Tom O'Malley
Stock Analyst at Barclays
(4.91)
# 46
Out of 5,150 analysts
238
Total ratings
68.06%
Success rate
53.36%
Average return
Main Sectors:
Stocks Rated by Tom O'Malley
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| QRVO Qorvo | Maintains: Equal-Weight | $90 → $95 | $79.46 | +19.56% | 10 | Mar 3, 2026 | |
| LITE Lumentum Holdings | Maintains: Equal-Weight | $475 → $750 | $680.80 | +10.16% | 21 | Mar 3, 2026 | |
| COHR Coherent | Maintains: Overweight | $235 → $350 | $274.86 | +27.34% | 17 | Mar 3, 2026 | |
| CRUS Cirrus Logic | Maintains: Equal-Weight | $110 → $120 | $137.81 | -12.92% | 11 | Mar 3, 2026 | |
| CAMT Camtek | Maintains: Overweight | $155 → $175 | $166.06 | +5.38% | 11 | Feb 19, 2026 | |
| ADI Analog Devices | Maintains: Overweight | $375 → $430 | $341.51 | +25.91% | 8 | Feb 19, 2026 | |
| AMAT Applied Materials | Maintains: Overweight | $360 → $450 | $357.76 | +25.78% | 8 | Feb 17, 2026 | |
| ON ON Semiconductor | Initiates: Equal-Weight | $75 | $62.53 | +19.94% | 1 | Feb 13, 2026 | |
| MCHP Microchip Technology | Initiates: Equal-Weight | $80 | $69.90 | +14.45% | 1 | Feb 13, 2026 | |
| WDC Western Digital | Maintains: Overweight | $240 → $325 | $261.30 | +24.38% | 13 | Feb 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $1,595 → $1,700 | $1,475.91 | +15.18% | 13 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $35 → $46 | $34.07 | +35.02% | 1 | Jan 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $370 → $425 | $375.01 | +13.33% | 19 | Jan 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $260 → $360 | $383.47 | -6.12% | 11 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $400.77 | -31.38% | 15 | Dec 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $450 → $500 | $317.27 | +57.60% | 10 | Dec 12, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $240 → $275 | $183.04 | +50.24% | 4 | Nov 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $150 → $200 | $239.00 | -16.32% | 11 | Nov 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Equal-Weight | $58 → $88 | $56.28 | +56.36% | 6 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $25 → $35 | $45.58 | -23.21% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $83 → $142 | $222.99 | -36.32% | 4 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Equal-Weight | $155 | $113.77 | +36.24% | 7 | Oct 20, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $300 | $202.07 | +48.46% | 9 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Overweight | $78 | $77.03 | +1.26% | 1 | Aug 18, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $100 → $130 | $203.58 | -36.14% | 1 | Aug 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $190 → $220 | $216.37 | +1.68% | 1 | Jul 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Equal-Weight | $22 → $21 | $32.37 | -35.13% | 10 | May 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgrades: Underweight | $180 → $125 | $202.39 | -38.24% | 3 | Apr 22, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $200 → $185 | $139.51 | +32.61% | 4 | Jan 17, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $22 → $23 | $19.20 | +19.79% | 2 | Jan 9, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Overweight | $70 → $75 | $78.09 | -3.96% | 1 | Jan 16, 2024 |
Qorvo
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $90 → $95
Current: $79.46
Upside: +19.56%
Lumentum Holdings
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $475 → $750
Current: $680.80
Upside: +10.16%
Coherent
Mar 3, 2026
Maintains: Overweight
Price Target: $235 → $350
Current: $274.86
Upside: +27.34%
Cirrus Logic
Mar 3, 2026
Maintains: Equal-Weight
Price Target: $110 → $120
Current: $137.81
Upside: -12.92%
Camtek
Feb 19, 2026
Maintains: Overweight
Price Target: $155 → $175
Current: $166.06
Upside: +5.38%
Analog Devices
Feb 19, 2026
Maintains: Overweight
Price Target: $375 → $430
Current: $341.51
Upside: +25.91%
Applied Materials
Feb 17, 2026
Maintains: Overweight
Price Target: $360 → $450
Current: $357.76
Upside: +25.78%
ON Semiconductor
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $75
Current: $62.53
Upside: +19.94%
Microchip Technology
Feb 13, 2026
Initiates: Equal-Weight
Price Target: $80
Current: $69.90
Upside: +14.45%
Western Digital
Feb 2, 2026
Maintains: Overweight
Price Target: $240 → $325
Current: $261.30
Upside: +24.38%
Jan 30, 2026
Maintains: Overweight
Price Target: $1,595 → $1,700
Current: $1,475.91
Upside: +15.18%
Jan 30, 2026
Maintains: Overweight
Price Target: $35 → $46
Current: $34.07
Upside: +35.02%
Jan 28, 2026
Maintains: Equal-Weight
Price Target: $370 → $425
Current: $375.01
Upside: +13.33%
Jan 15, 2026
Upgrades: Equal-Weight
Price Target: $260 → $360
Current: $383.47
Upside: -6.12%
Dec 18, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $400.77
Upside: -31.38%
Dec 12, 2025
Maintains: Overweight
Price Target: $450 → $500
Current: $317.27
Upside: +57.60%
Nov 20, 2025
Maintains: Overweight
Price Target: $240 → $275
Current: $183.04
Upside: +50.24%
Nov 7, 2025
Maintains: Overweight
Price Target: $150 → $200
Current: $239.00
Upside: -16.32%
Oct 29, 2025
Upgrades: Equal-Weight
Price Target: $58 → $88
Current: $56.28
Upside: +56.36%
Oct 27, 2025
Maintains: Equal-Weight
Price Target: $25 → $35
Current: $45.58
Upside: -23.21%
Oct 20, 2025
Maintains: Equal-Weight
Price Target: $83 → $142
Current: $222.99
Upside: -36.32%
Oct 20, 2025
Downgrades: Equal-Weight
Price Target: $155
Current: $113.77
Upside: +36.24%
Oct 6, 2025
Maintains: Overweight
Price Target: $200 → $300
Current: $202.07
Upside: +48.46%
Aug 18, 2025
Initiates: Overweight
Price Target: $78
Current: $77.03
Upside: +1.26%
Aug 5, 2025
Maintains: Equal-Weight
Price Target: $100 → $130
Current: $203.58
Upside: -36.14%
Jul 22, 2025
Maintains: Overweight
Price Target: $190 → $220
Current: $216.37
Upside: +1.68%
May 8, 2025
Maintains: Equal-Weight
Price Target: $22 → $21
Current: $32.37
Upside: -35.13%
Apr 22, 2025
Downgrades: Underweight
Price Target: $180 → $125
Current: $202.39
Upside: -38.24%
Jan 17, 2025
Maintains: Overweight
Price Target: $200 → $185
Current: $139.51
Upside: +32.61%
Jan 9, 2025
Maintains: Overweight
Price Target: $22 → $23
Current: $19.20
Upside: +19.79%
Jan 16, 2024
Maintains: Overweight
Price Target: $70 → $75
Current: $78.09
Upside: -3.96%