Mark Lipacis
Stock Analyst at Evercore ISI
(4.99)
# 29
Out of 5,044 analysts
1006
Total ratings
70.3%
Success rate
40.2%
Average return
Main Sectors:
Stocks Rated by Mark Lipacis
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| GFS GLOBALFOUNDRIES | Reiterated: Buy | $85 | $48.24 | +76.20% | 19 | Oct 9, 2026 | |
| MRVL Marvell Technology | Reiterated: Buy | $251 → $433 | $275.28 | +57.29% | 51 | Oct 6, 2026 | |
| ON ON Semiconductor | Reiterated: Buy | $137 | $77.53 | +76.71% | 55 | Oct 2, 2026 | |
| AVGO Broadcom | Reiterated: Buy | $582 → $578 | $361.54 | +59.87% | 54 | Sep 3, 2026 | |
| CRDO Credo Technology Group Holding | Reiterated: Buy | $325 → $292 | $216.55 | +34.84% | 2 | Sep 2, 2026 | |
| NVDA NVIDIA | Reiterated: Buy | $413 → $465 | $229.28 | +102.81% | 127 | Aug 27, 2026 | |
| AMAT Applied Materials | Reiterated: Buy | $515 → $700 | $507.03 | +38.06% | 20 | Aug 12, 2026 | |
| QNT Quantinuum | Reiterated: Buy | $98 | $41.30 | +137.29% | 2 | Aug 12, 2026 | |
| MCHP Microchip Technology | Reiterated: Buy | $117 | $75.55 | +54.86% | 55 | Aug 7, 2026 | |
| MTSI MACOM Technology Solutions Holdings | Reiterated: Buy | $427 → $475 | $330.06 | +43.91% | 39 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $42 → $37 | $14.57 | +153.95% | 5 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $297 → $452 | $342.21 | +32.08% | 13 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $579 | $608.10 | -4.79% | 107 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $326 | $266.28 | +22.43% | 15 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $355 → $275 | $318.84 | -13.75% | 21 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $144 | $189.63 | -24.06% | 17 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $179 → $159 | $175.50 | -9.40% | 11 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $320 | $227.52 | +40.65% | 55 | Jul 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $316 → $330 | $283.74 | +16.30% | 75 | Jul 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $172 | $107.47 | +60.04% | 15 | Jun 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $387 → $474 | $406.19 | +16.69% | 49 | May 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $49 → $53 | $35.57 | +49.00% | 15 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | $45 → $111 | $104.70 | +6.02% | 102 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | €803.00 → €1,000 | €1,602 | -37.56% | 3 | Oct 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $82 → $100 | $152.81 | n/a | 2 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $130 | $294.53 | n/a | 1 | May 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $240 | $353.00 | n/a | 1 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $33 | $139.67 | n/a | 1 | May 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $800 → $900 | $195.57 | n/a | 5 | May 1, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $95 | $402.68 | n/a | 1 | Apr 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $102 → $105 | $126.05 | n/a | 20 | Jul 31, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $30 → $31 | $76.28 | n/a | 20 | Jun 29, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $80 → $106 | $331.31 | n/a | 3 | Jun 27, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $24 → $7 | $10.78 | n/a | 3 | Dec 16, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $33 | $22.44 | n/a | 2 | Mar 9, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $46 → $48 | $228.71 | n/a | 10 | Feb 15, 2022 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $34 → $31 | $52.06 | n/a | 2 | Jul 23, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | €30.00 | €46.56 | n/a | 1 | Jan 5, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $146.91 | n/a | 2 | Apr 1, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $53 | $216.74 | n/a | 1 | Feb 8, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $35 | $783.00 | n/a | 1 | Feb 8, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $42 | $1,029.00 | n/a | 2 | Dec 15, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $382.70 | n/a | 1 | Feb 17, 2011 |
