Timothy Arcuri
Stock Analyst at UBS
(4.83)
# 82
Out of 5,114 analysts
380
Total ratings
66.23%
Success rate
26.67%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MU Micron Technology | Maintains: Buy | $295 → $300 | $265.92 | +12.82% | 33 | Dec 18, 2025 | |
| AVGO Broadcom | Maintains: Buy | $472 → $475 | $340.36 | +39.56% | 20 | Dec 15, 2025 | |
| ADI Analog Devices | Maintains: Buy | $280 → $320 | $274.44 | +16.60% | 12 | Dec 8, 2025 | |
| LRCX Lam Research | Maintains: Buy | $165 → $175 | $172.27 | +1.58% | 22 | Nov 25, 2025 | |
| AMAT Applied Materials | Upgrades: Buy | $250 → $285 | $256.41 | +11.15% | 26 | Nov 25, 2025 | |
| MRVL Marvell Technology | Maintains: Buy | $105 → $110 | $84.09 | +30.81% | 15 | Nov 24, 2025 | |
| PI Impinj | Initiates: Neutral | $200 | $173.18 | +15.49% | 1 | Nov 7, 2025 | |
| ARM Arm Holdings | Maintains: Buy | $200 → $195 | $114.03 | +71.01% | 6 | Nov 6, 2025 | |
| SITM SiTime | Maintains: Buy | $355 → $375 | $366.61 | +2.29% | 3 | Nov 6, 2025 | |
| QCOM QUALCOMM | Maintains: Neutral | $175 → $185 | $175.25 | +5.56% | 10 | Nov 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $265 → $300 | $213.43 | +40.56% | 24 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $85 → $80 | $64.68 | +23.69% | 14 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $135 → $145 | $181.08 | -19.92% | 11 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $38 → $40 | $26.70 | +49.81% | 7 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $165 → $200 | $195.18 | +2.47% | 31 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,135 → $1,260 | $1,245.67 | +1.15% | 22 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $100 → $108 | $85.63 | +26.12% | 13 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $180.99 | +29.84% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $235 → $230 | $296.36 | -22.39% | 7 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $30.37 | +5.37% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $72.97 | +16.49% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $35 → $40 | $36.82 | +8.64% | 18 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $36.63 | +1.01% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $95 → $90 | $84.06 | +7.07% | 8 | Jul 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $245 → $255 | $176.29 | +44.65% | 28 | Jul 14, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $273.67 | -90.29% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $25.60 | +9.38% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $17.62 | - | 1 | Jan 3, 2017 |
Micron Technology
Dec 18, 2025
Maintains: Buy
Price Target: $295 → $300
Current: $265.92
Upside: +12.82%
Broadcom
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $340.36
Upside: +39.56%
Analog Devices
Dec 8, 2025
Maintains: Buy
Price Target: $280 → $320
Current: $274.44
Upside: +16.60%
Lam Research
Nov 25, 2025
Maintains: Buy
Price Target: $165 → $175
Current: $172.27
Upside: +1.58%
Applied Materials
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $256.41
Upside: +11.15%
Marvell Technology
Nov 24, 2025
Maintains: Buy
Price Target: $105 → $110
Current: $84.09
Upside: +30.81%
Impinj
Nov 7, 2025
Initiates: Neutral
Price Target: $200
Current: $173.18
Upside: +15.49%
Arm Holdings
Nov 6, 2025
Maintains: Buy
Price Target: $200 → $195
Current: $114.03
Upside: +71.01%
SiTime
Nov 6, 2025
Maintains: Buy
Price Target: $355 → $375
Current: $366.61
Upside: +2.29%
QUALCOMM
Nov 6, 2025
Maintains: Neutral
Price Target: $175 → $185
Current: $175.25
Upside: +5.56%
Nov 5, 2025
Maintains: Buy
Price Target: $265 → $300
Current: $213.43
Upside: +40.56%
Nov 5, 2025
Maintains: Neutral
Price Target: $85 → $80
Current: $64.68
Upside: +23.69%
Oct 31, 2025
Maintains: Neutral
Price Target: $135 → $145
Current: $181.08
Upside: -19.92%
Oct 31, 2025
Maintains: Buy
Price Target: $38 → $40
Current: $26.70
Upside: +49.81%
Oct 30, 2025
Maintains: Buy
Price Target: $165 → $200
Current: $195.18
Upside: +2.47%
Oct 30, 2025
Maintains: Neutral
Price Target: $1,135 → $1,260
Current: $1,245.67
Upside: +1.15%
Oct 29, 2025
Maintains: Neutral
Price Target: $100 → $108
Current: $85.63
Upside: +26.12%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $180.99
Upside: +29.84%
Oct 29, 2025
Maintains: Neutral
Price Target: $235 → $230
Current: $296.36
Upside: -22.39%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $30.37
Upside: +5.37%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $72.97
Upside: +16.49%
Oct 6, 2025
Maintains: Neutral
Price Target: $35 → $40
Current: $36.82
Upside: +8.64%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $36.63
Upside: +1.01%
Jul 31, 2025
Maintains: Neutral
Price Target: $95 → $90
Current: $84.06
Upside: +7.07%
Jul 14, 2025
Maintains: Buy
Price Target: $245 → $255
Current: $176.29
Upside: +44.65%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $273.67
Upside: -90.29%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $25.60
Upside: +9.38%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $17.62
Upside: -