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Tom O'Malley's Stock Ratings
Barclays Analyst
Tom O'Malley is an analyst at Barclays. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/14/2025
Overall Average Return
1.11%
Smart Score
Overall Average Return Percentile
41st
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 05/09/2025 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | 21.36% | Tom O'Malley57% | $125 → $150 | Maintains | Overweight | Get Alert |
| 05/08/2025 | SITM | Buy Now | SiTime | $204.43 | -33.96% | Tom O'Malley57% | $110 → $135 | Maintains | Underweight | Get Alert |
| 05/08/2025 | SWKS | Buy Now | Skyworks Solutions | $72.60 | -28.37% | Tom O'Malley57% | $45 → $52 | Maintains | Underweight | Get Alert |
| 05/08/2025 | VECO | Buy Now | Veeco Instruments | $21.48 | -2.23% | Tom O'Malley57% | $22 → $21 | Maintains | Equal-Weight | Get Alert |
| 05/07/2025 | CRUS | Buy Now | Cirrus Logic | $107.24 | -16.08% | Tom O'Malley57% | $80 → $90 | Maintains | Equal-Weight | Get Alert |
| 05/07/2025 | ALAB | Buy Now | Astera Labs | $88.27 | -15.03% | Tom O'Malley57% | $70 → $75 | Maintains | Overweight | Get Alert |
| 04/30/2025 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -14.29% | Tom O'Malley57% | $80 → $90 | Maintains | Equal-Weight | Get Alert |
| 04/30/2025 | QRVO | Buy Now | Qorvo | $78.60 | -10.94% | Tom O'Malley57% | $60 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | TXN | Buy Now | Texas Instruments | $188.18 | -33.57% | Tom O'Malley57% | $180 → $125 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 04/22/2025 | VECO | Buy Now | Veeco Instruments | $21.48 | 2.42% | Tom O'Malley57% | $25 → $22 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | SWKS | Buy Now | Skyworks Solutions | $72.60 | -38.02% | Tom O'Malley57% | $55 → $45 | Maintains | Underweight | Get Alert |
| 04/22/2025 | SITM | Buy Now | SiTime | $204.43 | -46.19% | Tom O'Malley57% | $180 → $110 | Maintains | Underweight | Get Alert |
| 04/22/2025 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -23.81% | Tom O'Malley57% | $105 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | QRVO | Buy Now | Qorvo | $78.60 | -23.66% | Tom O'Malley57% | $80 → $60 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | MU | Buy Now | Micron Technology | $97.11 | -2.17% | Tom O'Malley57% | $115 → $95 | Maintains | Overweight | Get Alert |
| 04/22/2025 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | 1.13% | Tom O'Malley57% | $160 → $125 | Maintains | Overweight | Get Alert |
| 04/22/2025 | LITE | Buy Now | Lumentum Holdings | $74.60 | -6.17% | Tom O'Malley57% | $125 → $70 | Maintains | Overweight | Get Alert |
| 04/22/2025 | LRCX | Buy Now | Lam Research | $85.30 | -17.94% | Tom O'Malley57% | $75 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | KLAC | Buy Now | KLA | $795.88 | -25.87% | Tom O'Malley57% | $760 → $590 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | INTC | Buy Now | Intel | $22.43 | -15.29% | Tom O'Malley57% | $23 → $19 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | COHR | Buy Now | Coherent | $79.05 | 1.2% | Tom O'Malley57% | $125 → $80 | Maintains | Overweight | Get Alert |
