Strong beat and record guidance indicate accelerating momentum. Traders should monitor Q2 2026 earnings for sequential growth confirmation and any updates on $2.8B revenue target. The raised credit outlook and SiPho prepayments provide visibility.
Price Chart
Executive Summary
Tower Semiconductor reported Q1 2026 revenue of $414M (+15% YoY), net profit of $65M (+62% YoY), and diluted EPS of $0.57. Q2 guidance calls for record revenue of $455M (+22% YoY). S&P reaffirmed ilAA rating with positive outlook. Strong execution and robust demand, particularly in silicon photonics.
Key Facts
- Q1 2026 revenue $414M, up 15% YoY from $358M
- Net profit $65M, up 62% YoY from $40M
- Diluted EPS $0.57 vs $0.35 YoY
- Q2 2026 revenue guidance $455M (company record), +22% YoY, +10% QoQ
- S&P Maalot reaffirmed ilAA rating, raised outlook to positive
- Contracted SiPho revenue of $1.3B for 2027; targeting $2.8B revenue by 2028
Financial Impact
Revenue growth of $56M YoY (15%) and net profit increase of $25M (62%)
Risk Factors
- Customer concentration in silicon photonics
- Geopolitical risk from Israel operations
- Semiconductor cyclicality and potential overcapacity
- Execution on 300mm fab expansion in Japan
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002607 |
| Document: zk2635308.htm | 0001178913-26-002607 |
| Document: 0001178913-26-002607-index-headers.html | 0001178913-26-002607 |
| Document: 0001178913-26-002607-index.html | 0001178913-26-002607 |
| Document: 0001178913-26-002607.txt | 0001178913-26-002607 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 6-K | $209.16 $209.80 | ▲ +0.31% | ▲ +0.02% | $188.98 (−9.65%) |
Oct 13, 2026 14d ago | 6-K | $222.20 $209.16 | ▼ −5.87% | ▼ −4.79% | $188.98 (−14.95%) |
Oct 13, 2026 14d ago | 6-K | $222.20 $209.16 | ▼ −5.87% | ▼ −4.79% | $188.98 (−14.95%) |
Sep 23, 2026 4w ago | 6-K | $230.50 $217.28 | ▼ −5.74% | ▼ −5.65% | $188.98 (−18.02%) |
Sep 17, 2026 5w ago | 6-K | $219.24 $223.60 | ▲ +1.99% | ▲ +2.11% | $188.98 (−13.80%) |
Sep 15, 2026 6w ago | 6-K | $195.12 $203.72 | ▲ +4.41% | ▲ +4.08% | $188.98 (−3.15%) |
Aug 11, 2026 11w ago | 6-K | $249.58 $260.31 | ▲ +4.30% | ▲ +4.05% | $188.98 (−24.28%) |
Jul 14, 2026 15w ago | 6-K | $255.49 $251.00 | ▼ −1.76% | ▼ −2.15% | $188.98 (−26.03%) |
Jul 7, 2026 16w ago | 6-K | $211.93 $216.70 | ▲ +2.25% | ▲ +2.56% | $188.98 (−10.83%) |
Jul 7, 2026 16w ago | Press Release | $211.93 $216.70 | ▲ +2.25% | ▲ +2.56% | $188.98 (−10.83%) |
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