Mark Lipacis
Stock Analyst at Evercore ISI Group
(4.91)
# 52
Out of 4,435 analysts
101
Total ratings
70.59%
Success rate
25.05%
Average return
Main Sectors:
33 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology | Maintains: Outperform | $88 → $91 | $68.81 | +32.25% | 6 | May 31, 2024 | |
| NVDA NVIDIA | Maintains: Outperform | $1,160 → $1,310 | $1,096.33 | +19.49% | 12 | May 23, 2024 | |
| TXN Texas Instruments | Downgrades: Hold | $200 → $175 | $195.01 | -10.26% | 16 | May 13, 2024 | |
| ONTO Onto Innovation | Maintains: Outperform | $235 → $250 | $216.70 | +15.37% | 2 | May 10, 2024 | |
| ARM Arm Holdings | Maintains: Outperform | $156 → $145 | $120.52 | +20.31% | 3 | May 9, 2024 | |
| NXPI NXP Semiconductors | Maintains: Outperform | $300 → $370 | $272.10 | +35.98% | 4 | May 1, 2024 | |
| AMD Advanced Micro Devices | Maintains: Outperform | $200 → $193 | $166.90 | +15.64% | 4 | May 1, 2024 | |
| INTC Intel | Maintains: In-Line | $40 → $36 | $30.85 | +16.69% | 8 | Apr 26, 2024 | |
| MCHP Microchip Technology | Initiates: Outperform | $106 | $97.23 | +9.02% | 5 | Apr 16, 2024 | |
| QCOM QUALCOMM | Initiates: In-Line | $177 | $204.05 | -13.26% | 1 | Apr 16, 2024 | |
| TER Teradyne | Initiates: Outperform | $130 | $140.94 | -7.76% | 1 | Apr 16, 2024 | |
| KLAC KLA Corporation | Initiates: Outperform | $800 | $759.53 | +5.33% | 2 | Apr 16, 2024 | |
| AMAT Applied Materials | Initiates: Outperform | $260 | $215.08 | +20.89% | 1 | Apr 16, 2024 | |
| PI Impinj | Initiates: Outperform | $160 | $163.67 | -2.24% | 3 | Apr 16, 2024 | |
| LRCX Lam Research | Initiates: Outperform | $1,200 | $932.44 | +28.69% | 1 | Apr 16, 2024 | |
| CAMT Camtek | Initiates: Outperform | $100 | $102.41 | -2.35% | 1 | Apr 16, 2024 | |
| ALGM Allegro MicroSystems | Initiates: Outperform | $36 | $30.14 | +19.44% | 1 | Apr 16, 2024 | |
| ON ON Semiconductor | Initiates: Outperform | $104 | $73.04 | +42.39% | 5 | Apr 16, 2024 | |
| NVMI Nova Ltd. | Initiates: Outperform | $210 | $208.65 | +0.65% | 1 | Apr 16, 2024 | |
| ADI Analog Devices | Initiates: Outperform | $254 | $234.49 | +8.32% | 1 | Apr 16, 2024 | |
| GFS GlobalFoundries | Initiates: Outperform | $71 | $49.00 | +44.90% | 2 | Apr 16, 2024 | |
| MTSI MACOM Technology Solutions Holdings | Initiates: Outperform | $120 | $101.14 | +18.65% | 2 | Apr 16, 2024 | |
| ALAB Astera Labs | Initiates: Outperform | $100 | $64.54 | +54.94% | 1 | Apr 16, 2024 | |
| RMBS Rambus | Maintains: Buy | $65 → $66 | $55.26 | +19.44% | 2 | Aug 1, 2023 | |
| STM ST Microelectronics | Upgrades: Hold | n/a | $41.97 | - | 2 | Jul 12, 2023 | |
| LSCC Lattice Semiconductor | Maintains: Buy | $96 → $102 | $74.24 | +37.39% | 5 | May 16, 2023 | |
| LAZR Luminar Technologies | Assumes: Buy | $12 | $1.64 | +631.71% | 1 | Apr 25, 2023 | |
| IDCC InterDigital | Initiates: Buy | $80 | $113.87 | -29.74% | 1 | Dec 9, 2022 | |
| TSEM Tower Semiconductor | Maintains: Buy | n/a | $37.54 | - | 1 | Dec 8, 2021 | |
| AIP Arteris | Initiates: Buy | n/a | $8.17 | - | 1 | Nov 22, 2021 | |
| NVTS Navitas Semiconductor | Initiates: Buy | n/a | $3.91 | - | 1 | Nov 15, 2021 | |
| SKYT SkyWater Technology | Downgrades: Hold | n/a | $7.56 | - | 2 | Aug 5, 2021 | |
| AVGO Broadcom | Maintains: Buy | n/a | $1,328.55 | - | 2 | Jun 8, 2018 |
