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/Mis Actual Consensu

s s

Estimate

Q3 Slight $395.67 $393.98

Revenue Beat* mln mln (5

Analysts

)

Q3 EPS $0.47

Q3 Net $53.45

Income 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:

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(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.)