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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 06/17/2025
Overall Average Return
6.30%
Smart Score
Overall Average Return Percentile
51st
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 06/17/2025 | NVDA | Buy Now | NVIDIA | $145.06 | 37.87% | Tom O'Malley64% | $170 → $200 | Maintains | Overweight | Get Alert |
| 06/11/2025 | SITM | Buy Now | SiTime | $217.00 | -17.05% | Tom O'Malley64% | $135 → $180 | Maintains | Underweight | Get Alert |
| 06/09/2025 | AVGO | Buy Now | Broadcom | $252.22 | 5.06% | Tom O'Malley64% | $215 → $265 | Maintains | Overweight | Get Alert |
| 05/29/2025 | NVDA | Buy Now | NVIDIA | $145.06 | 17.19% | Tom O'Malley64% | $155 → $170 | Maintains | Overweight | Get Alert |
| 05/23/2025 | ADI | Buy Now | Analog Devices | $229.41 | -19.36% | Tom O'Malley64% | $170 → $185 | Maintains | Equal-Weight | Get Alert |
| 05/16/2025 | AMD | Buy Now | Advanced Micro Devices | $128.11 | 1.48% | Tom O'Malley64% | $110 → $130 | Maintains | Overweight | Get Alert |
| 05/09/2025 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | 15.16% | Tom O'Malley64% | $125 → $150 | Maintains | Overweight | Get Alert |
| 05/08/2025 | SITM | Buy Now | SiTime | $217.00 | -37.79% | Tom O'Malley64% | $110 → $135 | Maintains | Underweight | Get Alert |
| 05/08/2025 | SWKS | Buy Now | Skyworks Solutions | $71.51 | -27.28% | Tom O'Malley64% | $45 → $52 | Maintains | Underweight | Get Alert |
| 05/08/2025 | VECO | Buy Now | Veeco Instruments | $20.96 | 0.19% | Tom O'Malley64% | $22 → $21 | Maintains | Equal-Weight | Get Alert |
| 05/07/2025 | CRUS | Buy Now | Cirrus Logic | $102.89 | -12.52% | Tom O'Malley64% | $80 → $90 | Maintains | Equal-Weight | Get Alert |
| 05/07/2025 | ALAB | Buy Now | Astera Labs | $95.85 | -21.75% | Tom O'Malley64% | $70 → $75 | Maintains | Overweight | Get Alert |
| 04/30/2025 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -31.03% | Tom O'Malley64% | $80 → $90 | Maintains | Equal-Weight | Get Alert |
| 04/30/2025 | QRVO | Buy Now | Qorvo | $80.42 | -12.95% | Tom O'Malley64% | $60 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | TXN | Buy Now | Texas Instruments | $197.85 | -36.82% | Tom O'Malley64% | $180 → $125 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 04/22/2025 | VECO | Buy Now | Veeco Instruments | $20.96 | 4.96% | Tom O'Malley64% | $25 → $22 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | SWKS | Buy Now | Skyworks Solutions | $71.51 | -37.07% | Tom O'Malley64% | $55 → $45 | Maintains | Underweight | Get Alert |
| 04/22/2025 | SITM | Buy Now | SiTime | $217.00 | -49.31% | Tom O'Malley64% | $180 → $110 | Maintains | Underweight | Get Alert |
| 04/22/2025 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -38.7% | Tom O'Malley64% | $105 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | QRVO | Buy Now | Qorvo | $80.42 | -25.39% | Tom O'Malley64% | $80 → $60 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | MU | Buy Now | Micron Technology | $120.58 | -21.21% | Tom O'Malley64% | $115 → $95 | Maintains | Overweight | Get Alert |
| 04/22/2025 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -4.03% | Tom O'Malley64% | $160 → $125 | Maintains | Overweight | Get Alert |
| 04/22/2025 | LITE | Buy Now | Lumentum Holdings | $84.38 | -17.04% | Tom O'Malley64% | $125 → $70 | Maintains | Overweight | Get Alert |
