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Tom O'Malley Analyst Performance

Equity Research Director at Barclays

Tom O'Malley is a stock analyst at Barclays in the technology sector, covering 36 publicly traded companies. Over the past year, Tom O'Malley has issued 130 stock ratings, including buy, hold, and sell recommendations. While full access to Tom O'Malley's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Tom O'Malley's coverage history, rating activity, and performance tendencies - helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
196 Last 1 Years
Buy Recommendations
54.01% 101 Buy Ratings
Companies Covered
36 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy54.0%101 ratings
Hold38.5%72 ratings
Sell7.5%13 ratings

Out of 187 total stock ratings issued by Tom O'Malley at Barclays, the majority (54.0%) have been Buy recommendations, followed by 38.5% Hold and 7.5% Sell.

Exchange Coverage

ExchangePercentageCount
NASDAQ
97.2% of companies on NASDAQ
35 companies
NYSE
2.8% of companies on NYSE
1 company

Tom O'Malley, an analyst at Barclays, currently covers 36 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Technology
36 companies
100.0%

Tom O'Malley of Barclays specializes in stock coverage within the Technology sector.

Coverage Industries

IndustryPercentage
SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT
31 companies
86.1%
TECHNOLOGY HARDWARE, STORAGE & PERIPHERALS
3 companies
8.3%
COMMUNICATIONS EQUIPMENT
1 company
2.8%
ELECTRONIC EQUIPMENT, INSTRUMENTS & COMPONENTS
1 company
2.8%

