Mark Lipacis
Stock Analyst at Evercore ISI Group
(4.64)
# 173
Out of 5,057 analysts
265
Total ratings
59.01%
Success rate
21.7%
Average return
Main Sectors:
Stocks Rated by Mark Lipacis
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| GFS GlobalFoundries | Maintains: Outperform | $43 → $45 | $32.72 | +37.53% | 5 | Nov 13, 2025 | |
| AMD Advanced Micro Devices | Maintains: Outperform | $270 → $283 | $247.96 | +14.13% | 20 | Nov 12, 2025 | |
| CAMT Camtek | Maintains: Outperform | $100 → $130 | $99.57 | +30.56% | 4 | Nov 11, 2025 | |
| NVMI Nova Ltd. | Maintains: Outperform | $290 → $340 | $296.85 | +14.54% | 2 | Nov 7, 2025 | |
| ONTO Onto Innovation | Maintains: Outperform | $115 → $160 | $129.73 | +23.33% | 3 | Nov 5, 2025 | |
| ALGM Allegro MicroSystems | Maintains: Outperform | $37 → $49 | $25.29 | +93.79% | 2 | Oct 31, 2025 | |
| TER Teradyne | Maintains: Outperform | $175 → $200 | $169.59 | +17.93% | 3 | Oct 30, 2025 | |
| PI Impinj | Maintains: Outperform | $236 → $273 | $143.68 | +90.01% | 7 | Oct 30, 2025 | |
| KLAC KLA Corporation | Maintains: Outperform | $1,000 → $1,350 | $1,161.72 | +16.21% | 7 | Oct 30, 2025 | |
| NVDA NVIDIA | Maintains: Outperform | $214 → $225 | $186.86 | +20.41% | 31 | Sep 23, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $173 → $178 | $140.31 | +26.86% | 7 | Sep 11, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $342 → $370 | $339.98 | +8.83% | 12 | Sep 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $133 → $122 | $87.52 | +39.40% | 19 | Aug 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $280 → $303 | $237.53 | +27.56% | 3 | Aug 21, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Outperform | $209 | $223.23 | -6.37% | 5 | Aug 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $104 → $215 | $144.47 | +48.82% | 6 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $237 → $289 | $201.22 | +43.62% | 11 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $69 → $83 | $54.81 | +51.43% | 16 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: In-Line | $179 → $157 | $174.50 | -10.03% | 4 | May 2, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $95 → $99 | $153.32 | -35.43% | 2 | Apr 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $268 → $298 | $162.23 | +83.69% | 31 | Oct 23, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: In-Line | $40 → $36 | $35.91 | +0.25% | 22 | Apr 26, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | $104 | $48.13 | +116.08% | 10 | Apr 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | $120 | $162.24 | -26.04% | 8 | Apr 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $66 | $92.37 | -28.55% | 2 | Aug 1, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Hold | n/a | $23.78 | - | 2 | Jul 12, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $96 → $102 | $64.58 | +57.94% | 12 | May 16, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Assumes: Buy | $180 | $1.06 | +16,881.13% | 1 | Apr 25, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $80 | $345.88 | -76.87% | 1 | Dec 9, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $42 → $46 | $99.09 | -53.58% | 3 | Dec 8, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $33 | $13.65 | +141.76% | 1 | Nov 22, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $24 | $7.91 | +203.41% | 1 | Nov 15, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $27 → $23 | $17.63 | +30.46% | 2 | Aug 5, 2021 |
GlobalFoundries
Nov 13, 2025
Maintains: Outperform
Price Target: $43 → $45
Current: $32.72
Upside: +37.53%
Advanced Micro Devices
Nov 12, 2025
Maintains: Outperform
Price Target: $270 → $283
Current: $247.96
Upside: +14.13%
Camtek
Nov 11, 2025
Maintains: Outperform
Price Target: $100 → $130
Current: $99.57
Upside: +30.56%
Nova Ltd.
Nov 7, 2025
Maintains: Outperform
Price Target: $290 → $340
Current: $296.85
Upside: +14.54%
Onto Innovation
Nov 5, 2025
Maintains: Outperform
Price Target: $115 → $160
Current: $129.73
Upside: +23.33%
Allegro MicroSystems
Oct 31, 2025
Maintains: Outperform
Price Target: $37 → $49
Current: $25.29
Upside: +93.79%
Teradyne
Oct 30, 2025
Maintains: Outperform
Price Target: $175 → $200
Current: $169.59
Upside: +17.93%
Impinj
Oct 30, 2025
Maintains: Outperform
Price Target: $236 → $273
Current: $143.68
Upside: +90.01%
KLA Corporation
Oct 30, 2025
Maintains: Outperform
Price Target: $1,000 → $1,350
Current: $1,161.72
Upside: +16.21%
NVIDIA
Sep 23, 2025
Maintains: Outperform
Price Target: $214 → $225
Current: $186.86
Upside: +20.41%
Sep 11, 2025
Maintains: Outperform
Price Target: $173 → $178
Current: $140.31
Upside: +26.86%
Sep 5, 2025
Maintains: Outperform
Price Target: $342 → $370
Current: $339.98
Upside: +8.83%
Aug 29, 2025
Maintains: Outperform
Price Target: $133 → $122
Current: $87.52
Upside: +39.40%
Aug 21, 2025
Maintains: Outperform
Price Target: $280 → $303
Current: $237.53
Upside: +27.56%
Aug 15, 2025
Reiterates: Outperform
Price Target: $209
Current: $223.23
Upside: -6.37%
Aug 6, 2025
Maintains: Outperform
Price Target: $104 → $215
Current: $144.47
Upside: +48.82%
Jun 12, 2025
Maintains: Outperform
Price Target: $237 → $289
Current: $201.22
Upside: +43.62%
Jun 12, 2025
Maintains: Outperform
Price Target: $69 → $83
Current: $54.81
Upside: +51.43%
May 2, 2025
Maintains: In-Line
Price Target: $179 → $157
Current: $174.50
Upside: -10.03%
Apr 24, 2025
Maintains: Outperform
Price Target: $95 → $99
Current: $153.32
Upside: -35.43%
Oct 23, 2024
Maintains: Outperform
Price Target: $268 → $298
Current: $162.23
Upside: +83.69%
Apr 26, 2024
Maintains: In-Line
Price Target: $40 → $36
Current: $35.91
Upside: +0.25%
Apr 16, 2024
Initiates: Outperform
Price Target: $104
Current: $48.13
Upside: +116.08%
Apr 16, 2024
Initiates: Outperform
Price Target: $120
Current: $162.24
Upside: -26.04%
Aug 1, 2023
Maintains: Buy
Price Target: $65 → $66
Current: $92.37
Upside: -28.55%
Jul 12, 2023
Upgrades: Hold
Price Target: n/a
Current: $23.78
Upside: -
May 16, 2023
Maintains: Buy
Price Target: $96 → $102
Current: $64.58
Upside: +57.94%
Apr 25, 2023
Assumes: Buy
Price Target: $180
Current: $1.06
Upside: +16,881.13%
Dec 9, 2022
Initiates: Buy
Price Target: $80
Current: $345.88
Upside: -76.87%
Dec 8, 2021
Maintains: Buy
Price Target: $42 → $46
Current: $99.09
Upside: -53.58%
Nov 22, 2021
Initiates: Buy
Price Target: $33
Current: $13.65
Upside: +141.76%
Nov 15, 2021
Initiates: Buy
Price Target: $24
Current: $7.91
Upside: +203.41%
Aug 5, 2021
Downgrades: Hold
Price Target: $27 → $23
Current: $17.63
Upside: +30.46%