Mark Lipacis
Stock Analyst at Evercore ISI
(4.99)
# 18
Out of 4,407 analysts
985
Total ratings
73.4%
Success rate
46.8%
Average return
Main Sectors:
Stocks Rated by Mark Lipacis
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AMAT Applied Materials | Maintained: Buy | $515 | $567.25 | -9.21% | 19 | Jun 4, 2026 | |
| AVGO Broadcom | Maintained: Buy | $582 | $382.07 | +52.33% | 53 | Jun 4, 2026 | |
| LRCX Lam Research | Maintained: Buy | $275 → $300 | $366.81 | -18.21% | 19 | Jun 4, 2026 | |
| MCHP Microchip Technology | Maintained: Buy | $117 | $95.24 | +22.85% | 54 | Jun 4, 2026 | |
| QCOM QUALCOMM | Maintained: Hold | $179 | $211.72 | -15.45% | 10 | Jun 4, 2026 | |
| RMBS Rambus | Maintained: Buy | $172 | $146.56 | +17.36% | 15 | Jun 4, 2026 | |
| TXN Texas Instruments | Maintained: Buy | $316 | $301.12 | +4.94% | 74 | Jun 4, 2026 | |
| ALAB Astera Labs | Maintained: Buy | $297 | $367.15 | -19.11% | 12 | Jun 4, 2026 | |
| MTSI MACOM Technology Solutions Holdings | Maintained: Buy | $427 | $379.87 | +12.41% | 38 | Jun 3, 2026 | |
| MRVL Marvell Technology | Maintained: Buy | $251 | $279.70 | -10.26% | 50 | Jun 3, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $144 | $132.77 | +8.46% | 16 | Jun 3, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $326 | $380.81 | -14.39% | 14 | Jun 3, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $387 → $474 | $417.79 | +13.45% | 49 | May 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $352 → $413 | $205.19 | +101.28% | 126 | May 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $358 → $579 | $511.57 | +13.18% | 106 | May 18, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $85 | $81.38 | +4.45% | 17 | May 18, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $49 → $53 | $50.41 | +5.15% | 15 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $80 → $121 | $116.79 | +3.60% | 53 | May 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $260 → $320 | $304.86 | +4.97% | 54 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | $45 → $111 | $124.57 | -10.89% | 102 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $44 → $42 | $23.37 | +79.72% | 4 | Feb 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €803.00 → €1,000 | $1,629.60 | -38.64% | 3 | Oct 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $82 → $100 | $193.27 | -48.26% | 2 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $130 | $323.88 | n/a | 1 | May 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $240 | $583.05 | n/a | 1 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $33 | $139.21 | n/a | 1 | May 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $800 → $900 | $254.54 | n/a | 5 | May 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $95 | $403.20 | n/a | 1 | Apr 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $102 → $105 | $144.53 | n/a | 20 | Jul 31, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $30 → $31 | $64.13 | n/a | 20 | Jun 29, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $80 → $106 | $283.73 | n/a | 3 | Jun 27, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $24 → $7 | $23.39 | n/a | 3 | Dec 16, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $33 | $41.00 | n/a | 2 | Mar 9, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $46 → $48 | $262.92 | n/a | 10 | Feb 15, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $27 → $23 | $36.61 | n/a | 3 | Aug 5, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $35 → $31 | $77.30 | n/a | 2 | Jul 23, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | €30.00 | $67.76 | n/a | 1 | Jan 5, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $168.52 | n/a | 2 | Apr 1, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $35 | $931.04 | n/a | 1 | Feb 8, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $53 | $163.24 | n/a | 1 | Feb 8, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $42 | $981.61 | n/a | 2 | Dec 15, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $406.43 | n/a | 1 | Feb 17, 2011 |
