Stock AnalizTower Semiconductor (TSEM) earnings for the quarter ended September 2026: EPS beats estimates
Tower Semiconductor reported results for the quarter ended September 2026 on November 2, 2026. Adjusted earnings per share came in at $1.15 against the analysts’ average forecast of $1.07, a beat of 7.8%.
Revenue for the quarter was $526 million, up 14.4% from $460 million in the same quarter a year earlier.
The market’s verdict: the stock fell 6.7% on the first trading day after the report.
The last four quarters
Tower Semiconductor has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.15 | $1.07 | +7.8% | +14% | −6.7% |
| Jun 2026 | $0.88 | $0.76 | +16.1% | — | −9.9% |
| Mar 2026 | $0.65 | $0.56 | +15.7% | — | +27.1% |
| Dec 2025 | $0.78 | $0.68 | +14.2% | — | −2.2% |
What comes next
Analysts expect EPS of $1.38 for the next quarter on average and $4.07 for the fiscal year ending December 31, 2026.
The average analyst price target is $275.21, 87% above the current price of $146.89.
Valuation and score
Tower Semiconductor scores 1.6 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 47.2, and its intrinsic value under moderate assumptions is about 59% below the current market value. Full Tower Semiconductor analysis with 10 years of financials
Frequently asked questions
What was Tower Semiconductor’s EPS for the quarter ended September 2026?
$1.15 adjusted per share, against an analyst consensus of $1.07.
How much revenue did Tower Semiconductor report?
$526 million, up 14.4% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.