Tower Semiconductor expanded SiGe pact. Analysts set USD 316 target for Tower Semiconductor stock

Published on 10/26/2026 at 10:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tower Semiconductor posted USD 460.08 million in second-quarter revenue. Tower Semiconductor stock trades at EUR 153.00 on October 26, 2026.

Capacity and earnings dates

Tower Semiconductor expanded its SiGe partnership with Semtech on October 13, 2026, extending a 20-year relationship.
Second-quarter 2026 revenue reached USD 460.08 million, up 24.00 percent year over year.
Tower Semiconductor stock was trading at EUR 153.00 at 10:50 a.m. CEST at Lang & Schwarz on October 26, 2026.
MarketBeat reported a consensus target of USD 316.00 from ten analysts on October 23, 2026.

Tower Semiconductor, IL0010823792, Illustration mit AI erstellt.

Tower Semiconductor (ISIN IL0010823792) expanded its silicon germanium partnership with Semtech on October 13, 2026, while analysts tracked a USD 316.00 consensus target. The agreement reserves dedicated SiGe capacity across Tower's fabs in the United States, Israel and Japan. The stock was trading at EUR 153.00 at Lang & Schwarz during the October 26 session.

SiGe capacity reaches three regions

According to Tower Semiconductor on October 13, 2026, Semtech will invest in dedicated capacity for optical and copper interconnect components used in artificial intelligence data centers. The expanded agreement builds on a 20-year partnership and supports a technology roadmap moving from 800G and 1.6T connectivity toward 3.2T.

The financial value of the agreement was not disclosed. Its commercial significance rests on capacity planning: Tower supplies the SiGe process technology used in Semtech signal-integrity products, including transimpedance amplifiers and laser drivers.

What does the target imply?

MarketBeat reported on October 23, 2026, that ten brokerages carried a Moderate Buy consensus and an average 12-month target of USD 316.00. The same report cited Stifel's USD 270.00 target and Bank of America's USD 367.00 target.

Tower's primary listing is on Nasdaq under TSEM, as identified in the company's release. The finance snapshot showed a market capitalization of USD 19.0 billion and a 52-week range of USD 77.04 to USD 319.94 as of October 23, 2026.

Results set the next test

Tower reported USD 460.08 million in second-quarter 2026 revenue, up 24.00 percent from USD 372.06 million in the second quarter of 2025. Net profit attributable to the company reached USD 90.77 million, compared with USD 46.55 million a year earlier, while diluted earnings per share rose to USD 0.79 from USD 0.41.

The company also guided to third-quarter 2026 revenue of USD 520.00 million at the midpoint, a record level and 31.00 percent above the prior-year quarter. Tower Semiconductor published these figures in its August 4, 2026 results release.

The next date is November 2

Tower Semiconductor said on October 13, 2026, that it will publish third-quarter 2026 results on November 2, 2026, followed by a conference call covering fourth-quarter guidance.

Price and valuation

Tower Semiconductor stock was trading at EUR 153.00 at Lang & Schwarz on October 26, 2026 at 10:50 a.m. CEST. The current euro quotation provides the market's immediate reference point while the upcoming report will test whether the company's USD 520.00 million revenue outlook is translating into sustained capacity demand.

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