Mark Lipacis
Stock Analyst at Evercore ISI Group
(4.70)
# 169
Out of 4,412 analysts
94
Total ratings
60.54%
Success rate
21.98%
Average return
Main Sectors:
33 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| INTC Intel | Maintains: In-Line | $40 → $36 | $31.36 | +14.80% | 8 | Apr 26, 2024 | |
| TXN Texas Instruments | Maintains: Outperform | $213 → $225 | $179.29 | +25.50% | 15 | Apr 24, 2024 | |
| MCHP Microchip Technology | Initiates: Outperform | $106 | $93.18 | +13.76% | 5 | Apr 16, 2024 | |
| QCOM QUALCOMM | Initiates: In-Line | $177 | $169.20 | +4.61% | 1 | Apr 16, 2024 | |
| TER Teradyne | Initiates: Outperform | $130 | $118.29 | +9.90% | 1 | Apr 16, 2024 | |
| KLAC KLA Corporation | Initiates: Outperform | $800 | $713.93 | +12.06% | 2 | Apr 16, 2024 | |
| AMAT Applied Materials | Initiates: Outperform | $260 | $205.26 | +26.67% | 1 | Apr 16, 2024 | |
| AMD Advanced Micro Devices | Initiates: Outperform | $200 | $160.20 | +24.84% | 3 | Apr 16, 2024 | |
| PI Impinj | Initiates: Outperform | $160 | $157.45 | +1.62% | 3 | Apr 16, 2024 | |
| ONTO Onto Innovation | Initiates: Outperform | $235 | $190.22 | +23.54% | 1 | Apr 16, 2024 | |
| MRVL Marvell Technology | Initiates: Outperform | $88 | $68.75 | +28.00% | 5 | Apr 16, 2024 | |
| ARM Arm Holdings | Initiates: Outperform | $156 | $103.24 | +51.10% | 2 | Apr 16, 2024 | |
| LRCX Lam Research | Initiates: Outperform | $1,200 | $928.81 | +29.20% | 1 | Apr 16, 2024 | |
| NXPI NXP Semiconductors | Initiates: Outperform | $300 | $247.13 | +21.39% | 3 | Apr 16, 2024 | |
| CAMT Camtek | Initiates: Outperform | $100 | $82.70 | +20.92% | 1 | Apr 16, 2024 | |
| ALGM Allegro MicroSystems | Initiates: Outperform | $36 | $30.25 | +19.01% | 1 | Apr 16, 2024 | |
| ON ON Semiconductor | Initiates: Outperform | $104 | $70.82 | +46.85% | 5 | Apr 16, 2024 | |
| NVMI Nova Ltd. | Initiates: Outperform | $210 | $174.09 | +20.63% | 1 | Apr 16, 2024 | |
| ADI Analog Devices | Initiates: Outperform | $254 | $203.90 | +24.57% | 1 | Apr 16, 2024 | |
| GFS GlobalFoundries | Initiates: Outperform | $71 | $48.80 | +45.49% | 2 | Apr 16, 2024 | |
| MTSI MACOM Technology Solutions Holdings | Initiates: Outperform | $120 | $104.00 | +15.38% | 2 | Apr 16, 2024 | |
| ALAB Astera Labs | Initiates: Outperform | $100 | $85.70 | +16.69% | 1 | Apr 16, 2024 | |
| NVDA NVIDIA | Initiates: Outperform | $1,160 | $877.57 | +32.18% | 11 | Apr 16, 2024 | |
| RMBS Rambus | Maintains: Buy | $65 → $66 | $60.48 | +9.13% | 2 | Aug 1, 2023 | |
| STM ST Microelectronics | Upgrades: Hold | n/a | $41.18 | - | 2 | Jul 12, 2023 | |
| LSCC Lattice Semiconductor | Maintains: Buy | $96 → $102 | $76.86 | +32.71% | 5 | May 16, 2023 | |
| LAZR Luminar Technologies | Assumes: Buy | $12 | $1.46 | +721.92% | 1 | Apr 25, 2023 | |
| IDCC InterDigital | Initiates: Buy | $80 | $100.94 | -20.75% | 1 | Dec 9, 2022 | |
| TSEM Tower Semiconductor | Maintains: Buy | n/a | $32.66 | - | 1 | Dec 8, 2021 | |
| AIP Arteris | Initiates: Buy | n/a | $6.63 | - | 1 | Nov 22, 2021 | |
| NVTS Navitas Semiconductor | Initiates: Buy | n/a | $4.45 | - | 1 | Nov 15, 2021 | |
| SKYT SkyWater Technology | Downgrades: Hold | n/a | $10.26 | - | 2 | Aug 5, 2021 | |
| AVGO Broadcom | Maintains: Buy | n/a | $1,338.62 | - | 2 | Jun 8, 2018 |
