Mark Lipacis
Stock Analyst at Evercore ISI
(4.99)
# 30
Out of 4,651 analysts
1000
Total ratings
71.1%
Success rate
40.7%
Average return
Main Sectors:
Stocks Rated by Mark Lipacis
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AMAT Applied Materials | Maintained: Buy | $515 → $700 | $507.18 | +38.02% | 20 | Aug 12, 2026 | |
| QNT Quantinuum | Maintained: Buy | $98 | $63.59 | +54.12% | 2 | Aug 12, 2026 | |
| MTSI MACOM Technology Solutions Holdings | Maintained: Buy | $427 → $475 | $316.44 | +50.11% | 39 | Aug 7, 2026 | |
| MCHP Microchip Technology | Maintained: Buy | $117 | $79.17 | +47.78% | 55 | Aug 7, 2026 | |
| QBTS D-Wave Quantum | Maintained: Buy | $42 → $37 | $21.17 | +74.78% | 5 | Aug 7, 2026 | |
| GFS GLOBALFOUNDRIES | Maintained: Buy | $85 | $54.58 | +55.73% | 18 | Aug 6, 2026 | |
| AMD Advanced Micro Devices | Maintained: Buy | $579 | $514.39 | +12.56% | 107 | Aug 5, 2026 | |
| ALAB Astera Labs | Maintained: Buy | $297 → $452 | $321.61 | +40.54% | 13 | Aug 5, 2026 | |
| ON ON Semiconductor | Maintained: Buy | $121 → $137 | $82.66 | +65.74% | 54 | Aug 4, 2026 | |
| LRCX Lam Research | Maintained: Buy | $355 → $275 | $332.36 | -17.26% | 21 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $179 → $159 | $165.79 | -4.10% | 11 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $144 | $172.65 | -16.59% | 17 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $326 | $279.44 | +16.66% | 15 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $320 | $234.71 | +36.34% | 55 | Jul 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $316 → $330 | $279.58 | +18.03% | 75 | Jul 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $325 | $259.90 | +25.05% | 1 | Jun 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $582 | $392.99 | +48.10% | 53 | Jun 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $172 | $100.85 | +70.55% | 15 | Jun 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $251 | $222.02 | +13.05% | 50 | Jun 3, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $387 → $474 | $389.39 | +21.73% | 49 | May 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $352 → $413 | $225.16 | +83.43% | 126 | May 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $49 → $53 | $44.39 | +19.40% | 15 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | $45 → $111 | $102.50 | +8.29% | 102 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €803.00 → €1,000 | €1,580 | -36.69% | 3 | Oct 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $82 → $100 | $165.38 | n/a | 2 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $130 | $331.71 | n/a | 1 | May 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $240 | $418.12 | n/a | 1 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $33 | $131.60 | n/a | 1 | May 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $800 → $900 | $203.72 | n/a | 5 | May 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $95 | $418.79 | n/a | 1 | Apr 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $102 → $105 | $130.46 | n/a | 20 | Jul 31, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $30 → $31 | $63.80 | n/a | 20 | Jun 29, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $80 → $106 | $343.65 | n/a | 3 | Jun 27, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $24 → $7 | $14.45 | n/a | 3 | Dec 16, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $33 | $28.32 | n/a | 2 | Mar 9, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $46 → $48 | $265.48 | n/a | 10 | Feb 15, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $35 → $31 | $54.29 | n/a | 2 | Jul 23, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | €30.00 | €46.69 | n/a | 1 | Jan 5, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $138.65 | n/a | 2 | Apr 1, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $35 | $973.44 | n/a | 1 | Feb 8, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $53 | $198.82 | n/a | 1 | Feb 8, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $42 | $971.66 | n/a | 2 | Dec 15, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $342.27 | n/a | 1 | Feb 17, 2011 |
