Mark Lipacis
Stock Analyst at Evercore ISI Group
(4.90)
# 53
Out of 4,479 analysts
116
Total ratings
70.06%
Success rate
26.14%
Average return
Main Sectors:
33 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA | Maintains: Outperform | $131 → $145 | $124.30 | +16.65% | 25 | Jun 11, 2024 | |
| MRVL Marvell Technology | Maintains: Outperform | $88 → $91 | $71.00 | +28.17% | 6 | May 31, 2024 | |
| TXN Texas Instruments | Downgrades: Hold | $200 → $175 | $194.60 | -10.07% | 18 | May 13, 2024 | |
| ONTO Onto Innovation | Maintains: Outperform | $235 → $250 | $218.99 | +14.16% | 2 | May 10, 2024 | |
| ARM Arm Holdings | Maintains: Outperform | $156 → $145 | $158.83 | -8.71% | 3 | May 9, 2024 | |
| NXPI NXP Semiconductors | Maintains: Outperform | $300 → $370 | $265.67 | +39.27% | 4 | May 1, 2024 | |
| AMD Advanced Micro Devices | Maintains: Outperform | $200 → $193 | $157.69 | +22.39% | 4 | May 1, 2024 | |
| INTC Intel | Maintains: In-Line | $40 → $36 | $30.84 | +16.73% | 8 | Apr 26, 2024 | |
| MCHP Microchip Technology | Initiates: Outperform | $106 | $91.59 | +15.73% | 5 | Apr 16, 2024 | |
| QCOM QUALCOMM | Initiates: In-Line | $177 | $200.03 | -11.51% | 1 | Apr 16, 2024 | |
| TER Teradyne | Initiates: Outperform | $130 | $147.77 | -12.03% | 1 | Apr 16, 2024 | |
| KLAC KLA Corporation | Initiates: Outperform | $800 | $827.79 | -3.36% | 2 | Apr 16, 2024 | |
| AMAT Applied Materials | Initiates: Outperform | $260 | $237.41 | +9.52% | 1 | Apr 16, 2024 | |
| PI Impinj | Initiates: Outperform | $160 | $155.22 | +3.08% | 3 | Apr 16, 2024 | |
| LRCX Lam Research | Initiates: Outperform | $1,200 | $1,060.63 | +13.14% | 1 | Apr 16, 2024 | |
| CAMT Camtek | Initiates: Outperform | $100 | $127.80 | -21.75% | 1 | Apr 16, 2024 | |
| ALGM Allegro MicroSystems | Initiates: Outperform | $36 | $27.93 | +28.89% | 1 | Apr 16, 2024 | |
| ON ON Semiconductor | Initiates: Outperform | $104 | $69.18 | +50.33% | 5 | Apr 16, 2024 | |
| NVMI Nova Ltd. | Initiates: Outperform | $210 | $232.85 | -9.81% | 1 | Apr 16, 2024 | |
| ADI Analog Devices | Initiates: Outperform | $254 | $225.18 | +12.80% | 1 | Apr 16, 2024 | |
| GFS GlobalFoundries | Initiates: Outperform | $71 | $50.26 | +41.27% | 2 | Apr 16, 2024 | |
| MTSI MACOM Technology Solutions Holdings | Initiates: Outperform | $120 | $110.36 | +8.74% | 2 | Apr 16, 2024 | |
| ALAB Astera Labs | Initiates: Outperform | $100 | $57.54 | +73.79% | 1 | Apr 16, 2024 | |
| RMBS Rambus | Maintains: Buy | $65 → $66 | $58.00 | +13.79% | 2 | Aug 1, 2023 | |
| STM ST Microelectronics | Upgrades: Hold | n/a | $39.25 | - | 2 | Jul 12, 2023 | |
| LSCC Lattice Semiconductor | Maintains: Buy | $96 → $102 | $57.71 | +76.75% | 5 | May 16, 2023 | |
| LAZR Luminar Technologies | Assumes: Buy | $12 | $1.41 | +751.06% | 1 | Apr 25, 2023 | |
| IDCC InterDigital | Initiates: Buy | $80 | $116.28 | -31.20% | 1 | Dec 9, 2022 | |
| TSEM Tower Semiconductor | Maintains: Buy | n/a | $39.67 | - | 1 | Dec 8, 2021 | |
| AIP Arteris | Initiates: Buy | n/a | $7.10 | - | 1 | Nov 22, 2021 | |
| NVTS Navitas Semiconductor | Initiates: Buy | n/a | $3.91 | - | 1 | Nov 15, 2021 | |
| SKYT SkyWater Technology | Downgrades: Hold | n/a | $7.57 | - | 2 | Aug 5, 2021 | |
| AVGO Broadcom | Maintains: Buy | n/a | $1,640.80 | - | 2 | Jun 8, 2018 |
NVIDIA