| 04/22/2025 | CRUS | Buy Now | Cirrus Logic | $107.24 | -25.4% | Tom O'Malley57% | $115 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | CAMT | Buy Now | Camtek | $68.97 | 23.24% | Tom O'Malley57% | $120 → $85 | Maintains | Overweight | Get Alert |
| 04/22/2025 | AVGO | Buy Now | Broadcom | $231.84 | -7.26% | Tom O'Malley57% | $260 → $215 | Maintains | Overweight | Get Alert |
| 04/22/2025 | AMAT | Buy Now | Applied Mat | $173.18 | -7.61% | Tom O'Malley57% | $190 → $160 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | ADI | Buy Now | Analog Devices | $226.79 | -25.04% | Tom O'Malley57% | $240 → $170 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | AMD | Buy Now | Advanced Micro Devices | $114.32 | -3.78% | Tom O'Malley57% | $140 → $110 | Maintains | Overweight | Get Alert |
| 03/21/2025 | MU | Buy Now | Micron Technology | $97.11 | 18.42% | Tom O'Malley57% | $110 → $115 | Maintains | Overweight | Get Alert |
| 02/14/2025 | AMAT | Buy Now | Applied Mat | $173.18 | 9.71% | Tom O'Malley57% | $200 → $190 | Maintains | Equal-Weight | Get Alert |
| 02/13/2025 | VECO | Buy Now | Veeco Instruments | $21.48 | 16.39% | Tom O'Malley57% | $30 → $25 | Maintains | Equal-Weight | Get Alert |
| 02/05/2025 | CRUS | Buy Now | Cirrus Logic | $107.24 | 7.24% | Tom O'Malley57% | $105 → $115 | Maintains | Equal-Weight | Get Alert |
| 01/31/2025 | KLAC | Buy Now | KLA | $795.88 | -4.51% | Tom O'Malley57% | $700 → $760 | Maintains | Equal-Weight | Get Alert |
| 01/22/2025 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | — | Tom O'Malley57% | $95 → $105 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | WDC | Buy Now | Western Digital | $49.32 | 62.21% | Tom O'Malley57% | $90 → $80 | Maintains | Overweight | Get Alert |
| 01/17/2025 | SWKS | Buy Now | Skyworks Solutions | $72.60 | -3.58% | Tom O'Malley57% | $80 → $70 | Maintains | Underweight | Get Alert |
| 01/17/2025 | SITM | Buy Now | SiTime | $204.43 | -21.73% | Tom O'Malley57% | $130 → $160 | Maintains | Underweight | Get Alert |
| 01/17/2025 | QRVO | Buy Now | Qorvo | $78.60 | 1.78% | Tom O'Malley57% | $90 → $80 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | QCOM | Buy Now | Qualcomm | $151.70 | 21.95% | Tom O'Malley57% | $200 → $185 | Maintains | Overweight | Get Alert |
| 01/17/2025 | LRCX | Buy Now | Lam Research | $85.30 | -12.08% | Tom O'Malley57% | $90 → $75 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | KLAC | Buy Now | KLA | $795.88 | -12.05% | Tom O'Malley57% | $750 → $700 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | INTC | Buy Now | Intel | $22.43 | 2.54% | Tom O'Malley57% | $25 → $23 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | COHR | Buy Now | Coherent | $79.05 | 58.13% | Tom O'Malley57% | $105 → $125 | Maintains | Overweight | Get Alert |
| 01/17/2025 | AVGO | Buy Now | Broadcom | $231.84 | 12.15% | Tom O'Malley57% | $205 → $260 | Maintains | Overweight | Get Alert |
| 01/17/2025 | ALAB | Buy Now | Astera Labs | $88.27 | 52.94% | Tom O'Malley57% | $87 → $135 | Maintains | Overweight | Get Alert |
| 01/17/2025 | AMAT | Buy Now | Applied Mat | $173.18 | 15.49% | Tom O'Malley57% | $225 → $200 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | ADI | Buy Now | Analog Devices | $226.79 | -7.4% | Tom O'Malley57% | $250 → $210 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | AMD | Buy Now | Advanced Micro Devices | $114.32 | 22.46% | Tom O'Malley57% | $170 → $140 | Maintains | Overweight | Get Alert |
