Timothy Arcuri
Stock Analyst at UBS
(4.92)
# 43
Out of 5,115 analysts
401
Total ratings
70.46%
Success rate
35.26%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ALGM Allegro MicroSystems | Maintains: Buy | $40 → $44 | $36.91 | +19.21% | 8 | Jan 30, 2026 | |
| LRCX Lam Research | Maintains: Buy | $255 → $275 | $233.46 | +17.79% | 25 | Jan 29, 2026 | |
| TXN Texas Instruments | Maintains: Buy | $245 → $260 | $215.55 | +20.62% | 29 | Jan 28, 2026 | |
| STX Seagate Technology Holdings | Maintains: Neutral | $335 → $385 | $407.69 | -5.57% | 9 | Jan 28, 2026 | |
| QCOM QUALCOMM | Maintains: Neutral | $185 → $160 | $151.59 | +5.55% | 11 | Jan 26, 2026 | |
| PI Impinj | Maintains: Neutral | $200 → $190 | $138.10 | +37.58% | 2 | Jan 26, 2026 | |
| ARM Arm Holdings | Maintains: Buy | $195 → $175 | $105.36 | +66.10% | 7 | Jan 26, 2026 | |
| TER Teradyne | Maintains: Buy | $200 → $275 | $241.05 | +14.08% | 32 | Jan 26, 2026 | |
| SITM SiTime | Maintains: Buy | $375 → $430 | $363.11 | +18.42% | 4 | Jan 26, 2026 | |
| AMD Advanced Micro Devices | Maintains: Buy | $300 → $330 | $236.73 | +39.40% | 25 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $49 → $52 | $46.47 | +11.90% | 20 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,260 → $1,635 | $1,427.94 | +14.50% | 23 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $145 → $230 | $250.23 | -8.08% | 12 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $80 → $63 | $55.76 | +12.98% | 15 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $108 → $87 | $78.11 | +11.38% | 14 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $90 → $145 | $118.07 | +22.81% | 9 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $400 | $414.88 | -3.59% | 34 | Jan 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $472 → $475 | $331.30 | +43.37% | 20 | Dec 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $280 → $320 | $310.88 | +2.93% | 12 | Dec 8, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $250 → $285 | $322.32 | -11.58% | 26 | Nov 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $105 → $110 | $78.92 | +39.38% | 15 | Nov 24, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $191.13 | +22.95% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $30.39 | +5.30% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $79.75 | +6.58% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $42.20 | -12.32% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $259.48 | -89.76% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $43.68 | -35.90% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $30.34 | - | 1 | Jan 3, 2017 |
Allegro MicroSystems
Jan 30, 2026
Maintains: Buy
Price Target: $40 → $44
Current: $36.91
Upside: +19.21%
Lam Research
Jan 29, 2026
Maintains: Buy
Price Target: $255 → $275
Current: $233.46
Upside: +17.79%
Texas Instruments
Jan 28, 2026
Maintains: Buy
Price Target: $245 → $260
Current: $215.55
Upside: +20.62%
Seagate Technology Holdings
Jan 28, 2026
Maintains: Neutral
Price Target: $335 → $385
Current: $407.69
Upside: -5.57%
QUALCOMM
Jan 26, 2026
Maintains: Neutral
Price Target: $185 → $160
Current: $151.59
Upside: +5.55%
Impinj
Jan 26, 2026
Maintains: Neutral
Price Target: $200 → $190
Current: $138.10
Upside: +37.58%
Arm Holdings
Jan 26, 2026
Maintains: Buy
Price Target: $195 → $175
Current: $105.36
Upside: +66.10%
Teradyne
Jan 26, 2026
Maintains: Buy
Price Target: $200 → $275
Current: $241.05
Upside: +14.08%
SiTime
Jan 26, 2026
Maintains: Buy
Price Target: $375 → $430
Current: $363.11
Upside: +18.42%
Advanced Micro Devices
Jan 26, 2026
Maintains: Buy
Price Target: $300 → $330
Current: $236.73
Upside: +39.40%
Jan 23, 2026
Maintains: Neutral
Price Target: $49 → $52
Current: $46.47
Upside: +11.90%
Jan 20, 2026
Maintains: Neutral
Price Target: $1,260 → $1,635
Current: $1,427.94
Upside: +14.50%
Jan 20, 2026
Maintains: Neutral
Price Target: $145 → $230
Current: $250.23
Upside: -8.08%
Jan 20, 2026
Maintains: Neutral
Price Target: $80 → $63
Current: $55.76
Upside: +12.98%
Jan 20, 2026
Maintains: Neutral
Price Target: $108 → $87
Current: $78.11
Upside: +11.38%
Jan 15, 2026
Upgrades: Buy
Price Target: $90 → $145
Current: $118.07
Upside: +22.81%
Jan 7, 2026
Maintains: Buy
Price Target: $300 → $400
Current: $414.88
Upside: -3.59%
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $331.30
Upside: +43.37%
Dec 8, 2025
Maintains: Buy
Price Target: $280 → $320
Current: $310.88
Upside: +2.93%
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $322.32
Upside: -11.58%
Nov 24, 2025
Maintains: Buy
Price Target: $105 → $110
Current: $78.92
Upside: +39.38%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $191.13
Upside: +22.95%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $30.39
Upside: +5.30%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $79.75
Upside: +6.58%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $42.20
Upside: -12.32%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $259.48
Upside: -89.76%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $43.68
Upside: -35.90%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $30.34
Upside: -