TSEM

Tower Semiconductor Ltd.

Technology · $25.5B market cap

Verdict

Share price

$240.86

close of Oct 3, 2026

Fair value

$50.96

Sticker Price

Payback Price

$20.38

buy price

Overpriced

TSEM is Overpriced: at $240.86 it trades 373% above its fair value of $50.96. Its buy price (Payback Price) is $20.38, 92% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Earnings Power. Our 10-year earnings projection came out at less than a fifth of the share price, too far from reality to publish. So we use a simpler measure: today's normal earnings at the price-to-earnings ratio it has typically traded at.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth7.2% a year✗
Equity per share growth8.4% a year✗
Sales growth11.6% a year✓
Free cash flow growth18.5% a year✓
Return on invested capital10.0%✓

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Superinvestors

1 of the investors we track holds TSEM. In Q2 2026, 1 opened a position. Who we track

Moves in Q2 2026

New position: Lee Ainslie

About Tower Semiconductor Ltd.

Tower Semiconductor Ltd. operates as a prominent independent semiconductor foundry, engaged in the worldwide production and sale of analog-intensive, mixed-signal semiconductor components. The company provides a comprehensive suite of customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensors, integrated power management solutions, and MEMS. Furthermore, it offers wafer…

Semiconductors

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works