| 01/17/2025 | LITE | Buy Now | Lumentum Holdings | $74.60 | 67.56% | Tom O'Malley57% | $80 → $125 | Upgrade | Underweight → Overweight | Get Alert |
| 01/09/2025 | PENG | Buy Now | Penguin Solutions | $19.42 | 18.43% | Tom O'Malley57% | $22 → $23 | Maintains | Overweight | Get Alert |
| 12/20/2024 | MU | Buy Now | Micron Technology | $97.11 | 13.27% | Tom O'Malley57% | $145 → $110 | Maintains | Overweight | Get Alert |
| 12/16/2024 | AVGO | Buy Now | Broadcom | $231.84 | -11.58% | Tom O'Malley57% | $200 → $205 | Maintains | Overweight | Get Alert |
| 11/13/2024 | SWKS | Buy Now | Skyworks Solutions | $72.60 | 10.19% | Tom O'Malley57% | $87 → $80 | Maintains | Underweight | Get Alert |
| 11/11/2024 | LITE | Buy Now | Lumentum Holdings | $74.60 | 7.24% | Tom O'Malley57% | $40 → $80 | Maintains | Underweight | Get Alert |
| 11/08/2024 | SITM | Buy Now | SiTime | $204.43 | -36.41% | Tom O'Malley57% | $90 → $130 | Maintains | Underweight | Get Alert |
| 11/08/2024 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | 29.45% | Tom O'Malley57% | $120 → $160 | Maintains | Overweight | Get Alert |
| 11/08/2024 | COHR | Buy Now | Coherent | $79.05 | 32.83% | Tom O'Malley57% | $85 → $105 | Maintains | Overweight | Get Alert |
| 11/05/2024 | CRUS | Buy Now | Cirrus Logic | $107.24 | -2.09% | Tom O'Malley57% | $120 → $105 | Maintains | Equal-Weight | Get Alert |
| 11/05/2024 | ALAB | Buy Now | Astera Labs | $88.27 | -1.44% | Tom O'Malley57% | $70 → $87 | Maintains | Overweight | Get Alert |
| 10/31/2024 | KLAC | Buy Now | KLA | $795.88 | -5.76% | Tom O'Malley57% | $800 → $750 | Maintains | Equal-Weight | Get Alert |
| 10/30/2024 | QRVO | Buy Now | Qorvo | $78.60 | 14.5% | Tom O'Malley57% | $120 → $90 | Maintains | Equal-Weight | Get Alert |
| 10/30/2024 | AMD | Buy Now | Advanced Micro Devices | $114.32 | 48.71% | Tom O'Malley57% | $180 → $170 | Maintains | Overweight | Get Alert |
| 10/25/2024 | WDC | Buy Now | Western Digital | $49.32 | 82.48% | Tom O'Malley57% | $80 → $90 | Maintains | Overweight | Get Alert |
| 10/16/2024 | PENG | Buy Now | Penguin Solutions | $19.42 | 13.29% | Tom O'Malley57% | $27 → $22 | Maintains | Overweight | Get Alert |
| 10/10/2024 | QRVO | Buy Now | Qorvo | $78.60 | 52.67% | Tom O'Malley57% | $125 → $120 | Maintains | Equal-Weight | Get Alert |
| 10/10/2024 | CRUS | Buy Now | Cirrus Logic | $107.24 | 11.9% | Tom O'Malley57% | $140 → $120 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/10/2024 | SWKS | Buy Now | Skyworks Solutions | $72.60 | 19.83% | Tom O'Malley57% | $115 → $87 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/27/2024 | SITM | Buy Now | SiTime | $204.43 | -55.98% | Tom O'Malley57% | $90 → $90 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/15/2024 | LITE | Buy Now | Lumentum Holdings | $74.60 | -46.38% | Tom O'Malley57% | $38 → $40 | Maintains | Underweight | Get Alert |
| 08/14/2024 | COHR | Buy Now | Coherent | $79.05 | 7.53% | Tom O'Malley57% | $66 → $85 | Maintains | Overweight | Get Alert |
| 08/08/2024 | SITM | Buy Now | SiTime | $204.43 | -55.98% | Tom O'Malley57% | $130 → $90 | Maintains | Equal-Weight | Get Alert |
| 08/07/2024 | CRUS | Buy Now | Cirrus Logic | $107.24 | 30.55% | Tom O'Malley57% | $110 → $140 | Maintains | Overweight | Get Alert |
