Tower Semiconductor (TSEM): The Best High Return Semiconductor Stock to Buy Now

On May 14, 2026, Susquehanna raised the firm’s terms people connected Tower Semiconductor Ltd. (NASDAQ:TSEM) to $330 from $180 and kept a Positive standing connected the shares. The steadfast updated its estimates pursuing the company’s caller results and outlook, arsenic good arsenic planned capableness enlargement and revised semipermanent gross and operating borderline targets tied to the RF infrastructure ramp.

Benchmark expert Cody Acree besides raised the firm’s terms people connected Tower Semiconductor Ltd. (NASDAQ:TSEM) to $335 from $230 and kept a Buy standing connected the shares.

On May 13, 2026, Tower Semiconductor Ltd. (NASDAQ:TSEM) reported Q1 adjusted EPS of 65c, versus the statement estimation of 56c. Revenue totaled $413.63M, versus the statement estimation of $410.98M. CEO Russell Ellwanger said the institution delivered a beardown commencement to 2026, supported by broad-based year-over-year gross maturation crossed its large exertion platforms and continued execution of strategical priorities. Ellwanger added that Q2 guidance points to the highest quarterly gross successful institution history, with sequential gross maturation expected passim the remainder of the year. Management highlighted beardown lawsuit demand, expanding contented opportunities, and expanding contributions from the company’s differentiated exertion portfolio, peculiarly successful silicon photonics for AI infrastructure.

The institution said it expects Q2 2026 gross of astir $455M, positive oregon minus 5%, representing 22% year-over-year maturation and 10% sequential growth. Tower Semiconductor besides said it expects sequential quarter-over-quarter gross and borderline enlargement passim 2026.

Tower Semiconductor Ltd. (NASDAQ:TSEM) operates arsenic an autarkic semiconductor foundry serving customers crossed the United States, Asia, Europe, and different planetary markets.

While we admit the imaginable of TSEM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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