TLV Israel Measured evidence

Ticker Sentiment Dossier

TSEM sentiment intelligence

Tower Semiconductor Ltd.

Institutional news evidence mapped by company relevance, catalyst, publisher independence, narrative direction and market response.

Weighted tone64Neutral is 50
Constructive news tone 88/100 evidence confidence 100% direct company focus 16 current stories across 8 publishers
Latest weekly closeILA 721.00week of 7 Aug 2026
Dominant catalystMarket update86/100 classification confidence
Pipeline statePartial3 duplicate stories removed

Executive Evidence Brief

News confirmed by price

Constructive news tone is drawn from 16 fresh independent stories, including 16 company-specific items across 8 publishers.

Latest measured observation Tower Semiconductor (TSEM) to Present at Jefferies and Benchmark-StoneX 2026 Investor Conferences Stock Titan · 12 Aug 2026 10:05

What supports the read

Direct evidence

16 current stories are mapped specifically to TSEM.

Source breadth

The read spans 8 publishers rather than depending on one outlet.

Narrative agreement

Cross-story agreement is 87/100, indicating a comparatively coherent tape.

Price response

Constructive news tone is being confirmed by positive weekly price action.

What tempers the read

No material evidence constraint is currently dominant.

64/100
Weighted toneConstructive news tone
88/100
Evidence confidencehigh confidence
100%/100
Company focus16 direct stories
87/100
Evidence agreement13/100 dispersion

Narrative Trajectory

Tone and story flow over 21 days

Daily weighted evidence
23 Jul: 1 stories25 Jul: 1 stories06 Aug: 1 stories07 Aug: 2 stories08 Aug: 4 stories10 Aug: 1 stories11 Aug: 3 stories12 Aug: 2 stories 23 Jul: tone 50, 1 stories25 Jul: tone 50, 1 stories06 Aug: tone 73, 1 stories07 Aug: tone 64, 2 stories08 Aug: tone 80, 4 stories10 Aug: tone 50, 1 stories11 Aug: tone 68, 3 stories12 Aug: tone 50, 2 stories 95505
23 Jul02 Aug12 Aug
Weighted toneStory volumeNeutral 50

Confidence Architecture

What makes the signal dependable

Separate from directional tone

Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.

Sample depth100
10.13 effective stories
Source breadth100
8 independent publishers
Direct relevance100
company-specific evidence share
Freshness69
recency-weighted evidence
Agreement87
cross-story consistency
Source independence77
lower publisher concentration

Market Confirmation

Sentiment against the 26-week price path

News confirmed by price

Constructive news tone is being confirmed by positive weekly price action.

13 Feb 2026: close 41300.0, indexed 100.020 Feb 2026: close 39540.0, indexed 95.727 Feb 2026: close 39590.0, indexed 95.906 Mar 2026: close 37080.0, indexed 89.813 Mar 2026: close 38060.0, indexed 92.220 Mar 2026: close 52740.0, indexed 127.727 Mar 2026: close 52650.0, indexed 127.503 Apr 2026: close 61600.0, indexed 149.210 Apr 2026: close 63580.0, indexed 153.917 Apr 2026: close 65370.0, indexed 158.324 Apr 2026: close 60900.0, indexed 147.501 May 2026: close 64570.0, indexed 156.308 May 2026: close 61600.0, indexed 149.215 May 2026: close 81200.0, indexed 196.622 May 2026: close 77650.0, indexed 188.029 May 2026: close 80570.0, indexed 195.105 Jun 2026: close 752.5, indexed 1.812 Jun 2026: close 764.4, indexed 1.919 Jun 2026: close 842.7, indexed 2.026 Jun 2026: close 810.8, indexed 2.003 Jul 2026: close 674.3, indexed 1.610 Jul 2026: close 673.5, indexed 1.617 Jul 2026: close 706.8, indexed 1.724 Jul 2026: close 793.5, indexed 1.931 Jul 2026: close 677.0, indexed 1.607 Aug 2026: close 721.0, indexed 1.7 28 Jun 2026: sentiment 5329 Jun 2026: sentiment 5330 Jun 2026: sentiment 5430 Jun 2026: sentiment 5330 Jun 2026: sentiment 5401 Jul 2026: sentiment 5402 Jul 2026: sentiment 5203 Jul 2026: sentiment 5103 Jul 2026: sentiment 5103 Jul 2026: sentiment 5103 Jul 2026: sentiment 5205 Jul 2026: sentiment 5106 Jul 2026: sentiment 5207 Jul 2026: sentiment 5208 Jul 2026: sentiment 5109 Jul 2026: sentiment 5111 Jul 2026: sentiment 5013 Jul 2026: sentiment 5213 Jul 2026: sentiment 5215 Jul 2026: sentiment 5515 Jul 2026: sentiment 5515 Jul 2026: sentiment 5417 Jul 2026: sentiment 5518 Jul 2026: sentiment 5519 Jul 2026: sentiment 5319 Jul 2026: sentiment 5321 Jul 2026: sentiment 5322 Jul 2026: sentiment 5423 Jul 2026: sentiment 5423 Jul 2026: sentiment 5523 Jul 2026: sentiment 5423 Jul 2026: sentiment 5423 Jul 2026: sentiment 5424 Jul 2026: sentiment 5424 Jul 2026: sentiment 5425 Jul 2026: sentiment 5427 Jul 2026: sentiment 5328 Jul 2026: sentiment 5429 Jul 2026: sentiment 5430 Jul 2026: sentiment 5331 Jul 2026: sentiment 5301 Aug 2026: sentiment 5301 Aug 2026: sentiment 5301 Aug 2026: sentiment 5402 Aug 2026: sentiment 5403 Aug 2026: sentiment 5404 Aug 2026: sentiment 5305 Aug 2026: sentiment 5707 Aug 2026: sentiment 5607 Aug 2026: sentiment 5710 Aug 2026: sentiment 6612 Aug 2026: sentiment 64
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
26-week price-98.3%latest close 721.0
Sentiment change+11available snapshot window
One-week response+6.5%Price confirming higher
Fair-value position-96.4%Below fair value
Sentiment-trend disagreementValue support

