Seeking AlphaCodex · 实盘不做把握 9/10
北京时间·🕒 发布 00:40:16时区推断·⟳ 抓取 00:40:24·⚡ 决策 08-04 00:56:59 +16m35s·84.9 天前
Tower Semiconductor将于8月4日盘前公布二季度业绩，市场预期EPS为0.76美元、收入4.5468亿美元
正文披露的是一致预期EPS同比增长85.4%、收入同比增长22.2%，不是实际业绩。
📄 原文Seeking Alpha↗ 原文
Tower Semiconductor Q2 2026 Earnings Preview
Tower Semiconductor ( TSEM ) is scheduled to announce Q2 earnings results on Tuesday, August 4th, before market open. T…
不做 Tower Semiconductor（TSEM.US）
财报尚未公布，当前只有一致预期和历史beat率，没有可交易新事实。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 high ↗
消息传播链
- 发布Tower Semiconductor二季度财报预览，包含一致预期和分析师修正统计。
关键理由
- 正文披露的是一致预期EPS同比增长85.4%、收入同比增长22.2%，不是实际业绩。
- 过去三个月盈利和收入预期上修已经属于财报前预期形成过程，不能替代财报 surprise。
主要风险
- 若8月4日盘前实际业绩显著超预期或上修指引，应由新财报信号重判。
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 604 字
Tower Semiconductor (
TSEM
) is scheduled to announce Q2 earnings results on Tuesday, August 4th, before market open.
The consensus
EPS Estimate is $0.76
(+85.4% Y/Y) and the consensus Revenue Estimate is $454.68M (+22.2% Y/Y).
Over the last 2 years, TSEM
has beaten EPS estimates
88% of the time and has beaten revenue estimates 88% of the time.
Over the last 3 months, EPS estimates have seen 5
upward revisions
and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.
Recent earnings Analysis from our contributors:
Tower Semiconductor: Riding The AI Wave With A Margin Of Danger
TSEM
) is scheduled to announce Q2 earnings results on Tuesday, August 4th, before market open.
The consensus
EPS Estimate is $0.76
(+85.4% Y/Y) and the consensus Revenue Estimate is $454.68M (+22.2% Y/Y).
Over the last 2 years, TSEM
has beaten EPS estimates
88% of the time and has beaten revenue estimates 88% of the time.
Over the last 3 months, EPS estimates have seen 5
upward revisions
and 0 downward. Revenue estimates have seen 5 upward revisions and 0 downward.
Recent earnings Analysis from our contributors:
Tower Semiconductor: Riding The AI Wave With A Margin Of Danger
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。