Research Analysts’ Recent Ratings Updates for Tower Semiconductor (TSEM)

A number of research firms have changed their ratings and price targets for Tower Semiconductor (NASDAQ: TSEM):

• 9/25/2026 – Tower Semiconductor is now covered by Mizuho. They set an “outperform” rating and a $300.00 price target on the stock.
• 9/25/2026 – Tower Semiconductor is now covered by Mizuho. They set an “outperform” rating and a $300.00 price target on the stock.
• 9/18/2026 – Tower Semiconductor is now covered by Barclays PLC. They set an “overweight” rating and a $310.00 price target on the stock.
• 9/18/2026 – Tower Semiconductor is now covered by Barclays PLC. They set an “overweight” rating and a $310.00 price target on the stock.
• 9/17/2026 – Tower Semiconductor was upgraded by Barclays PLC to “strong-buy”.
• 9/1/2026 – Tower Semiconductor is now covered by Stifel Nicolaus. They set a “buy” rating and a $270.00 price target on the stock.
• 8/20/2026 – Tower Semiconductor was upgraded by Barclays PLC from “hold” to “strong-buy”.
• 8/18/2026 – Tower Semiconductor was downgraded by Weiss Ratings from “hold (c)” to “hold (c-)”.
• 8/7/2026 – Tower Semiconductor was upgraded by National Bank Financial to “buy”.
• 8/7/2026 – Tower Semiconductor is now covered by Bank of America Corporation. They set a “buy” rating and a $367.00 price target on the stock.
• 8/5/2026 – Tower Semiconductor had its “buy” rating reaffirmed by Benchmark Co..

Insider Activity

In other news, CEO Russell Ellwanger sold 104,226 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $248.34, for a total transaction of $25,883,484.84. Following the transaction, the chief executive officer directly owned 526,788 shares of the company’s stock, valued at approximately $130,822,531.92. This trade represents a 16.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Yoav Chelouche sold 232 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $215.06, for a total value of $49,893.92. Following the completion of the sale, the director owned 33,734 shares of the company’s stock, valued at $7,254,834.04. The trade was a 0.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 181,767 shares of company stock valued at $45,610,065. 1.00% of the stock is owned by corporate insiders.

Tower Semiconductor Ltd. is an Israel-based specialty semiconductor foundry that manufactures integrated circuits for fabless semiconductor companies, integrated device manufacturers and other technology companies. Rather than selling products under a broad consumer brand, Tower provides wafer fabrication, process technology and manufacturing services tailored to customers’ chip designs.

The company specializes in analog and mixed-signal semiconductors, radio-frequency components, power-management devices, CMOS image sensors and other specialty technologies.