Marvell Technology
May 31, 2024
Maintains: Outperform
Price Target: $88 → $91
Current: $68.81
Upside: +32.25%
NVIDIA
May 23, 2024
Maintains: Outperform
Price Target: $1,160 → $1,310
Current: $1,096.33
Upside: +19.49%
Texas Instruments
May 13, 2024
Downgrades: Hold
Price Target: $200 → $175
Current: $195.01
Upside: -10.26%
Onto Innovation
May 10, 2024
Maintains: Outperform
Price Target: $235 → $250
Current: $216.70
Upside: +15.37%
Arm Holdings
May 9, 2024
Maintains: Outperform
Price Target: $156 → $145
Current: $120.52
Upside: +20.31%
NXP Semiconductors
May 1, 2024
Maintains: Outperform
Price Target: $300 → $370
Current: $272.10
Upside: +35.98%
Advanced Micro Devices
May 1, 2024
Maintains: Outperform
Price Target: $200 → $193
Current: $166.90
Upside: +15.64%
Intel
Apr 26, 2024
Maintains: In-Line
Price Target: $40 → $36
Current: $30.85
Upside: +16.69%
Microchip Technology
Apr 16, 2024
Initiates: Outperform
Price Target: $106
Current: $97.23
Upside: +9.02%
QUALCOMM
Apr 16, 2024
Initiates: In-Line
Price Target: $177
Current: $204.05
Upside: -13.26%
Teradyne
Apr 16, 2024
Initiates: Outperform
Price Target: $130
Current: $140.94
Upside: -7.76%
KLA Corporation
Apr 16, 2024
Initiates: Outperform
Price Target: $800
Current: $759.53
Upside: +5.33%
Applied Materials
Apr 16, 2024
Initiates: Outperform
Price Target: $260
Current: $215.08
Upside: +20.89%
Impinj
Apr 16, 2024
Initiates: Outperform
Price Target: $160
Current: $163.67
Upside: -2.24%
Lam Research
Apr 16, 2024
Initiates: Outperform
Price Target: $1,200
Current: $932.44
Upside: +28.69%
Camtek
Apr 16, 2024
Initiates: Outperform
Price Target: $100
Current: $102.41
Upside: -2.35%
Allegro MicroSystems
Apr 16, 2024
Initiates: Outperform
Price Target: $36
Current: $30.14
Upside: +19.44%
ON Semiconductor
Apr 16, 2024
Initiates: Outperform
Price Target: $104
Current: $73.04
Upside: +42.39%
Nova Ltd.
Apr 16, 2024
Initiates: Outperform
Price Target: $210
Current: $208.65
Upside: +0.65%
Analog Devices
Apr 16, 2024
Initiates: Outperform
Price Target: $254
Current: $234.49
Upside: +8.32%
GlobalFoundries
Apr 16, 2024
Initiates: Outperform
Price Target: $71
Current: $49.00
Upside: +44.90%
MACOM Technology Solutions Holdings
Apr 16, 2024
Initiates: Outperform
Price Target: $120
Current: $101.14
Upside: +18.65%
Astera Labs
Apr 16, 2024
Initiates: Outperform
Price Target: $100
Current: $64.54
Upside: +54.94%
Rambus
Aug 1, 2023
Maintains: Buy
Price Target: $65 → $66
Current: $55.26
Upside: +19.44%
ST Microelectronics
Jul 12, 2023
Upgrades: Hold
Price Target: n/a
Current: $41.97
Upside: -
Lattice Semiconductor
May 16, 2023
Maintains: Buy
Price Target: $96 → $102
Current: $74.24
Upside: +37.39%
Luminar Technologies
Apr 25, 2023
Assumes: Buy
Price Target: $12
Current: $1.64
Upside: +631.71%
InterDigital
Dec 9, 2022
Initiates: Buy
Price Target: $80
Current: $113.87
Upside: -29.74%
Tower Semiconductor
Dec 8, 2021
Maintains: Buy
Price Target: n/a
Current: $37.54
Upside: -
Arteris
Nov 22, 2021
Initiates: Buy
Price Target: n/a
Current: $8.17
Upside: -
Navitas Semiconductor
Nov 15, 2021
Initiates: Buy
Price Target: n/a
Current: $3.91
Upside: -
SkyWater Technology
Aug 5, 2021
Downgrades: Hold
Price Target: n/a
Current: $7.56
Upside: -
Broadcom
Jun 8, 2018
Maintains: Buy
Price Target: n/a
Current: $1,328.55
Upside: -