| 08/07/2024 | ALAB | Buy Now | Astera Labs | $88.27 | -20.7% | Tom O'Malley57% | $85 → $70 | Maintains | Overweight | Get Alert |
| 08/02/2024 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -2.91% | Tom O'Malley57% | $115 → $120 | Maintains | Overweight | Get Alert |
| 08/01/2024 | QCOM | Buy Now | Qualcomm | $151.70 | 31.84% | Tom O'Malley57% | $185 → $200 | Maintains | Overweight | Get Alert |
| 07/30/2024 | QRVO | Buy Now | Qorvo | $78.60 | 59.03% | Tom O'Malley57% | $100 → $125 | Maintains | Equal-Weight | Get Alert |
| 07/29/2024 | AMD | Buy Now | Advanced Micro Devices | $114.32 | 57.45% | Tom O'Malley57% | $235 → $180 | Maintains | Overweight | Get Alert |
| 07/25/2024 | KLAC | Buy Now | KLA | $795.88 | 0.52% | Tom O'Malley57% | $765 → $800 | Maintains | Equal-Weight | Get Alert |
| 07/24/2024 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -9.52% | Tom O'Malley57% | $80 → $95 | Maintains | Equal-Weight | Get Alert |
| 07/10/2024 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $24 → $27 | Maintains | Overweight | Get Alert |
| 06/13/2024 | AVGO | Buy Now | Broadcom | $231.84 | 762.66% | Tom O'Malley57% | $1500 → $2000 | Maintains | Overweight | Get Alert |
| 06/05/2024 | AMAT | Buy Now | Applied Mat | $173.18 | 29.92% | Tom O'Malley57% | $165 → $225 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/05/2024 | KLAC | Buy Now | KLA | $795.88 | -3.88% | Tom O'Malley57% | $630 → $765 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 05/13/2024 | MU | Buy Now | Micron Technology | $97.11 | 49.32% | Tom O'Malley57% | $120 → $145 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CRUS | Buy Now | Cirrus Logic | $107.24 | 2.57% | Tom O'Malley57% | $95 → $110 | Maintains | Overweight | Get Alert |
| 05/08/2024 | VECO | Buy Now | Veeco Instruments | $21.48 | 62.94% | Tom O'Malley57% | $33 → $35 | Maintains | Equal-Weight | Get Alert |
| 05/07/2024 | LITE | Buy Now | Lumentum Holdings | $74.60 | -49.06% | Tom O'Malley57% | $40 → $38 | Maintains | Underweight | Get Alert |
| 05/03/2024 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -6.96% | Tom O'Malley57% | $105 → $115 | Maintains | Overweight | Get Alert |
| 05/02/2024 | QCOM | Buy Now | Qualcomm | $151.70 | 21.95% | Tom O'Malley57% | $155 → $185 | Maintains | Overweight | Get Alert |
| 05/02/2024 | QRVO | Buy Now | Qorvo | $78.60 | 27.23% | Tom O'Malley57% | $110 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/26/2024 | KLAC | Buy Now | KLA | $795.88 | -20.84% | Tom O'Malley57% | $550 → $630 | Maintains | Underweight | Get Alert |
| 04/22/2024 | WDC | Buy Now | Western Digital | $49.32 | 62.21% | Tom O'Malley57% | $70 → $80 | Maintains | Overweight | Get Alert |
| 04/22/2024 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -23.81% | Tom O'Malley57% | $85 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/17/2024 | AVGO | Buy Now | Broadcom | $231.84 | 547% | Tom O'Malley57% | $1405 → $1500 | Maintains | Overweight | Get Alert |
| 04/15/2024 | ALAB | Buy Now | Astera Labs | $88.27 | -3.7% | Tom O'Malley57% | → $85 | Initiates | → Overweight | Get Alert |
| 03/20/2024 | AVGO | Buy Now | Broadcom | $231.84 | 506.02% | Tom O'Malley57% | → $1405 | Reinstates | → Overweight | Get Alert |
