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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 03/30/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/21/2025 | MU | Buy Now | Micron Technology | $88.02 | 30.65% | Tom O'Malley56% | $110 → $115 | Maintains | Overweight | Get Alert |
| 02/14/2025 | AMAT | Buy Now | Applied Mat | $144.70 | 31.31% | Tom O'Malley56% | $200 → $190 | Maintains | Equal-Weight | Get Alert |
| 02/13/2025 | VECO | Buy Now | Veeco Instruments | $20.38 | 22.67% | Tom O'Malley56% | $30 → $25 | Maintains | Equal-Weight | Get Alert |
| 02/05/2025 | CRUS | Buy Now | Cirrus Logic | $99.51 | 15.57% | Tom O'Malley56% | $105 → $115 | Maintains | Equal-Weight | Get Alert |
| 01/31/2025 | KLAC | Buy Now | KLA | $700.00 | 8.57% | Tom O'Malley56% | $700 → $760 | Maintains | Equal-Weight | Get Alert |
| 01/22/2025 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | 23.59% | Tom O'Malley56% | $95 → $105 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | WDC | Buy Now | Western Digital | $40.62 | 96.95% | Tom O'Malley56% | $90 → $80 | Maintains | Overweight | Get Alert |
| 01/17/2025 | SWKS | Buy Now | Skyworks Solutions | $64.14 | 9.14% | Tom O'Malley56% | $80 → $70 | Maintains | Underweight | Get Alert |
| 01/17/2025 | SITM | Buy Now | SiTime | $151.70 | 5.47% | Tom O'Malley56% | $130 → $160 | Maintains | Underweight | Get Alert |
| 01/17/2025 | QRVO | Buy Now | Qorvo | $71.50 | 11.89% | Tom O'Malley56% | $90 → $80 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | QCOM | Buy Now | Qualcomm | $152.40 | 21.39% | Tom O'Malley56% | $200 → $185 | Maintains | Overweight | Get Alert |
| 01/17/2025 | LRCX | Buy Now | Lam Research | $72.25 | 3.81% | Tom O'Malley56% | $90 → $75 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | KLAC | Buy Now | KLA | $700.00 | — | Tom O'Malley56% | $750 → $700 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | INTC | Buy Now | Intel | $22.61 | 1.72% | Tom O'Malley56% | $25 → $23 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | COHR | Buy Now | Coherent | $65.06 | 92.13% | Tom O'Malley56% | $105 → $125 | Maintains | Overweight | Get Alert |
| 01/17/2025 | AVGO | Buy Now | Broadcom | $168.10 | 54.67% | Tom O'Malley56% | $205 → $260 | Maintains | Overweight | Get Alert |
| 01/17/2025 | ALAB | Buy Now | Astera Labs | $60.28 | 123.95% | Tom O'Malley56% | $87 → $135 | Maintains | Overweight | Get Alert |
| 01/17/2025 | AMAT | Buy Now | Applied Mat | $144.70 | 38.22% | Tom O'Malley56% | $225 → $200 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | ADI | Buy Now | Analog Devices | $208.94 | 0.51% | Tom O'Malley56% | $250 → $210 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | AMD | Buy Now | Advanced Micro Devices | $102.40 | 36.72% | Tom O'Malley56% | $170 → $140 | Maintains | Overweight | Get Alert |
| 01/17/2025 | LITE | Buy Now | Lumentum Holdings | $61.96 | 101.75% | Tom O'Malley56% | $80 → $125 | Upgrade | Underweight → Overweight | Get Alert |
| 01/09/2025 | PENG | Buy Now | Penguin Solutions | $17.90 | 28.49% | Tom O'Malley56% | $22 → $23 | Maintains | Overweight | Get Alert |
| 12/20/2024 | MU | Buy Now | Micron Technology | $88.02 | 24.97% | Tom O'Malley56% | $145 → $110 | Maintains | Overweight | Get Alert |