| 04/22/2025 | LRCX | Buy Now | Lam Research | $93.50 | -25.13% | Tom O'Malley64% | $75 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | KLAC | Buy Now | KLA | $890.00 | -33.71% | Tom O'Malley64% | $760 → $590 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | INTC | Buy Now | Intel | $20.75 | -8.43% | Tom O'Malley64% | $23 → $19 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | COHR | Buy Now | Coherent | $80.00 | — | Tom O'Malley64% | $125 → $80 | Maintains | Overweight | Get Alert |
| 04/22/2025 | CRUS | Buy Now | Cirrus Logic | $102.89 | -22.24% | Tom O'Malley64% | $115 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | CAMT | Buy Now | Camtek | $75.04 | 13.27% | Tom O'Malley64% | $120 → $85 | Maintains | Overweight | Get Alert |
| 04/22/2025 | AVGO | Buy Now | Broadcom | $252.22 | -14.76% | Tom O'Malley64% | $260 → $215 | Maintains | Overweight | Get Alert |
| 04/22/2025 | AMAT | Buy Now | Applied Mat | $176.19 | -9.19% | Tom O'Malley64% | $190 → $160 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | ADI | Buy Now | Analog Devices | $229.41 | -25.9% | Tom O'Malley64% | $240 → $170 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | AMD | Buy Now | Advanced Micro Devices | $128.11 | -14.14% | Tom O'Malley64% | $140 → $110 | Maintains | Overweight | Get Alert |
| 03/21/2025 | MU | Buy Now | Micron Technology | $120.58 | -4.63% | Tom O'Malley64% | $110 → $115 | Maintains | Overweight | Get Alert |
| 02/20/2025 | ADI | Buy Now | Analog Devices | $229.41 | 4.61% | Tom O'Malley64% | $210 → $240 | Maintains | Equal-Weight | Get Alert |
| 02/14/2025 | AMAT | Buy Now | Applied Mat | $176.19 | 7.84% | Tom O'Malley64% | $200 → $190 | Maintains | Equal-Weight | Get Alert |
| 02/13/2025 | VECO | Buy Now | Veeco Instruments | $20.96 | 19.27% | Tom O'Malley64% | $30 → $25 | Maintains | Equal-Weight | Get Alert |
| 02/05/2025 | CRUS | Buy Now | Cirrus Logic | $102.89 | 11.78% | Tom O'Malley64% | $105 → $115 | Maintains | Equal-Weight | Get Alert |
| 01/31/2025 | KLAC | Buy Now | KLA | $890.00 | -14.61% | Tom O'Malley64% | $700 → $760 | Maintains | Equal-Weight | Get Alert |
| 01/22/2025 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -19.54% | Tom O'Malley64% | $95 → $105 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | WDC | Buy Now | Western Digital | $58.05 | 37.82% | Tom O'Malley64% | $90 → $80 | Maintains | Overweight | Get Alert |
| 01/17/2025 | SWKS | Buy Now | Skyworks Solutions | $71.51 | -2.11% | Tom O'Malley64% | $80 → $70 | Maintains | Underweight | Get Alert |
| 01/17/2025 | SITM | Buy Now | SiTime | $217.00 | -26.27% | Tom O'Malley64% | $130 → $160 | Maintains | Underweight | Get Alert |
| 01/17/2025 | QRVO | Buy Now | Qorvo | $80.42 | -0.52% | Tom O'Malley64% | $90 → $80 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | QCOM | Buy Now | Qualcomm | $156.59 | 18.14% | Tom O'Malley64% | $200 → $185 | Maintains | Overweight | Get Alert |
| 01/17/2025 | LRCX | Buy Now | Lam Research | $93.50 | -19.78% | Tom O'Malley64% | $90 → $75 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | KLAC | Buy Now | KLA | $890.00 | -21.35% | Tom O'Malley64% | $750 → $700 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | INTC | Buy Now | Intel | $20.75 | 10.84% | Tom O'Malley64% | $25 → $23 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | COHR | Buy Now | Coherent | $80.00 | 56.25% | Tom O'Malley64% | $105 → $125 | Maintains | Overweight | Get Alert |