Tom O'Malley's Ratings History at Barclays

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
8/6/2026Lower Price Target$129.42$130.00Equal Weight
Qualcomm Incorporated stock logo
QCOM
Qualcomm
7/30/2026Reiterated Rating$155.68$180.00Underweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
7/30/2026Boost Price Target$847.14$1,250.00Overweight
KLA Corporation stock logo
KLAC
KLA
7/20/2026Reiterated Rating$212.75$225.00Overweight
Astera Labs, Inc. stock logo
ALAB
Astera Labs
7/20/2026Boost Price Target$303.62$325.00Equal Weight
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
7/20/2026Downgrade$60.41$40.00Underweight
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
7/20/2026Downgrade$46.48$48.00Equal Weight
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
7/9/2026Boost Price Target$85.57$40.00Equal Weight
Qualcomm Incorporated stock logo
QCOM
Qualcomm
6/25/2026Boost Price Target$196.11$245.00Underweight
Micron Technology, Inc. stock logo
MU
Micron Technology
6/25/2026Boost Price Target$1,213.56$2,000.00Overweight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
6/12/2026Downgrade$513.30Underweight
Lam Research Corporation stock logo
LRCX
Lam Research
6/11/2026Reiterated Rating$321.80$335.00Overweight
KLA Corporation stock logo
KLAC
KLA
6/11/2026Reiterated Rating$2,135.64$2,250.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
6/11/2026Boost Price Target$497.01$590.00Overweight
Lam Research Corporation stock logo
LRCX
Lam Research
6/10/2026Boost Price Target$327.16$335.00Equal Weight
Cerebras Systems Inc. stock logo
CBRS
Cerebras Systems
6/8/2026Initiated Coverage$201.01$280.00Overweight
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
6/1/2026Boost Price Target$353.29$360.00Overweight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
6/1/2026Boost Price Target$516.03$665.00Overweight
Western Digital Corporation stock logo
WDC
Western Digital
5/27/2026Boost Price Target$524.65$620.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
5/27/2026Boost Price Target$869.09$1,000.00Overweight
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
5/22/2026Boost Price Target$385.69$450.00Overweight
Analog Devices, Inc. stock logo
ADI
Analog Devices
5/21/2026Boost Price Target$398.05$450.00Overweight
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
5/19/2026Boost Price Target$55.65$55.00Equal Weight
Nova Ltd. stock logo
NVMI
Nova
5/15/2026Boost Price Target$556.11$600.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
5/15/2026Boost Price Target$440.56$500.00Overweight
Camtek Ltd. stock logo
CAMT
Camtek
5/13/2026Boost Price Target$174.63$185.00Overweight
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
5/11/2026Boost Price Target$99.13$105.00Equal Weight
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
5/8/2026Boost Price Target$47.93$48.00Overweight
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
5/8/2026Boost Price Target$354.39$400.00Overweight
Synaptics Incorporated stock logo
SYNA
Synaptics
5/8/2026Boost Price Target$125.28$110.00Overweight
SiTime Corporation stock logo
SITM
SiTime
5/7/2026Upgrade$623.33$850.00Overweight
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
5/7/2026Boost Price Target$237.30$250.00Overweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
5/7/2026Boost Price Target$170.78$140.00Equal Weight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/6/2026Boost Price Target$355.26$500.00Overweight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
5/6/2026Boost Price Target$994.56$1,000.00Equal Weight
onsemi stock logo
ON
onsemi
5/6/2026Boost Price Target$103.59$100.00Equal Weight
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
5/5/2026Boost Price Target$293.29$340.00Overweight
Western Digital Corporation stock logo
WDC
Western Digital
5/1/2026Boost Price Target$434.52$450.00Overweight
Qualcomm Incorporated stock logo
QCOM
Qualcomm
4/30/2026Boost Price Target$156.00$150.00Underweight
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
4/29/2026Boost Price Target$230.65$295.00Overweight
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Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/29/2026Boost Price Target$638.20$750.00Overweight
Intel Corporation stock logo
INTC
Intel
4/24/2026Boost Price Target$80.83$65.00Equal Weight
Qorvo, Inc. stock logo
QRVO
Qorvo
4/22/2026Upgrade$83.09$100.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/22/2026Upgrade$559.90$625.00Overweight
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
4/22/2026Upgrade$59.94$70.00Overweight
Penguin Solutions, Inc. stock logo
PENG
Penguin Solutions
4/22/2026Downgrade$27.92$27.00Equal Weight
Qualcomm Incorporated stock logo
QCOM
Qualcomm
4/22/2026Initiated Coverage$135.56$130.00Underweight
Western Digital Corporation stock logo
WDC
Western Digital
4/22/2026Boost Price Target$386.11$405.00Overweight