Catalyst Map

What is moving the narrative

Market update
Market update6012 stories · 75%
Earnings803 stories · 19%
Guidance731 stories · 6%

Publisher Structure

Who controls the read

77/100 independence
Stock Titan505 stories · 31%
finance.yahoo.com784 stories · 25%
simplywall.st742 stories · 12%
GuruFocus731 stories · 6%
webull.com731 stories · 6%
MarketBeat501 stories · 6%
Quiver Quantitative501 stories · 6%

Topic Surface

Recurring narrative themes

Current evidence
Semiconductors4Earnings3Share Price2Guidance2Valuation1Revenue Growth1Price Target1Photonics1Net Income1Integrated Circuits1

Signal Memory

Score over time and signal memory

50 baseline separates direction
ConstructiveBalanced or withheldCautious

Auditable Evidence Ledger

The headlines behind the classification

Showing 1-25 of 25

Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.

#570Tone
finance.yahoo.comDirect company coverage

OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

OpenLight's PDK is now available on Cadence's EDA tools, enabling PIC development on Tower's PH18DA InP-on-silicon photonics platform SANTA BARBARA, Calif. & MIGDAL HAEMEK, Israel, August 11, 2026--(BUSINESS WIRE)--OpenLight, a leader in heterogeneous III‑V‑on‑silicon photonic integration and custom Photonic Application‑Specific Integrated Circuits (PASICs), and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced the availability of OpenLight's photonic Process Design Kit (PDK) for Tower Semiconductor's PH18DAindium phosph

Eda ToolsIntegrated CircuitsPhotonicsSemiconductors
Published
11 Aug 2026 10:00
Catalyst
Market update
Evidence role
Direct company coverage
Duplicates
1 consolidated
#885Tone
finance.yahoo.comDirect company coverage

Tower Semiconductor (TSEM) Stock Trades At A Premium On Earnings Despite Strong Returns

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still screens as expensive rather than a clear bargain. After such a powerful move, investors now have to weigh rich valuation signals against confidence in the company's growth ambitions. Over the last 5 years Tower Semiconductor has returned roughly 7.9x, which puts recent valuation concerns into the context of a very powerful longer term rally. The company is leanin

EarningsGrowthRevenue GrowthSemiconductorsShare PriceValuation
Published
08 Aug 2026 13:07
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
2 consolidated
#969Tone
finance.yahoo.comDirect company coverage

Tower Semiconductor (TSEM) As Record Q3 Guidance Tests The Undervalued Narrative

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor's share price momentum, with a 1 day

EarningsEarnings GrowthGuidancePrice TargetSemiconductorsShare Price
Published
08 Aug 2026 10:09
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
2 consolidated
#1087Tone
finance.yahoo.comDirect company coverage

Tower Semiconductor (TSEM) Is Up 14.9% After Record Q3 Revenue Guidance And Profitability Gains - What's Changed

Tower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. For the first half of 2026, the company also lifted profitability alongside higher sales and then issued record third-quarter revenue guidance of about US$520 million, highlighting stronger operating momentum than previously reflected in consensus expectations. Against this backdrop of record revenue guidance, we will now assess how these de

EarningsEarnings Per ShareGuidanceNet IncomeSemiconductors
Published
08 Aug 2026 05:12
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
2 consolidated

Interpretation Discipline

How to read this dossier

Tone is directional

It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.

Confidence is separate

Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.

Price is confirmation

Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.

Classification, not prediction

The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.

Evidence context