| 01/17/2025 | AVGO | Buy Now | Broadcom | $252.22 | 3.08% | Tom O'Malley64% | $205 → $260 | Maintains | Overweight | Get Alert |
| 01/17/2025 | ALAB | Buy Now | Astera Labs | $95.85 | 40.85% | Tom O'Malley64% | $87 → $135 | Maintains | Overweight | Get Alert |
| 01/17/2025 | AMAT | Buy Now | Applied Mat | $176.19 | 13.51% | Tom O'Malley64% | $225 → $200 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | ADI | Buy Now | Analog Devices | $229.41 | -8.46% | Tom O'Malley64% | $250 → $210 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | AMD | Buy Now | Advanced Micro Devices | $128.11 | 9.28% | Tom O'Malley64% | $170 → $140 | Maintains | Overweight | Get Alert |
| 01/17/2025 | LITE | Buy Now | Lumentum Holdings | $84.38 | 48.14% | Tom O'Malley64% | $80 → $125 | Upgrade | Underweight → Overweight | Get Alert |
| 01/09/2025 | PENG | Buy Now | Penguin Solutions | $19.33 | 18.99% | Tom O'Malley64% | $22 → $23 | Maintains | Overweight | Get Alert |
| 12/20/2024 | MU | Buy Now | Micron Technology | $120.58 | -8.77% | Tom O'Malley64% | $145 → $110 | Maintains | Overweight | Get Alert |
| 12/16/2024 | AVGO | Buy Now | Broadcom | $252.22 | -18.72% | Tom O'Malley64% | $200 → $205 | Maintains | Overweight | Get Alert |
| 11/13/2024 | SWKS | Buy Now | Skyworks Solutions | $71.51 | 11.87% | Tom O'Malley64% | $87 → $80 | Maintains | Underweight | Get Alert |
| 11/11/2024 | LITE | Buy Now | Lumentum Holdings | $84.38 | -5.19% | Tom O'Malley64% | $40 → $80 | Maintains | Underweight | Get Alert |
| 11/08/2024 | SITM | Buy Now | SiTime | $217.00 | -40.09% | Tom O'Malley64% | $90 → $130 | Maintains | Underweight | Get Alert |
| 11/08/2024 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | 22.84% | Tom O'Malley64% | $120 → $160 | Maintains | Overweight | Get Alert |
| 11/08/2024 | COHR | Buy Now | Coherent | $80.00 | 31.25% | Tom O'Malley64% | $85 → $105 | Maintains | Overweight | Get Alert |
| 11/05/2024 | CRUS | Buy Now | Cirrus Logic | $102.89 | 2.06% | Tom O'Malley64% | $120 → $105 | Maintains | Equal-Weight | Get Alert |
| 11/05/2024 | ALAB | Buy Now | Astera Labs | $95.85 | -9.23% | Tom O'Malley64% | $70 → $87 | Maintains | Overweight | Get Alert |
| 10/31/2024 | KLAC | Buy Now | KLA | $890.00 | -15.73% | Tom O'Malley64% | $800 → $750 | Maintains | Equal-Weight | Get Alert |
| 10/30/2024 | QRVO | Buy Now | Qorvo | $80.42 | 11.92% | Tom O'Malley64% | $120 → $90 | Maintains | Equal-Weight | Get Alert |
| 10/30/2024 | AMD | Buy Now | Advanced Micro Devices | $128.11 | 32.7% | Tom O'Malley64% | $180 → $170 | Maintains | Overweight | Get Alert |
| 10/25/2024 | WDC | Buy Now | Western Digital | $58.05 | 55.05% | Tom O'Malley64% | $80 → $90 | Maintains | Overweight | Get Alert |
| 10/16/2024 | PENG | Buy Now | Penguin Solutions | $19.33 | 13.81% | Tom O'Malley64% | $27 → $22 | Maintains | Overweight | Get Alert |
| 10/10/2024 | QRVO | Buy Now | Qorvo | $80.42 | 49.23% | Tom O'Malley64% | $125 → $120 | Maintains | Equal-Weight | Get Alert |
| 10/10/2024 | CRUS | Buy Now | Cirrus Logic | $102.89 | 16.64% | Tom O'Malley64% | $140 → $120 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/10/2024 | SWKS | Buy Now | Skyworks Solutions | $71.51 | 21.66% | Tom O'Malley64% | $115 → $87 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/27/2024 | SITM | Buy Now | SiTime | $217.00 | -58.53% | Tom O'Malley64% | $90 → $90 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/15/2024 | LITE | Buy Now | Lumentum Holdings | $84.38 | -52.6% | Tom O'Malley64% | $38 → $40 | Maintains | Underweight | Get Alert |