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
3/26/2026Reiterated Rating$157.07$165.00Overweight
Micron Technology, Inc. stock logo
MU
Micron Technology
3/19/2026Boost Price Target$452.26$675.00Overweight
Nova Ltd. stock logo
NVMI
Nova
3/11/2026Initiated Coverage$432.17$465.00Overweight
Lam Research Corporation stock logo
LRCX
Lam Research
3/10/2026Boost Price Target$219.31$255.00Equal Weight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
3/3/2026Boost Price Target$687.15$750.00Equal Weight
Coherent Corp. stock logo
COHR
Coherent
3/3/2026Boost Price Target$274.50$350.00Overweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
3/3/2026Boost Price Target$136.58$120.00Equal Weight
Qorvo, Inc. stock logo
QRVO
Qorvo
3/3/2026Boost Price Target$80.34$95.00Equal Weight
NVIDIA Corporation stock logo
NVDA
NVIDIA
2/26/2026Reiterated Rating$195.64Buy
Camtek Ltd. stock logo
CAMT
Camtek
2/19/2026Boost Price Target$157.54$175.00Overweight
Analog Devices, Inc. stock logo
ADI
Analog Devices
2/19/2026Boost Price Target$346.37$430.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
2/13/2026Boost Price Target$328.46$450.00Overweight
onsemi stock logo
ON
onsemi
2/12/2026Initiated Coverage$71.18$75.00Equal Weight
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
2/12/2026Initiated Coverage$82.27$80.00Equal Weight
onsemi stock logo
ON
onsemi
2/12/2026Initiated Coverage$72.21$75.00Equal Weight
Analog Devices, Inc. stock logo
ADI
Analog Devices
2/12/2026Upgrade$337.00$375.00Overweight
SiTime Corporation stock logo
SITM
SiTime
2/5/2026Set Price Target$347.96$400.00
Lumentum Holdings Inc. stock logo
LITE
Lumentum
2/5/2026Boost Price Target$465.04$475.00Equal Weight
Coherent Corp. stock logo
COHR
Coherent
2/5/2026Boost Price Target$211.12$235.00Overweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
2/4/2026Boost Price Target$124.58$110.00Equal Weight
Sandisk Corporation stock logo
SNDK
Sandisk
2/2/2026Boost Price Target$576.25$750.00Equal Weight
Western Digital Corporation stock logo
WDC
Western Digital
1/30/2026Boost Price Target$278.41$325.00Overweight
KLA Corporation stock logo
KLAC
KLA
1/30/2026Boost Price Target$168.47$170.00Overweight
Lam Research Corporation stock logo
LRCX
Lam Research
1/29/2026Set Price Target$239.58$250.00
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
1/28/2026Set Price Target$196.63$175.00
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/28/2026Boost Price Target$437.52$425.00Equal Weight
Micron Technology, Inc. stock logo
MU
Micron Technology
1/16/2026Boost Price Target$353.23$450.00Overweight
Western Digital Corporation stock logo
WDC
Western Digital
1/15/2026Reiterated Rating$215.00$240.00Overweight
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
1/15/2026Reiterated Rating$193.45$140.00Underweight
Synaptics Incorporated stock logo
SYNA
Synaptics
1/15/2026Reiterated Rating$91.47$100.00Overweight
Sandisk Corporation stock logo
SNDK
Sandisk
1/15/2026Set Price Target$387.81$385.00
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
1/15/2026Reiterated Rating$240.81$255.00Overweight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
1/15/2026Boost Price Target$331.62$365.00Equal Weight
Lam Research Corporation stock logo
LRCX
Lam Research
1/15/2026Set Price Target$208.79$195.00
KLA Corporation stock logo
KLAC
KLA
1/15/2026Reiterated Rating$143.45$159.50Overweight
Intel Corporation stock logo
INTC
Intel
1/15/2026Set Price Target$48.78$45.00
Coherent Corp. stock logo
COHR
Coherent
1/15/2026Boost Price Target$183.75$215.00Overweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
1/15/2026Set Price Target$123.24$100.00
Camtek Ltd. stock logo
CAMT
Camtek
1/15/2026Reiterated Rating$132.92$155.00Overweight
Astera Labs, Inc. stock logo
ALAB
Astera Labs
1/15/2026Set Price Target$175.11$165.00
Analog Devices, Inc. stock logo
ADI
Analog Devices
1/15/2026Set Price Target$297.99$315.00
SiTime Corporation stock logo
SITM
SiTime
1/15/2026Set Price Target$349.20$360.00Equal Weight
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Applied Materials, Inc. stock logo
AMAT
Applied Materials
1/15/2026Upgrade$301.89$360.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/15/2026Boost Price Target$320.32$370.00Equal Weight
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
1/15/2026Lower Price Target$58.46$60.00Equal Weight
SiTime Corporation stock logo
SITM
SiTime
1/15/2026Upgrade$353.52$360.00Equal Weight
Micron Technology, Inc. stock logo
MU
Micron Technology
12/18/2025Boost Price Target$225.52$275.00Overweight
Broadcom Inc. stock logo
AVGO
Broadcom
12/12/2025Reiterated Rating$406.37$500.00Overweight
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
12/3/2025Boost Price Target$92.89$105.00Equal Weight
NVIDIA Corporation stock logo
NVDA
NVIDIA