Applied Materials
Aug 12, 2026
Maintained: Buy
Price Target: $515 → $700
Current: $507.18
Upside: +38.02%
Quantinuum
Aug 12, 2026
Maintained: Buy
Price Target: $98
Current: $63.59
Upside: +54.12%
MACOM Technology Solutions Holdings
Aug 7, 2026
Maintained: Buy
Price Target: $427 → $475
Current: $316.44
Upside: +50.11%
Microchip Technology
Aug 7, 2026
Maintained: Buy
Price Target: $117
Current: $79.17
Upside: +47.78%
D-Wave Quantum
Aug 7, 2026
Maintained: Buy
Price Target: $42 → $37
Current: $21.17
Upside: +74.78%
GLOBALFOUNDRIES
Aug 6, 2026
Maintained: Buy
Price Target: $85
Current: $54.58
Upside: +55.73%
Advanced Micro Devices
Aug 5, 2026
Maintained: Buy
Price Target: $579
Current: $514.39
Upside: +12.56%
Astera Labs
Aug 5, 2026
Maintained: Buy
Price Target: $297 → $452
Current: $321.61
Upside: +40.54%
ON Semiconductor
Aug 4, 2026
Maintained: Buy
Price Target: $121 → $137
Current: $82.66
Upside: +65.74%
Lam Research
Jul 30, 2026
Maintained: Buy
Price Target: $355 → $275
Current: $332.36
Upside: -17.26%
Jul 30, 2026
Maintained: Hold
Price Target: $179 → $159
Current: $165.79
Upside: -4.10%
Jul 30, 2026
Maintained: Hold
Price Target: $144
Current: $172.65
Upside: -16.59%
Jul 30, 2026
Maintained: Buy
Price Target: $326
Current: $279.44
Upside: +16.66%
Jul 27, 2026
Maintained: Buy
Price Target: $320
Current: $234.71
Upside: +36.34%
Jul 23, 2026
Maintained: Buy
Price Target: $316 → $330
Current: $279.58
Upside: +18.03%
Jun 22, 2026
Initiated Coverage: Buy
Price Target: $325
Current: $259.90
Upside: +25.05%
Jun 4, 2026
Maintained: Buy
Price Target: $582
Current: $392.99
Upside: +48.10%
Jun 4, 2026
Maintained: Buy
Price Target: $172
Current: $100.85
Upside: +70.55%
Jun 3, 2026
Maintained: Buy
Price Target: $251
Current: $222.02
Upside: +13.05%
May 21, 2026
Maintained: Buy
Price Target: $387 → $474
Current: $389.39
Upside: +21.73%
May 19, 2026
Reiterated: Buy
Price Target: $352 → $413
Current: $225.16
Upside: +83.43%
May 8, 2026
Maintained: Buy
Price Target: $49 → $53
Current: $44.39
Upside: +19.40%
Apr 24, 2026
Upgraded: Buy
Price Target: $45 → $111
Current: $102.50
Upside: +8.29%
Oct 16, 2025
Maintained: Buy
Price Target: €803.00 → €1,000
Current: €1,580
Upside: -36.69%
Aug 6, 2025
Maintained: Buy
Price Target: $82 → $100
Current: $165.38
Upside: n/a
May 9, 2025
Reiterated: Buy
Price Target: $130
Current: $331.71
Upside: n/a
May 8, 2025
Reiterated: Buy
Price Target: $240
Current: $418.12
Upside: n/a
May 1, 2025
Maintained: Hold
Price Target: $33
Current: $131.60
Upside: n/a
May 1, 2025
Reiterated: Buy
Price Target: $800 → $900
Current: $203.72
Upside: n/a
Apr 29, 2025
Maintained: Buy
Price Target: $95
Current: $418.79
Upside: n/a
Jul 31, 2023
Reiterated: Buy
Price Target: $102 → $105
Current: $130.46
Upside: n/a
Jun 29, 2023
Maintained: Buy
Price Target: $30 → $31
Current: $63.80
Upside: n/a
Jun 27, 2023
Maintained: Buy
Price Target: $80 → $106
Current: $343.65
Upside: n/a
Dec 16, 2022
Initiated Coverage: Buy
Price Target: $24 → $7
Current: $14.45
Upside: n/a
Mar 9, 2022
Reiterated: Buy
Price Target: $33
Current: $28.32
Upside: n/a
Feb 15, 2022
Downgraded: Hold
Price Target: $46 → $48
Current: $265.48
Upside: n/a
Jul 23, 2020
Maintained: Hold
Price Target: $35 → $31
Current: $54.29
Upside: n/a
Jan 5, 2020
Maintained: Hold
Price Target: €30.00
Current: €46.69
Upside: n/a
Apr 1, 2019
Reiterated: Buy
Price Target: n/a
Current: $138.65
Upside: n/a
Feb 8, 2016
Reiterated: Buy
Price Target: $35
Current: $973.44
Upside: n/a
Feb 8, 2016
Reiterated: Sell
Price Target: $53
Current: $198.82
Upside: n/a
Dec 15, 2014
Reiterated: Buy
Price Target: $42
Current: $971.66
Upside: n/a
Feb 17, 2011
Reiterated: Hold
Price Target: n/a
Current: $342.27
Upside: n/a