Análisis Argos
TSEM
TSEMSin veredicto
Tower Semiconductor Ltd. · Technology
US$ 219.05
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
42/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
✓Las ganancias crecieron 6% el último año.
✓Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR1/6FUTURO3/6PASADO2/6SALUD6/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO2/6SALUD6/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos42de 100Sin veredicto
Ingresos▲9%
US$ 1.6 B
Margen operativo▼7%
12.4%
Flujo de caja libre▼500%
US$ -0 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 24.5B
P/E111x
EV/EBITDA49.1x
FCF yield-0.2%
ROIC6.2%
Margen operativo12.4%
Crecim. ingresos+9.1%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 26 jun
Why Tower Semiconductor Took a Dive Today
Tower Semiconductor fell along with many AI chip stocks. The New York Times reported yesterday that OpenAI may delay its IPO.
globenewswire.com · 18 jun
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs
Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity
globenewswire.com · 18 jun
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs
Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity MIGDAL HAEMEK, Israel, June 18, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photonic integrated circuits (PICs) to Marvell global customers, delivering advanced, high-performance photonics solutions to address the growing bandwidth and efficiency demands of AI-driven data center interconnect (DCI) networks.
proactiveinvestors.com · 15 jun
Tower Semiconductor shares jump on IQE supply deal
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connectivity market. Under the deal, IQE will supply InP epiwafers to support Tower's advanced silicon photonics platforms, including 200Gbps/lane pluggable transceivers and prototyping of 400Gbps/lane modulators, as well as optical circuit switches.
gurufocus.com · 15 jun
Tower Semiconductor Secures Multi-Year Agreement with IQE to Boost Growth
Tower Semiconductor (TSEM) has seen its stock surge following the announcement of a multi-year agreement with IQE. This partnership focuses on supplying Indium
proactiveinvestors.com · 15 jun
Tower Semiconductor shares jump on IQE supply deal
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE,...
feeds.benzinga.com · 15 jun
Stock Market Today: S&P 500, Dow, Nasdaq Futures Jump As Trump Announces Deal With Iran—SpaceX, TSMC, Micron, Red Cat In Focus (UPDATED)
U.S. stock futures advanced on Monday, as the Nasdaq 100, S&P 500, and the Dow Jones indices rose, following Friday's higher close.
benzinga.com · 15 jun
Why Tower Semiconductor Shares Are Trading Higher By Around 5%; Here Are 20 Stocks Moving Premarket
Shares of Tower Semiconductor Ltd (NASDAQ:TSEM) rose sharply in pre-market trading.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.