← Analyst Upside
AU · rank #6 · 2026-06-01
TSEM
NASDAQ · $33.73B
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.620 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.94 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.096 |
| Analyst upside Consensus target $313.83 | +13.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +89.60% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.80 |
| Gross margin TTM | +24.8% |
| 52w high | $288.19 |
| Market cap | $33.73B |
The AI research card
Independent qualitative review of each pick before the order is placed.
Summary
Tower Semiconductor Ltd. (TSEM@NASDAQ) is a specialty foundry that manufactures analog, mixed-signal, RF, power management, CMOS image sensor, and other specialty semiconductor wafers for IDMs and fabless customers globally, operating fabs in Israel, the U.S., and Japan.
Rationale
The significant analyst upside percentage (13.9141%) and positive net revisions (4.0000) suggest a strong positive sentiment and potential for price appreciation based on recent analyst re-evaluations.
Material risks
- 1Geopolitical and security risks in Israel could disrupt operations, given major fabrication facilities are located there.
- 2Competitive pressures from larger foundries expanding into specialty analog and RF offerings could erode pricing power or limit future capacity utilization for TSEM.
Verdict reasoning
two_stage score=+2/3 verdicts={'openai': 'PROCEED', 'claude': 'CAUTION', 'gemini': 'PROCEED'} brief=stage-1-sonar-pro