Thomas O'Malley
Stock Analyst at Barclays
(4.98)
# 90
Out of 5,133 analysts
866
Total ratings
58.2%
Success rate
36.9%
Average return
Main Sectors:
Stocks Rated by Thomas O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AMAT Applied Materials | Reiterated: Buy | $590 | $370.50 | +59.24% | 25 | Nov 13, 2026 | |
| CBRS Cerebras Systems | Reiterated: Buy | $280 | $108.72 | +157.54% | 5 | Nov 13, 2026 | |
| NVDA NVIDIA | Reiterated: Buy | $275 → $210 | $162.85 | +28.95% | 45 | Nov 13, 2026 | |
| UCTT Ultra Clean Holdings | Initiated Coverage: Hold | $65 | $46.35 | +40.24% | 1 | Nov 13, 2026 | |
| VECO Veeco Instruments | Reiterated: Hold | $55 | $39.06 | +40.81% | 29 | Nov 10, 2026 | |
| MCHP Microchip Technology | Reiterated: Hold | $105 → $90 | $61.68 | +45.91% | 4 | Nov 9, 2026 | |
| CRUS Cirrus Logic | Reiterated: Sell | $95 | $120.19 | -20.96% | 31 | Nov 6, 2026 | |
| MTSI MACOM Technology Solutions Holdings | Reiterated: Buy | $450 | $232.06 | +93.92% | 35 | Nov 6, 2026 | |
| NVMI Nova Ltd. | Reiterated: Buy | $600 → $500 | $317.86 | +57.30% | 4 | Nov 6, 2026 | |
| SITM SiTime | Reiterated: Buy | $850 | $444.54 | +91.21% | 21 | Nov 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $360 → $325 | $190.53 | +70.58% | 21 | Nov 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $185 | $101.73 | +81.85% | 29 | Nov 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $350 | $218.15 | +60.44% | 34 | Nov 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $75 | $59.66 | +25.71% | 27 | Nov 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $180 → $150 | $172.47 | -13.03% | 16 | Nov 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $325 | $221.83 | +46.51% | 19 | Nov 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $665 | $534.06 | +24.52% | 36 | Nov 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $70 → $79 | $89.94 | -12.16% | 25 | Nov 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $100 | $71.06 | +40.73% | 6 | Nov 3, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $48 → $45 | $30.13 | +49.35% | 29 | Oct 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $2,300 | $885.01 | +159.88% | 12 | Oct 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $225 | $152.32 | +47.72% | 25 | Oct 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $500 | $347.01 | +44.09% | 19 | Oct 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $340 | $265.09 | +28.26% | 25 | Oct 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $1,250 | $528.29 | +136.61% | 40 | Oct 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $335 | $225.92 | +48.28% | 28 | Oct 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $250 → $280 | $303.60 | -7.77% | 22 | Oct 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $620 | $295.65 | +109.71% | 35 | Oct 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $40 → $60 | $47.36 | +26.69% | 29 | Oct 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $275 → $320 | $156.76 | +104.13% | 38 | Oct 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $2,000 | $778.31 | +156.97% | 34 | Oct 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $300 | $131.51 | +128.12% | 26 | Sep 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $450 | $397.97 | +13.07% | 23 | Aug 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $1,000 | $596.62 | +67.61% | 36 | Aug 11, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $110 → $135 | $118.14 | +14.27% | 7 | Jun 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $130 → $231 | $221.43 | +4.32% | 20 | Feb 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $60 → $20 | $33.48 | n/a | 5 | Jul 25, 2022 |
Applied Materials
Nov 13, 2026
Reiterated: Buy
Price Target: $590
Current: $370.50
Upside: +59.24%
Cerebras Systems
Nov 13, 2026
Reiterated: Buy
Price Target: $280
Current: $108.72
Upside: +157.54%
NVIDIA
Nov 13, 2026
Reiterated: Buy
Price Target: $275 → $210
Current: $162.85
Upside: +28.95%
Ultra Clean Holdings
Nov 13, 2026
Initiated Coverage: Hold
Price Target: $65
Current: $46.35
Upside: +40.24%
Veeco Instruments
Nov 10, 2026
Reiterated: Hold
Price Target: $55
Current: $39.06
Upside: +40.81%
Microchip Technology
Nov 9, 2026
Reiterated: Hold
Price Target: $105 → $90
Current: $61.68
Upside: +45.91%
Cirrus Logic
Nov 6, 2026
Reiterated: Sell
Price Target: $95
Current: $120.19
Upside: -20.96%
MACOM Technology Solutions Holdings
Nov 6, 2026
Reiterated: Buy
Price Target: $450
Current: $232.06
Upside: +93.92%
Nova Ltd.
