SecBot SecBot

TSEM

TOWER SEMICONDUCTOR LTD
Nasdaq· Semiconductors & Related Devices· Inc. L3· CIK 0000928876 Semiconductors
$178.75 +11.19 (+6.68%)
Oct 26 4:00 PM ET · prev $167.56
Market cap
$19.0B
Large cap
Consensus
Buy
85% Buy or better · 13 analysts
Median target
$313.00
+75% · range $270.00–355.00
Next earnings
Nov 2
in 6 days
1 year
+126.3%
from $79.00 · Oct 27
30 days
−20.9%
from $226.04
52-week range
$79.00–316.85
−44% from high · low Oct 27
Avg volume 20D
2.26M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$60.0M
0 buyers · 2 sellers · 12 mo
New fund stakes
7
Q2 2026 13F · 5 exits
Filing reports
18
analyzed by SecBot
SecBot read BULLISH 7 reports · 90 days
Balance 0 bearish · 1 bullish · 6 neutral oldest → newest, height = score
Avg score ·High conf. 5/7 ·Next Earnings date, Nov 2, 2026
Strongest BULLISH Tower Semiconductor announced an expanded multi-year agreement with Semtech Corporation to secure dedicated…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    2 insiders sold $60.0M.

  • InstitutionsMIXED

    Q2 2026: 47 added (7 new), 49 trimmed or exited. Largest new: Arrowstreet Capital, Limited Partnership $241.1M, Axiom Investors /De $136.5M.

  • AnalystsBULLISH

    11 of 13 rate it Buy or better. Every target is above the price.

  • TrendDOWNTREND

    18% below its 50-day average.

Who's buying

13F· Q2 2026
7
new positions
5
exits
$499.2M
in new stakes
FundMoveSharesValue
JANE STREET GROUP, LLCDOUBLED2,928,515$763.3M
Polar Capital Holdings PlcDOUBLED1,015,166$264.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW928,208$241.1M
FMR LLCDOUBLED920,247$239.7M
MILLENNIUM MANAGEMENT LLCADD850,421$221.7M
MARSHALL WACE, LLPADD778,218$202.8M
NORGES BANKDOUBLED763,552$198.3M
GOLDMAN SACHS GROUP INCADD722,135$188.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

13 analysts
Buy 85% rate it Buy or better
Strong Buy3Buy8Hold2Sell0Strong Sell0
12-month targets · 10 analysts

Price is below the lowest target. Median implies +75%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Sep 25, 2026Mizuho
INITIATE
INITIATEOutperform
Sep 18, 2026Barclays
INITIATE
INITIATEOverweight
Sep 2, 2026Stifel
INITIATE
INITIATEBuy
Aug 7, 2026B of A Securities
INITIATE
INITIATEBuy
May 14, 2026Benchmark
MAINTAIN
MAINTAINBuy
May 14, 2026Susquehanna
MAINTAIN
MAINTAINPositive

Insider ledger

Form 4
$0
bought · 0 insiders
$60.0M
sold · 2 insiders
DateInsiderTypeValue
Sep 10, 2026
Chelouche Yoav
Director
SELL$49.9K
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$530.2K
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$744.6K
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$2.9M
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$835.7K
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$1.2M
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$8.8M
Aug 11, 2026
Ellwanger Russell Craig
Chief Executive Officer
SELL$613.4K

Earnings setup

Estimates
Nov 2
reports in 6 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Congressional trades
TSEM trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
DateMemberTypeAmountDisclosed
Aug 7, 2026
Michael McCaul
R· HOUSE· Spouse account· Tower Semiconductor Ltd
BUY$15,001 - $50,000Oct 14, 2026(68d)

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 13, 2026 SEC
Tower Semiconductor filed a 6-K furnishing a proxy statement for an Extraordinary General Meeting on November 25…
6-K — Impact 3/10
Oct 13, 2026 SEC
Tower Semiconductor filed a 6-K announcing the date for its Q3 2026 earnings release and conference call, scheduled…
6-K — Impact 2/10
Oct 13, 2026 SEC
Tower Semiconductor announced an expanded multi-year agreement with Semtech Corporation to secure dedicated silicon…
6-K — Impact 5/10
Sep 30, 2026 Short interest report
Short Interest: TSEM up 69% to 4.6M shares
Settlement 2026-09-30 | Days to cover: 1.94 | ≈4.04% of shares outstanding (est.)
Sep 10, 2026 Insider
Chelouche Yoav sold 232 shares
Director @ $215.06 ($49.9K)
Aug 11, 2026 Insider
Ellwanger Russell Craig sold 2,098 shares
Chief Executive Officer @ $252.74 ($530.2K)
Aug 11, 2026 Insider
Ellwanger Russell Craig sold 3,060 shares
Chief Executive Officer @ $243.32 ($744.6K)
Aug 7, 2026 Congress
Michael McCaul buy
$15,001 - $50,000 — House
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 2, 2026
Earnings date
TSEM Q3 2026 Earnings Before Market Open — 2026-11-02
Recent
Sep 30, 2026
Short interest
Short Interest: TSEM up 69% to 4.6M shares
Settlement 2026-09-30 | Days to cover: 1.94 | ≈4.04% of shares outstanding (est.)
Sep 23, 2026
Press release
Tower Semiconductor to Showcase Technology Innovation and Industry Leadership at its 2026 Technical Global Symposium in the United States
Tower Semiconductor to Showcase Technology Innovation and Industry Leadership at its 2026 Technical Global Symposium in the United States
Sep 17, 2026
Press release
NewPhotonics® and Tower Semiconductor Begin High-Volume Shipments of Laser-Integrated, Serviceable Optical Engine PICs for Scale-Out and Scale Up AI Interconnect
High-volume shipment of laser-integrated serviceable optical engines addressing the urgent demand for high-performance optical interconnects in AI…
Sep 15, 2026
Press release
Tower Semiconductor to Highlight its High-Volume Silicon Photonics and SiGe Solutions for AI Infrastructure, Telecom and Emerging Applications at ECOC 2026
MIGDAL HAEMEK, Israel, September 15, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor…
Aug 12, 2026
Press release
Tower Semiconductor to Participate in August and September Investor Conferences
MIGDAL HAEMEK, Israel, August 12, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions…

SecBot reports

18 filings · 7 bullish · 0 bearish · 11 neutral
All TSEM filing & press-release reports (18)