Jun 11, 2024
Maintains: Outperform
Price Target: $131 → $145
Current: $124.30
Upside: +16.65%
Marvell Technology
May 31, 2024
Maintains: Outperform
Price Target: $88 → $91
Current: $71.00
Upside: +28.17%
Texas Instruments
May 13, 2024
Downgrades: Hold
Price Target: $200 → $175
Current: $194.60
Upside: -10.07%
Onto Innovation
May 10, 2024
Maintains: Outperform
Price Target: $235 → $250
Current: $218.99
Upside: +14.16%
Arm Holdings
May 9, 2024
Maintains: Outperform
Price Target: $156 → $145
Current: $158.83
Upside: -8.71%
NXP Semiconductors
May 1, 2024
Maintains: Outperform
Price Target: $300 → $370
Current: $265.67
Upside: +39.27%
Advanced Micro Devices
May 1, 2024
Maintains: Outperform
Price Target: $200 → $193
Current: $157.69
Upside: +22.39%
Intel
Apr 26, 2024
Maintains: In-Line
Price Target: $40 → $36
Current: $30.84
Upside: +16.73%
Microchip Technology
Apr 16, 2024
Initiates: Outperform
Price Target: $106
Current: $91.59
Upside: +15.73%
QUALCOMM
Apr 16, 2024
Initiates: In-Line
Price Target: $177
Current: $200.03
Upside: -11.51%
Teradyne
Apr 16, 2024
Initiates: Outperform
Price Target: $130
Current: $147.77
Upside: -12.03%
KLA Corporation
Apr 16, 2024
Initiates: Outperform
Price Target: $800
Current: $827.79
Upside: -3.36%
Applied Materials
Apr 16, 2024
Initiates: Outperform
Price Target: $260
Current: $237.41
Upside: +9.52%
Impinj
Apr 16, 2024
Initiates: Outperform
Price Target: $160
Current: $155.22
Upside: +3.08%
Lam Research
Apr 16, 2024
Initiates: Outperform
Price Target: $1,200
Current: $1,060.63
Upside: +13.14%
Camtek
Apr 16, 2024
Initiates: Outperform
Price Target: $100
Current: $127.80
Upside: -21.75%
Allegro MicroSystems
Apr 16, 2024
Initiates: Outperform
Price Target: $36
Current: $27.93
Upside: +28.89%
ON Semiconductor
Apr 16, 2024
Initiates: Outperform
Price Target: $104
Current: $69.18
Upside: +50.33%
Nova Ltd.
Apr 16, 2024
Initiates: Outperform
Price Target: $210
Current: $232.85
Upside: -9.81%
Analog Devices
Apr 16, 2024
Initiates: Outperform
Price Target: $254
Current: $225.18
Upside: +12.80%
GlobalFoundries
Apr 16, 2024
Initiates: Outperform
Price Target: $71
Current: $50.26
Upside: +41.27%
MACOM Technology Solutions Holdings
Apr 16, 2024
Initiates: Outperform
Price Target: $120
Current: $110.36
Upside: +8.74%
Astera Labs
Apr 16, 2024
Initiates: Outperform
Price Target: $100
Current: $57.54
Upside: +73.79%
Rambus
Aug 1, 2023
Maintains: Buy
Price Target: $65 → $66
Current: $58.00
Upside: +13.79%
ST Microelectronics
Jul 12, 2023
Upgrades: Hold
Price Target: n/a
Current: $39.25
Upside: -
Lattice Semiconductor
May 16, 2023
Maintains: Buy
Price Target: $96 → $102
Current: $57.71
Upside: +76.75%
Luminar Technologies
Apr 25, 2023
Assumes: Buy
Price Target: $12
Current: $1.41
Upside: +751.06%
InterDigital
Dec 9, 2022
Initiates: Buy
Price Target: $80
Current: $116.28
Upside: -31.20%
Tower Semiconductor
Dec 8, 2021
Maintains: Buy
Price Target: n/a
Current: $39.67
Upside: -
Arteris
Nov 22, 2021
Initiates: Buy
Price Target: n/a
Current: $7.10
Upside: -
Navitas Semiconductor
Nov 15, 2021
Initiates: Buy
Price Target: n/a
Current: $3.91
Upside: -
SkyWater Technology
Aug 5, 2021
Downgrades: Hold
Price Target: n/a
Current: $7.57
Upside: -
Broadcom
Jun 8, 2018
Maintains: Buy
Price Target: n/a
Current: $1,640.80
Upside: -