| 03/18/2024 | MU | Buy Now | Micron Technology | $97.11 | 23.57% | Tom O'Malley57% | $95 → $120 | Maintains | Overweight | Get Alert |
| 03/04/2024 | AMD | Buy Now | Advanced Micro Devices | $114.32 | 105.56% | Tom O'Malley57% | $200 → $235 | Maintains | Overweight | Get Alert |
| 01/26/2024 | WDC | Buy Now | Western Digital | $49.32 | 41.93% | Tom O'Malley57% | $65 → $70 | Maintains | Overweight | Get Alert |
| 01/26/2024 | KLAC | Buy Now | KLA | $795.88 | -30.89% | Tom O'Malley57% | $500 → $550 | Maintains | Underweight | Get Alert |
| 01/24/2024 | TXN | Buy Now | Texas Instruments | $188.18 | -20.29% | Tom O'Malley57% | $160 → $150 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | VECO | Buy Now | Veeco Instruments | $21.48 | 53.63% | Tom O'Malley57% | $28 → $33 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | TXN | Buy Now | Texas Instruments | $188.18 | -14.98% | Tom O'Malley57% | $165 → $160 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | SITM | Buy Now | SiTime | $204.43 | -36.41% | Tom O'Malley57% | $110 → $130 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -19.05% | Tom O'Malley57% | $65 → $85 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | QCOM | Buy Now | Qualcomm | $151.70 | 2.18% | Tom O'Malley57% | $140 → $155 | Maintains | Overweight | Get Alert |
| 01/16/2024 | QRVO | Buy Now | Qorvo | $78.60 | 27.23% | Tom O'Malley57% | $95 → $100 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | MRVL | Buy Now | Marvell Tech | $66.15 | 13.38% | Tom O'Malley57% | $70 → $75 | Maintains | Overweight | Get Alert |
| 01/16/2024 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -15.05% | Tom O'Malley57% | $80 → $105 | Maintains | Overweight | Get Alert |
| 01/16/2024 | LITE | Buy Now | Lumentum Holdings | $74.60 | -39.68% | Tom O'Malley57% | $40 → $45 | Maintains | Underweight | Get Alert |
| 01/16/2024 | KLAC | Buy Now | KLA | $795.88 | -37.18% | Tom O'Malley57% | $425 → $500 | Maintains | Underweight | Get Alert |
| 01/16/2024 | CRUS | Buy Now | Cirrus Logic | $107.24 | -11.41% | Tom O'Malley57% | $90 → $95 | Maintains | Overweight | Get Alert |
| 01/16/2024 | ADI | Buy Now | Analog Devices | $226.79 | -18.43% | Tom O'Malley57% | $180 → $185 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | AMD | Buy Now | Advanced Micro Devices | $114.32 | 74.95% | Tom O'Malley57% | $120 → $200 | Maintains | Overweight | Get Alert |
| 01/16/2024 | WDC | Buy Now | Western Digital | $49.32 | 31.79% | Tom O'Malley57% | $45 → $65 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/16/2024 | COHR | Buy Now | Coherent | $79.05 | -24.1% | Tom O'Malley57% | $38 → $60 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/21/2023 | MU | Buy Now | Micron Technology | $97.11 | -2.17% | Tom O'Malley57% | $85 → $95 | Maintains | Overweight | Get Alert |
| 11/29/2023 | MU | Buy Now | Micron Technology | $97.11 | -12.47% | Tom O'Malley57% | $80 → $85 | Maintains | Overweight | Get Alert |
| 09/19/2023 | CAMT | Buy Now | Camtek | $68.97 | -20.26% | Tom O'Malley57% | $46 → $55 | Maintains | Equal-Weight | Get Alert |
| 09/14/2023 | MU | Buy Now | Micron Technology | $97.11 | -17.62% | Tom O'Malley57% | $75 → $80 | Maintains | Overweight | Get Alert |
