Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating
Published . Updated .
Fintel reports that on September 25, 2026, Mizuho initiated coverage of Tower Semiconductor (NASDAQGS:TSEM) (BMV:TSEM N) with a Outperform recommendation.The stock's latest close and pre-action close was $217.28 on September 24, 2026. The price change over one week was -0.89% rel
Directly affected
- TSEM Tower Semiconductor
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
Fintel reports that on September 25, 2026, Mizuho initiated coverage of Tower Semiconductor (NASDAQGS:TSEM) (BMV:TSEM N) with a Outperform recommendation.The stock's latest close and pre-action close was $217.28 on September 24, 2026. The…
Source: Nasdaq Markets
The price since 25 Sep 2026: Tower Semiconductor (TSEM) versus the S&P 500
Since the first closing price after “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” Tower Semiconductor (TSEM) is -11.42%. The S&P 500 fund (SPY) is +0.15% over the same days, a -11.57% difference versus the market.
Who reported a Tower Semiconductor (TSEM) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 3 days after publication, inside 30 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 2 days before publication, inside 30 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 3 days before publication, inside 30 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 31 days before publication, inside 60 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 44 days before publication, inside 60 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 60 days before publication, inside 60 days. The filing is listed beside the story “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Tower Semiconductor (TSEM)
Companies carried with this story
- TSEM Tower Semiconductor
In “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” Tower Semiconductor (TSEM) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names TOWER SEMICONDUCTOR LTD in the headline; GA resolved that company to TSEM
- AOSL Alpha & Omega Semiconductor
In “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
For “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
In “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
In “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
For “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- INDI indie Semiconductor
In “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating,” indie Semiconductor (INDI) is linked, with no stored direction, medium confidence. Reason on file: GA selected INDI as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Tower Semiconductor (TSEM)
On 25 Sep 2026, “Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating” is the story that connects Tower Semiconductor (TSEM) to this story.
The link for Tower Semiconductor (TSEM) is this: The reported development directly names TOWER SEMICONDUCTOR LTD in the headline; GA resolved that company to TSEM
A second company, Alpha & Omega Semiconductor (AOSL), is listed for a different reason: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Tower Semiconductor (TSEM)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. TSEM traded between 195.09 and 268.62 across 20 sessions. The latest close on file is 200.35.
How strong the case is around Tower Semiconductor (TSEM)
46 out of 100
“Mizuho Initiates Coverage of Tower Semiconductor with Outperform Rating” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.