Mark Lipacis
Stock Analyst at Evercore ISI Group
(4.83)
# 91
Out of 5,245 analysts
299
Total ratings
65.5%
Success rate
32.44%
Average return
Main Sectors:
Stocks Rated by Mark Lipacis
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices | Maintains: Outperform | $387 → $474 | $397.07 | +19.37% | 6 | May 21, 2026 | |
| NVDA NVIDIA | Maintains: Outperform | $352 → $413 | $215.33 | +91.80% | 26 | May 21, 2026 | |
| GFS GLOBALFOUNDRIES | Maintains: Outperform | $58 → $85 | $85.64 | -0.75% | 6 | May 19, 2026 | |
| MRVL Marvell Technology | Maintains: Outperform | $133 → $155 | $196.33 | -21.05% | 22 | May 19, 2026 | |
| AMD Advanced Micro Devices | Maintains: Outperform | $358 → $579 | $467.51 | +23.85% | 23 | May 19, 2026 | |
| ALAB Astera Labs | Maintains: Outperform | $215 → $297 | $306.88 | -3.22% | 7 | May 19, 2026 | |
| AMAT Applied Materials | Maintains: Outperform | $480 → $515 | $432.16 | +19.17% | 6 | May 15, 2026 | |
| CAMT Camtek | Maintains: Outperform | $190 → $200 | $167.37 | +19.50% | 6 | May 13, 2026 | |
| MTSI MACOM Technology Solutions Holdings | Maintains: Outperform | $275 → $427 | $385.98 | +10.63% | 9 | May 8, 2026 | |
| MCHP Microchip Technology | Maintains: Outperform | $93 → $117 | $93.43 | +25.23% | 17 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $49 → $53 | $45.95 | +15.34% | 3 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $227 → $326 | $306.51 | +6.36% | 10 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $430 → $370 | $358.44 | +3.23% | 7 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: In-Line | $134 → $179 | $238.16 | -24.84% | 6 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: In-Line | $112 → $144 | $149.76 | -3.85% | 9 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $260 → $320 | $316.47 | +1.12% | 13 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $270 → $316 | $309.21 | +2.20% | 32 | Apr 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $275 → $300 | $305.35 | -1.75% | 4 | Apr 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $250 → $315 | $262.25 | +20.11% | 5 | Apr 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $490 → $582 | $414.14 | +40.53% | 13 | Mar 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $44 → $42 | $29.40 | +42.86% | 2 | Feb 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $340 → $485 | $503.49 | -3.67% | 3 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: In-Line | $41 → $45 | $119.84 | -62.45% | 23 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Outperform | $1,000 → $1,350 | $1,888.38 | -28.51% | 7 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | $104 | $116.20 | -10.50% | 10 | Apr 16, 2024 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $66 | $142.98 | -53.84% | 2 | Aug 1, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Hold | n/a | $66.86 | - | 2 | Jul 12, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $96 → $102 | $143.22 | -28.78% | 12 | May 16, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $80 | $260.98 | -69.35% | 1 | Dec 9, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $42 → $46 | $283.43 | -83.77% | 3 | Dec 8, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $33 | $36.28 | -9.04% | 1 | Nov 22, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Buy | $24 | $29.25 | -17.95% | 1 | Nov 15, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Hold | $27 → $23 | $37.21 | -38.19% | 2 | Aug 5, 2021 |
Analog Devices
May 21, 2026
Maintains: Outperform
Price Target: $387 → $474
Current: $397.07
Upside: +19.37%
NVIDIA
May 21, 2026
Maintains: Outperform
Price Target: $352 → $413
Current: $215.33
Upside: +91.80%
GLOBALFOUNDRIES
May 19, 2026
Maintains: Outperform
Price Target: $58 → $85
Current: $85.64
Upside: -0.75%
Marvell Technology
May 19, 2026
Maintains: Outperform
Price Target: $133 → $155
Current: $196.33
Upside: -21.05%
Advanced Micro Devices
May 19, 2026
Maintains: Outperform
Price Target: $358 → $579
Current: $467.51
Upside: +23.85%
Astera Labs
May 19, 2026
Maintains: Outperform
Price Target: $215 → $297
Current: $306.88
Upside: -3.22%
Applied Materials
May 15, 2026
Maintains: Outperform
Price Target: $480 → $515
Current: $432.16
Upside: +19.17%
Camtek
May 13, 2026
Maintains: Outperform
Price Target: $190 → $200
Current: $167.37
Upside: +19.50%
MACOM Technology Solutions Holdings
May 8, 2026
Maintains: Outperform
Price Target: $275 → $427
Current: $385.98
Upside: +10.63%
Microchip Technology
May 8, 2026
Maintains: Outperform
Price Target: $93 → $117
Current: $93.43
Upside: +25.23%
May 8, 2026
Maintains: Outperform
Price Target: $49 → $53
Current: $45.95
Upside: +15.34%
May 7, 2026
Maintains: Outperform
Price Target: $227 → $326
Current: $306.51
Upside: +6.36%
Apr 30, 2026
Maintains: Outperform
Price Target: $430 → $370
Current: $358.44
Upside: +3.23%
Apr 30, 2026
Maintains: In-Line
Price Target: $134 → $179
Current: $238.16
Upside: -24.84%
Apr 30, 2026
Maintains: In-Line
Price Target: $112 → $144
Current: $149.76
Upside: -3.85%
Apr 29, 2026
Maintains: Outperform
Price Target: $260 → $320
Current: $316.47
Upside: +1.12%
Apr 23, 2026
Maintains: Outperform
Price Target: $270 → $316
Current: $309.21
Upside: +2.20%
Apr 23, 2026
Maintains: Outperform
Price Target: $275 → $300
Current: $305.35
Upside: -1.75%
Apr 17, 2026
Maintains: Outperform
Price Target: $250 → $315
Current: $262.25
Upside: +20.11%
Mar 5, 2026
Maintains: Outperform
Price Target: $490 → $582
Current: $414.14
Upside: +40.53%
Feb 27, 2026
Maintains: Outperform
Price Target: $44 → $42
Current: $29.40
Upside: +42.86%
Feb 13, 2026
Maintains: Outperform
Price Target: $340 → $485
Current: $503.49
Upside: -3.67%
Jan 23, 2026
Maintains: In-Line
Price Target: $41 → $45
Current: $119.84
Upside: -62.45%
Oct 30, 2025
Maintains: Outperform
Price Target: $1,000 → $1,350
Current: $1,888.38
Upside: -28.51%
Apr 16, 2024
Initiates: Outperform
Price Target: $104
Current: $116.20
Upside: -10.50%
Aug 1, 2023
Maintains: Buy
Price Target: $65 → $66
Current: $142.98
Upside: -53.84%
Jul 12, 2023
Upgrades: Hold
Price Target: n/a
Current: $66.86
Upside: -
May 16, 2023
Maintains: Buy
Price Target: $96 → $102
Current: $143.22
Upside: -28.78%
Dec 9, 2022
Initiates: Buy
Price Target: $80
Current: $260.98
Upside: -69.35%
Dec 8, 2021
Maintains: Buy
Price Target: $42 → $46
Current: $283.43
Upside: -83.77%
Nov 22, 2021
Initiates: Buy
Price Target: $33
Current: $36.28
Upside: -9.04%
Nov 15, 2021
Initiates: Buy
Price Target: $24
Current: $29.25
Upside: -17.95%
Aug 5, 2021
Downgrades: Hold
Price Target: $27 → $23
Current: $37.21
Upside: -38.19%