Timothy Arcuri
Stock Analyst at UBS
(4.87)
# 44
Out of 5,161 analysts
407
Total ratings
67.62%
Success rate
32.63%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MU Micron Technology | Maintains: Buy | $450 → $475 | $405.35 | +17.18% | 35 | Mar 2, 2026 | |
| MRVL Marvell Technology | Maintains: Buy | $115 → $120 | $87.67 | +36.88% | 17 | Feb 23, 2026 | |
| ADI Analog Devices | Maintains: Buy | $400 → $430 | $307.27 | +39.94% | 13 | Feb 19, 2026 | |
| ARM Arm Holdings | Maintains: Buy | $175 → $170 | $115.12 | +47.67% | 8 | Feb 5, 2026 | |
| SITM SiTime | Maintains: Buy | $430 → $485 | $322.88 | +50.21% | 5 | Feb 5, 2026 | |
| ALGM Allegro MicroSystems | Maintains: Buy | $40 → $44 | $31.16 | +41.21% | 8 | Jan 30, 2026 | |
| LRCX Lam Research | Maintains: Buy | $255 → $275 | $209.49 | +31.27% | 25 | Jan 29, 2026 | |
| TXN Texas Instruments | Maintains: Buy | $245 → $260 | $190.05 | +36.81% | 29 | Jan 28, 2026 | |
| STX Seagate Technology Holdings | Maintains: Neutral | $335 → $385 | $373.98 | +2.95% | 9 | Jan 28, 2026 | |
| QCOM QUALCOMM | Maintains: Neutral | $185 → $160 | $131.15 | +22.00% | 11 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $200 → $190 | $91.34 | +108.01% | 2 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $200 → $275 | $286.61 | -4.05% | 32 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $330 | $197.74 | +66.89% | 25 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $49 → $52 | $45.25 | +14.92% | 20 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,260 → $1,635 | $1,409.57 | +15.99% | 23 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $145 → $230 | $261.18 | -11.94% | 12 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $80 → $63 | $55.20 | +14.13% | 15 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $108 → $87 | $78.77 | +10.45% | 14 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $90 → $145 | $109.98 | +31.84% | 9 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $472 → $475 | $335.97 | +41.38% | 20 | Dec 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $250 → $285 | $337.27 | -15.50% | 26 | Nov 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $183.14 | +28.32% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $26.92 | +18.87% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $83.41 | +1.91% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $41.59 | -11.04% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $255.76 | -89.62% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $56.06 | -50.05% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $41.64 | - | 1 | Jan 3, 2017 |
Micron Technology
Mar 2, 2026
Maintains: Buy
Price Target: $450 → $475
Current: $405.35
Upside: +17.18%
Marvell Technology
Feb 23, 2026
Maintains: Buy
Price Target: $115 → $120
Current: $87.67
Upside: +36.88%
Analog Devices
Feb 19, 2026
Maintains: Buy
Price Target: $400 → $430
Current: $307.27
Upside: +39.94%
Arm Holdings
Feb 5, 2026
Maintains: Buy
Price Target: $175 → $170
Current: $115.12
Upside: +47.67%
SiTime
Feb 5, 2026
Maintains: Buy
Price Target: $430 → $485
Current: $322.88
Upside: +50.21%
Allegro MicroSystems
Jan 30, 2026
Maintains: Buy
Price Target: $40 → $44
Current: $31.16
Upside: +41.21%
Lam Research
Jan 29, 2026
Maintains: Buy
Price Target: $255 → $275
Current: $209.49
Upside: +31.27%
Texas Instruments
Jan 28, 2026
Maintains: Buy
Price Target: $245 → $260
Current: $190.05
Upside: +36.81%
Seagate Technology Holdings
Jan 28, 2026
Maintains: Neutral
Price Target: $335 → $385
Current: $373.98
Upside: +2.95%
QUALCOMM
Jan 26, 2026
Maintains: Neutral
Price Target: $185 → $160
Current: $131.15
Upside: +22.00%
Jan 26, 2026
Maintains: Neutral
Price Target: $200 → $190
Current: $91.34
Upside: +108.01%
Jan 26, 2026
Maintains: Buy
Price Target: $200 → $275
Current: $286.61
Upside: -4.05%
Jan 26, 2026
Maintains: Buy
Price Target: $300 → $330
Current: $197.74
Upside: +66.89%
Jan 23, 2026
Maintains: Neutral
Price Target: $49 → $52
Current: $45.25
Upside: +14.92%
Jan 20, 2026
Maintains: Neutral
Price Target: $1,260 → $1,635
Current: $1,409.57
Upside: +15.99%
Jan 20, 2026
Maintains: Neutral
Price Target: $145 → $230
Current: $261.18
Upside: -11.94%
Jan 20, 2026
Maintains: Neutral
Price Target: $80 → $63
Current: $55.20
Upside: +14.13%
Jan 20, 2026
Maintains: Neutral
Price Target: $108 → $87
Current: $78.77
Upside: +10.45%
Jan 15, 2026
Upgrades: Buy
Price Target: $90 → $145
Current: $109.98
Upside: +31.84%
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $335.97
Upside: +41.38%
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $337.27
Upside: -15.50%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $183.14
Upside: +28.32%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $26.92
Upside: +18.87%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $83.41
Upside: +1.91%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $41.59
Upside: -11.04%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $255.76
Upside: -89.62%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $56.06
Upside: -50.05%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $41.64
Upside: -