Thomas O'Malley
Stock Analyst at Barclays
(4.98)
# 58
Out of 4,675 analysts
853
Total ratings
62.9%
Success rate
42.3%
Average return
Main Sectors:
Stocks Rated by Thomas O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology | Maintained: Buy | $275 | $229.29 | +19.94% | 36 | Aug 20, 2026 | |
| ADI Analog Devices | Maintained: Buy | $450 | $371.17 | +21.24% | 23 | Aug 19, 2026 | |
| SNDK Sandisk | Maintained: Buy | $2,300 | $1,493.12 | +54.04% | 11 | Aug 14, 2026 | |
| AMAT Applied Materials | Maintained: Buy | $590 | $484.19 | +21.85% | 24 | Aug 13, 2026 | |
| COHR Coherent | Maintained: Buy | $350 | $275.49 | +27.05% | 33 | Aug 13, 2026 | |
| VECO Veeco Instruments | Maintained: Hold | $55 | $46.76 | +17.62% | 28 | Aug 13, 2026 | |
| CBRS Cerebras Systems | Maintained: Buy | $280 | $185.43 | +51.00% | 3 | Aug 13, 2026 | |
| CAMT Camtek | Maintained: Buy | $185 | $142.33 | +29.98% | 28 | Aug 11, 2026 | |
| LITE Lumentum Holdings | Maintained: Buy | $1,000 | $830.17 | +20.46% | 36 | Aug 11, 2026 | |
| MTSI MACOM Technology Solutions Holdings | Maintained: Buy | $450 | $257.43 | +74.80% | 34 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $105 | $74.21 | +41.49% | 3 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $600 | $362.75 | +65.40% | 3 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $140 → $130 | $111.64 | +16.45% | 29 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $620 | $435.38 | +42.40% | 34 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $850 | $580.97 | +46.31% | 20 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $665 | $456.75 | +45.60% | 35 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $325 | $277.53 | +17.10% | 18 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $100 | $71.93 | +39.02% | 3 | Aug 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $245 → $180 | $158.53 | +13.54% | 14 | Jul 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $48 | $35.63 | +34.72% | 28 | Jul 31, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $225 | $181.57 | +23.92% | 24 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $335 | $310.17 | +8.01% | 27 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $1,000 → $1,250 | $794.65 | +57.30% | 38 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $360 | $238.78 | +50.77% | 20 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $340 | $222.44 | +52.85% | 24 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $70 | $66.86 | +4.70% | 24 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $500 | $358.76 | +39.37% | 17 | Jul 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $100 | $87.26 | +14.60% | 25 | Jul 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $250 | $258.94 | -3.45% | 21 | Jul 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Sell | $40 | $50.68 | -21.07% | 28 | Jul 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $260 → $300 | $222.61 | +34.76% | 25 | Jul 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $1,175 → $2,000 | $910.43 | +119.68% | 33 | Jun 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $110 → $135 | $93.68 | +44.11% | 7 | Jun 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $275 | $208.48 | +31.91% | 40 | May 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Buy | $95 → $100 | $95.37 | +4.85% | 32 | Apr 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $130 → $231 | $218.08 | +5.92% | 20 | Feb 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $60 → $20 | $35.75 | n/a | 5 | Jul 25, 2022 |