| 12/16/2024 | AVGO | Buy Now | Broadcom | $168.10 | 21.95% | Tom O'Malley56% | $200 → $205 | Maintains | Overweight | Get Alert |
| 11/13/2024 | SWKS | Buy Now | Skyworks Solutions | $64.14 | 24.73% | Tom O'Malley56% | $87 → $80 | Maintains | Underweight | Get Alert |
| 11/11/2024 | LITE | Buy Now | Lumentum Holdings | $61.96 | 29.12% | Tom O'Malley56% | $40 → $80 | Maintains | Underweight | Get Alert |
| 11/08/2024 | SITM | Buy Now | SiTime | $151.70 | -14.3% | Tom O'Malley56% | $90 → $130 | Maintains | Underweight | Get Alert |
| 11/08/2024 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | 62.49% | Tom O'Malley56% | $120 → $160 | Maintains | Overweight | Get Alert |
| 11/08/2024 | COHR | Buy Now | Coherent | $65.06 | 61.39% | Tom O'Malley56% | $85 → $105 | Maintains | Overweight | Get Alert |
| 11/05/2024 | CRUS | Buy Now | Cirrus Logic | $99.51 | 5.52% | Tom O'Malley56% | $120 → $105 | Maintains | Equal-Weight | Get Alert |
| 11/05/2024 | ALAB | Buy Now | Astera Labs | $60.28 | 44.33% | Tom O'Malley56% | $70 → $87 | Maintains | Overweight | Get Alert |
| 10/31/2024 | KLAC | Buy Now | KLA | $700.00 | 7.14% | Tom O'Malley56% | $800 → $750 | Maintains | Equal-Weight | Get Alert |
| 10/30/2024 | QRVO | Buy Now | Qorvo | $71.50 | 25.87% | Tom O'Malley56% | $120 → $90 | Maintains | Equal-Weight | Get Alert |
| 10/30/2024 | AMD | Buy Now | Advanced Micro Devices | $102.40 | 66.02% | Tom O'Malley56% | $180 → $170 | Maintains | Overweight | Get Alert |
| 10/25/2024 | WDC | Buy Now | Western Digital | $40.62 | 121.57% | Tom O'Malley56% | $80 → $90 | Maintains | Overweight | Get Alert |
| 10/16/2024 | PENG | Buy Now | Penguin Solutions | $17.90 | 22.91% | Tom O'Malley56% | $27 → $22 | Maintains | Overweight | Get Alert |
| 10/10/2024 | QRVO | Buy Now | Qorvo | $71.50 | 67.83% | Tom O'Malley56% | $125 → $120 | Maintains | Equal-Weight | Get Alert |
| 10/10/2024 | CRUS | Buy Now | Cirrus Logic | $99.51 | 20.59% | Tom O'Malley56% | $140 → $120 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/10/2024 | SWKS | Buy Now | Skyworks Solutions | $64.14 | 35.64% | Tom O'Malley56% | $115 → $87 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/27/2024 | SITM | Buy Now | SiTime | $151.70 | -40.67% | Tom O'Malley56% | $90 → $90 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/15/2024 | LITE | Buy Now | Lumentum Holdings | $61.96 | -35.44% | Tom O'Malley56% | $38 → $40 | Maintains | Underweight | Get Alert |
| 08/14/2024 | COHR | Buy Now | Coherent | $65.06 | 30.65% | Tom O'Malley56% | $66 → $85 | Maintains | Overweight | Get Alert |
| 08/08/2024 | SITM | Buy Now | SiTime | $151.70 | -40.67% | Tom O'Malley56% | $130 → $90 | Maintains | Equal-Weight | Get Alert |
| 08/07/2024 | CRUS | Buy Now | Cirrus Logic | $99.51 | 40.69% | Tom O'Malley56% | $110 → $140 | Maintains | Overweight | Get Alert |
| 08/07/2024 | ALAB | Buy Now | Astera Labs | $60.28 | 16.12% | Tom O'Malley56% | $85 → $70 | Maintains | Overweight | Get Alert |
| 08/02/2024 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | 21.86% | Tom O'Malley56% | $115 → $120 | Maintains | Overweight | Get Alert |
