Tower SemiconductorTSEM
About: Tower Semiconductor Ltd is a pure-play specialty foundry that manufactures semiconductors. As a pure-play foundry, it focuses on producing integrated circuits (ICs), based on the design specifications of customers. The company's line of integrated circuits is incorporated into a range of products and markets, including consumer electronics, personal computers, communications, automotive, and industrial and medical device products. Tower produces ICs alongside wholly-owned subsidiaries through fabrication facilities located in Japan. As a complement to its technology offerings, Tower offers services that enable a quick and accurate design cycle. To further assist customers with design and technical support, an integrated team helps clients through the manufacturing cycle.
Employees: 5,215
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
207% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 15
60% more call options, than puts
Call options by funds: $214M | Put options by funds: $133M
50% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 9 (+3) [Q4]
19% more capital invested
Capital invested by funds: $3.09B [Q3] → $3.69B (+$603M) [Q4]
13% more funds holding
Funds holding: 211 [Q3] → 239 (+28) [Q4]
0.22% more ownership
Funds ownership: 62.92% [Q3] → 63.14% (+0.22%) [Q4]
20% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 87
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Benchmark Cody Acree 7% 1-year accuracy 3 / 46 met price target | 66%upside $60 | Buy Reiterated | 11 Feb 2025 |
Financial journalist opinion
Based on 3 articles about TSEM published over the past 30 days
