Albemarle, Onto, Qorvo, JPMorgan, Skyworks Trending With Analysts

Analysts are intrested in these 5 stocks: ( (ALB) ), ( (ONTO) ), ( (QRVO) ) and ( (JPM) ). Here is a breakdown of their recent ratings and the rationale behind them.

Albemarle is suddenly on the defensive after a powerful rally, with Baird analyst Ben Kallo stepping back from a bullish view and cutting the stock to a Hold rating while keeping a $210 target. He argues that the share price, up sharply versus the S&P 500, already reflects optimism on lithium demand helped by peer CATL’s upbeat results and may not fully price in the risks of new supply coming online.

Kallo remains positive on long-term demand for energy storage and specialty chemicals, but warns that rising lithium prices could tempt higher-cost production back into the market and cap future gains. With Albemarle trading above many peers on EV/EBITDA and fresh signs of supply returning from places like Zimbabwe, he thinks investors may hesitate to keep paying a premium while the global supply picture remains cloudy.

Onto Innovation is moving back into the spotlight as Stifel’s Brian Chin upgrades the stock to Buy and lifts his price target to $350, arguing that the market is underestimating its growth story. He says the key catalyst came when Onto’s new Gen5 Dragonfly inspection system won qualification for advanced packaging at a major customer, and his field checks indicate that customer is none other than TSMC.

Chin believes this TSMC “new tool” approval, plus likely wins at SK Hynix and potential volume deals with Samsung, rebuilds confidence that Onto sits squarely on the roadmaps of top chipmakers. With revenue and earnings estimates rising and the stock still trading at a sizable P/E discount to semiconductor equipment peers, he sees room for a re-rating as wafer fab equipment spending accelerates into 2027.

Qorvo, by contrast, is being treated more like a bond proxy than a growth play as it heads toward a merger with Skyworks. Wolfe Research’s Chris Caso has cut the stock to a neutral “Peer Perform” stance, explaining that once the deal closes, Qorvo’s shares are likely to move largely in tandem with Skyworks, limiting the benefit of stock picking in QRVO itself.

Caso views the takeover as a defensive combination in a maturing smartphone RF market, where winning extra content is harder and growth is modest at best. With Qorvo ending earnings calls and guidance ahead of an expected 2027 close, he sees a business focusing on profitability over expansion, with defense and high-performance analog providing growth but overall revenues projected to be only flat to slightly down in the coming fiscal year.

JPMorgan Chase is again proving why many see it as the bellwether of global banking, with Phillip Securities’ Glenn Thum upgrading the stock to Buy and raising his target price to $335. The move follows first-quarter profit that jumped 13% year-on-year to $16.5 billion, driven by record trading revenue and a sharp rebound in investment banking fees.

Thum notes that even as net interest margins edged lower, JPMorgan still managed to grow interest income on the back of rising loan and card balances. With fee income from markets, asset management, and advisory services now powering a broader earnings engine, and the bank delivering top-tier returns on equity while returning capital through dividends and buybacks, he believes investors are being well-compensated for paying above-average valuation multiples.