Marvell Technology
Aug 20, 2026
Maintained: Buy
Price Target: $275
Current: $229.29
Upside: +19.94%
Analog Devices
Aug 19, 2026
Maintained: Buy
Price Target: $450
Current: $371.17
Upside: +21.24%
Sandisk
Aug 14, 2026
Maintained: Buy
Price Target: $2,300
Current: $1,493.12
Upside: +54.04%
Applied Materials
Aug 13, 2026
Maintained: Buy
Price Target: $590
Current: $484.19
Upside: +21.85%
Coherent
Aug 13, 2026
Maintained: Buy
Price Target: $350
Current: $275.49
Upside: +27.05%
Veeco Instruments
Aug 13, 2026
Maintained: Hold
Price Target: $55
Current: $46.76
Upside: +17.62%
Cerebras Systems
Aug 13, 2026
Maintained: Buy
Price Target: $280
Current: $185.43
Upside: +51.00%
Camtek
Aug 11, 2026
Maintained: Buy
Price Target: $185
Current: $142.33
Upside: +29.98%
Lumentum Holdings
Aug 11, 2026
Maintained: Buy
Price Target: $1,000
Current: $830.17
Upside: +20.46%
MACOM Technology Solutions Holdings
Aug 7, 2026
Maintained: Buy
Price Target: $450
Current: $257.43
Upside: +74.80%
Aug 7, 2026
Maintained: Hold
Price Target: $105
Current: $74.21
Upside: +41.49%
Aug 7, 2026
Maintained: Buy
Price Target: $600
Current: $362.75
Upside: +65.40%
Aug 6, 2026
Maintained: Hold
Price Target: $140 → $130
Current: $111.64
Upside: +16.45%
Aug 6, 2026
Maintained: Buy
Price Target: $620
Current: $435.38
Upside: +42.40%
Aug 6, 2026
Maintained: Buy
Price Target: $850
Current: $580.97
Upside: +46.31%
Aug 5, 2026
Maintained: Buy
Price Target: $665
Current: $456.75
Upside: +45.60%
Aug 5, 2026
Maintained: Hold
Price Target: $325
Current: $277.53
Upside: +17.10%
Aug 4, 2026
Maintained: Hold
Price Target: $100
Current: $71.93
Upside: +39.02%
Jul 31, 2026
Maintained: Sell
Price Target: $245 → $180
Current: $158.53
Upside: +13.54%
Jul 31, 2026
Maintained: Hold
Price Target: $48
Current: $35.63
Upside: +34.72%
Jul 30, 2026
Maintained: Buy
Price Target: $225
Current: $181.57
Upside: +23.92%
Jul 30, 2026
Maintained: Hold
Price Target: $335
Current: $310.17
Upside: +8.01%
Jul 30, 2026
Maintained: Buy
Price Target: $1,000 → $1,250
Current: $794.65
Upside: +57.30%
Jul 30, 2026
Maintained: Buy
Price Target: $360
Current: $238.78
Upside: +50.77%
Jul 29, 2026
Maintained: Buy
Price Target: $340
Current: $222.44
Upside: +52.85%
Jul 29, 2026
Maintained: Buy
Price Target: $70
Current: $66.86
Upside: +4.70%
Jul 24, 2026
Maintained: Buy
Price Target: $500
Current: $358.76
Upside: +39.37%
Jul 24, 2026
Maintained: Hold
Price Target: $100
Current: $87.26
Upside: +14.60%
Jul 23, 2026
Maintained: Hold
Price Target: $250
Current: $258.94
Upside: -3.45%
Jul 20, 2026
Downgraded: Sell
Price Target: $40
Current: $50.68
Upside: -21.07%
Jul 20, 2026
Maintained: Buy
Price Target: $260 → $300
Current: $222.61
Upside: +34.76%
Jun 26, 2026
Rated: Buy
Price Target: $1,175 → $2,000
Current: $910.43
Upside: +119.68%
Jun 26, 2026
Downgraded: Hold
Price Target: $110 → $135
Current: $93.68
Upside: +44.11%
May 21, 2026
Rated: Buy
Price Target: $275
Current: $208.48
Upside: +31.91%
Apr 22, 2026
Upgraded: Buy
Price Target: $95 → $100
Current: $95.37
Upside: +4.85%
Feb 5, 2026
Maintained: Hold
Price Target: $130 → $231
Current: $218.08
Upside: +5.92%
Jul 25, 2022
Downgraded: Hold
Price Target: $60 → $20
Current: $35.75
Upside: n/a