| 08/01/2024 | QCOM | Buy Now | Qualcomm | $152.40 | 31.23% | Tom O'Malley56% | $185 → $200 | Maintains | Overweight | Get Alert |
| 07/30/2024 | QRVO | Buy Now | Qorvo | $71.50 | 74.83% | Tom O'Malley56% | $100 → $125 | Maintains | Equal-Weight | Get Alert |
| 07/29/2024 | AMD | Buy Now | Advanced Micro Devices | $102.40 | 75.78% | Tom O'Malley56% | $235 → $180 | Maintains | Overweight | Get Alert |
| 07/25/2024 | KLAC | Buy Now | KLA | $700.00 | 14.29% | Tom O'Malley56% | $765 → $800 | Maintains | Equal-Weight | Get Alert |
| 07/24/2024 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | 11.82% | Tom O'Malley56% | $80 → $95 | Maintains | Equal-Weight | Get Alert |
| 07/10/2024 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $24 → $27 | Maintains | Overweight | Get Alert |
| 06/13/2024 | AVGO | Buy Now | Broadcom | $168.10 | 1089.77% | Tom O'Malley56% | $150 → $200 | Maintains | Overweight | Get Alert |
| 06/05/2024 | AMAT | Buy Now | Applied Mat | $144.70 | 55.49% | Tom O'Malley56% | $165 → $225 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/05/2024 | KLAC | Buy Now | KLA | $700.00 | 9.29% | Tom O'Malley56% | $630 → $765 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 05/13/2024 | MU | Buy Now | Micron Technology | $88.02 | 64.74% | Tom O'Malley56% | $120 → $145 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CRUS | Buy Now | Cirrus Logic | $99.51 | 10.54% | Tom O'Malley56% | $95 → $110 | Maintains | Overweight | Get Alert |
| 05/08/2024 | VECO | Buy Now | Veeco Instruments | $20.38 | 71.74% | Tom O'Malley56% | $33 → $35 | Maintains | Equal-Weight | Get Alert |
| 05/07/2024 | LITE | Buy Now | Lumentum Holdings | $61.96 | -38.67% | Tom O'Malley56% | $40 → $38 | Maintains | Underweight | Get Alert |
| 05/03/2024 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | 16.79% | Tom O'Malley56% | $105 → $115 | Maintains | Overweight | Get Alert |
| 05/02/2024 | QCOM | Buy Now | Qualcomm | $152.40 | 21.39% | Tom O'Malley56% | $155 → $185 | Maintains | Overweight | Get Alert |
| 05/02/2024 | QRVO | Buy Now | Qorvo | $71.50 | 39.86% | Tom O'Malley56% | $110 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/26/2024 | KLAC | Buy Now | KLA | $700.00 | -10% | Tom O'Malley56% | $550 → $630 | Maintains | Underweight | Get Alert |
| 04/22/2024 | WDC | Buy Now | Western Digital | $40.62 | 96.95% | Tom O'Malley56% | $70 → $80 | Maintains | Overweight | Get Alert |
| 04/22/2024 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -5.84% | Tom O'Malley56% | $85 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/17/2024 | AVGO | Buy Now | Broadcom | $168.10 | 792.33% | Tom O'Malley56% | $140.5 → $150 | Maintains | Overweight | Get Alert |
| 04/15/2024 | ALAB | Buy Now | Astera Labs | $60.28 | 41.01% | Tom O'Malley56% | → $85 | Initiates | → Overweight | Get Alert |
| 03/20/2024 | AVGO | Buy Now | Broadcom | $168.10 | 735.81% | Tom O'Malley56% | → $140.5 | Reinstates | → Overweight | Get Alert |
| 03/18/2024 | MU | Buy Now | Micron Technology | $88.02 | 36.33% | Tom O'Malley56% | $95 → $120 | Maintains | Overweight | Get Alert |
| 03/04/2024 | AMD | Buy Now | Advanced Micro Devices | $102.40 | 129.49% | Tom O'Malley56% | $200 → $235 | Maintains | Overweight | Get Alert |
