TSEM · Tower Semiconductor Ltd

NASDAQ Semiconductors Large Cap Clavix D-
222.22+16.06  (+7.79%)

Price

Snapshot

50 fields · last close
Market Cap$23.26B
P/E80.65
Float109.9M
Beta0.92
Volatility23.0%
ExchangeNASDAQ
SectorSemiconductors
Cap tierLarge cap
Macro sensitivityModerate
Clavix score34
Price222.22
Change+7.79%
Prev Close206.16
Open204.22
Day Low200.63
Day High208.63
Avg Vol1
Avg $ Vol$256.1M
52W High319.94
52W Low61.27
52W Pos62.2%
From High−30.54%
From Low+262.69%
Max DD 1Y−40.72%
Spread0.10%
LiquidityNormal
SMA 20−3.39%
SMA 50−4.08%
SMA 200+19.80%
RSI (14)41.8
Vol 30D97.1%
Vol 90D97.5%
1Y Range61–320
Daily bars506
Perf Week−6.23%
Perf Month−2.36%
Perf Quarter−21.11%
Perf Half Y+71.03%
Perf Year+231.13%
Perf YTD+82.54%
Prev Day+7.79%
ClavixD-
Debt / Eq0.05
Curr Ratio6.48
Int Cover49.7×
FCF Margin98.4%
Rev Growth−16.1%
ProfitProfitable
LeverageLow
Sector rank29 / 52

Clavix risk grade

regraded every trading day
D-34/100

TSEM grades D-, 34 of 100. Steadiest on News Sentiment (68), most exposed on Price Stability (18, weak). 1 of the 4 weighted dimensions sit above the Semiconductors median. Ranks 29 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

TSEMSemiconductors median
Betavs the overall market · lower is steadier0.921.88
Volatilityannualized23.0%47.0%
Max drawdown, past yearworst peak-to-trough fall−40.7%
Typical daily movemedian absolute daily change2.55%
Days beyond ±3%of the last 252 sessions10943%

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

TSEM
206.16

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

TSEM

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

TSEMSemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer0.921.88
Macro sensitivityrate, dollar and credit exposure bucketModerateVery High60% of 52

Where it sits on the macro scale

Low 0Moderate 3High 18Very High 31

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
TSEM
#29 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

TSEM
1 week−6.2%
1 month−2.4%
Year to date+82.5%
1 year+231.1%

Context for the rank, not itself a risk measure.

Recent coverage, scored

TSEM
Articles scoredthe most recent scored coverage, up to 3030since 14 Jul
Average score0 most bearish, 100 most bullish73
Bullish · bearisharticles above 60 · below 4025 · 1
Directionarticles whose tone is improving vs worsening25 ↑ 1 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.05sector median 0.26 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
6.48sector median 2.73 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
98.4%sector median 17.1% · 49 names
Interest coverageOperating income vs interest expense · higher is stronger
49.7×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

TSEM
Revenue growthyear over year−16.1%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Against Semiconductors

52 companies
MetricTSEMSector spreadMedian
Beta0.92
1.88
Volatility23.0%
47.0%
P/E80.65
46.10
Debt / equity0.05
0.26
Current ratio6.48
2.73
FCF margin98.4%
17.1%
Interest coverage49.7×
14.7×

Recent news

most recent scored articles · the chip is the article’s score · click to open

Tower Semiconductor reported record revenue of $460 million in Q2 2026, with silicon photonics, chips that use light to transmit data, widely used in AI data centers, now driving nearly half of revenue. Management raised its 2028 targets to $3.6 billion in revenue and $1.2 billion in net profit, supported by customer prepayments and funded capacity expansions.

Source Seeking Alpha Significance minor Impact financial impact Risk improving

Read the article →

OpenLight and Tower Semiconductor announced the availability of OpenLight's photonic Process Design Kit (PDK) for Tower's PH18DA indium phosphide (InP)-on-silicon photonics platform in Cadence, expanding their photonics ecosystem to accelerate photonic IC development.

Source Business Wire Significance minor Impact product Risk improving

Read the article →

OpenLight and Tower Semiconductor announced the expansion of the PH18DA photonics ecosystem, making OpenLight's Process Design Kit (PDK) available on Cadence's EDA tools to enable photonic integrated circuit (PIC) development on Tower's PH18DA indium phosphide-on-silicon photonics platform.

Source towersemi.com Significance moderate Impact product Risk improving

Read the article →

Tower Semiconductor (TSEM) has delivered approximately 7.9x returns over the past 5 years, but the stock currently trades at a premium valuation relative to earnings, raising concerns about whether it remains a good entry point. The article text is truncated, limiting further details on the company's growth strategy.

Source yahoo.com Significance moderate Impact financial impact Risk neutral

Read the article →

Tower Semiconductor reported Q2 2026 earnings on August 4 alongside record Q3 revenue guidance of approximately US$520 million, driving a 12.37% one-day share price return that tests the stock's 'undervalued' narrative.

Source yahoo.com Significance moderate Impact financial impact Risk improving

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
FSLRFirst Solar IncC$22.29B12.471.75Compare
GFSGlobalFoundries IncD+$24.44B34.131.80Compare
QQnity Electronics IncC-$24.78B50.911.62Compare
ENTGEntegris IncD$19.97B63.951.41Compare
MTSIMACOM Technology Solutions Holdings IncC-$19.85B81.621.82Compare
ONON Semiconductor CorpD$28.67B45.712.13Compare
CRDOCredo Technology Group Holding LtdF$30.85B105.033.29Compare
SITMSiTime CorpF$17.27B1,226.792.86Compare

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