Tom O'Malley
Stock Analyst at Barclays
(4.91)
# 45
Out of 5,140 analysts
234
Total ratings
68.09%
Success rate
49.96%
Average return
Main Sectors:
Stocks Rated by Tom O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| CAMT Camtek | Maintains: Overweight | $155 → $175 | $153.19 | +14.24% | 11 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Overweight | $375 → $430 | $345.30 | +24.53% | 8 | Feb 19, 2026 | |
| AMAT Applied Materials | Maintains: Overweight | $360 → $450 | $369.83 | +21.68% | 8 | Feb 17, 2026 | |
| ON ON Semiconductor | Initiates: Equal-Weight | $75 | $68.09 | +10.15% | 1 | Feb 13, 2026 | |
| MCHP Microchip Technology | Initiates: Equal-Weight | $80 | $77.16 | +3.68% | 1 | Feb 13, 2026 | |
| COHR Coherent | Maintains: Overweight | $215 → $235 | $232.48 | +1.08% | 16 | Feb 5, 2026 | |
| LITE Lumentum Holdings | Maintains: Equal-Weight | $365 → $475 | $635.64 | -25.27% | 20 | Feb 5, 2026 | |
| CRUS Cirrus Logic | Maintains: Equal-Weight | $100 → $110 | $140.29 | -21.59% | 10 | Feb 4, 2026 | |
| WDC Western Digital | Maintains: Overweight | $240 → $325 | $284.67 | +14.17% | 13 | Feb 2, 2026 | |
| KLAC KLA Corporation | Maintains: Overweight | $1,595 → $1,700 | $1,469.90 | +15.65% | 13 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $35 → $46 | $36.26 | +26.86% | 1 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $370 → $425 | $408.97 | +3.92% | 19 | Jan 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $260 → $360 | $396.57 | -9.22% | 11 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $417.35 | -34.11% | 15 | Dec 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $450 → $500 | $333.99 | +49.71% | 10 | Dec 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $187.90 | +46.35% | 4 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $150 → $200 | $242.56 | -17.55% | 11 | Nov 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $58 → $88 | $59.22 | +48.60% | 6 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $25 → $35 | $44.62 | -21.56% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $83 → $142 | $237.39 | -40.18% | 4 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Equal-Weight | $155 | $132.62 | +16.88% | 7 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $300 | $203.37 | +47.51% | 9 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Overweight | $78 | $83.08 | -6.11% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $100 → $130 | $204.79 | -36.52% | 1 | Aug 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $70 → $90 | $81.31 | +10.69% | 9 | Jul 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $190 → $220 | $232.11 | -5.22% | 1 | Jul 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $22 → $21 | $28.99 | -27.56% | 10 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Underweight | $180 → $125 | $218.05 | -42.67% | 3 | Apr 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $185 | $141.27 | +30.95% | 4 | Jan 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $22 → $23 | $18.81 | +22.28% | 2 | Jan 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $70 → $75 | $79.61 | -5.79% | 1 | Jan 16, 2024 |
Camtek
Feb 19, 2026
Maintains: Overweight
Price Target: $155 → $175
Current: $153.19
Upside: +14.24%
Analog Devices
Feb 19, 2026
Maintains: Overweight
Price Target: $375 → $430
Current: $345.30
Upside: +24.53%
Applied Materials
Feb 17, 2026
Maintains: Overweight
Price Target: $360 → $450
Current: $369.83
Upside: +21.68%
ON Semiconductor
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $75
Current: $68.09
Upside: +10.15%
Microchip Technology
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $80
Current: $77.16
Upside: +3.68%
Coherent
Feb 5, 2026
Maintains: Overweight
Price Target: $215 → $235
Current: $232.48
Upside: +1.08%
Lumentum Holdings
Feb 5, 2026
Maintains: Equal-Weight
Price Target: $365 → $475
Current: $635.64
Upside: -25.27%
Cirrus Logic
Feb 4, 2026
Maintains: Equal-Weight
Price Target: $100 → $110
Current: $140.29
Upside: -21.59%
Western Digital
Feb 2, 2026
Maintains: Overweight
Price Target: $240 → $325
Current: $284.67
Upside: +14.17%
KLA Corporation
Jan 30, 2026
Maintains: Overweight
Price Target: $1,595 → $1,700
Current: $1,469.90
Upside: +15.65%
Jan 30, 2026
Maintains: Overweight
Price Target: $35 → $46
Current: $36.26
Upside: +26.86%
Jan 28, 2026
Maintains: Equal-Weight
Price Target: $370 → $425
Current: $408.97
Upside: +3.92%
Jan 15, 2026
Upgrades: Equal-Weight
Price Target: $260 → $360
Current: $396.57
Upside: -9.22%
Dec 18, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $417.35
Upside: -34.11%
Dec 12, 2025
Maintains: Overweight
Price Target: $450 → $500
Current: $333.99
Upside: +49.71%
Nov 20, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $187.90
Upside: +46.35%
Nov 7, 2025
Maintains: Overweight
Price Target: $150 → $200
Current: $242.56
Upside: -17.55%
Oct 29, 2025
Upgrades: Equal-Weight
Price Target: $58 → $88
Current: $59.22
Upside: +48.60%
Oct 27, 2025
Maintains: Equal-Weight
Price Target: $25 → $35
Current: $44.62
Upside: -21.56%
Oct 20, 2025
Maintains: Equal-Weight
Price Target: $83 → $142
Current: $237.39
Upside: -40.18%
Oct 20, 2025
Downgrades: Equal-Weight
Price Target: $155
Current: $132.62
Upside: +16.88%
Oct 6, 2025
Maintains: Overweight
Price Target: $200 → $300
Current: $203.37
Upside: +47.51%
Aug 18, 2025
Initiates: Overweight
Price Target: $78
Current: $83.08
Upside: -6.11%
Aug 5, 2025
Maintains: Equal-Weight
Price Target: $100 → $130
Current: $204.79
Upside: -36.52%
Jul 30, 2025
Maintains: Equal-Weight
Price Target: $70 → $90
Current: $81.31
Upside: +10.69%
Jul 22, 2025
Maintains: Overweight
Price Target: $190 → $220
Current: $232.11
Upside: -5.22%
May 8, 2025
Maintains: Equal-Weight
Price Target: $22 → $21
Current: $28.99
Upside: -27.56%
Apr 22, 2025
Downgrades: Underweight
Price Target: $180 → $125
Current: $218.05
Upside: -42.67%
Jan 17, 2025
Maintains: Overweight
Price Target: $200 → $185
Current: $141.27
Upside: +30.95%
Jan 9, 2025
Maintains: Overweight
Price Target: $22 → $23
Current: $18.81
Upside: +22.28%
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $79.61
Upside: -5.79%