-positioned to benefit from the recent tariff exemptions on semiconductors and the accelerating adoption of AI technology. TSEM's growth prospects are strong, with a forward EPS long-term growth of 28.30% and significant revenue growth, making it a great long-term buy. TSEM is trading at a significant discount compared to sector medians, with a forward PEG of 0.58x and forward EV/EBITDA of 5.30x.
Tower Semiconductor Ltd. (NASDAQ:TSEM ) Q4 2024 Earnings Conference Call February 10, 2024 10:00 AM ET Company Participants Noit Levi - Senior Vice President of Investor Relations and Corporate Communications Russell Ellwanger - Chief Executive Officer Oren Shirazi - Chief Financial Officer, Senior Vice President of Finance Conference Call Participants Cody Acree - Benchmark Bastien Faucon-Morin - SIG Richard Shannon - Craig Hallum Lisa Thompson - ZACKS Investment Research Matthew Bryson - Wedbush Operator Good day and thank you for standing by.
Israeli contract chipmaker Tower Semiconductor forecast first-quarter 2025 revenue slightly above estimates on Monday, on expectations of resilient demand for its chips from the automobile sector.
Tower Semiconductor Ltd TSEM tanked in trading on Thursday, after the company reported upbeat third-quarter results.
Tower Semiconductor Ltd. (NASDAQ:TSEM ) Q3 2024 Results Conference Call November 13, 2024 10:00 AM ET Company Participants Noit Levi - Senior Vice President of Investor Relations and Corporate Communications Russell Ellwanger - Chief Executive Officer Oren Shirazi - Chief Financial Officer, Senior Vice President of Finance Conference Call Participants Mehdi Hosseini - SIG Cody Acree - Benchmark Richard Shannon - Craig Hallum Nick Doyle - Needham & Company Lisa Thompson - ZACKS Investment Research Operator Good morning, good afternoon, ladies and gentlemen, and thank you for standing by.
Israeli contract chipmaker Tower Semiconductor forecast its fourth-quarter revenue above estimates on Wednesday, driven by a recovery in demand for its chips, and said it plans to invest $350 million to expand capacities.
Tower Semiconductor Ltd. TSEM will release earnings results for its third quarter, before the opening bell on Wednesday, Nov. 13.