| 08/14/2024 | COHR | Buy Now | Coherent | $80.00 | 6.25% | Tom O'Malley64% | $66 → $85 | Maintains | Overweight | Get Alert |
| 08/08/2024 | SITM | Buy Now | SiTime | $217.00 | -58.53% | Tom O'Malley64% | $130 → $90 | Maintains | Equal-Weight | Get Alert |
| 08/07/2024 | CRUS | Buy Now | Cirrus Logic | $102.89 | 36.07% | Tom O'Malley64% | $110 → $140 | Maintains | Overweight | Get Alert |
| 08/07/2024 | ALAB | Buy Now | Astera Labs | $95.85 | -26.97% | Tom O'Malley64% | $85 → $70 | Maintains | Overweight | Get Alert |
| 08/02/2024 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -7.87% | Tom O'Malley64% | $115 → $120 | Maintains | Overweight | Get Alert |
| 08/01/2024 | QCOM | Buy Now | Qualcomm | $156.59 | 27.72% | Tom O'Malley64% | $185 → $200 | Maintains | Overweight | Get Alert |
| 07/30/2024 | QRVO | Buy Now | Qorvo | $80.42 | 55.44% | Tom O'Malley64% | $100 → $125 | Maintains | Equal-Weight | Get Alert |
| 07/29/2024 | AMD | Buy Now | Advanced Micro Devices | $128.11 | 40.5% | Tom O'Malley64% | $235 → $180 | Maintains | Overweight | Get Alert |
| 07/25/2024 | KLAC | Buy Now | KLA | $890.00 | -10.11% | Tom O'Malley64% | $765 → $800 | Maintains | Equal-Weight | Get Alert |
| 07/24/2024 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -27.2% | Tom O'Malley64% | $80 → $95 | Maintains | Equal-Weight | Get Alert |
| 07/10/2024 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $24 → $27 | Maintains | Overweight | Get Alert |
| 06/13/2024 | AVGO | Buy Now | Broadcom | $252.22 | 692.94% | Tom O'Malley64% | $1500 → $2000 | Maintains | Overweight | Get Alert |
| 06/05/2024 | AMAT | Buy Now | Applied Mat | $176.19 | 27.7% | Tom O'Malley64% | $165 → $225 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/05/2024 | KLAC | Buy Now | KLA | $890.00 | -14.04% | Tom O'Malley64% | $630 → $765 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 05/13/2024 | MU | Buy Now | Micron Technology | $120.58 | 20.25% | Tom O'Malley64% | $120 → $145 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CRUS | Buy Now | Cirrus Logic | $102.89 | 6.92% | Tom O'Malley64% | $95 → $110 | Maintains | Overweight | Get Alert |
| 05/08/2024 | VECO | Buy Now | Veeco Instruments | $20.96 | 66.98% | Tom O'Malley64% | $33 → $35 | Maintains | Equal-Weight | Get Alert |
| 05/07/2024 | LITE | Buy Now | Lumentum Holdings | $84.38 | -54.97% | Tom O'Malley64% | $40 → $38 | Maintains | Underweight | Get Alert |
| 05/03/2024 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -11.71% | Tom O'Malley64% | $105 → $115 | Maintains | Overweight | Get Alert |
| 05/02/2024 | QCOM | Buy Now | Qualcomm | $156.59 | 18.14% | Tom O'Malley64% | $155 → $185 | Maintains | Overweight | Get Alert |
| 05/02/2024 | QRVO | Buy Now | Qorvo | $80.42 | 24.35% | Tom O'Malley64% | $110 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/26/2024 | KLAC | Buy Now | KLA | $890.00 | -29.21% | Tom O'Malley64% | $550 → $630 | Maintains | Underweight | Get Alert |
| 04/22/2024 | WDC | Buy Now | Western Digital | $58.05 | 37.82% | Tom O'Malley64% | $70 → $80 | Maintains | Overweight | Get Alert |
| 04/22/2024 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -38.7% | Tom O'Malley64% | $85 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/17/2024 | AVGO | Buy Now | Broadcom | $252.22 | 494.71% | Tom O'Malley64% | $1405 → $1500 | Maintains | Overweight | Get Alert |
