Stock analysis · Bull Rankings model

TSEM analysis

Tower Semiconductor LtdSemiconductors. Scored on the same transparent 7-signal model behind the daily rankings.

TSEM
Tower Semiconductor Ltd · Semiconductors
FCF
Rev-12.6%D
D/E0.05A
P/E128.9xD
PEG
63Score
$283.43
1Y Target$325.94Near-term target
5Y Target$456.47Compound horizon
10Y Target$670.98Long-dated conviction
FCFTTM
FCF not applicable for this sector (bank / insurer / REIT) or data unavailable
Rev-12.6%TTM YoY
D
Revenue -12.6% — meaningful contraction
D/E0.05
A
D/E 0.05 — essentially debt-free, pristine balance sheet
P/E128.9x
D
P/E 128.9 — extreme multiple; extraordinary growth required
PEGproxy
PEG not meaningful — earnings growth negative or data unavailable · PEG proxy: P/E ÷ revenue growth % (true PEG requires forward EPS estimates, not in Finnhub free tier).
Why now
Semiconductors · market cap $31.7b. Trading near 52-week high of $288.19 — momentum setup, limited technical margin of safety. Revenue -13% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Trailing P/E 128.9x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Revenue contracting -13% — the operational turn is not yet visible in the top line. Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Horizon
1-3 yr $325.94 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $456.47 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $670.98 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Shares to buy
7
Position size
$1,984
4.0% of portfolio
Stop price
$212.57
25% below $283.43
$ at risk
$500.00
1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

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