Tower Semiconductor (TSEM) Q2 2026 earnings — TrendMatrix coverage

Adjusted EPS

$0.88

Estimate

$0.76

Surprise

+16.1%

Revenue (period 2026-06-30)

$460.1M

Score at report (before → after)

5.9 → 5.7/10

Revenue source: mixed.

Tower Semiconductor (TSEM) beat the $0.76 estimate with adjusted EPS of $0.88 — a large 16.1% upside surprise. TrendMatrix's engine moved from Hold (5.9/10) to Buy (Wait) at 5.7/10 after the report — the engine's score fell despite the beat.

TrendMatrix currently rates TSEM Buy (Wait) at 5.6/10.

4 of the last 4 quarters beat the estimate; this quarter's +16.1% surprise compares with a +11.8% four-quarter average. Next scheduled report: 2026-11-02.

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current price

$169.83

Entry target

$161.62

Price target

$272.24

Stop

$150.31

Upside to target

+60.3%

Reward-to-risk

4.0:1

Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry

Semiconductors

Market cap

$21.33B

P/E (fwd)

28.0

P/E (ttm)

74.3

52-week range

$80.63–$319.94

Off 52-week high

46.9%

RSI (14)

32

Volume vs avg

0.26×

Score today

5.6/10