Tom O'Malley
Stock Analyst at Barclays
(4.19)
# 643
Out of 4,413 analysts
76
Total ratings
67.92%
Success rate
7.96%
Average return
Main Sectors:
20 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| KLAC KLA Corporation | Maintains: Underweight | $550 → $630 | $689.29 | -8.60% | 3 | Apr 26, 2024 | |
| WDC Western Digital | Maintains: Overweight | $70 → $80 | $70.83 | +12.95% | 7 | Apr 22, 2024 | |
| STX Seagate Technology | Maintains: Equal-Weight | $85 → $80 | $85.91 | -6.88% | 10 | Apr 22, 2024 | |
| AVGO Broadcom | Maintains: Overweight | $1,405 → $1,500 | $1,300.27 | +15.36% | 2 | Apr 17, 2024 | |
| ALAB Astera Labs | Initiates: Overweight | $85 | $84.76 | +0.28% | 1 | Apr 15, 2024 | |
| MU Micron Technology | Maintains: Overweight | $95 → $120 | $112.96 | +6.23% | 6 | Mar 18, 2024 | |
| AMD Advanced Micro Devices | Maintains: Overweight | $200 → $235 | $158.38 | +48.38% | 2 | Mar 4, 2024 | |
| TXN Texas Instruments | Maintains: Equal-Weight | $160 → $150 | $176.42 | -14.98% | 2 | Jan 24, 2024 | |
| VECO Veeco Instruments | Maintains: Equal-Weight | $28 → $33 | $35.34 | -6.62% | 5 | Jan 16, 2024 | |
| SITM SiTime | Maintains: Equal-Weight | $110 → $130 | $89.12 | +45.87% | 1 | Jan 16, 2024 | |
| QCOM QUALCOMM | Maintains: Overweight | $140 → $155 | $165.85 | -6.54% | 1 | Jan 16, 2024 | |
| QRVO Qorvo | Maintains: Equal-Weight | $95 → $100 | $116.84 | -14.41% | 1 | Jan 16, 2024 | |
| MRVL Marvell Technology | Maintains: Overweight | $70 → $75 | $65.91 | +13.79% | 1 | Jan 16, 2024 | |
| MTSI MACOM Technology Solutions Holdings | Maintains: Overweight | $80 → $105 | $101.95 | +2.99% | 4 | Jan 16, 2024 | |
| LITE Lumentum Holdings | Maintains: Underweight | $40 → $45 | $43.76 | +2.83% | 8 | Jan 16, 2024 | |
| CRUS Cirrus Logic | Maintains: Overweight | $90 → $95 | $88.57 | +7.26% | 1 | Jan 16, 2024 | |
| ADI Analog Devices | Maintains: Equal-Weight | $180 → $185 | $200.61 | -7.78% | 1 | Jan 16, 2024 | |
| COHR Coherent | Upgrades: Overweight | $38 → $60 | $54.63 | +9.83% | 6 | Jan 16, 2024 | |
| CAMT Camtek | Maintains: Equal-Weight | $46 → $55 | $80.97 | -32.07% | 8 | Sep 19, 2023 | |
| SGH SMART Global Holdings | Maintains: Overweight | $20 → $30 | $18.27 | +64.20% | 6 | Jun 14, 2023 |
KLA Corporation
Apr 26, 2024
Maintains: Underweight
Price Target: $550 → $630
Current: $689.29
Upside: -8.60%
Western Digital
Apr 22, 2024
Maintains: Overweight
Price Target: $70 → $80
Current: $70.83
Upside: +12.95%
Seagate Technology
Apr 22, 2024
Maintains: Equal-Weight
Price Target: $85 → $80
Current: $85.91
Upside: -6.88%
Broadcom
Apr 17, 2024
Maintains: Overweight
Price Target: $1,405 → $1,500
Current: $1,300.27
Upside: +15.36%
Astera Labs
Apr 15, 2024
Initiates: Overweight
Price Target: $85
Current: $84.76
Upside: +0.28%
Micron Technology
Mar 18, 2024
Maintains: Overweight
Price Target: $95 → $120
Current: $112.96
Upside: +6.23%
Advanced Micro Devices
Mar 4, 2024
Maintains: Overweight
Price Target: $200 → $235
Current: $158.38
Upside: +48.38%
Texas Instruments
Jan 24, 2024
Maintains: Equal-Weight
Price Target: $160 → $150
Current: $176.42
Upside: -14.98%
Veeco Instruments
Jan 16, 2024
Maintains: Equal-Weight
Price Target: $28 → $33
Current: $35.34
Upside: -6.62%
SiTime
Jan 16, 2024
Maintains: Equal-Weight
Price Target: $110 → $130
Current: $89.12
Upside: +45.87%
QUALCOMM
Jan 16, 2024
Maintains: Overweight
Price Target: $140 → $155
Current: $165.85
Upside: -6.54%
Qorvo
Jan 16, 2024
Maintains: Equal-Weight
Price Target: $95 → $100
Current: $116.84
Upside: -14.41%
Marvell Technology
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $65.91
Upside: +13.79%
MACOM Technology Solutions Holdings
Jan 16, 2024
Maintains: Overweight
Price Target: $80 → $105
Current: $101.95
Upside: +2.99%
Lumentum Holdings
Jan 16, 2024
Maintains: Underweight
Price Target: $40 → $45
Current: $43.76
Upside: +2.83%
Cirrus Logic
Jan 16, 2024
Maintains: Overweight
Price Target: $90 → $95
Current: $88.57
Upside: +7.26%
Analog Devices
Jan 16, 2024
Maintains: Equal-Weight
Price Target: $180 → $185
Current: $200.61
Upside: -7.78%
Coherent
Jan 16, 2024
Upgrades: Overweight
Price Target: $38 → $60
Current: $54.63
Upside: +9.83%
Camtek
Sep 19, 2023
Maintains: Equal-Weight
Price Target: $46 → $55
Current: $80.97
Upside: -32.07%
SMART Global Holdings
Jun 14, 2023
Maintains: Overweight
Price Target: $20 → $30
Current: $18.27
Upside: +64.20%