11/20/2025Boost Price Target$186.52$275.00Overweight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
11/12/2025Reiterated Rating$237.52Overweight
Camtek Ltd. stock logo
CAMT
Camtek
11/11/2025Boost Price Target$111.20$120.00Overweight
Coherent Corp. stock logo
COHR
Coherent
11/7/2025Boost Price Target$149.89$170.00Overweight
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
11/7/2025Boost Price Target$166.60$200.00Overweight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
11/6/2025Boost Price Target$248.04$181.00Equal Weight
SiTime Corporation stock logo
SITM
SiTime
11/6/2025Boost Price Target$339.11$260.00Underweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
11/5/2025Boost Price Target$129.63$95.00Equal Weight
Western Digital Corporation stock logo
WDC
Western Digital
10/31/2025Boost Price Target$138.13$200.00Overweight
KLA Corporation stock logo
KLAC
KLA
10/30/2025Boost Price Target$123.53$130.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
10/29/2025Boost Price Target$223.00$240.00Equal Weight
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
10/29/2025Upgrade$80.26$88.00Equal Weight
Intel Corporation stock logo
INTC
Intel
10/24/2025Boost Price Target$38.16$35.00Equal Weight
Lam Research Corporation stock logo
LRCX
Lam Research
10/20/2025Set Price Target$141.51$142.00Equal Weight
Coherent Corp. stock logo
COHR
Coherent
10/20/2025Boost Price Target$116.52$135.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
10/20/2025Boost Price Target$224.99$250.00Equal Weight
KLA Corporation stock logo
KLAC
KLA
10/20/2025Upgrade$110.67$120.00Overweight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
10/20/2025Reiterated Rating$164.77$165.00Equal Weight
Astera Labs, Inc. stock logo
ALAB
Astera Labs
10/20/2025Reiterated Rating$159.80$155.00Equal Weight
Micron Technology, Inc. stock logo
MU
Micron Technology
10/20/2025Boost Price Target$202.38$240.00Overweight
Broadcom Inc. stock logo
AVGO
Broadcom
10/14/2025Set Price Target$356.70$450.00Overweight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
10/6/2025Boost Price Target$211.58$300.00Overweight
NVIDIA Corporation stock logo
NVDA
NVIDIA
9/22/2025Reiterated Rating$183.61$240.00Overweight
Micron Technology, Inc. stock logo
MU
Micron Technology
9/19/2025Boost Price Target$168.89$175.00Overweight
Intel Corporation stock logo
INTC
Intel
9/19/2025Boost Price Target$30.57$25.00Equal Weight
Western Digital Corporation stock logo
WDC
Western Digital
9/11/2025Boost Price Target$95.02$105.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
9/11/2025Boost Price Target$193.04$200.00Equal Weight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
9/9/2025Boost Price Target$149.40$165.00Overweight
Broadcom Inc. stock logo
AVGO
Broadcom
9/5/2025Boost Price Target$306.10$400.00Overweight
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
9/4/2025Boost Price Target$124.77$165.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
8/28/2025Boost Price Target$170.11$180.00Equal Weight
Analog Devices, Inc. stock logo
ADI
Analog Devices
8/21/2025Boost Price Target$248.91$240.00Equal Weight
Synaptics Incorporated stock logo
SYNA
Synaptics
8/18/2025Initiated Coverage$66.80$78.00Overweight
Synaptics Incorporated stock logo
SYNA
Synaptics
8/18/2025Initiated Coverage$70.12$78.00Overweight
Coherent Corp. stock logo
COHR
Coherent
8/14/2025Boost Price Target$114.17$110.00Overweight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
8/13/2025Boost Price Target$119.66$135.00Overweight
Astera Labs, Inc. stock logo
ALAB
Astera Labs
8/7/2025Reiterated Rating$174.39$155.00Overweight
SiTime Corporation stock logo
SITM
SiTime
8/7/2025Boost Price Target$201.04$220.00Underweight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
8/6/2025Boost Price Target$163.07$200.00Overweight
Silicon Laboratories, Inc. stock logo
SLAB
Silicon Laboratories
8/5/2025Boost Price Target$126.76$130.00Equal Weight
Western Digital Corporation stock logo
WDC
Western Digital
8/1/2025Boost Price Target$74.76$80.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
7/30/2025Boost Price Target$138.73$125.00Equal Weight
Qorvo, Inc. stock logo
QRVO
Qorvo
7/30/2025Boost Price Target$85.20$90.00Equal Weight
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Lam Research Corporation stock logo
LRCX
Lam Research
7/28/2025Set Price Target$96.96$83.00Equal Weight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
7/28/2025Boost Price Target$185.69$170.00Equal Weight
KLA Corporation stock logo
KLAC
KLA
7/28/2025Boost Price Target$90.21$75.00Equal Weight
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
7/22/2025Boost Price Target$228.00$220.00Overweight
Micron Technology, Inc. stock logo
MU
Micron Technology
6/26/2025Boost Price Target$127.25$140.00Overweight
NVIDIA Corporation stock logo
NVDA
NVIDIA
6/17/2025Boost Price Target$144.69$200.00Overweight
SiTime Corporation stock logo
