Israel's Tower Semiconductor edges past Q3 revenue estimates

Tower Semiconductor

10/11/2025 12:11

Overview

Tower Semiconductor Q3 2025 rev grows 6% qtr/qtr, slightly beating analyst expectations

Company expects 14% year-over-year revenue growth in Q4 2025

Outlook

Tower Semiconductor guides Q4 2025 revenue to $440 mln, plus or minus 5%

Tower Semiconductor invests $300 mln in SiPho and SiGe capacity expansion

Result Drivers

CORE TECHNOLOGIES - Revenue growth driven by Power Management, Image Sensors, and 65nm RF Mobile technologies, per CEO Russell Ellwanger

DATA CENTER DEMAND - Surging demand in data centers supports growth in SiGe and SiPho technologies, per CEO Russell Ellwanger

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$395.67 mln
$393.98 mln (5 Analysts)
Q3 EPS
$0.47
Q3 Net Income
$53.45 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Tower Semiconductor Ltd is $69.00, about 21.8% below its November 7 closing price of $84.07

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNXb9Sk07

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)