Neumeier Poma Investment Counsel LLC Boosts Stock Holdings in Tower Semiconductor Ltd. $TSEM

Neumeier Poma Investment Counsel LLC lifted its holdings in Tower Semiconductor Ltd. (NASDAQ:TSEM) by 5.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 715,035 shares of the semiconductor company’s stock after purchasing an additional 33,820 shares during the period. Tower Semiconductor comprises 2.9% of Neumeier Poma Investment Counsel LLC’s holdings, making the stock its 18th biggest position. Neumeier Poma Investment Counsel LLC’s holdings in Tower Semiconductor were worth $30,997,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Blue Trust Inc. lifted its holdings in Tower Semiconductor by 14.8% during the second quarter. Blue Trust Inc. now owns 1,764 shares of the semiconductor company’s stock worth $76,000 after buying an additional 227 shares during the period. PNC Financial Services Group Inc. raised its position in shares of Tower Semiconductor by 4.2% in the 1st quarter. PNC Financial Services Group Inc. now owns 8,700 shares of the semiconductor company’s stock worth $310,000 after acquiring an additional 350 shares in the last quarter. TCTC Holdings LLC lifted its stake in shares of Tower Semiconductor by 117.9% during the 1st quarter. TCTC Holdings LLC now owns 706 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 382 shares during the last quarter. Geode Capital Management LLC boosted its position in Tower Semiconductor by 0.7% during the second quarter. Geode Capital Management LLC now owns 95,384 shares of the semiconductor company’s stock valued at $4,135,000 after purchasing an additional 662 shares in the last quarter. Finally, Magnetar Financial LLC boosted its position in Tower Semiconductor by 14.0% during the first quarter. Magnetar Financial LLC now owns 6,663 shares of the semiconductor company’s stock valued at $238,000 after purchasing an additional 817 shares in the last quarter. 70.51% of the stock is owned by hedge funds and other institutional investors.

Tower Semiconductor Stock Up 1.4%

TSEM stock opened at $96.67 on Wednesday. The stock has a market capitalization of $10.71 billion, a PE ratio of 55.56 and a beta of 0.94. Tower Semiconductor Ltd. has a 52 week low of $28.64 and a 52 week high of $106.74. The company has a quick ratio of 5.50, a current ratio of 6.57 and a debt-to-equity ratio of 0.05. The firm has a 50 day moving average of $77.62 and a 200 day moving average of $57.18.

Tower Semiconductor (NASDAQ:TSEM) last posted its quarterly earnings results on Monday, November 10th. The semiconductor company reported $0.55 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.55. The business had revenue of $395.67 million during the quarter, compared to analysts’ expectations of $394.98 million. Tower Semiconductor had a net margin of 13.20% and a return on equity of 7.37%. The business’s quarterly revenue was up 6.9% on a year-over-year basis. During the same quarter last year, the company posted $0.57 earnings per share. Tower Semiconductor has set its Q4 2025 guidance at EPS. Sell-side analysts forecast that Tower Semiconductor Ltd. will post 1.67 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Weiss Ratings reiterated a “hold (c-)” rating on shares of Tower Semiconductor in a report on Thursday, November 13th. Barclays increased their target price on shares of Tower Semiconductor from $74.00 to $97.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 11th. Susquehanna lifted their price target on shares of Tower Semiconductor from $100.00 to $135.00 and gave the stock a “positive” rating in a report on Tuesday, November 11th. Wedbush upped their price target on Tower Semiconductor from $85.00 to $125.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 11th. Finally, Benchmark increased their price objective on Tower Semiconductor from $73.00 to $120.00 and gave the company a “buy” rating in a report on Tuesday, November 11th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $119.25.

Tower Semiconductor Company Profile

Tower Semiconductor Ltd., an independent semiconductor foundry, focus on specialty process technologies to manufacture analog intensive mixed-signal semiconductor devices in Israel, the United States, Japan, Europe, and internationally. It provides various customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensor, integrated power management, and MEMS.