| 09/07/2023 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -38.1% | Tom O'Malley57% | → $65 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/17/2023 | COHR | Buy Now | Coherent | $79.05 | -51.93% | Tom O'Malley57% | $45 → $38 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -35.28% | Tom O'Malley57% | $75 → $80 | Maintains | Overweight | Get Alert |
| 08/01/2023 | CAMT | Buy Now | Camtek | $68.97 | -33.3% | Tom O'Malley57% | $40 → $46 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | CAMT | Buy Now | Camtek | $68.97 | -42% | Tom O'Malley57% | $28 → $40 | Maintains | Equal-Weight | Get Alert |
| 07/05/2023 | LITE | Buy Now | Lumentum Holdings | $74.60 | -43.7% | Tom O'Malley57% | $40 → $42 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 07/05/2023 | COHR | Buy Now | Coherent | $79.05 | -43.07% | Tom O'Malley57% | $29 → $45 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/29/2023 | MU | Buy Now | Micron Technology | $97.11 | -22.77% | Tom O'Malley57% | $70 → $75 | Maintains | Overweight | Get Alert |
| 06/14/2023 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $20 → $30 | Maintains | Overweight | Get Alert |
| 05/11/2023 | COHR | Buy Now | Coherent | $79.05 | -63.31% | Tom O'Malley57% | $36 → $29 | Maintains | Underweight | Get Alert |
| 05/10/2023 | LITE | Buy Now | Lumentum Holdings | $74.60 | -46.38% | Tom O'Malley57% | $55 → $40 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/21/2023 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -38.1% | Tom O'Malley57% | $75 → $65 | Maintains | Overweight | Get Alert |
| 04/06/2023 | LITE | Buy Now | Lumentum Holdings | $74.60 | -26.27% | Tom O'Malley57% | $65 → $55 | Maintains | Overweight | Get Alert |
| 02/17/2023 | CAMT | Buy Now | Camtek | $68.97 | -59.4% | Tom O'Malley57% | $26 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/10/2023 | LITE | Buy Now | Lumentum Holdings | $74.60 | -12.87% | Tom O'Malley57% | $70 → $65 | Maintains | Overweight | Get Alert |
| 01/26/2023 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -28.57% | Tom O'Malley57% | $70 → $75 | Maintains | Overweight | Get Alert |
| 01/23/2023 | COHR | Buy Now | Coherent | $79.05 | -54.46% | Tom O'Malley57% | $30 → $36 | Maintains | Underweight | Get Alert |
| 01/04/2023 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $15 → $20 | Maintains | Overweight | Get Alert |
| 11/08/2022 | VECO | Buy Now | Veeco Instruments | $21.48 | -11.55% | Tom O'Malley57% | $22 → $19 | Maintains | Overweight | Get Alert |
| 10/27/2022 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -52.38% | Tom O'Malley57% | $65 → $50 | Maintains | Equal-Weight | Get Alert |
| 10/24/2022 | VECO | Buy Now | Veeco Instruments | $21.48 | 2.42% | Tom O'Malley57% | $24 → $22 | Maintains | Overweight | Get Alert |
| 10/24/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $22 → $15 | Maintains | Overweight | Get Alert |
| 10/24/2022 | LITE | Buy Now | Lumentum Holdings | $74.60 | 7.24% | Tom O'Malley57% | $95 → $80 | Maintains | Overweight | Get Alert |
| 10/24/2022 | COHR | Buy Now | Coherent | $79.05 | -62.05% | Tom O'Malley57% | $47 → $30 | Maintains | Underweight | Get Alert |
| 09/28/2022 | VECO | Buy Now | Veeco Instruments | $21.48 | 11.73% | Tom O'Malley57% | $26 → $24 | Maintains | Overweight | Get Alert |
| 09/28/2022 | CAMT | Buy Now | Camtek | $68.97 | -62.3% | Tom O'Malley57% | $32 → $26 | Maintains | Equal-Weight | Get Alert |