SITM
SiTime
6/11/2025Boost Price Target$222.41$180.00Underweight
Broadcom Inc. stock logo
AVGO
Broadcom
6/9/2025Boost Price Target$243.67$265.00Overweight
NVIDIA Corporation stock logo
NVDA
NVIDIA
5/29/2025Reiterated Rating$134.81$170.00Overweight
Analog Devices, Inc. stock logo
ADI
Analog Devices
5/23/2025Boost Price Target$208.85$185.00Equal Weight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/16/2025Boost Price Target$116.55$130.00Overweight
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
5/9/2025Boost Price Target$120.94$150.00Overweight
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
5/8/2025Lower Price Target$20.38$21.00Equal Weight
SiTime Corporation stock logo
SITM
SiTime
5/8/2025Boost Price Target$182.00$135.00Underweight
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
5/8/2025Boost Price Target$68.43$52.00Underweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
5/7/2025Boost Price Target$98.46$90.00Equal Weight
Astera Labs, Inc. stock logo
ALAB
Astera Labs
5/7/2025Boost Price Target$71.54$75.00Overweight
Western Digital Corporation stock logo
WDC
Western Digital
5/1/2025Set Price Target$45.03$50.00Overweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/30/2025Boost Price Target$91.03$90.00Equal Weight
Qorvo, Inc. stock logo
QRVO
Qorvo
4/30/2025Boost Price Target$71.67$70.00Equal Weight
Analog Devices, Inc. stock logo
ADI
Analog Devices
4/22/2025Lower Price Target$178.62$170.00Equal Weight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
4/22/2025Lower Price Target$86.41$110.00Overweight
Lam Research Corporation stock logo
LRCX
Lam Research
4/22/2025Lower Price Target$63.50$70.00Equal Weight
KLA Corporation stock logo
KLAC
KLA
4/22/2025Lower Price Target$63.53$59.00Equal Weight
Intel Corporation stock logo
INTC
Intel
4/22/2025Lower Price Target$19.62$19.00Equal Weight
Coherent Corp. stock logo
COHR
Coherent
4/22/2025Lower Price Target$54.94$80.00Overweight
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
4/22/2025Lower Price Target$86.88$80.00Equal Weight
Camtek Ltd. stock logo
CAMT
Camtek
4/22/2025Lower Price Target$60.15$85.00Overweight
Broadcom Inc. stock logo
AVGO
Broadcom
4/22/2025Lower Price Target$168.84$215.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
4/22/2025Lower Price Target$138.37$160.00Equal Weight
Qorvo, Inc. stock logo
QRVO
Qorvo
4/22/2025Lower Price Target$58.44$60.00Equal Weight
Micron Technology, Inc. stock logo
MU
Micron Technology
4/22/2025Lower Price Target$68.76$95.00Overweight
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
4/22/2025Lower Price Target$95.95$125.00Overweight
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
4/22/2025Lower Price Target$17.78$22.00Equal Weight
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
4/22/2025Lower Price Target$58.11$45.00Underweight
SiTime Corporation stock logo
SITM
SiTime
4/22/2025Lower Price Target$133.06$110.00Underweight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/22/2025Lower Price Target$75.60$80.00Equal Weight
Micron Technology, Inc. stock logo
MU
Micron Technology
3/21/2025Boost Price Target$94.94$115.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
2/14/2025Lower Price Target$184.27$190.00Equal Weight
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
2/13/2025Lower Price Target$23.65$25.00Equal Weight
KLA Corporation stock logo
KLAC
KLA
1/31/2025Boost Price Target$74.24$76.00Equal Weight
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/22/2025Boost Price Target$101.25$105.00Equal Weight
Lumentum Holdings Inc. stock logo
LITE
Lumentum
1/17/2025Upgrade$89.36$125.00Overweight
Coherent Corp. stock logo
COHR
Coherent
1/17/2025Boost Price Target$95.77$125.00Overweight
Broadcom Inc. stock logo
AVGO
Broadcom
1/17/2025Boost Price Target$229.41$260.00Overweight
Astera Labs, Inc. stock logo
ALAB
Astera Labs
1/17/2025Boost Price Target$127.90$135.00Overweight
Applied Materials, Inc. stock logo
AMAT
Applied Materials
1/17/2025Lower Price Target$186.48$200.00Equal Weight
Analog Devices, Inc. stock logo
ADI
Analog Devices
1/17/2025Lower Price Target$215.02$210.00Equal Weight
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
1/17/2025Lower Price Target$118.44$140.00Overweight
Qorvo, Inc. stock logo
QRVO
Qorvo
1/17/2025Lower Price Target$73.59$80.00Equal Weight
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Qualcomm Incorporated stock logo
QCOM
Qualcomm
1/17/2025Lower Price Target$161.43$185.00Overweight
Lam Research Corporation stock logo
LRCX
Lam Research
1/17/2025Lower Price Target$79.22$75.00Equal Weight
KLA Corporation stock logo
KLAC
KLA
1/17/2025Lower Price Target$74.73$70.00Equal Weight
Intel Corporation stock logo
INTC
Intel
1/17/2025Lower Price Target$19.69$23.00Equal Weight
Western Digital Corporation stock logo
WDC
Western Digital
1/17/2025Lower Price Target$64.25$80.00Overweight