| 01/26/2024 | WDC | Buy Now | Western Digital | $40.62 | 72.33% | Tom O'Malley56% | $65 → $70 | Maintains | Overweight | Get Alert |
| 01/26/2024 | KLAC | Buy Now | KLA | $700.00 | -21.43% | Tom O'Malley56% | $500 → $550 | Maintains | Underweight | Get Alert |
| 01/24/2024 | TXN | Buy Now | Texas Instruments | $175.51 | -14.53% | Tom O'Malley56% | $160 → $150 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | VECO | Buy Now | Veeco Instruments | $20.38 | 61.92% | Tom O'Malley56% | $28 → $33 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | TXN | Buy Now | Texas Instruments | $175.51 | -8.84% | Tom O'Malley56% | $165 → $160 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | SITM | Buy Now | SiTime | $151.70 | -14.3% | Tom O'Malley56% | $110 → $130 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | 0.05% | Tom O'Malley56% | $65 → $85 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | QCOM | Buy Now | Qualcomm | $152.40 | 1.71% | Tom O'Malley56% | $140 → $155 | Maintains | Overweight | Get Alert |
| 01/16/2024 | QRVO | Buy Now | Qorvo | $71.50 | 39.86% | Tom O'Malley56% | $95 → $100 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | MRVL | Buy Now | Marvell Tech | $61.65 | 21.66% | Tom O'Malley56% | $70 → $75 | Maintains | Overweight | Get Alert |
| 01/16/2024 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | 6.63% | Tom O'Malley56% | $80 → $105 | Maintains | Overweight | Get Alert |
| 01/16/2024 | LITE | Buy Now | Lumentum Holdings | $61.96 | -27.37% | Tom O'Malley56% | $40 → $45 | Maintains | Underweight | Get Alert |
| 01/16/2024 | KLAC | Buy Now | KLA | $700.00 | -28.57% | Tom O'Malley56% | $425 → $500 | Maintains | Underweight | Get Alert |
| 01/16/2024 | CRUS | Buy Now | Cirrus Logic | $99.51 | -4.53% | Tom O'Malley56% | $90 → $95 | Maintains | Overweight | Get Alert |
| 01/16/2024 | ADI | Buy Now | Analog Devices | $208.94 | -11.46% | Tom O'Malley56% | $180 → $185 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | AMD | Buy Now | Advanced Micro Devices | $102.40 | 95.31% | Tom O'Malley56% | $120 → $200 | Maintains | Overweight | Get Alert |
| 01/16/2024 | WDC | Buy Now | Western Digital | $40.62 | 60.02% | Tom O'Malley56% | $45 → $65 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/16/2024 | COHR | Buy Now | Coherent | $65.06 | -7.78% | Tom O'Malley56% | $38 → $60 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/21/2023 | MU | Buy Now | Micron Technology | $88.02 | 7.93% | Tom O'Malley56% | $85 → $95 | Maintains | Overweight | Get Alert |
| 11/29/2023 | MU | Buy Now | Micron Technology | $88.02 | -3.43% | Tom O'Malley56% | $80 → $85 | Maintains | Overweight | Get Alert |
| 09/19/2023 | CAMT | Buy Now | Camtek | $59.00 | -6.78% | Tom O'Malley56% | $46 → $55 | Maintains | Equal-Weight | Get Alert |
| 09/14/2023 | MU | Buy Now | Micron Technology | $88.02 | -9.11% | Tom O'Malley56% | $75 → $80 | Maintains | Overweight | Get Alert |
| 09/07/2023 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -23.49% | Tom O'Malley56% | → $65 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/17/2023 | COHR | Buy Now | Coherent | $65.06 | -41.59% | Tom O'Malley56% | $45 → $38 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | -18.76% | Tom O'Malley56% | $75 → $80 | Maintains | Overweight | Get Alert |
