New York, January 31, 2026, 20:47 EST — Market closed
- Tower Semiconductor shares closed Friday near $134.73, slipping roughly 0.1%.
- Next catalyst: earnings arrive Feb. 11, when management will outline Q4 results and the 2026 outlook.
- Investors are zeroed in on whether the previous revenue guidance stands and what updates there are to silicon photonics capacity plans.
Tower Semiconductor’s shares on Nasdaq closed the week nearly flat, slipping 0.1% to $134.73 on Friday. During the day, the stock fluctuated between $140.33 and $132.52, with roughly 2.37 million shares changing hands.
With markets closed over the weekend, all eyes shift to the company’s upcoming report: Tower is set to announce earnings on Feb. 11 ahead of the open, followed by a conference call at 10:00 a.m. Eastern. Given the stock’s history of sharp intraday swings, the immediate focus is straightforward — investors are looking for solid confirmation on demand and clear guidance for 2026. (Nasdaq)
Tower’s most recent update came in November, when it forecasted fourth-quarter revenue at $440 million, give or take 5%. It also announced a $300 million investment to boost silicon photonics and silicon-germanium capacity. CEO Russell Ellwanger highlighted data-center demand for optical data transmission, calling it a “present and future pathway for … growth.” (Tower Semiconductor)
The company is pushing its silicon photonics efforts past data centers. In January, Tower’s Dr. Ed Preisler said they were “excited to expand” silicon photonics “beyond” AI infrastructure in a collaboration announcement with LightIC Technologies. LightIC’s chief, Jie Sun, noted that Tower’s process might enable complex LiDAR optics to be produced on a scalable platform. (Tower Semiconductor)
Sector tape is key here. AI spending continues to spotlight chip supply chains, as strong data-center demand spreads to storage and hardware companies. Sandisk’s shares surged Friday after it posted a bullish forecast tied to AI-driven storage needs. This type of signal can sway sentiment, either boosting or squeezing stocks ahead of earnings. (Reuters)
Tower announced that its team will be present at the Susquehanna 15th Annual Technology Conference on Feb. 26. They have scheduled one-on-one investor meetings at The Lotte New York Palace Hotel. (Nasdaq)
The setup works both ways. Tower faces high stakes in this report, particularly if it’s pushing more capital out while customers still worry about lead times and costs. Missing revenue targets, offering softer first-quarter guidance, or stumbling on capacity ramp-up could weigh heavily on a stock that hasn’t behaved like a typical slow industrial recently.
Traders will watch the broader foundry sector for any sympathy moves. Major players like Taiwan Semiconductor Manufacturing Co and GlobalFoundries tend to lead on capex signals and demand chatter, despite Tower’s focus being more niche and analog-oriented.
The next key event is Wednesday, Feb. 11, when results drop along with the 10 a.m. Eastern call. After that, management’s next public Q&A will be at the Feb. 26 conference.