Applied Materials
Jun 4, 2026
Maintained: Buy
Price Target: $515
Current: $567.25
Upside: -9.21%
Broadcom
Jun 4, 2026
Maintained: Buy
Price Target: $582
Current: $382.07
Upside: +52.33%
Lam Research
Jun 4, 2026
Maintained: Buy
Price Target: $275 → $300
Current: $366.81
Upside: -18.21%
Microchip Technology
Jun 4, 2026
Maintained: Buy
Price Target: $117
Current: $95.24
Upside: +22.85%
QUALCOMM
Jun 4, 2026
Maintained: Hold
Price Target: $179
Current: $211.72
Upside: -15.45%
Rambus
Jun 4, 2026
Maintained: Buy
Price Target: $172
Current: $146.56
Upside: +17.36%
Texas Instruments
Jun 4, 2026
Maintained: Buy
Price Target: $316
Current: $301.12
Upside: +4.94%
Astera Labs
Jun 4, 2026
Maintained: Buy
Price Target: $297
Current: $367.15
Upside: -19.11%
MACOM Technology Solutions Holdings
Jun 3, 2026
Maintained: Buy
Price Target: $427
Current: $379.87
Upside: +12.41%
Marvell Technology
Jun 3, 2026
Maintained: Buy
Price Target: $251
Current: $279.70
Upside: -10.26%
Jun 3, 2026
Maintained: Hold
Price Target: $144
Current: $132.77
Upside: +8.46%
Jun 3, 2026
Maintained: Buy
Price Target: $326
Current: $380.81
Upside: -14.39%
May 21, 2026
Maintained: Buy
Price Target: $387 → $474
Current: $417.79
Upside: +13.45%
May 19, 2026
Reiterated: Buy
Price Target: $352 → $413
Current: $205.19
Upside: +101.28%
May 18, 2026
Maintained: Buy
Price Target: $358 → $579
Current: $511.57
Upside: +13.18%
May 18, 2026
Maintained: Buy
Price Target: $85
Current: $81.38
Upside: +4.45%
May 8, 2026
Maintained: Buy
Price Target: $49 → $53
Current: $50.41
Upside: +5.15%
May 4, 2026
Maintained: Buy
Price Target: $80 → $121
Current: $116.79
Upside: +3.60%
Apr 29, 2026
Reiterated: Buy
Price Target: $260 → $320
Current: $304.86
Upside: +4.97%
Apr 24, 2026
Upgraded: Buy
Price Target: $45 → $111
Current: $124.57
Upside: -10.89%
Feb 27, 2026
Maintained: Buy
Price Target: $44 → $42
Current: $23.37
Upside: +79.72%
Oct 16, 2025
Maintained: Buy
Price Target: €803.00 → €1,000
Current: $1,629.60
Upside: -38.64%
Aug 6, 2025
Maintained: Buy
Price Target: $82 → $100
Current: $193.27
Upside: -48.26%
May 9, 2025
Reiterated: Buy
Price Target: $130
Current: $323.88
Upside: n/a
May 8, 2025
Reiterated: Buy
Price Target: $240
Current: $583.05
Upside: n/a
May 1, 2025
Maintained: Hold
Price Target: $33
Current: $139.21
Upside: n/a
May 1, 2025
Reiterated: Buy
Price Target: $800 → $900
Current: $254.54
Upside: n/a
Apr 29, 2025
Maintained: Buy
Price Target: $95
Current: $403.20
Upside: n/a
Jul 31, 2023
Reiterated: Buy
Price Target: $102 → $105
Current: $144.53
Upside: n/a
Jun 29, 2023
Maintained: Buy
Price Target: $30 → $31
Current: $64.13
Upside: n/a
Jun 27, 2023
Maintained: Buy
Price Target: $80 → $106
Current: $283.73
Upside: n/a
Dec 16, 2022
Initiated Coverage: Buy
Price Target: $24 → $7
Current: $23.39
Upside: n/a
Mar 9, 2022
Reiterated: Buy
Price Target: $33
Current: $41.00
Upside: n/a
Feb 15, 2022
Downgraded: Hold
Price Target: $46 → $48
Current: $262.92
Upside: n/a
Aug 5, 2021
Downgraded: Hold
Price Target: $27 → $23
Current: $36.61
Upside: n/a
Jul 23, 2020
Maintained: Hold
Price Target: $35 → $31
Current: $77.30
Upside: n/a
Jan 5, 2020
Maintained: Hold
Price Target: €30.00
Current: $67.76
Upside: n/a
Apr 1, 2019
Reiterated: Buy
Price Target: n/a
Current: $168.52
Upside: n/a
Feb 8, 2016
Reiterated: Buy
Price Target: $35
Current: $931.04
Upside: n/a
Feb 8, 2016
Reiterated: Sell
Price Target: $53
Current: $163.24
Upside: n/a
Dec 15, 2014
Reiterated: Buy
Price Target: $42
Current: $981.61
Upside: n/a
Feb 17, 2011
Reiterated: Hold
Price Target: n/a
Current: $406.43
Upside: n/a