| 08/01/2023 | CAMT | Buy Now | Camtek | $59.00 | -22.03% | Tom O'Malley56% | $40 → $46 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | CAMT | Buy Now | Camtek | $59.00 | -32.2% | Tom O'Malley56% | $28 → $40 | Maintains | Equal-Weight | Get Alert |
| 07/05/2023 | LITE | Buy Now | Lumentum Holdings | $61.96 | -32.21% | Tom O'Malley56% | $40 → $42 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 07/05/2023 | COHR | Buy Now | Coherent | $65.06 | -30.83% | Tom O'Malley56% | $29 → $45 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/29/2023 | MU | Buy Now | Micron Technology | $88.02 | -14.79% | Tom O'Malley56% | $70 → $75 | Maintains | Overweight | Get Alert |
| 06/14/2023 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $20 → $30 | Maintains | Overweight | Get Alert |
| 05/11/2023 | COHR | Buy Now | Coherent | $65.06 | -55.43% | Tom O'Malley56% | $36 → $29 | Maintains | Underweight | Get Alert |
| 05/10/2023 | LITE | Buy Now | Lumentum Holdings | $61.96 | -35.44% | Tom O'Malley56% | $55 → $40 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/21/2023 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -23.49% | Tom O'Malley56% | $75 → $65 | Maintains | Overweight | Get Alert |
| 04/06/2023 | LITE | Buy Now | Lumentum Holdings | $61.96 | -11.23% | Tom O'Malley56% | $65 → $55 | Maintains | Overweight | Get Alert |
| 02/17/2023 | CAMT | Buy Now | Camtek | $59.00 | -52.54% | Tom O'Malley56% | $26 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/10/2023 | LITE | Buy Now | Lumentum Holdings | $61.96 | 4.91% | Tom O'Malley56% | $70 → $65 | Maintains | Overweight | Get Alert |
| 01/26/2023 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -11.72% | Tom O'Malley56% | $70 → $75 | Maintains | Overweight | Get Alert |
| 01/23/2023 | COHR | Buy Now | Coherent | $65.06 | -44.67% | Tom O'Malley56% | $30 → $36 | Maintains | Underweight | Get Alert |
| 01/04/2023 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $15 → $20 | Maintains | Overweight | Get Alert |
| 11/08/2022 | VECO | Buy Now | Veeco Instruments | $20.38 | -6.77% | Tom O'Malley56% | $22 → $19 | Maintains | Overweight | Get Alert |
| 10/27/2022 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -41.15% | Tom O'Malley56% | $65 → $50 | Maintains | Equal-Weight | Get Alert |
| 10/24/2022 | VECO | Buy Now | Veeco Instruments | $20.38 | 7.95% | Tom O'Malley56% | $24 → $22 | Maintains | Overweight | Get Alert |
| 10/24/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $22 → $15 | Maintains | Overweight | Get Alert |
| 10/24/2022 | LITE | Buy Now | Lumentum Holdings | $61.96 | 29.12% | Tom O'Malley56% | $95 → $80 | Maintains | Overweight | Get Alert |
| 10/24/2022 | COHR | Buy Now | Coherent | $65.06 | -53.89% | Tom O'Malley56% | $47 → $30 | Maintains | Underweight | Get Alert |
| 09/28/2022 | VECO | Buy Now | Veeco Instruments | $20.38 | 17.76% | Tom O'Malley56% | $26 → $24 | Maintains | Overweight | Get Alert |
| 09/28/2022 | CAMT | Buy Now | Camtek | $59.00 | -55.93% | Tom O'Malley56% | $32 → $26 | Maintains | Equal-Weight | Get Alert |
