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Tom O'Malley

Stock Analyst at Barclays

Total Price Targets
136
Stocks Covered
34
Sectors
Technology
Most Recent
Feb 19, 2026

Notable Calls (Last 12 Months)

Most Bullish

  • CRDO+65.8%
    Credo Technology Group Holding Ltd
    $260.00 targetJan 15, 2026
  • WDC+44.8%
    Western Digital Corporation
    $200.00 targetOct 31, 2025
  • AMD+44.0%
    Advanced Micro Devices, Inc.
    $300.00 targetOct 6, 2025

Most Bearish

  • TXN-27.6%
    Texas Instruments Incorporated
    $140.00 targetJan 15, 2026
  • CRUS-26.7%
    Cirrus Logic, Inc.
    $95.00 targetNov 5, 2025
  • SLAB-20.8%
    Silicon Laboratories Inc.
    $100.00 targetMay 14, 2025

Stocks Covered by Tom O'Malley

SymbolCompanyLatest TargetCurrent PriceUpside# TargetsLast Updated
CAMTCamtek Ltd.$175.00$188.38-7.1%4Feb 19, 2026
ADIAnalog Devices, Inc.$430.00$398.13+8.0%6Feb 19, 2026
AMATApplied Materials, Inc.$450.00$390.80+15.1%5Feb 13, 2026
ONON Semiconductor Corporation$75.00$102.85-27.1%1Feb 12, 2026
MCHPMicrochip Technology Incorporated$80.00$94.00-14.9%1Feb 12, 2026
SLABSilicon Laboratories Inc.$231.00$218.01+6.0%4Feb 5, 2026
COHRCoherent, Inc.$235.00$329.52-28.7%5Feb 5, 2026
SITMSiTime Corporation$400.00$556.42-28.1%3Feb 5, 2026
LITELumentum Holdings Inc.$475.00$947.06-49.8%7Feb 5, 2026
CRUSCirrus Logic, Inc.$110.00$163.61-32.8%6Feb 4, 2026
SNDKSandisk Corporation$750.00$1161.38-35.4%2Feb 2, 2026
WDCWestern Digital Corporation$325.00$430.37-24.5%5Jan 30, 2026
ALGMAllegro MicroSystems, Inc.$46.00$48.64-5.4%2Jan 30, 2026
KLACKLA Corporation$1700.00$1727.98-1.6%7Jan 30, 2026
LRCXLam Research Corporation$250.00$257.77-3.0%6Jan 29, 2026
TXNTexas Instruments Incorporated$175.00$281.46-37.8%5Jan 28, 2026
STXSeagate Technology Holdings plc$425.00$720.24-41.0%4Jan 28, 2026
NXPINXP Semiconductors N.V.$255.00$295.04-13.6%3Jan 15, 2026
INTCIntel Corporation$45.00$99.64-54.8%3Jan 15, 2026
ALABAstera Labs, Inc. Common Stock$165.00$201.03-17.9%5Jan 15, 2026
MTSIMACOM Technology Solutions Holdings, Inc.$265.00$283.23-6.4%2Jan 15, 2026
MUMicron Technology, Inc.$450.00$541.48-16.9%10Jan 15, 2026
CRDOCredo Technology Group Holding Ltd$260.00$183.72+41.5%7Jan 15, 2026
SWKSSkyworks Solutions, Inc.$60.00$69.09-13.2%5Jan 15, 2026
SYNASynaptics Incorporated$100.00$96.02+4.2%2Jan 15, 2026
AVGOBroadcom Inc.$500.00$422.11+18.5%6Dec 12, 2025
MRVLMarvell Technology, Inc.$105.00$164.79-36.3%2Dec 3, 2025
NVDANVIDIA Corporation$275.00$199.56+37.8%5Nov 20, 2025
VECOVeeco Instruments Inc.$30.00$50.28-40.3%1Oct 6, 2025
AMDAdvanced Micro Devices, Inc.$300.00$359.87-16.6%4Oct 6, 2025
QRVOQorvo, Inc.$60.00$93.15-35.6%4Apr 22, 2025
PENGPenguin Solutions, Inc.$23.00$31.19-26.3%2Jan 9, 2025
QCOMQUALCOMM Incorporated$200.00$176.75+13.2%1Aug 1, 2024
PEGAPegasystems Inc.$158.00$36.38+334.3%1Jul 5, 2023

Recent Activity

  • Feb 19, 2026— Set$430.00price target onADI(Analog Devices, Inc.)
  • Feb 19, 2026— Set$175.00price target onCAMT(Camtek Ltd.)
  • Feb 13, 2026— Set$450.00price target onAMAT(Applied Materials, Inc.)
  • Feb 12, 2026— Set$375.00price target onADI(Analog Devices, Inc.)
  • Feb 12, 2026— Set$75.00price target onON(ON Semiconductor Corporation)
  • Feb 12, 2026— Set$80.00price target onMCHP(Microchip Technology Incorporated)
  • Feb 5, 2026— Set$235.00price target onCOHR(Coherent, Inc.)
  • Feb 5, 2026— Set$475.00price target onLITE(Lumentum Holdings Inc.)
  • Feb 5, 2026— Set$400.00price target onSITM(SiTime Corporation)
  • Feb 5, 2026— Set$231.00price target onSLAB(Silicon Laboratories Inc.)
  • Feb 4, 2026— Set$110.00price target onCRUS(Cirrus Logic, Inc.)
  • Feb 2, 2026— Set$750.00price target onSNDK(Sandisk Corporation)
  • Jan 30, 2026— Set$46.00price target onALGM(Allegro MicroSystems, Inc.)
  • Jan 30, 2026— Set$325.00price target onWDC(Western Digital Corporation)
  • Jan 30, 2026— Set$1700.00price target onKLAC(KLA Corporation)
  • Jan 29, 2026— Set$250.00price target onLRCX(Lam Research Corporation)
  • Jan 28, 2026— Set$425.00price target onSTX(Seagate Technology Holdings plc)
  • Jan 28, 2026— Set$175.00price target onTXN(Texas Instruments Incorporated)
  • Jan 15, 2026— Set$155.00price target onCAMT(Camtek Ltd.)
  • Jan 15, 2026— Set$260.00price target onCRDO(Credo Technology Group Holding Ltd)

Frequently Asked Questions

Who is Tom O'Malley?

Tom O'Malley is a stock analyst at Barclays covering 34 stocks primarily in Technology. They have issued 136 price targets since Jun 28, 2022.

What stocks does Tom O'Malley cover?

Tom O'Malley currently covers 34 stocks, including MU, LITE, KLAC, CRDO, ADI.

What is Tom O'Malley's latest price target?

Tom O'Malley's most recent price target was $430.00 on ADI (Analog Devices, Inc.), set on Feb 19, 2026.

What is Tom O'Malley's highest price target?

Tom O'Malley's highest issued price target is $1700.00 on KLAC, set on Jan 30, 2026.

Coverage based on publicly published price targets. Not investment advice.