| 04/15/2024 | ALAB | Buy Now | Astera Labs | $95.85 | -11.32% | Tom O'Malley64% | → $85 | Initiates | → Overweight | Get Alert |
| 03/20/2024 | AVGO | Buy Now | Broadcom | $252.22 | 457.04% | Tom O'Malley64% | → $1405 | Reinstates | → Overweight | Get Alert |
| 03/18/2024 | MU | Buy Now | Micron Technology | $120.58 | -0.48% | Tom O'Malley64% | $95 → $120 | Maintains | Overweight | Get Alert |
| 03/04/2024 | AMD | Buy Now | Advanced Micro Devices | $128.11 | 83.44% | Tom O'Malley64% | $200 → $235 | Maintains | Overweight | Get Alert |
| 01/26/2024 | WDC | Buy Now | Western Digital | $58.05 | 20.6% | Tom O'Malley64% | $65 → $70 | Maintains | Overweight | Get Alert |
| 01/26/2024 | KLAC | Buy Now | KLA | $890.00 | -38.2% | Tom O'Malley64% | $500 → $550 | Maintains | Underweight | Get Alert |
| 01/24/2024 | TXN | Buy Now | Texas Instruments | $197.85 | -24.18% | Tom O'Malley64% | $160 → $150 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | VECO | Buy Now | Veeco Instruments | $20.96 | 57.44% | Tom O'Malley64% | $28 → $33 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | TXN | Buy Now | Texas Instruments | $197.85 | -19.13% | Tom O'Malley64% | $165 → $160 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | SITM | Buy Now | SiTime | $217.00 | -40.09% | Tom O'Malley64% | $110 → $130 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -34.87% | Tom O'Malley64% | $65 → $85 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | QCOM | Buy Now | Qualcomm | $156.59 | -1.02% | Tom O'Malley64% | $140 → $155 | Maintains | Overweight | Get Alert |
| 01/16/2024 | QRVO | Buy Now | Qorvo | $80.42 | 24.35% | Tom O'Malley64% | $95 → $100 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | MRVL | Buy Now | Marvell Tech | $70.42 | 6.51% | Tom O'Malley64% | $70 → $75 | Maintains | Overweight | Get Alert |
| 01/16/2024 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -19.39% | Tom O'Malley64% | $80 → $105 | Maintains | Overweight | Get Alert |
| 01/16/2024 | LITE | Buy Now | Lumentum Holdings | $84.38 | -46.67% | Tom O'Malley64% | $40 → $45 | Maintains | Underweight | Get Alert |
| 01/16/2024 | KLAC | Buy Now | KLA | $890.00 | -43.82% | Tom O'Malley64% | $425 → $500 | Maintains | Underweight | Get Alert |
| 01/16/2024 | CRUS | Buy Now | Cirrus Logic | $102.89 | -7.66% | Tom O'Malley64% | $90 → $95 | Maintains | Overweight | Get Alert |
| 01/16/2024 | ADI | Buy Now | Analog Devices | $229.41 | -19.36% | Tom O'Malley64% | $180 → $185 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | AMD | Buy Now | Advanced Micro Devices | $128.11 | 56.12% | Tom O'Malley64% | $120 → $200 | Maintains | Overweight | Get Alert |
| 01/16/2024 | WDC | Buy Now | Western Digital | $58.05 | 11.98% | Tom O'Malley64% | $45 → $65 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/16/2024 | COHR | Buy Now | Coherent | $80.00 | -25% | Tom O'Malley64% | $38 → $60 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/21/2023 | MU | Buy Now | Micron Technology | $120.58 | -21.21% | Tom O'Malley64% | $85 → $95 | Maintains | Overweight | Get Alert |
| 11/29/2023 | MU | Buy Now | Micron Technology | $120.58 | -29.51% | Tom O'Malley64% | $80 → $85 | Maintains | Overweight | Get Alert |
| 09/19/2023 | CAMT | Buy Now | Camtek | $75.04 | -26.71% | Tom O'Malley64% | $46 → $55 | Maintains | Equal-Weight | Get Alert |
