Free Trial

Tower Semiconductor (TSEM) Competitors

Tower Semiconductor logo
$228.71 -0.04 (-0.02%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$227.70 -1.01 (-0.44%)
As of 10/9/2026 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

TSEM vs. LITE, MTSI, COHR, GLW, and ASX

Should you buy Tower Semiconductor stock or one of its competitors? Tower Semiconductor's main competitors and comparable companies include Lumentum (LITE), MACOM Technology Solutions (MTSI), Coherent (COHR), Corning (GLW), and ASE Technology (ASX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "technology" sector.

How does Tower Semiconductor compare to Lumentum?

Lumentum (NASDAQ:LITE) and Tower Semiconductor (NASDAQ:TSEM) are both large-cap technology companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, risk, dividends, media sentiment and earnings.

Lumentum presently has a consensus price target of $1,078.75, suggesting a potential downside of 2.23%. Tower Semiconductor has a consensus price target of $316.00, suggesting a potential upside of 38.17%. Given Tower Semiconductor's stronger consensus rating and higher possible upside, analysts plainly believe Tower Semiconductor is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.74
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

Tower Semiconductor has a net margin of 16.94% compared to Lumentum's net margin of -230.15%. Lumentum's return on equity of 26.34% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum-230.15% 26.34% 10.25%
Tower Semiconductor 16.94%9.83%8.25%

Tower Semiconductor has lower revenue, but higher earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than Tower Semiconductor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$3.01B33.16-$6.94B-$82.21N/A
Tower Semiconductor$1.57B16.42$220.47M$2.5390.40

Lumentum has a beta of 1.53, meaning that its stock price is 53% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.89, meaning that its stock price is 11% less volatile than the broader market.

In the previous week, Lumentum had 40 more articles in the media than Tower Semiconductor. MarketBeat recorded 44 mentions for Lumentum and 4 mentions for Tower Semiconductor. Lumentum's average media sentiment score of 0.57 beat Tower Semiconductor's score of 0.35 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
20 Very Positive mention(s)
4 Positive mention(s)
15 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Tower Semiconductor
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

94.1% of Lumentum shares are held by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are held by institutional investors. 0.4% of Lumentum shares are held by company insiders. Comparatively, 1.0% of Tower Semiconductor shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Lumentum beats Tower Semiconductor on 9 of the 16 factors compared between the two stocks.

How does Tower Semiconductor compare to MACOM Technology Solutions?

Tower Semiconductor (NASDAQ:TSEM) and MACOM Technology Solutions (NASDAQ:MTSI) are both large-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, media sentiment, dividends, earnings, institutional ownership, risk and profitability.

Tower Semiconductor has higher revenue and earnings than MACOM Technology Solutions. Tower Semiconductor is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tower Semiconductor$1.57B16.42$220.47M$2.5390.40
MACOM Technology Solutions$967.26M26.06-$54.21M$3.11106.13

MACOM Technology Solutions has a net margin of 20.70% compared to Tower Semiconductor's net margin of 16.94%. MACOM Technology Solutions' return on equity of 17.82% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Tower Semiconductor16.94% 9.83% 8.25%
MACOM Technology Solutions 20.70%17.82%12.01%

Tower Semiconductor currently has a consensus target price of $316.00, indicating a potential upside of 38.17%. MACOM Technology Solutions has a consensus target price of $341.25, indicating a potential upside of 3.39%. Given Tower Semiconductor's higher possible upside, analysts plainly believe Tower Semiconductor is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.93

70.5% of Tower Semiconductor shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 1.0% of Tower Semiconductor shares are owned by insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

In the previous week, MACOM Technology Solutions had 16 more articles in the media than Tower Semiconductor. MarketBeat recorded 20 mentions for MACOM Technology Solutions and 4 mentions for Tower Semiconductor. MACOM Technology Solutions' average media sentiment score of 0.87 beat Tower Semiconductor's score of 0.35 indicating that MACOM Technology Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tower Semiconductor
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
MACOM Technology Solutions
4 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Tower Semiconductor has a beta of 0.89, indicating that its share price is 11% less volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.77, indicating that its share price is 77% more volatile than the broader market.

Summary

MACOM Technology Solutions beats Tower Semiconductor on 13 of the 17 factors compared between the two stocks.

How does Tower Semiconductor compare to Coherent?

Coherent (NYSE:COHR) and Tower Semiconductor (NASDAQ:TSEM) are both large-cap technology companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, media sentiment, analyst recommendations, risk, dividends and valuation.

Coherent presently has a consensus target price of $395.25, suggesting a potential upside of 26.32%. Tower Semiconductor has a consensus target price of $316.00, suggesting a potential upside of 38.17%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts plainly believe Tower Semiconductor is more favorable than Coherent.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Coherent
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.87
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

83.3% of Coherent shares are held by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are held by institutional investors. 0.5% of Coherent shares are held by company insiders. Comparatively, 1.0% of Tower Semiconductor shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Coherent has a beta of 2.11, meaning that its stock price is 111% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.89, meaning that its stock price is 11% less volatile than the broader market.

In the previous week, Coherent had 1 more articles in the media than Tower Semiconductor. MarketBeat recorded 5 mentions for Coherent and 4 mentions for Tower Semiconductor. Coherent's average media sentiment score of 0.39 beat Tower Semiconductor's score of 0.35 indicating that Coherent is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Coherent
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tower Semiconductor
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Tower Semiconductor has a net margin of 16.94% compared to Coherent's net margin of 11.31%. Coherent's return on equity of 9.89% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Coherent11.31% 9.89% 5.64%
Tower Semiconductor 16.94%9.83%8.25%

Coherent has higher revenue and earnings than Tower Semiconductor. Coherent is trading at a lower price-to-earnings ratio than Tower Semiconductor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Coherent$7.12B8.61$805M$4.1176.13
Tower Semiconductor$1.57B16.42$220.47M$2.5390.40

Summary

Coherent beats Tower Semiconductor on 10 of the 17 factors compared between the two stocks.

