NTV Asset Management 13F: New $654K Stake in TSEM

NTV Asset Management took a new position in Tower Semiconductor Ltd. TSEM, buying 2,875 shares. The holding was disclosed in a form 13F filing with the Securities and Exchange Commission on October 23, 2026, with a total reported value of $653,861.

TSEM Tower Semiconductor Ltd.

$167.56 ▲ +37.64% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's Tower Semiconductor Position

The firm initiated its stake by purchasing 2,875 shares during the period, bringing its starting investment in the semiconductor maker to zero prior to the filing. Tower Semiconductor closed at $167.56 on the day of the filing.

Other Institutional Activity in Tower Semiconductor

Other large institutional investors also adjusted their positions in the semiconductor company. Driehaus Capital Management acquired a new stake, ending with 326,103 shares worth about $103,325,737.54. Rokos Capital Management raised its holdings by 33,263 shares, ending with 237,628 shares worth about $61,935,365.40. Clal Insurance Enterprises Holdings Ltd grew its holdings by 686,095 shares, ending with 4,658,848 shares worth about $780,636,559. Phoenix Financial Ltd. expanded its stake by 114,949 shares to reach 35,057,780 shares valued at $587,428,153. Jane Street Group, LLC grew its holdings by 1,737,965 shares, ending with 2,928,515 shares worth about $490,701,966.

Tower Semiconductor Ltd. Stock Down 11.5%

Tower Semiconductor Ltd. TSEM recently traded around $167.66 as of October 24, 2026, which is about equal to its closing price of $167.56 on October 23, 2026. The stock trades below its 50-day moving average of $220.44 and sits well under its 52-week high of $319.94.

Recent Earnings

Tower Semiconductor reported trailing twelve-month revenue of $1.71 billion alongside trailing earnings of $2.53 per share. Investors will look toward the upcoming earnings report on November 2, 2026, for further updates on financial performance.

Insider Buying and Selling at Tower Semiconductor Ltd.

Chief Executive Officer Russell Craig Ellwanger sold 66,964 shares on July 13, 2026, valued at $14,398,782. The Chief Executive Officer later sold 181,535 shares on August 11, 2026, for a total value of $45,559,756. Director Yoav Chelouche sold 232 shares on September 10, 2026, at an average price of $215.06 for a total value of $49,894.

Analysts Set New Price Targets

Wall Street firms issued new views on the stock ahead of the filing. B of A Securities initiated a buy rating with a $367.00 price target on August 7, 2026. Stifel initiated a buy rating with a $270.00 price target on September 2, 2026. Barclays initiated an overweight rating with a $310.00 price target on September 18, 2026. Mizuho initiated an outperform rating with a $300.00 price target on September 25, 2026. The company holds a consensus strong buy rating and a mean target price of $312.93 from 10 analyst opinions.

About Tower Semiconductor

Tower Semiconductor Ltd. operates as an independent foundry that manufactures custom integrated circuits and specialized semiconductor technologies for chip designers worldwide. The company provides a range of process platforms, including radio frequency and mixed-signal components, power management solutions, and image sensors used across industrial, automotive, and consumer electronics markets.

Bottom Line

NTV Asset Management's new position adds to institutional interest in the chip foundry. Market participants will watch the upcoming earnings release on November 2, 2026, for further clues on business momentum.