Dec 31, 2025 • Benzinga
NEUTRAL
This Tower Semiconductor Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Wednesday
Several top Wall Street analysts have downgraded their ratings for key companies. DigitalBridge Group (NYSE: DBRG) was downgraded from Buy to Hold by Truist Securities, while Wedbush downgraded GLOBALFOUNDRIES Inc. (NASDAQ: GFS) from Outperform to Neutral. HC Wainwright & Co. changed Ekso Bionics Holdings, Inc. (NASDAQ: EKSO) from Buy to Neutral, and Wedbush also downgraded Tower Semiconductor Ltd. (NASDAQ: TSEM) from Outperform to Neutral.
Dec 31, 2025 • Investing.com
SOMEWHAT-BEARISH
Tower Semiconductor stock rating downgraded by Wedbush on valuation
Wedbush downgraded Tower Semiconductor (NASDAQ:TSEM) from Outperform to Neutral, while maintaining a $125 price target, due to valuation concerns after the stock's 134% return over the past year. Despite the downgrade, based purely on valuation, the analyst consensus remains bullish with a 1.4 recommendation score. The company recently surpassed Q3 2025 earnings and revenue expectations, and Benchmark raised its price target to $120.
Dec 31, 2025 • CTech
SOMEWHAT-BULLISH
Tower CEO: "Intel is definitely a competitor now"
Two years after Intel's $5 billion acquisition bid was canceled, Tower Semiconductor's CEO, Russell Ellwanger, explains how continued investment in silicon photonics transformed Intel into a competitor. Tower's stock has surged, driven by its crucial role in AI infrastructure through silicon photonics, with the company projecting significant revenue growth in this area and dismissing concerns about an AI bubble. Ellwanger also discusses the company's commitment to the Tel Aviv Stock Exchange, its strong financial position, and its apolitical stance regarding its Israeli identity.
Dec 29, 2025 • 富途牛牛
SOMEWHAT-BULLISH
Tower Semiconductor Ltd.'s (NASDAQ:TSEM) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
Tower Semiconductor's stock has seen a significant 68% increase over the last three months, prompting an investigation into whether its fundamentals are driving this momentum. Despite a relatively low Return on Equity (ROE) of 6.8% compared to the industry average of 11%, the company has demonstrated a decent net income growth of 19% over the past five years. This growth is attributed to a high reinvestment rate of earnings, as the company does not pay regular dividends, and analyst forecasts predict continued earnings expansion.
Dec 29, 2025 • TipRanks
BULLISH
Tower Semiconductor to Present at 28th Annual Needham Growth Conference in New York
Tower Semiconductor (TSEM) announced its participation in the 28th Annual Needham Growth Conference in New York on January 13–14, 2026. The company aims to engage with investors through one-on-one meetings to highlight its analog foundry capabilities and global manufacturing footprint. TipRanks' AI Analyst "Spark" rates TSEM as "Outperform," noting strong technical momentum and positive earnings despite valuation concerns.
Dec 29, 2025 • The Manila Times
SOMEWHAT-BULLISH
Tower Semiconductor to Attend the 28th Annual Needham Growth Conference
Tower Semiconductor (NASDAQ/TASE: TSEM) announced its participation in the 28th Annual Needham Growth Conference, scheduled for January 13th and 14th in New York. Company representatives will be available for one-on-one meetings with investors at the Lotte New York Palace Hotel. Interested investors should contact the conference organizers or Tower Semiconductor's investor relations team for more details.