
• Reported GAAP EPS of $0.71 up 44.90% YoY • Reported revenue of $440.21M up 13.69% YoY • Tower Semiconductor guides revenue for the first quarter of 2026 to be $412M, with an upward or downward range of 5%, reflecting a revenue increase of 15% year-over-year for the company.
Bullish
Tower Semiconductor achieved record Q4 2025 revenue and net profit, driven by substantial SiPho capacity investments and strong customer commitments for over 70% of future capacity.
Bearish
Tower Semiconductor faces a dispute with Intel over a manufacturing agreement, a significant drop in Q4 2025 operating cash flow, and geopolitical risks impacting its Israeli operations.