Tom O'Malley
Stock Analyst at Barclays
(4.98)
# 59
Out of 5,182 analysts
242
Total ratings
72.79%
Success rate
66.35%
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 | $175.49 | +13.97% | 1 | Mar 26, 2026 | |
| MU Micron Technology | Maintains: Overweight | $450 → $675 | $449.38 | +50.21% | 16 | Mar 19, 2026 | |
| NVMI Nova Ltd. | Initiates: Overweight | $465 | $527.75 | -11.89% | 1 | Mar 11, 2026 | |
| LRCX Lam Research | Maintains: Equal-Weight | $250 → $255 | $258.37 | -1.30% | 5 | Mar 10, 2026 | |
| QRVO Qorvo | Maintains: Equal-Weight | $90 → $95 | $83.09 | +14.33% | 10 | Mar 3, 2026 | |
| LITE Lumentum Holdings | Maintains: Equal-Weight | $475 → $750 | $836.92 | -10.39% | 21 | Mar 3, 2026 | |
| COHR Coherent | Maintains: Overweight | $235 → $350 | $343.79 | +1.81% | 17 | Mar 3, 2026 | |
| CRUS Cirrus Logic | Maintains: Equal-Weight | $110 → $120 | $169.77 | -29.32% | 11 | Mar 3, 2026 | |
| CAMT Camtek | Maintains: Overweight | $155 → $175 | $187.71 | -6.77% | 11 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Overweight | $375 → $430 | $375.27 | +14.58% | 8 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $360 → $450 | $394.33 | +14.12% | 8 | Feb 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Equal-Weight | $75 | $86.91 | -13.70% | 1 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Equal-Weight | $80 | $80.93 | -1.15% | 1 | Feb 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $325 | $383.81 | -15.32% | 13 | Feb 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $1,595 → $1,700 | $1,785.37 | -4.78% | 13 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $35 → $46 | $41.28 | +11.43% | 1 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $370 → $425 | $559.90 | -24.09% | 19 | Jan 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $260 → $360 | $523.57 | -31.24% | 11 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $450 → $500 | $402.17 | +24.33% | 10 | Dec 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $199.88 | +37.58% | 4 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $150 → $200 | $285.71 | -30.00% | 11 | Nov 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $58 → $88 | $59.94 | +46.81% | 6 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $25 → $35 | $66.26 | -47.18% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Equal-Weight | $155 | $191.97 | -19.26% | 7 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $300 | $284.49 | +5.45% | 9 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Overweight | $78 | $86.83 | -10.17% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $100 → $130 | $214.53 | -39.40% | 1 | Aug 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $190 → $220 | $224.50 | -2.00% | 1 | Jul 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $22 → $21 | $47.83 | -56.09% | 10 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Underweight | $180 → $125 | $233.15 | -46.39% | 3 | Apr 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $185 | $135.56 | +36.47% | 4 | Jan 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $22 → $23 | $27.92 | -17.62% | 2 | Jan 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $70 → $75 | $151.31 | -50.43% | 1 | Jan 16, 2024 |
Arm Holdings
Mar 26, 2026
Maintains: Overweight
Price Target: $165 → $200
Current: $175.49
Upside: +13.97%
Micron Technology
Mar 19, 2026
Maintains: Overweight
Price Target: $450 → $675
Current: $449.38
Upside: +50.21%
Nova Ltd.
Mar 11, 2026
Initiates: Overweight
Price Target: $465
Current: $527.75
Upside: -11.89%
Lam Research
Mar 10, 2026
Maintains: Equal-Weight
Price Target: $250 → $255
Current: $258.37
Upside: -1.30%
Qorvo
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $90 → $95
Current: $83.09
Upside: +14.33%
Lumentum Holdings
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $475 → $750
Current: $836.92
Upside: -10.39%
Coherent
Mar 3, 2026
Maintains: Overweight
Price Target: $235 → $350
Current: $343.79
Upside: +1.81%
Cirrus Logic
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $110 → $120
Current: $169.77
Upside: -29.32%
Camtek
Feb 19, 2026
Maintains: Overweight
Price Target: $155 → $175
Current: $187.71
Upside: -6.77%
Analog Devices
Feb 19, 2026
Maintains: Overweight
Price Target: $375 → $430
Current: $375.27
Upside: +14.58%
Feb 17, 2026
Maintains: Overweight
Price Target: $360 → $450
Current: $394.33
Upside: +14.12%
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $75
Current: $86.91
Upside: -13.70%
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $80
Current: $80.93
Upside: -1.15%
Feb 2, 2026
Maintains: Overweight
Price Target: $240 → $325
Current: $383.81
Upside: -15.32%
Jan 30, 2026
Maintains: Overweight
Price Target: $1,595 → $1,700
Current: $1,785.37
Upside: -4.78%
Jan 30, 2026
Maintains: Overweight
Price Target: $35 → $46
Current: $41.28
Upside: +11.43%
Jan 28, 2026
Maintains: Equal-Weight
Price Target: $370 → $425
Current: $559.90
Upside: -24.09%
Jan 15, 2026
Upgrades: Equal-Weight
Price Target: $260 → $360
Current: $523.57
Upside: -31.24%
Dec 12, 2025
Maintains: Overweight
Price Target: $450 → $500
Current: $402.17
Upside: +24.33%
Nov 20, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $199.88
Upside: +37.58%
Nov 7, 2025
Maintains: Overweight
Price Target: $150 → $200
Current: $285.71
Upside: -30.00%
Oct 29, 2025
Upgrades: Equal-Weight
Price Target: $58 → $88
Current: $59.94
Upside: +46.81%
Oct 27, 2025
Maintains: Equal-Weight
Price Target: $25 → $35
Current: $66.26
Upside: -47.18%
Oct 20, 2025
Downgrades: Equal-Weight
Price Target: $155
Current: $191.97
Upside: -19.26%
Oct 6, 2025
Maintains: Overweight
Price Target: $200 → $300
Current: $284.49
Upside: +5.45%
Aug 18, 2025
Initiates: Overweight
Price Target: $78
Current: $86.83
Upside: -10.17%
Aug 5, 2025
Maintains: Equal-Weight
Price Target: $100 → $130
Current: $214.53
Upside: -39.40%
Jul 22, 2025
Maintains: Overweight
Price Target: $190 → $220
Current: $224.50
Upside: -2.00%
May 8, 2025
Maintains: Equal-Weight
Price Target: $22 → $21
Current: $47.83
Upside: -56.09%
Apr 22, 2025
Downgrades: Underweight
Price Target: $180 → $125
Current: $233.15
Upside: -46.39%
Jan 17, 2025
Maintains: Overweight
Price Target: $200 → $185
Current: $135.56
Upside: +36.47%
Jan 9, 2025
Maintains: Overweight
Price Target: $22 → $23
Current: $27.92
Upside: -17.62%
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $151.31
Upside: -50.43%