Tom O'Malley
Stock Analyst at Barclays
(4.85)
# 59
Out of 5,161 analysts
240
Total ratings
63.89%
Success rate
48.87%
Average return
Main Sectors:
Stocks Rated by Tom O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| NVMI Nova Ltd. | Initiates: Overweight | $465 | $420.11 | +10.69% | 1 | Mar 11, 2026 | |
| LRCX Lam Research | Maintains: Equal-Weight | $250 → $255 | $209.49 | +21.72% | 5 | Mar 10, 2026 | |
| QRVO Qorvo | Maintains: Equal-Weight | $90 → $95 | $78.77 | +20.60% | 10 | Mar 3, 2026 | |
| LITE Lumentum Holdings | Maintains: Equal-Weight | $475 → $750 | $616.09 | +21.74% | 21 | Mar 3, 2026 | |
| COHR Coherent | Maintains: Overweight | $235 → $350 | $241.27 | +45.07% | 17 | Mar 3, 2026 | |
| CRUS Cirrus Logic | Maintains: Equal-Weight | $110 → $120 | $132.59 | -9.50% | 11 | Mar 3, 2026 | |
| CAMT Camtek | Maintains: Overweight | $155 → $175 | $152.55 | +14.72% | 11 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Overweight | $375 → $430 | $307.27 | +39.94% | 8 | Feb 19, 2026 | |
| AMAT Applied Materials | Maintains: Overweight | $360 → $450 | $337.27 | +33.42% | 8 | Feb 17, 2026 | |
| ON ON Semiconductor | Initiates: Equal-Weight | $75 | $57.69 | +30.01% | 1 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Equal-Weight | $80 | $62.73 | +27.53% | 1 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $325 | $261.18 | +24.44% | 13 | Feb 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $1,595 → $1,700 | $1,409.57 | +20.60% | 13 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $35 → $46 | $31.16 | +47.63% | 1 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $370 → $425 | $373.98 | +13.64% | 19 | Jan 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $260 → $360 | $322.88 | +11.50% | 11 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $405.35 | -32.16% | 15 | Dec 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $450 → $500 | $335.97 | +48.82% | 10 | Dec 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $183.14 | +50.16% | 4 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $150 → $200 | $215.94 | -7.38% | 11 | Nov 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $58 → $88 | $55.20 | +59.42% | 6 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $25 → $35 | $45.25 | -22.65% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Equal-Weight | $155 | $119.90 | +29.27% | 7 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $300 | $197.74 | +51.71% | 9 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Overweight | $78 | $74.36 | +4.90% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $100 → $130 | $202.07 | -35.67% | 1 | Aug 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $190 → $220 | $191.22 | +15.05% | 1 | Jul 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $22 → $21 | $31.46 | -33.25% | 10 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Underweight | $180 → $125 | $190.05 | -34.23% | 3 | Apr 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $185 | $131.15 | +41.06% | 4 | Jan 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $22 → $23 | $17.77 | +29.43% | 2 | Jan 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $70 → $75 | $87.67 | -14.45% | 1 | Jan 16, 2024 |
Nova Ltd.
Mar 11, 2026
Initiates: Overweight
Price Target: $465
Current: $420.11
Upside: +10.69%
Lam Research
Mar 10, 2026
Maintains: Equal-Weight
Price Target: $250 → $255
Current: $209.49
Upside: +21.72%
Qorvo
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $90 → $95
Current: $78.77
Upside: +20.60%
Lumentum Holdings
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $475 → $750
Current: $616.09
Upside: +21.74%
Coherent
Mar 3, 2026
Maintains: Overweight
Price Target: $235 → $350
Current: $241.27
Upside: +45.07%
Cirrus Logic
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $110 → $120
Current: $132.59
Upside: -9.50%
Camtek
Feb 19, 2026
Maintains: Overweight
Price Target: $155 → $175
Current: $152.55
Upside: +14.72%
Analog Devices
Feb 19, 2026
Maintains: Overweight
Price Target: $375 → $430
Current: $307.27
Upside: +39.94%
Applied Materials
Feb 17, 2026
Maintains: Overweight
Price Target: $360 → $450
Current: $337.27
Upside: +33.42%
ON Semiconductor
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $75
Current: $57.69
Upside: +30.01%
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $80
Current: $62.73
Upside: +27.53%
Feb 2, 2026
Maintains: Overweight
Price Target: $240 → $325
Current: $261.18
Upside: +24.44%
Jan 30, 2026
Maintains: Overweight
Price Target: $1,595 → $1,700
Current: $1,409.57
Upside: +20.60%
Jan 30, 2026
Maintains: Overweight
Price Target: $35 → $46
Current: $31.16
Upside: +47.63%
Jan 28, 2026
Maintains: Equal-Weight
Price Target: $370 → $425
Current: $373.98
Upside: +13.64%
Jan 15, 2026
Upgrades: Equal-Weight
Price Target: $260 → $360
Current: $322.88
Upside: +11.50%
Dec 18, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $405.35
Upside: -32.16%
Dec 12, 2025
Maintains: Overweight
Price Target: $450 → $500
Current: $335.97
Upside: +48.82%
Nov 20, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $183.14
Upside: +50.16%
Nov 7, 2025
Maintains: Overweight
Price Target: $150 → $200
Current: $215.94
Upside: -7.38%
Oct 29, 2025
Upgrades: Equal-Weight
Price Target: $58 → $88
Current: $55.20
Upside: +59.42%
Oct 27, 2025
Maintains: Equal-Weight
Price Target: $25 → $35
Current: $45.25
Upside: -22.65%
Oct 20, 2025
Downgrades: Equal-Weight
Price Target: $155
Current: $119.90
Upside: +29.27%
Oct 6, 2025
Maintains: Overweight
Price Target: $200 → $300
Current: $197.74
Upside: +51.71%
Aug 18, 2025
Initiates: Overweight
Price Target: $78
Current: $74.36
Upside: +4.90%
Aug 5, 2025
Maintains: Equal-Weight
Price Target: $100 → $130
Current: $202.07
Upside: -35.67%
Jul 22, 2025
Maintains: Overweight
Price Target: $190 → $220
Current: $191.22
Upside: +15.05%
May 8, 2025
Maintains: Equal-Weight
Price Target: $22 → $21
Current: $31.46
Upside: -33.25%
Apr 22, 2025
Downgrades: Underweight
Price Target: $180 → $125
Current: $190.05
Upside: -34.23%
Jan 17, 2025
Maintains: Overweight
Price Target: $200 → $185
Current: $131.15
Upside: +41.06%
Jan 9, 2025
Maintains: Overweight
Price Target: $22 → $23
Current: $17.77
Upside: +29.43%
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $87.67
Upside: -14.45%