Mark Lipacis
Stock Analyst at Evercore ISI Group
(4.72)
# 147
Out of 5,142 analysts
279
Total ratings
61.28%
Success rate
23.81%
Average return
Main Sectors:
Stocks Rated by Mark Lipacis
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ONTO Onto Innovation | Maintains: Outperform | $230 → $250 | $213.24 | +17.24% | 4 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Outperform | $282 → $387 | $355.15 | +8.97% | 5 | Feb 19, 2026 | |
| CAMT Camtek | Maintains: Outperform | $130 → $190 | $153.11 | +24.09% | 5 | Feb 18, 2026 | |
| NVMI Nova Ltd. | Maintains: Outperform | $340 → $485 | $442.53 | +9.60% | 3 | Feb 13, 2026 | |
| PI Impinj | Downgrades: In-Line | $273 → $112 | $118.98 | -5.87% | 8 | Feb 6, 2026 | |
| QCOM QUALCOMM | Maintains: In-Line | $157 → $134 | $140.41 | -4.57% | 5 | Feb 5, 2026 | |
| ARM Arm Holdings | Maintains: Outperform | $215 → $170 | $123.78 | +37.34% | 8 | Feb 5, 2026 | |
| TER Teradyne | Maintains: Outperform | $280 → $320 | $318.50 | +0.47% | 5 | Feb 4, 2026 | |
| NXPI NXP Semiconductors | Maintains: Outperform | $292 → $260 | $231.16 | +12.48% | 12 | Feb 4, 2026 | |
| AMD Advanced Micro Devices | Maintains: Outperform | $283 → $328 | $196.60 | +66.84% | 21 | Feb 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $241 → $275 | $242.27 | +13.51% | 3 | Jan 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: In-Line | $41 → $45 | $43.63 | +3.14% | 23 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $122 → $156 | $77.79 | +100.54% | 20 | Dec 3, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | $44 | $18.05 | +143.77% | 1 | Dec 3, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $261 → $352 | $191.55 | +83.76% | 30 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $43 → $45 | $46.16 | -2.51% | 5 | Nov 13, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $37 → $49 | $38.48 | +27.34% | 2 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $1,000 → $1,350 | $1,487.66 | -9.25% | 7 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $342 → $370 | $330.34 | +12.01% | 12 | Sep 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterates: Outperform | $209 | $373.55 | -44.05% | 5 | Aug 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $104 → $215 | $128.24 | +67.65% | 6 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $69 → $83 | $76.60 | +8.36% | 16 | Jun 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $268 → $298 | $219.86 | +35.54% | 31 | Oct 23, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | $104 | $69.47 | +49.70% | 10 | Apr 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | $120 | $245.53 | -51.13% | 8 | Apr 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $66 | $95.27 | -30.72% | 2 | Aug 1, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Hold | n/a | $33.99 | - | 2 | Jul 12, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $96 → $102 | $97.66 | +4.44% | 12 | May 16, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $80 | $351.50 | -77.24% | 1 | Dec 9, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $42 → $46 | $127.43 | -63.90% | 3 | Dec 8, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $33 | $14.41 | +129.01% | 1 | Nov 22, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $24 | $8.12 | +195.57% | 1 | Nov 15, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $27 → $23 | $27.76 | -17.15% | 2 | Aug 5, 2021 |
Onto Innovation
Feb 19, 2026
Maintains: Outperform
Price Target: $230 → $250
Current: $213.24
Upside: +17.24%
Analog Devices
Feb 19, 2026
Maintains: Outperform
Price Target: $282 → $387
Current: $355.15
Upside: +8.97%
Camtek
Feb 18, 2026
Maintains: Outperform
Price Target: $130 → $190
Current: $153.11
Upside: +24.09%
Nova Ltd.
Feb 13, 2026
Maintains: Outperform
Price Target: $340 → $485
Current: $442.53
Upside: +9.60%
Impinj
Feb 6, 2026
Downgrades: In-Line
Price Target: $273 → $112
Current: $118.98
Upside: -5.87%
QUALCOMM
Feb 5, 2026
Maintains: In-Line
Price Target: $157 → $134
Current: $140.41
Upside: -4.57%
Arm Holdings
Feb 5, 2026
Maintains: Outperform
Price Target: $215 → $170
Current: $123.78
Upside: +37.34%
Teradyne
Feb 4, 2026
Maintains: Outperform
Price Target: $280 → $320
Current: $318.50
Upside: +0.47%
NXP Semiconductors
Feb 4, 2026
Maintains: Outperform
Price Target: $292 → $260
Current: $231.16
Upside: +12.48%
Advanced Micro Devices
Feb 4, 2026
Maintains: Outperform
Price Target: $283 → $328
Current: $196.60
Upside: +66.84%
Jan 29, 2026
Maintains: Outperform
Price Target: $241 → $275
Current: $242.27
Upside: +13.51%
Jan 23, 2026
Maintains: In-Line
Price Target: $41 → $45
Current: $43.63
Upside: +3.14%
Dec 3, 2025
Maintains: Outperform
Price Target: $122 → $156
Current: $77.79
Upside: +100.54%
Dec 3, 2025
Initiates: Outperform
Price Target: $44
Current: $18.05
Upside: +143.77%
Nov 20, 2025
Maintains: Outperform
Price Target: $261 → $352
Current: $191.55
Upside: +83.76%
Nov 13, 2025
Maintains: Outperform
Price Target: $43 → $45
Current: $46.16
Upside: -2.51%
Oct 31, 2025
Maintains: Outperform
Price Target: $37 → $49
Current: $38.48
Upside: +27.34%
Oct 30, 2025
Maintains: Outperform
Price Target: $1,000 → $1,350
Current: $1,487.66
Upside: -9.25%
Sep 5, 2025
Maintains: Outperform
Price Target: $342 → $370
Current: $330.34
Upside: +12.01%
Aug 15, 2025
Reiterates: Outperform
Price Target: $209
Current: $373.55
Upside: -44.05%
Aug 6, 2025
Maintains: Outperform
Price Target: $104 → $215
Current: $128.24
Upside: +67.65%
Jun 12, 2025
Maintains: Outperform
Price Target: $69 → $83
Current: $76.60
Upside: +8.36%
Oct 23, 2024
Maintains: Outperform
Price Target: $268 → $298
Current: $219.86
Upside: +35.54%
Apr 16, 2024
Initiates: Outperform
Price Target: $104
Current: $69.47
Upside: +49.70%
Apr 16, 2024
Initiates: Outperform
Price Target: $120
Current: $245.53
Upside: -51.13%
Aug 1, 2023
Maintains: Buy
Price Target: $65 → $66
Current: $95.27
Upside: -30.72%
Jul 12, 2023
Upgrades: Hold
Price Target: n/a
Current: $33.99
Upside: -
May 16, 2023
Maintains: Buy
Price Target: $96 → $102
Current: $97.66
Upside: +4.44%
Dec 9, 2022
Initiates: Buy
Price Target: $80
Current: $351.50
Upside: -77.24%
Dec 8, 2021
Maintains: Buy
Price Target: $42 → $46
Current: $127.43
Upside: -63.90%
Nov 22, 2021
Initiates: Buy
Price Target: $33
Current: $14.41
Upside: +129.01%
Nov 15, 2021
Initiates: Buy
Price Target: $24
Current: $8.12
Upside: +195.57%
Aug 5, 2021
Downgrades: Hold
Price Target: $27 → $23
Current: $27.76
Upside: -17.15%