Intel
Apr 26, 2024
Maintains: In-Line
Price Target: $40 → $36
Current: $31.36
Upside: +14.80%
Texas Instruments
Apr 24, 2024
Maintains: Outperform
Price Target: $213 → $225
Current: $179.29
Upside: +25.50%
Microchip Technology
Apr 16, 2024
Initiates: Outperform
Price Target: $106
Current: $93.18
Upside: +13.76%
QUALCOMM
Apr 16, 2024
Initiates: In-Line
Price Target: $177
Current: $169.20
Upside: +4.61%
Teradyne
Apr 16, 2024
Initiates: Outperform
Price Target: $130
Current: $118.29
Upside: +9.90%
KLA Corporation
Apr 16, 2024
Initiates: Outperform
Price Target: $800
Current: $713.93
Upside: +12.06%
Applied Materials
Apr 16, 2024
Initiates: Outperform
Price Target: $260
Current: $205.26
Upside: +26.67%
Advanced Micro Devices
Apr 16, 2024
Initiates: Outperform
Price Target: $200
Current: $160.20
Upside: +24.84%
Impinj
Apr 16, 2024
Initiates: Outperform
Price Target: $160
Current: $157.45
Upside: +1.62%
Onto Innovation
Apr 16, 2024
Initiates: Outperform
Price Target: $235
Current: $190.22
Upside: +23.54%
Marvell Technology
Apr 16, 2024
Initiates: Outperform
Price Target: $88
Current: $68.75
Upside: +28.00%
Arm Holdings
Apr 16, 2024
Initiates: Outperform
Price Target: $156
Current: $103.24
Upside: +51.10%
Lam Research
Apr 16, 2024
Initiates: Outperform
Price Target: $1,200
Current: $928.81
Upside: +29.20%
NXP Semiconductors
Apr 16, 2024
Initiates: Outperform
Price Target: $300
Current: $247.13
Upside: +21.39%
Camtek
Apr 16, 2024
Initiates: Outperform
Price Target: $100
Current: $82.70
Upside: +20.92%
Allegro MicroSystems
Apr 16, 2024
Initiates: Outperform
Price Target: $36
Current: $30.25
Upside: +19.01%
ON Semiconductor
Apr 16, 2024
Initiates: Outperform
Price Target: $104
Current: $70.82
Upside: +46.85%
Nova Ltd.
Apr 16, 2024
Initiates: Outperform
Price Target: $210
Current: $174.09
Upside: +20.63%
Analog Devices
Apr 16, 2024
Initiates: Outperform
Price Target: $254
Current: $203.90
Upside: +24.57%
GlobalFoundries
Apr 16, 2024
Initiates: Outperform
Price Target: $71
Current: $48.80
Upside: +45.49%
MACOM Technology Solutions Holdings
Apr 16, 2024
Initiates: Outperform
Price Target: $120
Current: $104.00
Upside: +15.38%
Astera Labs
Apr 16, 2024
Initiates: Outperform
Price Target: $100
Current: $85.70
Upside: +16.69%
NVIDIA
Apr 16, 2024
Initiates: Outperform
Price Target: $1,160
Current: $877.57
Upside: +32.18%
Rambus
Aug 1, 2023
Maintains: Buy
Price Target: $65 → $66
Current: $60.48
Upside: +9.13%
ST Microelectronics
Jul 12, 2023
Upgrades: Hold
Price Target: n/a
Current: $41.18
Upside: -
Lattice Semiconductor
May 16, 2023
Maintains: Buy
Price Target: $96 → $102
Current: $76.86
Upside: +32.71%
Luminar Technologies
Apr 25, 2023
Assumes: Buy
Price Target: $12
Current: $1.46
Upside: +721.92%
InterDigital
Dec 9, 2022
Initiates: Buy
Price Target: $80
Current: $100.94
Upside: -20.75%
Tower Semiconductor
Dec 8, 2021
Maintains: Buy
Price Target: n/a
Current: $32.66
Upside: -
Arteris
Nov 22, 2021
Initiates: Buy
Price Target: n/a
Current: $6.63
Upside: -
Navitas Semiconductor
Nov 15, 2021
Initiates: Buy
Price Target: n/a
Current: $4.45
Upside: -
SkyWater Technology
Aug 5, 2021
Downgrades: Hold
Price Target: n/a
Current: $10.26
Upside: -
Broadcom
Jun 8, 2018
Maintains: Buy
Price Target: n/a
Current: $1,338.62
Upside: -