Timothy Arcuri
Stock Analyst at UBS
(4.82)
# 77
Out of 5,072 analysts
376
Total ratings
66.07%
Success rate
25.64%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| LRCX Lam Research | Maintains: Buy | $165 → $175 | $156.00 | +12.18% | 22 | Nov 25, 2025 | |
| AMAT Applied Materials | Upgrades: Buy | $250 → $285 | $252.25 | +12.98% | 26 | Nov 25, 2025 | |
| MRVL Marvell Technology | Maintains: Buy | $105 → $110 | $89.40 | +23.04% | 15 | Nov 24, 2025 | |
| MU Micron Technology | Maintains: Buy | $245 → $275 | $236.48 | +16.29% | 32 | Nov 20, 2025 | |
| PI Impinj | Initiates: Neutral | $200 | $171.87 | +16.37% | 1 | Nov 7, 2025 | |
| ARM Arm Holdings | Maintains: Buy | $200 → $195 | $135.56 | +43.85% | 6 | Nov 6, 2025 | |
| SITM SiTime | Maintains: Buy | $355 → $375 | $297.70 | +25.97% | 3 | Nov 6, 2025 | |
| QCOM QUALCOMM | Maintains: Neutral | $175 → $185 | $168.09 | +10.06% | 10 | Nov 6, 2025 | |
| AMD Advanced Micro Devices | Maintains: Buy | $265 → $300 | $217.53 | +37.91% | 24 | Nov 5, 2025 | |
| SWKS Skyworks Solutions | Maintains: Neutral | $85 → $80 | $65.95 | +21.30% | 14 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $135 → $145 | $163.33 | -11.22% | 11 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $38 → $40 | $26.69 | +49.87% | 7 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $165 → $200 | $181.89 | +9.96% | 31 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,135 → $1,260 | $1,175.47 | +7.19% | 22 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $100 → $108 | $85.89 | +25.74% | 13 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $177.00 | +32.77% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $235 → $230 | $276.69 | -16.87% | 7 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $24.51 | +30.56% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $74.16 | +14.62% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $365 → $415 | $402.96 | +2.99% | 18 | Oct 14, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $35 → $40 | $40.56 | -1.38% | 18 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $35.84 | +3.24% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $95 → $90 | $77.14 | +16.67% | 8 | Jul 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $245 → $255 | $168.27 | +51.54% | 28 | Jul 14, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $285 → $280 | $265.34 | +5.52% | 11 | Jul 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $278.85 | -90.48% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $25.36 | +10.41% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $16.80 | - | 1 | Jan 3, 2017 |
Lam Research
Nov 25, 2025
Maintains: Buy
Price Target: $165 → $175
Current: $156.00
Upside: +12.18%
Applied Materials
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $252.25
Upside: +12.98%
Marvell Technology
Nov 24, 2025
Maintains: Buy
Price Target: $105 → $110
Current: $89.40
Upside: +23.04%
Micron Technology
Nov 20, 2025
Maintains: Buy
Price Target: $245 → $275
Current: $236.48
Upside: +16.29%
Impinj
Nov 7, 2025
Initiates: Neutral
Price Target: $200
Current: $171.87
Upside: +16.37%
Arm Holdings
Nov 6, 2025
Maintains: Buy
Price Target: $200 → $195
Current: $135.56
Upside: +43.85%
SiTime
Nov 6, 2025
Maintains: Buy
Price Target: $355 → $375
Current: $297.70
Upside: +25.97%
QUALCOMM
Nov 6, 2025
Maintains: Neutral
Price Target: $175 → $185
Current: $168.09
Upside: +10.06%
Advanced Micro Devices
Nov 5, 2025
Maintains: Buy
Price Target: $265 → $300
Current: $217.53
Upside: +37.91%
Skyworks Solutions
Nov 5, 2025
Maintains: Neutral
Price Target: $85 → $80
Current: $65.95
Upside: +21.30%
Oct 31, 2025
Maintains: Neutral
Price Target: $135 → $145
Current: $163.33
Upside: -11.22%
Oct 31, 2025
Maintains: Buy
Price Target: $38 → $40
Current: $26.69
Upside: +49.87%
Oct 30, 2025
Maintains: Buy
Price Target: $165 → $200
Current: $181.89
Upside: +9.96%
Oct 30, 2025
Maintains: Neutral
Price Target: $1,135 → $1,260
Current: $1,175.47
Upside: +7.19%
Oct 29, 2025
Maintains: Neutral
Price Target: $100 → $108
Current: $85.89
Upside: +25.74%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $177.00
Upside: +32.77%
Oct 29, 2025
Maintains: Neutral
Price Target: $235 → $230
Current: $276.69
Upside: -16.87%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $24.51
Upside: +30.56%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $74.16
Upside: +14.62%
Oct 14, 2025
Maintains: Buy
Price Target: $365 → $415
Current: $402.96
Upside: +2.99%
Oct 6, 2025
Maintains: Neutral
Price Target: $35 → $40
Current: $40.56
Upside: -1.38%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $35.84
Upside: +3.24%
Jul 31, 2025
Maintains: Neutral
Price Target: $95 → $90
Current: $77.14
Upside: +16.67%
Jul 14, 2025
Maintains: Buy
Price Target: $245 → $255
Current: $168.27
Upside: +51.54%
Jul 7, 2025
Maintains: Buy
Price Target: $285 → $280
Current: $265.34
Upside: +5.52%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $278.85
Upside: -90.48%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $25.36
Upside: +10.41%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $16.80
Upside: -