Nov 6, 2026
Reiterated: Buy
Price Target: $600 → $500
Current: $317.86
Upside: +57.30%
SiTime
Nov 6, 2026
Reiterated: Buy
Price Target: $850
Current: $444.54
Upside: +91.21%
Nov 5, 2026
Reiterated: Buy
Price Target: $360 → $325
Current: $190.53
Upside: +70.58%
Nov 5, 2026
Reiterated: Buy
Price Target: $185
Current: $101.73
Upside: +81.85%
Nov 5, 2026
Reiterated: Buy
Price Target: $350
Current: $218.15
Upside: +60.44%
Nov 5, 2026
Reiterated: Hold
Price Target: $75
Current: $59.66
Upside: +25.71%
Nov 5, 2026
Reiterated: Sell
Price Target: $180 → $150
Current: $172.47
Upside: -13.03%
Nov 4, 2026
Reiterated: Hold
Price Target: $325
Current: $221.83
Upside: +46.51%
Nov 4, 2026
Reiterated: Buy
Price Target: $665
Current: $534.06
Upside: +24.52%
Nov 4, 2026
Downgraded: Hold
Price Target: $70 → $79
Current: $89.94
Upside: -12.16%
Nov 3, 2026
Reiterated: Hold
Price Target: $100
Current: $71.06
Upside: +40.73%
Oct 30, 2026
Reiterated: Hold
Price Target: $48 → $45
Current: $30.13
Upside: +49.35%
Oct 30, 2026
Reiterated: Buy
Price Target: $2,300
Current: $885.01
Upside: +159.88%
Oct 29, 2026
Reiterated: Buy
Price Target: $225
Current: $152.32
Upside: +47.72%
Oct 28, 2026
Reiterated: Buy
Price Target: $500
Current: $347.01
Upside: +44.09%
Oct 28, 2026
Reiterated: Buy
Price Target: $340
Current: $265.09
Upside: +28.26%
Oct 28, 2026
Reiterated: Buy
Price Target: $1,250
Current: $528.29
Upside: +136.61%
Oct 22, 2026
Reiterated: Hold
Price Target: $335
Current: $225.92
Upside: +48.28%
Oct 22, 2026
Reiterated: Hold
Price Target: $250 → $280
Current: $303.60
Upside: -7.77%
Oct 21, 2026
Reiterated: Buy
Price Target: $620
Current: $295.65
Upside: +109.71%
Oct 7, 2026
Reiterated: Sell
Price Target: $40 → $60
Current: $47.36
Upside: +26.69%
Oct 6, 2026
Reiterated: Buy
Price Target: $275 → $320
Current: $156.76
Upside: +104.13%
Oct 1, 2026
Reiterated: Buy
Price Target: $2,000
Current: $778.31
Upside: +156.97%
Sep 1, 2026
Reiterated: Buy
Price Target: $300
Current: $131.51
Upside: +128.12%
Aug 19, 2026
Reiterated: Buy
Price Target: $450
Current: $397.97
Upside: +13.07%
Aug 11, 2026
Reiterated: Buy
Price Target: $1,000
Current: $596.62
Upside: +67.61%
Jun 26, 2026
Downgraded: Hold
Price Target: $110 → $135
Current: $118.14
Upside: +14.27%
Feb 5, 2026
Reiterated: Hold
Price Target: $130 → $231
Current: $221.43
Upside: +4.32%
Jul 25, 2022
Downgraded: Hold
Price Target: $60 → $20
Current: $33.48
Upside: n/a