Timothy Arcuri
Stock Analyst at UBS
(4.86)
# 28
Out of 5,180 analysts
408
Total ratings
67.07%
Success rate
33.68%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MU Micron Technology | Maintains: Buy | $475 → $510 | $367.85 | +38.64% | 36 | Mar 19, 2026 | |
| MRVL Marvell Technology | Maintains: Buy | $115 → $120 | $106.71 | +12.45% | 17 | Feb 23, 2026 | |
| ADI Analog Devices | Maintains: Buy | $400 → $430 | $320.58 | +34.13% | 13 | Feb 19, 2026 | |
| ARM Arm Holdings | Maintains: Buy | $175 → $170 | $155.07 | +9.63% | 8 | Feb 5, 2026 | |
| SITM SiTime | Maintains: Buy | $430 → $485 | $354.33 | +36.88% | 5 | Feb 5, 2026 | |
| ALGM Allegro MicroSystems | Maintains: Buy | $40 → $44 | $33.30 | +32.13% | 8 | Jan 30, 2026 | |
| LRCX Lam Research | Maintains: Buy | $255 → $275 | $222.01 | +23.87% | 25 | Jan 29, 2026 | |
| TXN Texas Instruments | Maintains: Buy | $245 → $260 | $196.30 | +32.45% | 29 | Jan 28, 2026 | |
| STX Seagate Technology Holdings | Maintains: Neutral | $335 → $385 | $423.12 | -9.01% | 9 | Jan 28, 2026 | |
| QCOM QUALCOMM | Maintains: Neutral | $185 → $160 | $127.28 | +25.71% | 11 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $200 → $190 | $101.94 | +86.38% | 2 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $200 → $275 | $312.20 | -11.92% | 32 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $330 | $210.21 | +56.99% | 25 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $49 → $52 | $48.03 | +8.27% | 20 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,260 → $1,635 | $1,519.84 | +7.58% | 23 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $145 → $230 | $297.73 | -22.75% | 12 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $80 → $63 | $53.22 | +18.38% | 15 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $108 → $87 | $77.07 | +12.88% | 14 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $90 → $145 | $118.71 | +22.15% | 9 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $472 → $475 | $313.49 | +51.52% | 20 | Dec 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $250 → $285 | $353.80 | -19.45% | 26 | Nov 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $175.75 | +33.71% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $26.93 | +18.83% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $80.04 | +6.20% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $44.24 | -16.37% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $255.63 | -89.61% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $63.50 | -55.91% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $47.81 | - | 1 | Jan 3, 2017 |
Micron Technology
Mar 19, 2026
Maintains: Buy
Price Target: $475 → $510
Current: $367.85
Upside: +38.64%
Marvell Technology
Feb 23, 2026
Maintains: Buy
Price Target: $115 → $120
Current: $106.71
Upside: +12.45%
Analog Devices
Feb 19, 2026
Maintains: Buy
Price Target: $400 → $430
Current: $320.58
Upside: +34.13%
Arm Holdings
Feb 5, 2026
Maintains: Buy
Price Target: $175 → $170
Current: $155.07
Upside: +9.63%
SiTime
Feb 5, 2026
Maintains: Buy
Price Target: $430 → $485
Current: $354.33
Upside: +36.88%
Allegro MicroSystems
Jan 30, 2026
Maintains: Buy
Price Target: $40 → $44
Current: $33.30
Upside: +32.13%
Lam Research
Jan 29, 2026
Maintains: Buy
Price Target: $255 → $275
Current: $222.01
Upside: +23.87%
Texas Instruments
Jan 28, 2026
Maintains: Buy
Price Target: $245 → $260
Current: $196.30
Upside: +32.45%
Seagate Technology Holdings
Jan 28, 2026
Maintains: Neutral
Price Target: $335 → $385
Current: $423.12
Upside: -9.01%
QUALCOMM
Jan 26, 2026
Maintains: Neutral
Price Target: $185 → $160
Current: $127.28
Upside: +25.71%
Jan 26, 2026
Maintains: Neutral
Price Target: $200 → $190
Current: $101.94
Upside: +86.38%
Jan 26, 2026
Maintains: Buy
Price Target: $200 → $275
Current: $312.20
Upside: -11.92%
Jan 26, 2026
Maintains: Buy
Price Target: $300 → $330
Current: $210.21
Upside: +56.99%
Jan 23, 2026
Maintains: Neutral
Price Target: $49 → $52
Current: $48.03
Upside: +8.27%
Jan 20, 2026
Maintains: Neutral
Price Target: $1,260 → $1,635
Current: $1,519.84
Upside: +7.58%
Jan 20, 2026
Maintains: Neutral
Price Target: $145 → $230
Current: $297.73
Upside: -22.75%
Jan 20, 2026
Maintains: Neutral
Price Target: $80 → $63
Current: $53.22
Upside: +18.38%
Jan 20, 2026
Maintains: Neutral
Price Target: $108 → $87
Current: $77.07
Upside: +12.88%
Jan 15, 2026
Upgrades: Buy
Price Target: $90 → $145
Current: $118.71
Upside: +22.15%
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $313.49
Upside: +51.52%
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $353.80
Upside: -19.45%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $175.75
Upside: +33.71%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $26.93
Upside: +18.83%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $80.04
Upside: +6.20%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $44.24
Upside: -16.37%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $255.63
Upside: -89.61%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $63.50
Upside: -55.91%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $47.81
Upside: -