GLOBALFOUNDRIES
Oct 9, 2026
Reiterated: Buy
Price Target: $85
Current: $48.24
Upside: +76.20%
Marvell Technology
Oct 6, 2026
Reiterated: Buy
Price Target: $251 → $433
Current: $275.28
Upside: +57.29%
ON Semiconductor
Oct 2, 2026
Reiterated: Buy
Price Target: $137
Current: $77.53
Upside: +76.71%
Broadcom
Sep 3, 2026
Reiterated: Buy
Price Target: $582 → $578
Current: $361.54
Upside: +59.87%
Credo Technology Group Holding
Sep 2, 2026
Reiterated: Buy
Price Target: $325 → $292
Current: $216.55
Upside: +34.84%
NVIDIA
Aug 27, 2026
Reiterated: Buy
Price Target: $413 → $465
Current: $229.28
Upside: +102.81%
Applied Materials
Aug 12, 2026
Reiterated: Buy
Price Target: $515 → $700
Current: $507.03
Upside: +38.06%
Quantinuum
Aug 12, 2026
Reiterated: Buy
Price Target: $98
Current: $41.30
Upside: +137.29%
Microchip Technology
Aug 7, 2026
Reiterated: Buy
Price Target: $117
Current: $75.55
Upside: +54.86%
MACOM Technology Solutions Holdings
Aug 7, 2026
Reiterated: Buy
Price Target: $427 → $475
Current: $330.06
Upside: +43.91%
Aug 7, 2026
Reiterated: Buy
Price Target: $42 → $37
Current: $14.57
Upside: +153.95%
Aug 5, 2026
Reiterated: Buy
Price Target: $297 → $452
Current: $342.21
Upside: +32.08%
Aug 5, 2026
Reiterated: Buy
Price Target: $579
Current: $608.10
Upside: -4.79%
Jul 30, 2026
Reiterated: Buy
Price Target: $326
Current: $266.28
Upside: +22.43%
Jul 30, 2026
Reiterated: Buy
Price Target: $355 → $275
Current: $318.84
Upside: -13.75%
Jul 30, 2026
Reiterated: Hold
Price Target: $144
Current: $189.63
Upside: -24.06%
Jul 30, 2026
Reiterated: Hold
Price Target: $179 → $159
Current: $175.50
Upside: -9.40%
Jul 27, 2026
Reiterated: Buy
Price Target: $320
Current: $227.52
Upside: +40.65%
Jul 23, 2026
Reiterated: Buy
Price Target: $316 → $330
Current: $283.74
Upside: +16.30%
Jun 4, 2026
Reiterated: Buy
Price Target: $172
Current: $107.47
Upside: +60.04%
May 21, 2026
Reiterated: Buy
Price Target: $387 → $474
Current: $406.19
Upside: +16.69%
May 8, 2026
Reiterated: Buy
Price Target: $49 → $53
Current: $35.57
Upside: +49.00%
Apr 24, 2026
Upgraded: Buy
Price Target: $45 → $111
Current: $104.70
Upside: +6.02%
Oct 16, 2025
Reiterated: Buy
Price Target: €803.00 → €1,000
Current: €1,602
Upside: -37.56%
Aug 6, 2025
Reiterated: Buy
Price Target: $82 → $100
Current: $152.81
Upside: n/a
May 9, 2025
Reiterated: Buy
Price Target: $130
Current: $294.53
Upside: n/a
May 8, 2025
Reiterated: Buy
Price Target: $240
Current: $353.00
Upside: n/a
May 1, 2025
Reiterated: Hold
Price Target: $33
Current: $139.67
Upside: n/a
May 1, 2025
Reiterated: Buy
Price Target: $800 → $900
Current: $195.57
Upside: n/a
Apr 29, 2025
Reiterated: Buy
Price Target: $95
Current: $402.68
Upside: n/a
Jul 31, 2023
Reiterated: Buy
Price Target: $102 → $105
Current: $126.05
Upside: n/a
Jun 29, 2023
Reiterated: Buy
Price Target: $30 → $31
Current: $76.28
Upside: n/a
Jun 27, 2023
Reiterated: Buy
Price Target: $80 → $106
Current: $331.31
Upside: n/a
Dec 16, 2022
Initiated Coverage: Buy
Price Target: $24 → $7
Current: $10.78
Upside: n/a
Mar 9, 2022
Reiterated: Buy
Price Target: $33
Current: $22.44
Upside: n/a
Feb 15, 2022
Downgraded: Hold
Price Target: $46 → $48
Current: $228.71
Upside: n/a
Jul 23, 2020
Reiterated: Hold
Price Target: $34 → $31
Current: $52.06
Upside: n/a
Jan 5, 2020
Reiterated: Hold
Price Target: €30.00
Current: €46.56
Upside: n/a
Apr 1, 2019
Reiterated: Buy
Price Target: n/a
Current: $146.91
Upside: n/a
Feb 8, 2016
Reiterated: Sell
Price Target: $53
Current: $216.74
Upside: n/a
Feb 8, 2016
Reiterated: Buy
Price Target: $35
Current: $783.00
Upside: n/a
Dec 15, 2014
Reiterated: Buy
Price Target: $42
Current: $1,029.00
Upside: n/a
Feb 17, 2011
Reiterated: Hold
Price Target: n/a
Current: $382.70
Upside: n/a