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Tower Semiconductor

TSEM · Nasdaq · Semiconductors & Related Devices
Insider buys (12 months)
0
Insider sales (12 months)
$60M
8-K reports (12 months)
0
Tracked investors holding
3

At a glance

Tower Semiconductor reported 2025 revenue of $1.57B, up 9.1% from $1.44B in 2024. Over 4 years since 2021 ($1.51B), that is growth of about 0.9% a year. Operating margin was 12.4%, up from 11% in 2021. Revenue peaked in 2022 at $1.68B.

In the last 12 months 2 insiders reported 0 open-market purchases and 3 sales ($60M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $45.6M by Chief Executive Officer Russell Craig Ellwanger on Aug 12, 2026.

3 of the 20 investors tracked here held Tower Semiconductor at the last quarter end, worth $59.7M combined. It is the largest weight for Renaissance Technologies (0.1% of its portfolio), followed by ARK Investment Management (0%). Reduced: Renaissance Technologies, ARK Investment Management and Bridgewater Associates.

Annual results

2021
Revenue $1.51B
Op. $166.5M
2022
Revenue $1.68B
Op. $311.7M
2023
Revenue $1.42B
Op. $547.3M
2024
Revenue $1.44B
Op. $191.3M
2025
Revenue $1.57B
Op. $194.2M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$150M$264.6M$518.5M$207.9M$220.5M
Diluted EPS$1.37$2.39$4.66$1.85$1.94

Fiscal year ends Dec 31 · incorporated in L3

Tracked investors holding (13F)

Renaissance TechnologiesReduced$55M · 0.1% · held 8 quarters
ARK Investment ManagementReduced$2.6M · 0.0% · held 8 quarters
Bridgewater AssociatesReduced$2.1M · 0.0% · held 2 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined