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Opinions Kim Bolton
Tower Semiconductor Ltd.TSEMTOP PICKOct 06, 2026
Kim BoltonOwned
N/A
Stock price when the opinion was issued
$258.41
As of Oct 06, 2026. Market Open.
Technology
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Premium contentPAST TOP PICK
(A Top Pick Mar 08/22, Down 4.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSEM has triggered its stop at $45. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 25%, when combined with the previous buy recommendations.
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Premium contentPAST TOP PICK
Premium contentTOP PICK
Stockchase Research Editor: Michael O’Reilly We again reiterate TSEM as a TOP PICK following the announcement by Intel to acquire the company for $53 per share. This acquisition helps Intel’s foundry strategy and would give it capacity and expertise to pursue its expansion plans particularly in the US where Tower already has fabrication facilities in California and Texas. With Intel’s cash it can expand faster than TSEM by itself - a win-win. We recommend trailing the stop up from $35 to $40, waiting for the deal to close — upside potential over 12%. Yield 0% (Analysts’ price target is $53.00)
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Premium contentPAST TOP PICK
Premium contentTOP PICK
Stockchase Research Editor: Michael O’Reilly We again reiterate TSEM, a $3.6 billion market cap independent semiconductor chip manufacturer, as a TOP PICK. With so much emphasis still on the shortage of chips for the auto manufacturing sector, the company remains well positioned. Recently reported earnings beat expectations by 11%. It trades at 2.6x book value and at 30x earnings compared to peers at 66x. We like that they continue to pay down debt. We continue to recommend a stop loss at $31, looking to achieve $47 - over 34% upside potential Yield 0% (Analysts’ price target is $47.00)
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Stockchase Research Editor: Michael O'Reilly We again reiterate TSEM as a TOP PICK. The producer of semiconductors -- a space much in the news for the shortage of supply -- focuses on chips for the auto manufacturing sector. The US Infrastructure Bill (with emphasis on EV transportation going forward) bodes well for the company. They are trading at 31x earning compared to peers at 80x and are valued just under 3x book value. We like that they continue to pay down debt. We recommend trailing up the previously recommended stop (from $23) to $31, looking to achieve $44.50 - 18% upside potential
Yield 0% (Analysts’ price target is $44.25)
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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate TSEM as a TOP PICK. The producer of semiconductors -- a space much in the news for the shortage of supply -- focuses on chips for the auto manufacturing sector. They are trading at 30x earning compared to peers at 35x and are valued just over 2x book value. It continues to pay down debt. We would buy this with a stop loss at $23, looking to achieve $38 -- upside potential over 28%. Yield 0% (Analysts’ price target is $37.75)
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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly TSEM is a producer of semiconductors -- a space much in the news for the shortage of supply. With a focus on chips for the auto manufacturing sector, they are particularly well positioned. Trading at 30x earnings, it is very competitive to its peers at over 62x. Earnings are expected to grow another 60% this year. We would buy this with a stop loss at $23, looking to achieve $38 -- upside potential over 38%. Yield 0% (Analysts’ price target is $38.25)
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They make analog integrated circuits. Not sexy. They compete with Texas Instruments overseas, and are much smaller. Liquidity is solid and little debt, but trades at a high PE of 92.5x. Buy some here, but more at $225 and more at $200.
(Analysts’ price target is $293.42)