Mizuho sets USD 300 target for Tower Semiconductor stock

Published on 10/13/2026 at 10:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tower Semiconductor stock trades at EUR 190.00 on October 13, 2026. Second-quarter revenue reached USD 460.08 million, up 24.00 percent.

Key points in brief

Mizuho initiated coverage on September 25, 2026 with an Outperform rating and a USD 300.00 target.
Tower Semiconductor reported USD 460.08 million of second-quarter 2026 revenue, up 24.00 percent year over year.
The stock was trading at EUR 190.00 at Lang & Schwarz on October 13, 2026 at 10:07 a.m. CEST.
MarketBeat lists a USD 316.00 average target from 10 analysts, including 8 Buy ratings.

Tower Semiconductor, IL0010823792, Illustration mit AI erstellt.

Tower Semiconductor stock (ISIN IL0010823792) was trading at EUR 190.00 at Lang & Schwarz on October 13, 2026 at 10:07 a.m. CEST. Mizuho initiated coverage on September 25, 2026 with an Outperform rating and a USD 300.00 price target, according to MarketBeat.

Three events set the backdrop

On August 4, 2026, Tower reported USD 460.08 million of revenue for the second quarter of 2026, up 24.00 percent year over year, and guided for USD 520.00 million of third-quarter revenue, according to Tower Semiconductor. On September 17, 2026, the company began volume shipments of optical engine chips for 800G to 1.6T AI interconnect applications, as reported by Quiver Quantitative. On September 25, 2026, Mizuho initiated coverage with the USD 300.00 target and an Outperform rating, according to Fintel.

What does the target mean?

The USD 300.00 Mizuho target is USD 16.00 below MarketBeat's USD 316.00 average twelve-month target from 10 analysts. MarketBeat lists 8 Buy ratings, 2 Hold ratings, a USD 270.00 low target and a USD 367.00 high target.

The operating figures explain why silicon photonics has become central to the valuation debate. Tower's second-quarter 2026 gross profit was USD 137.77 million, while net profit attributable to the company reached USD 90.77 million and diluted GAAP earnings per share were USD 0.79, according to the company's August 4, 2026 release. Third-quarter 2026 revenue guidance of USD 520.00 million represents 31.00 percent year-over-year growth at the midpoint.

Upcoming dates for Tower

TradingView lists November 16, 2026 as Tower's next earnings date. The company is also scheduled to hold its U.S. Technology Global Symposium on November 17, 2026, according to Quiver Quantitative.

Tower Semiconductor stock price in euros

The Lang & Schwarz quote places the stock at EUR 190.00 on October 13, 2026 at 10:07 a.m. CEST during the Xetra trading window. Its U.S. listing is Nasdaq under ticker TSEM, while Tower also lists the shares on the Tel Aviv Stock Exchange.

The further course of trading is shown by the continuously updated real-time quote of Tower Semiconductor stock.