Tom O'Malley
Stock Analyst at Barclays
(4.94)
# 33
Out of 5,148 analysts
234
Total ratings
69.93%
Success rate
56.88%
Average return
Main Sectors:
Stocks Rated by Tom O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| CAMT Camtek | Maintains: Overweight | $155 → $175 | $171.47 | +2.06% | 11 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Overweight | $375 → $430 | $352.41 | +22.02% | 8 | Feb 19, 2026 | |
| AMAT Applied Materials | Maintains: Overweight | $360 → $450 | $372.18 | +20.91% | 8 | Feb 17, 2026 | |
| ON ON Semiconductor | Initiates: Equal-Weight | $75 | $66.48 | +12.82% | 1 | Feb 13, 2026 | |
| MCHP Microchip Technology | Initiates: Equal-Weight | $80 | $74.31 | +7.66% | 1 | Feb 13, 2026 | |
| COHR Coherent | Maintains: Overweight | $215 → $235 | $298.91 | -21.38% | 16 | Feb 5, 2026 | |
| LITE Lumentum Holdings | Maintains: Equal-Weight | $365 → $475 | $783.25 | -39.36% | 20 | Feb 5, 2026 | |
| CRUS Cirrus Logic | Maintains: Equal-Weight | $100 → $110 | $143.03 | -23.09% | 10 | Feb 4, 2026 | |
| WDC Western Digital | Maintains: Overweight | $240 → $325 | $270.08 | +20.33% | 13 | Feb 2, 2026 | |
| KLAC KLA Corporation | Maintains: Overweight | $1,595 → $1,700 | $1,534.95 | +10.75% | 13 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $35 → $46 | $36.59 | +25.72% | 1 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $370 → $425 | $379.52 | +11.98% | 19 | Jan 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $260 → $360 | $440.80 | -18.33% | 11 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $412.67 | -33.36% | 15 | Dec 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $450 → $500 | $318.82 | +56.83% | 10 | Dec 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $182.48 | +50.70% | 4 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $150 → $200 | $258.54 | -22.64% | 11 | Nov 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $58 → $88 | $58.93 | +49.33% | 6 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $25 → $35 | $45.50 | -23.08% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $83 → $142 | $231.00 | -38.53% | 4 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Equal-Weight | $155 | $120.55 | +28.58% | 7 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $300 | $198.62 | +51.04% | 9 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Overweight | $78 | $81.51 | -4.31% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $100 → $130 | $204.91 | -36.56% | 1 | Aug 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $70 → $90 | $81.92 | +9.86% | 9 | Jul 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $190 → $220 | $224.76 | -2.12% | 1 | Jul 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $22 → $21 | $32.68 | -35.74% | 10 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Underweight | $180 → $125 | $209.82 | -40.43% | 3 | Apr 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $185 | $141.03 | +31.18% | 4 | Jan 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $22 → $23 | $20.05 | +14.71% | 2 | Jan 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $70 → $75 | $80.86 | -7.25% | 1 | Jan 16, 2024 |
Camtek
Feb 19, 2026
Maintains: Overweight
Price Target: $155 → $175
Current: $171.47
Upside: +2.06%
Analog Devices
Feb 19, 2026
Maintains: Overweight
Price Target: $375 → $430
Current: $352.41
Upside: +22.02%
Applied Materials
Feb 17, 2026
Maintains: Overweight
Price Target: $360 → $450
Current: $372.18
Upside: +20.91%
ON Semiconductor
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $75
Current: $66.48
Upside: +12.82%
Microchip Technology
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $80
Current: $74.31
Upside: +7.66%
Coherent
Feb 5, 2026
Maintains: Overweight
Price Target: $215 → $235
Current: $298.91
Upside: -21.38%
Lumentum Holdings
Feb 5, 2026
Maintains: Equal-Weight
Price Target: $365 → $475
Current: $783.25
Upside: -39.36%
Cirrus Logic
Feb 4, 2026
Maintains: Equal-Weight
Price Target: $100 → $110
Current: $143.03
Upside: -23.09%
Western Digital
Feb 2, 2026
Maintains: Overweight
Price Target: $240 → $325
Current: $270.08
Upside: +20.33%
KLA Corporation
Jan 30, 2026
Maintains: Overweight
Price Target: $1,595 → $1,700
Current: $1,534.95
Upside: +10.75%
Jan 30, 2026
Maintains: Overweight
Price Target: $35 → $46
Current: $36.59
Upside: +25.72%
Jan 28, 2026
Maintains: Equal-Weight
Price Target: $370 → $425
Current: $379.52
Upside: +11.98%
Jan 15, 2026
Upgrades: Equal-Weight
Price Target: $260 → $360
Current: $440.80
Upside: -18.33%
Dec 18, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $412.67
Upside: -33.36%
Dec 12, 2025
Maintains: Overweight
Price Target: $450 → $500
Current: $318.82
Upside: +56.83%
Nov 20, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $182.48
Upside: +50.70%
Nov 7, 2025
Maintains: Overweight
Price Target: $150 → $200
Current: $258.54
Upside: -22.64%
Oct 29, 2025
Upgrades: Equal-Weight
Price Target: $58 → $88
Current: $58.93
Upside: +49.33%
Oct 27, 2025
Maintains: Equal-Weight
Price Target: $25 → $35
Current: $45.50
Upside: -23.08%
Oct 20, 2025
Maintains: Equal-Weight
Price Target: $83 → $142
Current: $231.00
Upside: -38.53%
Oct 20, 2025
Downgrades: Equal-Weight
Price Target: $155
Current: $120.55
Upside: +28.58%
Oct 6, 2025
Maintains: Overweight
Price Target: $200 → $300
Current: $198.62
Upside: +51.04%
Aug 18, 2025
Initiates: Overweight
Price Target: $78
Current: $81.51
Upside: -4.31%
Aug 5, 2025
Maintains: Equal-Weight
Price Target: $100 → $130
Current: $204.91
Upside: -36.56%
Jul 30, 2025
Maintains: Equal-Weight
Price Target: $70 → $90
Current: $81.92
Upside: +9.86%
Jul 22, 2025
Maintains: Overweight
Price Target: $190 → $220
Current: $224.76
Upside: -2.12%
May 8, 2025
Maintains: Equal-Weight
Price Target: $22 → $21
Current: $32.68
Upside: -35.74%
Apr 22, 2025
Downgrades: Underweight
Price Target: $180 → $125
Current: $209.82
Upside: -40.43%
Jan 17, 2025
Maintains: Overweight
Price Target: $200 → $185
Current: $141.03
Upside: +31.18%
Jan 9, 2025
Maintains: Overweight
Price Target: $22 → $23
Current: $20.05
Upside: +14.71%
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $80.86
Upside: -7.25%