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Tower Semiconductor (TSEM) Competitors

Tower Semiconductor logo
$208.01 -11.84 (-5.39%)
As of 08/28/2026 04:00 PM Eastern

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

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), ASE Technology (ASX), and Monolithic Power Systems (MPWR). 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 contrast the two businesses based on the strength of their risk, institutional ownership, dividends, profitability, media sentiment, analyst recommendations, earnings and valuation.

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 presently has a consensus price target of $1,044.67, indicating a potential upside of 16.72%. Tower Semiconductor has a consensus price target of $294.80, indicating a potential upside of 41.72%. Given Tower Semiconductor's stronger consensus rating and higher probable 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)
13 Buy rating(s)
1 Strong Buy rating(s)
2.70
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88

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$3.01B26.64-$6.94B-$82.21N/A
Tower Semiconductor$1.57B14.94$220.47M$2.5382.22

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 insiders. Comparatively, 1.0% of Tower Semiconductor 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.

Lumentum has a beta of 1.5, meaning that its stock price is 50% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.9, meaning that its stock price is 10% less volatile than the broader market.

In the previous week, Lumentum had 83 more articles in the media than Tower Semiconductor. MarketBeat recorded 87 mentions for Lumentum and 4 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 1.39 beat Lumentum's score of 1.20 indicating that Tower Semiconductor is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
66 Very Positive mention(s)
6 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Tower Semiconductor
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Lumentum and Tower Semiconductor tied by winning 8 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 stock? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, earnings, dividends, profitability, analyst recommendations, valuation and risk.

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 1.68 beat Tower Semiconductor's score of 1.39 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
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
18 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Tower Semiconductor has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.7, meaning that its share price is 70% more volatile than the broader market.

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$1.57B14.94$220.47M$2.5382.22
MACOM Technology Solutions$967.26M20.94-$54.21M$3.1185.30

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

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 presently has a consensus target price of $294.80, indicating a potential upside of 41.72%. MACOM Technology Solutions has a consensus target price of $341.25, indicating a potential upside of 28.64%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts clearly 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)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.87

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?

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

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

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
Tower Semiconductor16.94% 9.83% 8.25%
Coherent 11.31%9.89%5.64%

Tower Semiconductor currently has a consensus target price of $294.80, suggesting a potential upside of 41.72%. Coherent has a consensus target price of $397.50, suggesting a potential upside of 42.86%. Given Coherent's higher possible upside, analysts plainly believe Coherent is more favorable than Tower Semiconductor.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88
Coherent
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.75

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
Tower Semiconductor$1.57B14.94$220.47M$2.5382.22
Coherent$7.12B7.65$805M$4.1167.70

Tower Semiconductor has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, Coherent has a beta of 2.08, suggesting that its share price is 108% more volatile than the broader market.

In the previous week, Coherent had 4 more articles in the media than Tower Semiconductor. MarketBeat recorded 8 mentions for Coherent and 4 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 1.39 beat Coherent's score of 0.48 indicating that Tower Semiconductor is being referred to more favorably in the media.

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

Summary

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

ASE Technology has a beta of 1.71, indicating that its share price is 71% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.9, indicating that its share price is 10% less volatile than the broader market.

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 1.39 beat ASE Technology's score of 0.35 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)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tower Semiconductor
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Tower Semiconductor has a consensus price target of $294.80, indicating a potential upside of 41.72%. Given Tower Semiconductor's stronger consensus rating and 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)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88

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$20.73B4.08$1.28B$0.8644.03
Tower Semiconductor$1.57B14.94$220.47M$2.5382.22

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%

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

Summary

Tower Semiconductor beats ASE Technology on 11 of the 17 factors compared between the two stocks.

How does Tower Semiconductor compare to Monolithic Power Systems?

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

Monolithic Power Systems has higher revenue and earnings than Tower Semiconductor. Monolithic Power Systems 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$1.57B14.94$220.47M$2.5382.22
Monolithic Power Systems$3.27B18.86$621.48M$16.3177.02

Monolithic Power Systems has a net margin of 24.41% compared to Tower Semiconductor's net margin of 16.94%. Monolithic Power Systems' return on equity of 22.31% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Tower Semiconductor16.94% 9.83% 8.25%
Monolithic Power Systems 24.41%22.31%18.67%

70.5% of Tower Semiconductor shares are owned by institutional investors. Comparatively, 93.5% of Monolithic Power Systems shares are owned by institutional investors. 1.0% of Tower Semiconductor shares are owned by company insiders. Comparatively, 3.6% of Monolithic Power Systems 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.

Tower Semiconductor has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market. Comparatively, Monolithic Power Systems has a beta of 1.69, meaning that its share price is 69% more volatile than the broader market.

In the previous week, Monolithic Power Systems had 38 more articles in the media than Tower Semiconductor. MarketBeat recorded 42 mentions for Monolithic Power Systems and 4 mentions for Tower Semiconductor. Monolithic Power Systems' average media sentiment score of 1.61 beat Tower Semiconductor's score of 1.39 indicating that Monolithic Power Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tower Semiconductor
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Monolithic Power Systems
38 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Tower Semiconductor currently has a consensus price target of $294.80, suggesting a potential upside of 41.72%. Monolithic Power Systems has a consensus price target of $1,731.42, suggesting a potential upside of 37.82%. Given Tower Semiconductor's higher possible upside, equities analysts clearly believe Tower Semiconductor is more favorable than Monolithic Power Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88
Monolithic Power Systems
0 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.93

Summary

Monolithic Power Systems beats Tower Semiconductor on 14 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$23.39B$106.95B$29.71B$12.90B
Dividend YieldN/A1.62%2.74%11.28%
P/E Ratio82.2274.0275.8225.45
Price / Sales14.9493.55590.6789.89
Price / Cash44.0361.5849.2953.00
Price / Book7.629.559.316.14
Net Income$220.47M$1.86B$678.22M$348.86M
7 Day Performance-6.55%-3.14%-0.07%-0.80%
1 Month Performance-1.49%2.10%4.19%4.13%
1 Year Performance253.64%95.24%187.24%15.17%

Tower Semiconductor Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSEM
Tower Semiconductor
4.4122 of 5 stars
$208.01
-5.4%
$294.80
+41.7%
+253.6%$23.39B$1.57B82.225,316
LITE
Lumentum
4.2882 of 5 stars
$968.90
+4.6%
$1,044.67
+7.8%
+573.9%$72.05B$3.01BN/A10,562
MTSI
MACOM Technology Solutions
4.6701 of 5 stars
$327.53
+3.5%
$341.82
+4.4%
+107.0%$24.17B$967.26M105.322,000
COHR
Coherent
4.6098 of 5 stars
$351.82
+8.0%
$397.50
+13.0%
+207.5%$63.75B$7.12B85.6030,216
ASX
ASE Technology
3.5587 of 5 stars
$39.92
+1.0%
N/A+281.9%$87.92B$20.73B46.42105,947

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This page (NASDAQ:TSEM) was last updated on 8/30/2026 by MarketBeat.com Staff.
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