Tom O'Malley
Stock Analyst at Barclays
(4.22)
# 994
Out of 4,479 analysts
85
Total ratings
61.82%
Success rate
10.41%
Average return
Main Sectors:
21 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AVGO Broadcom | Maintains: Overweight | $1,500 → $2,000 | $1,657.48 | +20.67% | 3 | Jun 13, 2024 | |
| AMAT Applied Materials | Upgrades: Equal-Weight | $165 → $225 | $240.86 | -6.58% | 1 | Jun 5, 2024 | |
| KLAC KLA Corporation | Upgrades: Equal-Weight | $630 → $765 | $839.11 | -8.83% | 4 | Jun 5, 2024 | |
| MU Micron Technology | Maintains: Overweight | $120 → $145 | $132.59 | +9.36% | 7 | May 13, 2024 | |
| VECO Veeco Instruments | Maintains: Equal-Weight | $33 → $35 | $47.19 | -25.83% | 6 | May 8, 2024 | |
| LITE Lumentum Holdings | Maintains: Underweight | $40 → $38 | $53.94 | -29.55% | 9 | May 7, 2024 | |
| MTSI MACOM Technology Solutions Holdings | Maintains: Overweight | $105 → $115 | $111.76 | +2.90% | 5 | May 3, 2024 | |
| QCOM QUALCOMM | Maintains: Overweight | $155 → $185 | $200.16 | -7.57% | 2 | May 2, 2024 | |
| QRVO Qorvo | Maintains: Equal-Weight | $110 → $100 | $118.90 | -15.90% | 2 | May 2, 2024 | |
| WDC Western Digital | Maintains: Overweight | $70 → $80 | $78.05 | +2.50% | 7 | Apr 22, 2024 | |
| STX Seagate Technology | Maintains: Equal-Weight | $85 → $80 | $103.13 | -22.43% | 10 | Apr 22, 2024 | |
| ALAB Astera Labs | Initiates: Overweight | $85 | $60.50 | +40.50% | 1 | Apr 15, 2024 | |
| AMD Advanced Micro Devices | Maintains: Overweight | $200 → $235 | $164.31 | +43.02% | 2 | Mar 4, 2024 | |
| TXN Texas Instruments | Maintains: Equal-Weight | $160 → $150 | $198.42 | -24.40% | 2 | Jan 24, 2024 | |
| SITM SiTime | Maintains: Equal-Weight | $110 → $130 | $128.24 | +1.37% | 1 | Jan 16, 2024 | |
| MRVL Marvell Technology | Maintains: Overweight | $70 → $75 | $71.60 | +4.75% | 1 | Jan 16, 2024 | |
| CRUS Cirrus Logic | Maintains: Overweight | $90 → $95 | $129.77 | -26.79% | 1 | Jan 16, 2024 | |
| ADI Analog Devices | Maintains: Equal-Weight | $180 → $185 | $228.24 | -18.94% | 1 | Jan 16, 2024 | |
| COHR Coherent | Upgrades: Overweight | $38 → $60 | $72.86 | -17.65% | 6 | Jan 16, 2024 | |
| CAMT Camtek | Maintains: Equal-Weight | $46 → $55 | $127.33 | -56.81% | 8 | Sep 19, 2023 | |
| SGH SMART Global Holdings | Maintains: Overweight | $20 → $30 | $22.93 | +30.83% | 6 | Jun 14, 2023 |
Broadcom
Jun 13, 2024
Maintains: Overweight
Price Target: $1,500 → $2,000
Current: $1,657.48
Upside: +20.67%
Applied Materials
Jun 5, 2024
Upgrades: Equal-Weight
Price Target: $165 → $225
Current: $240.86
Upside: -6.58%
KLA Corporation
Jun 5, 2024
Upgrades: Equal-Weight
Price Target: $630 → $765
Current: $839.11
Upside: -8.83%
Micron Technology
May 13, 2024
Maintains: Overweight
Price Target: $120 → $145
Current: $132.59
Upside: +9.36%
Veeco Instruments
May 8, 2024
Maintains: Equal-Weight
Price Target: $33 → $35
Current: $47.19
Upside: -25.83%
Lumentum Holdings
May 7, 2024
Maintains: Underweight
Price Target: $40 → $38
Current: $53.94
Upside: -29.55%
MACOM Technology Solutions Holdings
May 3, 2024
Maintains: Overweight
Price Target: $105 → $115
Current: $111.76
Upside: +2.90%
QUALCOMM
May 2, 2024
Maintains: Overweight
Price Target: $155 → $185
Current: $200.16
Upside: -7.57%
Qorvo
May 2, 2024
Maintains: Equal-Weight
Price Target: $110 → $100
Current: $118.90
Upside: -15.90%
Western Digital
Apr 22, 2024
Maintains: Overweight
Price Target: $70 → $80
Current: $78.05
Upside: +2.50%
Seagate Technology
Apr 22, 2024
Maintains: Equal-Weight
Price Target: $85 → $80
Current: $103.13
Upside: -22.43%
Astera Labs
Apr 15, 2024
Initiates: Overweight
Price Target: $85
Current: $60.50
Upside: +40.50%
Advanced Micro Devices
Mar 4, 2024
Maintains: Overweight
Price Target: $200 → $235
Current: $164.31
Upside: +43.02%
Texas Instruments
Jan 24, 2024
Maintains: Equal-Weight
Price Target: $160 → $150
Current: $198.42
Upside: -24.40%
SiTime
Jan 16, 2024
Maintains: Equal-Weight
Price Target: $110 → $130
Current: $128.24
Upside: +1.37%
Marvell Technology
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $71.60
Upside: +4.75%
Cirrus Logic
Jan 16, 2024
Maintains: Overweight
Price Target: $90 → $95
Current: $129.77
Upside: -26.79%
Analog Devices
Jan 16, 2024
Maintains: Equal-Weight
Price Target: $180 → $185
Current: $228.24
Upside: -18.94%
Coherent
Jan 16, 2024
Upgrades: Overweight
Price Target: $38 → $60
Current: $72.86
Upside: -17.65%
Camtek
Sep 19, 2023
Maintains: Equal-Weight
Price Target: $46 → $55
Current: $127.33
Upside: -56.81%
SMART Global Holdings
Jun 14, 2023
Maintains: Overweight
Price Target: $20 → $30
Current: $22.93
Upside: +30.83%