| 09/19/2022 | WDC | Buy Now | Western Digital | $40.62 | -1.53% | Tom O'Malley56% | $55 → $40 | Maintains | Equal-Weight | Get Alert |
| 09/01/2022 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -23.49% | Tom O'Malley56% | $70 → $65 | Maintains | Equal-Weight | Get Alert |
| 07/25/2022 | VECO | Buy Now | Veeco Instruments | $20.38 | 27.58% | Tom O'Malley56% | $32 → $26 | Maintains | Overweight | Get Alert |
| 07/25/2022 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | -33.99% | Tom O'Malley56% | $75 → $65 | Maintains | Overweight | Get Alert |
| 07/25/2022 | LITE | Buy Now | Lumentum Holdings | $61.96 | 53.33% | Tom O'Malley56% | $100 → $95 | Maintains | Overweight | Get Alert |
| 07/25/2022 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley56% | $65 → $47 | Maintains | Underweight | Get Alert |
| 07/20/2022 | WDC | Buy Now | Western Digital | $40.62 | 35.4% | Tom O'Malley56% | $65 → $55 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $30 → $22 | Maintains | Overweight | Get Alert |
| 06/28/2022 | MU | Buy Now | Micron Technology | $88.02 | -14.79% | Tom O'Malley56% | $105 → $75 | Maintains | Overweight | Get Alert |
| 06/21/2022 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | -17.61% | Tom O'Malley56% | $85 → $70 | Maintains | Equal-Weight | Get Alert |
| 04/29/2022 | WDC | Buy Now | Western Digital | $40.62 | 60.02% | Tom O'Malley56% | $60 → $65 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | CAMT | Buy Now | Camtek | $59.00 | -32.2% | Tom O'Malley56% | $50 → $40 | Maintains | Overweight | Get Alert |
| 04/25/2022 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | 0.05% | Tom O'Malley56% | $100 → $85 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | -23.83% | Tom O'Malley56% | $90 → $75 | Maintains | Overweight | Get Alert |
| 04/25/2022 | LITE | Buy Now | Lumentum Holdings | $61.96 | 61.4% | Tom O'Malley56% | $105 → $100 | Maintains | Overweight | Get Alert |
| 04/06/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $35 → $30 | Maintains | Overweight | Get Alert |
| 01/28/2022 | WDC | Buy Now | Western Digital | $40.62 | 47.71% | Tom O'Malley56% | $65 → $60 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | CAMT | Buy Now | Camtek | $59.00 | -15.25% | Tom O'Malley56% | $43 → $50 | Maintains | Overweight | Get Alert |
| 01/05/2022 | SGH | Buy Now | SMART Glb Hldgs | — | — | Tom O'Malley56% | $30 → $41 | Maintains | Overweight | Get Alert |
| 11/05/2021 | MTSI | Buy Now | MACOM Technology Solns | $98.47 | -13.68% | Tom O'Malley56% | $75 → $85 | Maintains | Overweight | Get Alert |
| 11/05/2021 | LITE | Buy Now | Lumentum Holdings | $61.96 | 61.4% | Tom O'Malley56% | $90 → $100 | Maintains | Overweight | Get Alert |
| 10/04/2021 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley56% | $65 → $56 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/09/2021 | STX | Buy Now | Seagate Tech Hldgs | $84.96 | 0.05% | Tom O'Malley56% | $70 → $85 | Maintains | Underweight | Get Alert |
| 06/09/2021 | CAMT | Buy Now | Camtek | $59.00 | -27.12% | Tom O'Malley56% | → $43 | Initiates | → Overweight | Get Alert |
| 05/18/2021 | IIVI | Buy Now | II-VI | — | — | Tom O'Malley56% | $105 → $65 | Downgrade | Overweight → Equal-Weight | Get Alert |