| 09/14/2023 | MU | Buy Now | Micron Technology | $120.58 | -33.65% | Tom O'Malley64% | $75 → $80 | Maintains | Overweight | Get Alert |
| 09/07/2023 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -50.19% | Tom O'Malley64% | → $65 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/17/2023 | COHR | Buy Now | Coherent | $80.00 | -52.5% | Tom O'Malley64% | $45 → $38 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -38.58% | Tom O'Malley64% | $75 → $80 | Maintains | Overweight | Get Alert |
| 08/01/2023 | CAMT | Buy Now | Camtek | $75.04 | -38.7% | Tom O'Malley64% | $40 → $46 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | CAMT | Buy Now | Camtek | $75.04 | -46.7% | Tom O'Malley64% | $28 → $40 | Maintains | Equal-Weight | Get Alert |
| 07/05/2023 | LITE | Buy Now | Lumentum Holdings | $84.38 | -50.23% | Tom O'Malley64% | $40 → $42 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 07/05/2023 | COHR | Buy Now | Coherent | $80.00 | -43.75% | Tom O'Malley64% | $29 → $45 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/29/2023 | MU | Buy Now | Micron Technology | $120.58 | -37.8% | Tom O'Malley64% | $70 → $75 | Maintains | Overweight | Get Alert |
| 06/14/2023 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $20 → $30 | Maintains | Overweight | Get Alert |
| 05/11/2023 | COHR | Buy Now | Coherent | $80.00 | -63.75% | Tom O'Malley64% | $36 → $29 | Maintains | Underweight | Get Alert |
| 05/10/2023 | LITE | Buy Now | Lumentum Holdings | $84.38 | -52.6% | Tom O'Malley64% | $55 → $40 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/21/2023 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -50.19% | Tom O'Malley64% | $75 → $65 | Maintains | Overweight | Get Alert |
| 04/06/2023 | LITE | Buy Now | Lumentum Holdings | $84.38 | -34.82% | Tom O'Malley64% | $65 → $55 | Maintains | Overweight | Get Alert |
| 02/17/2023 | CAMT | Buy Now | Camtek | $75.04 | -62.69% | Tom O'Malley64% | $26 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/10/2023 | LITE | Buy Now | Lumentum Holdings | $84.38 | -22.97% | Tom O'Malley64% | $70 → $65 | Maintains | Overweight | Get Alert |
| 01/26/2023 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -42.53% | Tom O'Malley64% | $70 → $75 | Maintains | Overweight | Get Alert |
| 01/23/2023 | COHR | Buy Now | Coherent | $80.00 | -55% | Tom O'Malley64% | $30 → $36 | Maintains | Underweight | Get Alert |
| 01/04/2023 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $15 → $20 | Maintains | Overweight | Get Alert |
| 11/08/2022 | VECO | Buy Now | Veeco Instruments | $20.96 | -9.35% | Tom O'Malley64% | $22 → $19 | Maintains | Overweight | Get Alert |
| 10/27/2022 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -61.69% | Tom O'Malley64% | $65 → $50 | Maintains | Equal-Weight | Get Alert |
| 10/24/2022 | VECO | Buy Now | Veeco Instruments | $20.96 | 4.96% | Tom O'Malley64% | $24 → $22 | Maintains | Overweight | Get Alert |
| 10/24/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $22 → $15 | Maintains | Overweight | Get Alert |
| 10/24/2022 | LITE | Buy Now | Lumentum Holdings | $84.38 | -5.19% | Tom O'Malley64% | $95 → $80 | Maintains | Overweight | Get Alert |
| 10/24/2022 | COHR | Buy Now | Coherent | $80.00 | -62.5% | Tom O'Malley64% | $47 → $30 | Maintains | Underweight | Get Alert |
| 09/28/2022 | VECO | Buy Now | Veeco Instruments | $20.96 | 14.5% | Tom O'Malley64% | $26 → $24 | Maintains | Overweight | Get Alert |