How does Tower Semiconductor compare to Corning?

Tower Semiconductor (NASDAQ:TSEM) and Corning (NYSE:GLW) are both large-cap technology companies, but which is the superior business? We will compare the two companies based on the strength of their risk, valuation, media sentiment, analyst recommendations, dividends, earnings, institutional ownership and profitability.

Tower Semiconductor has a beta of 0.89, suggesting that its share price is 11% less volatile than the broader market. Comparatively, Corning has a beta of 1.13, suggesting that its share price is 13% more volatile than the broader market.

Corning has higher revenue and earnings than Tower Semiconductor. Corning is trading at a lower price-to-earnings ratio than Tower Semiconductor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tower Semiconductor$1.57B16.42$220.47M$2.5390.40
Corning$15.63B8.63$1.60B$2.1971.51

70.5% of Tower Semiconductor shares are held by institutional investors. Comparatively, 69.8% of Corning shares are held by institutional investors. 1.0% of Tower Semiconductor shares are held by company insiders. Comparatively, 0.3% of Corning shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, Corning had 25 more articles in the media than Tower Semiconductor. MarketBeat recorded 29 mentions for Corning and 4 mentions for Tower Semiconductor. Corning's average media sentiment score of 0.56 beat Tower Semiconductor's score of 0.35 indicating that Corning is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tower Semiconductor
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Corning
8 Very Positive mention(s)
8 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Tower Semiconductor has a net margin of 16.94% compared to Corning's net margin of 11.20%. Corning's return on equity of 20.09% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Tower Semiconductor16.94% 9.83% 8.25%
Corning 11.20%20.09%8.00%

Tower Semiconductor presently has a consensus price target of $316.00, indicating a potential upside of 38.17%. Corning has a consensus price target of $177.56, indicating a potential upside of 13.37%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts clearly believe Tower Semiconductor is more favorable than Corning.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90
Corning
0 Sell rating(s)
7 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.65

Summary

Tower Semiconductor beats Corning on 10 of the 17 factors compared between the two stocks.

How does Tower Semiconductor compare to ASE Technology?

ASE Technology (NYSE:ASX) and Tower Semiconductor (NASDAQ:TSEM) are both large-cap technology companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings.

Tower Semiconductor has a consensus target price of $316.00, indicating a potential upside of 38.17%. Given Tower Semiconductor's higher possible upside, analysts plainly believe Tower Semiconductor is more favorable than ASE Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ASE Technology
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.00
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

Tower Semiconductor has a net margin of 16.94% compared to ASE Technology's net margin of 8.52%. ASE Technology's return on equity of 16.12% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
ASE Technology8.52% 16.12% 6.47%
Tower Semiconductor 16.94%9.83%8.25%

ASE Technology has a beta of 1.66, meaning that its share price is 66% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.89, meaning that its share price is 11% less volatile than the broader market.

6.8% of ASE Technology shares are owned by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are owned by institutional investors. 22.9% of ASE Technology shares are owned by company insiders. Comparatively, 1.0% of Tower Semiconductor shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

ASE Technology has higher revenue and earnings than Tower Semiconductor. ASE Technology is trading at a lower price-to-earnings ratio than Tower Semiconductor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ASE Technology$711.21B0.15$1.28B$0.8653.88
Tower Semiconductor$1.57B16.42$220.47M$2.5390.40

In the previous week, ASE Technology had 1 more articles in the media than Tower Semiconductor. MarketBeat recorded 5 mentions for ASE Technology and 4 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 0.35 beat ASE Technology's score of 0.24 indicating that Tower Semiconductor is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ASE Technology
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tower Semiconductor
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Tower Semiconductor beats ASE Technology on 9 of the 16 factors compared between the two stocks.

Get Tower Semiconductor News Delivered to You Automatically

Sign up to receive the latest news and ratings for TSEM and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding TSEM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

TSEM vs. The Competition

MetricTower SemiconductorSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$25.72B$116.71B$31.44B$13.21B
Dividend YieldN/A1.65%2.76%16.36%
P/E Ratio90.4083.2681.0326.16
Price / Sales16.4280.87583.8194.78
Price / Cash48.4265.0550.0253.09
Price / Book8.7310.498.166.34
Net Income$220.47M$2.57B$767.97M$381.90M
7 Day Performance-5.04%-5.43%-1.17%-1.41%
1 Month Performance9.92%2.70%0.69%-3.48%
1 Year Performance221.63%73.79%170.95%1.16%

Tower Semiconductor Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSEM
Tower Semiconductor
4.2337 of 5 stars
$228.71
0.0%
$316.00
+38.2%
+208.3%$25.72B$1.57B90.405,316
LITE
Lumentum
2.7037 of 5 stars
$921.32
-2.2%
$1,066.87
+15.8%
+590.6%$84.47B$3.01BN/A13,757
MTSI
MACOM Technology Solutions
3.0273 of 5 stars
$278.56
-2.5%
$341.25
+22.5%
+148.2%$21.81B$967.26M89.572,000
COHR
Coherent
4.6793 of 5 stars
$282.57
-4.5%
$397.63
+40.7%
+155.5%$57.93B$7.12B68.7551,000
GLW
Corning
4.6005 of 5 stars
$151.50
-3.3%
$176.50
+16.5%
+79.5%$135.01B$15.63B69.1867,200

Related Companies and Tools


This page (NASDAQ:TSEM) was last updated on 10/10/2026 by MarketBeat.com Staff.
From Our Partners