| 09/19/2022 | WDC | Buy Now | Western Digital | $49.32 | -18.9% | Tom O'Malley57% | $55 → $40 | Maintains | Equal-Weight | Get Alert |
| 09/01/2022 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -38.1% | Tom O'Malley57% | $70 → $65 | Maintains | Equal-Weight | Get Alert |
| 07/25/2022 | VECO | Buy Now | Veeco Instruments | $21.48 | 21.04% | Tom O'Malley57% | $32 → $26 | Maintains | Overweight | Get Alert |
| 07/25/2022 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -47.41% | Tom O'Malley57% | $75 → $65 | Maintains | Overweight | Get Alert |
| 07/25/2022 | LITE | Buy Now | Lumentum Holdings | $74.60 | 27.35% | Tom O'Malley57% | $100 → $95 | Maintains | Overweight | Get Alert |
| 07/25/2022 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley57% | $65 → $47 | Maintains | Underweight | Get Alert |
| 07/20/2022 | WDC | Buy Now | Western Digital | $49.32 | 11.52% | Tom O'Malley57% | $65 → $55 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $30 → $22 | Maintains | Overweight | Get Alert |
| 06/28/2022 | MU | Buy Now | Micron Technology | $97.11 | -22.77% | Tom O'Malley57% | $105 → $75 | Maintains | Overweight | Get Alert |
| 06/21/2022 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -33.33% | Tom O'Malley57% | $85 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/29/2022 | WDC | Buy Now | Western Digital | $49.32 | 31.79% | Tom O'Malley57% | $60 → $65 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | CAMT | Buy Now | Camtek | $68.97 | -42% | Tom O'Malley57% | $50 → $40 | Maintains | Overweight | Get Alert |
| 04/25/2022 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -19.05% | Tom O'Malley57% | $100 → $85 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -39.32% | Tom O'Malley57% | $90 → $75 | Maintains | Overweight | Get Alert |
| 04/25/2022 | LITE | Buy Now | Lumentum Holdings | $74.60 | 34.05% | Tom O'Malley57% | $105 → $100 | Maintains | Overweight | Get Alert |
| 04/06/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $35 → $30 | Maintains | Overweight | Get Alert |
| 01/28/2022 | WDC | Buy Now | Western Digital | $49.32 | 21.65% | Tom O'Malley57% | $65 → $60 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | CAMT | Buy Now | Camtek | $68.97 | -27.5% | Tom O'Malley57% | $43 → $50 | Maintains | Overweight | Get Alert |
| 01/05/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley57% | $60 → $82 | Maintains | Overweight | Get Alert |
| 11/05/2021 | MTSI | Buy Now | MACOM Technology Solns | $123.60 | -31.23% | Tom O'Malley57% | $75 → $85 | Maintains | Overweight | Get Alert |
| 11/05/2021 | LITE | Buy Now | Lumentum Holdings | $74.60 | 34.05% | Tom O'Malley57% | $90 → $100 | Maintains | Overweight | Get Alert |
| 10/04/2021 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley57% | $65 → $56 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/09/2021 | STX | Buy Now | Seagate Tech Hldgs | $105.00 | -19.05% | Tom O'Malley57% | $70 → $85 | Maintains | Underweight | Get Alert |
| 06/09/2021 | CAMT | Buy Now | Camtek | $68.97 | -37.65% | Tom O'Malley57% | → $43 | Initiates | → Overweight | Get Alert |
| 05/18/2021 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley57% | $105 → $65 | Downgrade | Overweight → Equal-Weight | Get Alert |