| 09/28/2022 | CAMT | Buy Now | Camtek | $75.04 | -65.35% | Tom O'Malley64% | $32 → $26 | Maintains | Equal-Weight | Get Alert |
| 09/19/2022 | WDC | Buy Now | Western Digital | $58.05 | -31.09% | Tom O'Malley64% | $55 → $40 | Maintains | Equal-Weight | Get Alert |
| 09/01/2022 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -50.19% | Tom O'Malley64% | $70 → $65 | Maintains | Equal-Weight | Get Alert |
| 07/25/2022 | VECO | Buy Now | Veeco Instruments | $20.96 | 24.05% | Tom O'Malley64% | $32 → $26 | Maintains | Overweight | Get Alert |
| 07/25/2022 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -50.1% | Tom O'Malley64% | $75 → $65 | Maintains | Overweight | Get Alert |
| 07/25/2022 | LITE | Buy Now | Lumentum Holdings | $84.38 | 12.59% | Tom O'Malley64% | $100 → $95 | Maintains | Overweight | Get Alert |
| 07/25/2022 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley64% | $65 → $47 | Maintains | Underweight | Get Alert |
| 07/20/2022 | WDC | Buy Now | Western Digital | $58.05 | -5.25% | Tom O'Malley64% | $65 → $55 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $30 → $22 | Maintains | Overweight | Get Alert |
| 06/28/2022 | MU | Buy Now | Micron Technology | $120.58 | -37.8% | Tom O'Malley64% | $105 → $75 | Maintains | Overweight | Get Alert |
| 06/21/2022 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -46.36% | Tom O'Malley64% | $85 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/29/2022 | WDC | Buy Now | Western Digital | $58.05 | 11.98% | Tom O'Malley64% | $60 → $65 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | CAMT | Buy Now | Camtek | $75.04 | -46.7% | Tom O'Malley64% | $50 → $40 | Maintains | Overweight | Get Alert |
| 04/25/2022 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -34.87% | Tom O'Malley64% | $100 → $85 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -42.42% | Tom O'Malley64% | $90 → $75 | Maintains | Overweight | Get Alert |
| 04/25/2022 | LITE | Buy Now | Lumentum Holdings | $84.38 | 18.51% | Tom O'Malley64% | $105 → $100 | Maintains | Overweight | Get Alert |
| 04/06/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $35 → $30 | Maintains | Overweight | Get Alert |
| 01/28/2022 | WDC | Buy Now | Western Digital | $58.05 | 3.37% | Tom O'Malley64% | $65 → $60 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | CAMT | Buy Now | Camtek | $75.04 | -33.37% | Tom O'Malley64% | $43 → $50 | Maintains | Overweight | Get Alert |
| 01/05/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley64% | $60 → $82 | Maintains | Overweight | Get Alert |
| 11/05/2021 | MTSI | Buy Now | MACOM Technology Solns | $130.25 | -34.74% | Tom O'Malley64% | $75 → $85 | Maintains | Overweight | Get Alert |
| 11/05/2021 | LITE | Buy Now | Lumentum Holdings | $84.38 | 18.51% | Tom O'Malley64% | $90 → $100 | Maintains | Overweight | Get Alert |
| 10/04/2021 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley64% | $65 → $56 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/09/2021 | STX | Buy Now | Seagate Tech Hldgs | $130.50 | -34.87% | Tom O'Malley64% | $70 → $85 | Maintains | Underweight | Get Alert |
| 06/09/2021 | CAMT | Buy Now | Camtek | $75.04 | -42.7% | Tom O'Malley64% | → $43 | Initiates | → Overweight | Get Alert |
| 05/18/2021 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley64% | $105 → $65 | Downgrade | Overweight → Equal-Weight | Get Alert |
