Tom O'Malley
Stock Analyst at Barclays
(4.85)
# 47
Out of 5,180 analysts
242
Total ratings
63.95%
Success rate
50.18%
Average return
Main Sectors:
Stocks Rated by Tom O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ARM Arm Holdings | Maintains: Overweight | $165 → $200 | $155.07 | +28.97% | 1 | Mar 26, 2026 | |
| MU Micron Technology | Maintains: Overweight | $450 → $675 | $367.85 | +83.50% | 16 | Mar 19, 2026 | |
| NVMI Nova Ltd. | Initiates: Overweight | $465 | $445.75 | +4.32% | 1 | Mar 11, 2026 | |
| LRCX Lam Research | Maintains: Equal-Weight | $250 → $255 | $222.01 | +14.86% | 5 | Mar 10, 2026 | |
| QRVO Qorvo | Maintains: Equal-Weight | $90 → $95 | $77.07 | +23.26% | 10 | Mar 3, 2026 | |
| LITE Lumentum Holdings | Maintains: Equal-Weight | $475 → $750 | $764.65 | -1.92% | 21 | Mar 3, 2026 | |
| COHR Coherent | Maintains: Overweight | $235 → $350 | $247.80 | +41.24% | 17 | Mar 3, 2026 | |
| CRUS Cirrus Logic | Maintains: Equal-Weight | $110 → $120 | $147.13 | -18.44% | 11 | Mar 3, 2026 | |
| CAMT Camtek | Maintains: Overweight | $155 → $175 | $158.70 | +10.27% | 11 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Overweight | $375 → $430 | $320.58 | +34.13% | 8 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $360 → $450 | $353.80 | +27.19% | 8 | Feb 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Equal-Weight | $75 | $62.20 | +20.58% | 1 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Equal-Weight | $80 | $65.38 | +22.36% | 1 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $325 | $297.73 | +9.16% | 13 | Feb 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $1,595 → $1,700 | $1,519.84 | +11.85% | 13 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $35 → $46 | $33.30 | +38.14% | 1 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $370 → $425 | $423.12 | +0.44% | 19 | Jan 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $260 → $360 | $354.33 | +1.60% | 11 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $450 → $500 | $313.49 | +59.49% | 10 | Dec 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $175.75 | +56.47% | 4 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $150 → $200 | $229.36 | -12.80% | 11 | Nov 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $58 → $88 | $53.22 | +65.35% | 6 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $25 → $35 | $48.03 | -27.13% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Equal-Weight | $155 | $106.33 | +45.77% | 7 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $300 | $210.21 | +42.71% | 9 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Overweight | $78 | $72.58 | +7.47% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $100 → $130 | $207.71 | -37.41% | 1 | Aug 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $190 → $220 | $195.58 | +12.49% | 1 | Jul 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $22 → $21 | $34.67 | -39.43% | 10 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Underweight | $180 → $125 | $196.30 | -36.32% | 3 | Apr 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $185 | $127.28 | +45.35% | 4 | Jan 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $22 → $23 | $18.25 | +26.03% | 2 | Jan 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $70 → $75 | $106.71 | -29.72% | 1 | Jan 16, 2024 |
Arm Holdings
Mar 26, 2026
Maintains: Overweight
Price Target: $165 → $200
Current: $155.07
Upside: +28.97%
Micron Technology
Mar 19, 2026
Maintains: Overweight
Price Target: $450 → $675
Current: $367.85
Upside: +83.50%
Nova Ltd.
Mar 11, 2026
Initiates: Overweight
Price Target: $465
Current: $445.75
Upside: +4.32%
Lam Research
Mar 10, 2026
Maintains: Equal-Weight
Price Target: $250 → $255
Current: $222.01
Upside: +14.86%
Qorvo
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $90 → $95
Current: $77.07
Upside: +23.26%
Lumentum Holdings
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $475 → $750
Current: $764.65
Upside: -1.92%
Coherent
Mar 3, 2026
Maintains: Overweight
Price Target: $235 → $350
Current: $247.80
Upside: +41.24%
Cirrus Logic
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $110 → $120
Current: $147.13
Upside: -18.44%
Camtek
Feb 19, 2026
Maintains: Overweight
Price Target: $155 → $175
Current: $158.70
Upside: +10.27%
Analog Devices
Feb 19, 2026
Maintains: Overweight
Price Target: $375 → $430
Current: $320.58
Upside: +34.13%
Feb 17, 2026
Maintains: Overweight
Price Target: $360 → $450
Current: $353.80
Upside: +27.19%
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $75
Current: $62.20
Upside: +20.58%
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $80
Current: $65.38
Upside: +22.36%
Feb 2, 2026
Maintains: Overweight
Price Target: $240 → $325
Current: $297.73
Upside: +9.16%
Jan 30, 2026
Maintains: Overweight
Price Target: $1,595 → $1,700
Current: $1,519.84
Upside: +11.85%
Jan 30, 2026
Maintains: Overweight
Price Target: $35 → $46
Current: $33.30
Upside: +38.14%
Jan 28, 2026
Maintains: Equal-Weight
Price Target: $370 → $425
Current: $423.12
Upside: +0.44%
Jan 15, 2026
Upgrades: Equal-Weight
Price Target: $260 → $360
Current: $354.33
Upside: +1.60%
Dec 12, 2025
Maintains: Overweight
Price Target: $450 → $500
Current: $313.49
Upside: +59.49%
Nov 20, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $175.75
Upside: +56.47%
Nov 7, 2025
Maintains: Overweight
Price Target: $150 → $200
Current: $229.36
Upside: -12.80%
Oct 29, 2025
Upgrades: Equal-Weight
Price Target: $58 → $88
Current: $53.22
Upside: +65.35%
Oct 27, 2025
Maintains: Equal-Weight
Price Target: $25 → $35
Current: $48.03
Upside: -27.13%
Oct 20, 2025
Downgrades: Equal-Weight
Price Target: $155
Current: $106.33
Upside: +45.77%
Oct 6, 2025
Maintains: Overweight
Price Target: $200 → $300
Current: $210.21
Upside: +42.71%
Aug 18, 2025
Initiates: Overweight
Price Target: $78
Current: $72.58
Upside: +7.47%
Aug 5, 2025
Maintains: Equal-Weight
Price Target: $100 → $130
Current: $207.71
Upside: -37.41%
Jul 22, 2025
Maintains: Overweight
Price Target: $190 → $220
Current: $195.58
Upside: +12.49%
May 8, 2025
Maintains: Equal-Weight
Price Target: $22 → $21
Current: $34.67
Upside: -39.43%
Apr 22, 2025
Downgrades: Underweight
Price Target: $180 → $125
Current: $196.30
Upside: -36.32%
Jan 17, 2025
Maintains: Overweight
Price Target: $200 → $185
Current: $127.28
Upside: +45.35%
Jan 9, 2025
Maintains: Overweight
Price Target: $22 → $23
Current: $18.25
Upside: +26.03%
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $106.71
Upside: -29.72%