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Tower Semiconductor (TSEM) Competitors

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$223.60 +4.36 (+1.99%)
Closing price 09/18/2026 04:00 PM Eastern
Extended Trading
$224.10 +0.50 (+0.22%)
As of 09/18/2026 07:59 PM Eastern
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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 superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, profitability, institutional ownership, valuation, risk, dividends and media sentiment.

Lumentum currently has a consensus target price of $1,053.83, suggesting a potential upside of 13.20%. Tower Semiconductor has a consensus target price of $318.67, suggesting a potential upside of 42.52%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts clearly 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)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78

In the previous week, Lumentum had 8 more articles in the media than Tower Semiconductor. MarketBeat recorded 27 mentions for Lumentum and 19 mentions for Tower Semiconductor. Lumentum's average media sentiment score of 0.71 beat Tower Semiconductor's score of 0.46 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
17 Very Positive mention(s)
0 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Tower Semiconductor
5 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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$3.01B27.70-$6.94B-$82.21N/A
Tower Semiconductor$1.57B16.06$220.47M$2.5388.38

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%

Lumentum has a beta of 1.53, suggesting that its stock price is 53% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.88, suggesting that its stock price is 12% less volatile than the broader market.

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are owned by institutional investors. 0.4% of Lumentum 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, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Lumentum beats Tower Semiconductor on 10 of the 17 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 superior investment? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, media sentiment, valuation, earnings, institutional ownership and dividends.

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$1.57B16.06$220.47M$2.5388.38
MACOM Technology Solutions$967.26M21.78-$54.21M$3.1188.70

In the previous week, Tower Semiconductor had 4 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 19 mentions for Tower Semiconductor and 15 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 0.65 beat Tower Semiconductor's score of 0.46 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
5 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
MACOM Technology Solutions
5 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 has a beta of 0.88, suggesting that its share price is 12% less volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.71, suggesting that its share price is 71% more volatile than the broader market.

Tower Semiconductor currently has a consensus target price of $318.67, indicating a potential upside of 42.52%. MACOM Technology Solutions has a consensus target price of $341.25, indicating a potential upside of 23.70%. 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)
0 Strong Buy rating(s)
2.78
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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

MACOM Technology Solutions beats Tower Semiconductor on 12 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 stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, media sentiment, dividends, valuation, analyst recommendations, risk and earnings.

83.3% of Coherent shares are owned by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are owned by institutional investors. 0.5% of Coherent shares are owned by insiders. Comparatively, 1.0% of Tower Semiconductor shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Coherent has a beta of 2.1, indicating that its share price is 110% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.88, indicating that its share price is 12% less volatile than the broader market.

Coherent presently has a consensus price target of $397.63, indicating a potential upside of 25.27%. Tower Semiconductor has a consensus price target of $318.67, indicating a potential upside of 42.52%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts clearly 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)
6 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.76
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78

In the previous week, Coherent had 6 more articles in the media than Tower Semiconductor. MarketBeat recorded 25 mentions for Coherent and 19 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 0.46 beat Coherent's score of 0.08 indicating that Tower Semiconductor is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Coherent
4 Very Positive mention(s)
4 Positive mention(s)
12 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tower Semiconductor
5 Very Positive mention(s)
4 Positive mention(s)
9 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$7.12B8.73$805M$4.1177.23
Tower Semiconductor$1.57B16.06$220.47M$2.5388.38

Summary

Coherent beats Tower Semiconductor on 9 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 contrast the two companies based on the strength of their dividends, valuation, earnings, profitability, media sentiment, analyst recommendations, risk and institutional ownership.

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 hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

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 has a beta of 0.88, meaning that its stock price is 12% less volatile than the broader market. Comparatively, Corning has a beta of 1.16, meaning that its stock price is 16% more volatile than the broader market.

Tower Semiconductor currently has a consensus price target of $318.67, indicating a potential upside of 42.52%. Corning has a consensus price target of $176.50, indicating a potential upside of 17.59%. Given Tower Semiconductor's stronger consensus rating and higher possible upside, equities analysts plainly 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)
0 Strong Buy rating(s)
2.78
Corning
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.67

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$1.57B16.06$220.47M$2.5388.38
Corning$15.63B8.27$1.60B$2.1968.54

In the previous week, Corning had 20 more articles in the media than Tower Semiconductor. MarketBeat recorded 39 mentions for Corning and 19 mentions for Tower Semiconductor. Corning's average media sentiment score of 0.67 beat Tower Semiconductor's score of 0.46 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
5 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Corning
16 Very Positive mention(s)
6 Positive mention(s)
9 Neutral mention(s)
8 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Tower Semiconductor beats Corning on 9 of the 16 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 contrast the two companies based on the strength of their institutional ownership, risk, profitability, earnings, media sentiment, dividends, analyst recommendations and valuation.

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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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$20.73B4.48$1.28B$0.8648.36
Tower Semiconductor$1.57B16.06$220.47M$2.5388.38

Tower Semiconductor has a consensus target price of $318.67, indicating a potential upside of 42.52%. Given Tower Semiconductor's stronger consensus rating and higher possible upside, analysts clearly 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)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78

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 1.71, suggesting that its share price is 71% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.88, suggesting that its share price is 12% less volatile than the broader market.

In the previous week, Tower Semiconductor had 12 more articles in the media than ASE Technology. MarketBeat recorded 19 mentions for Tower Semiconductor and 7 mentions for ASE Technology. ASE Technology's average media sentiment score of 0.56 beat Tower Semiconductor's score of 0.46 indicating that ASE Technology is being referred to more favorably in the media.

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

Summary

Tower Semiconductor beats ASE Technology on 10 of the 16 factors compared between the two stocks.

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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.
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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.
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TSEM vs. The Competition

MetricTower SemiconductorSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$25.14B$112.06B$30.35B$13.19B
Dividend YieldN/A1.65%2.75%12.81%
P/E Ratio88.3880.1577.2625.38
Price / Sales16.0688.69590.2189.45
Price / Cash47.3362.3248.1751.42
Price / Book8.5310.307.826.33
Net Income$220.47M$2.05B$702.35M$358.33M
7 Day Performance5.71%-0.70%-0.52%1.12%
1 Month Performance-0.08%-1.31%-2.28%-2.39%
1 Year Performance233.63%77.06%176.56%5.35%

Tower Semiconductor Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSEM
Tower Semiconductor
4.2334 of 5 stars
$223.60
+2.0%
$318.67
+42.5%
+233.6%$25.14B$1.57B88.385,316
LITE
Lumentum
3.731 of 5 stars
$881.26
flat
$1,053.83
+19.6%
+451.7%$79.05B$3.01BN/A13,757
MTSI
MACOM Technology Solutions
4.3829 of 5 stars
$268.95
flat
$341.25
+26.9%
+117.0%$20.54B$967.26M86.482,000
COHR
Coherent
4.7348 of 5 stars
$282.04
+0.1%
$397.63
+41.0%
+190.9%$55.20B$7.12B68.6251,000
GLW
Corning
4.4473 of 5 stars
$154.22
-0.1%
$174.08
+12.9%
+88.6%$132.91B$15.63B70.4267,200

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This page (NASDAQ:TSEM) was last updated on 9/20/2026 by MarketBeat.com Staff.
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