Timothy Arcuri
Stock Analyst at UBS
(4.91)
# 49
Out of 5,131 analysts
382
Total ratings
70%
Success rate
32.98%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MU Micron Technology | Maintains: Buy | $300 → $400 | $345.09 | +15.91% | 34 | Jan 7, 2026 | |
| LRCX Lam Research | Maintains: Buy | $175 → $200 | $218.36 | -8.41% | 23 | Dec 23, 2025 | |
| AVGO Broadcom | Maintains: Buy | $472 → $475 | $344.97 | +37.69% | 20 | Dec 15, 2025 | |
| ADI Analog Devices | Maintains: Buy | $280 → $320 | $300.93 | +6.34% | 12 | Dec 8, 2025 | |
| AMAT Applied Materials | Upgrades: Buy | $250 → $285 | $301.18 | -5.37% | 26 | Nov 25, 2025 | |
| MRVL Marvell Technology | Maintains: Buy | $105 → $110 | $83.22 | +32.18% | 15 | Nov 24, 2025 | |
| PI Impinj | Initiates: Neutral | $200 | $209.16 | -4.38% | 1 | Nov 7, 2025 | |
| ARM Arm Holdings | Maintains: Buy | $200 → $195 | $111.79 | +74.43% | 6 | Nov 6, 2025 | |
| SITM SiTime | Maintains: Buy | $355 → $375 | $342.20 | +9.59% | 3 | Nov 6, 2025 | |
| QCOM QUALCOMM | Maintains: Neutral | $175 → $185 | $177.78 | +4.06% | 10 | Nov 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $265 → $300 | $203.17 | +47.66% | 24 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $85 → $80 | $60.17 | +32.96% | 14 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $135 → $145 | $200.46 | -27.67% | 11 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $38 → $40 | $31.29 | +27.84% | 7 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $165 → $200 | $217.26 | -7.94% | 31 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,135 → $1,260 | $1,400.00 | -10.00% | 22 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $100 → $108 | $81.78 | +32.06% | 13 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $184.86 | +27.12% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $235 → $230 | $304.01 | -24.34% | 7 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $33.34 | -4.02% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $77.79 | +9.27% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $35 → $40 | $45.55 | -12.18% | 18 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $39.74 | -6.89% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $95 → $90 | $102.99 | -12.61% | 8 | Jul 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $245 → $255 | $190.31 | +33.99% | 28 | Jul 14, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $259.37 | -89.76% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $34.21 | -18.15% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $23.77 | - | 1 | Jan 3, 2017 |
Micron Technology
Jan 7, 2026
Maintains: Buy
Price Target: $300 → $400
Current: $345.09
Upside: +15.91%
Lam Research
Dec 23, 2025
Maintains: Buy
Price Target: $175 → $200
Current: $218.36
Upside: -8.41%
Broadcom
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $344.97
Upside: +37.69%
Analog Devices
Dec 8, 2025
Maintains: Buy
Price Target: $280 → $320
Current: $300.93
Upside: +6.34%
Applied Materials
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $301.18
Upside: -5.37%
Marvell Technology
Nov 24, 2025
Maintains: Buy
Price Target: $105 → $110
Current: $83.22
Upside: +32.18%
Impinj
Nov 7, 2025
Initiates: Neutral
Price Target: $200
Current: $209.16
Upside: -4.38%
Arm Holdings
Nov 6, 2025
Maintains: Buy
Price Target: $200 → $195
Current: $111.79
Upside: +74.43%
SiTime
Nov 6, 2025
Maintains: Buy
Price Target: $355 → $375
Current: $342.20
Upside: +9.59%
QUALCOMM
Nov 6, 2025
Maintains: Neutral
Price Target: $175 → $185
Current: $177.78
Upside: +4.06%
Nov 5, 2025
Maintains: Buy
Price Target: $265 → $300
Current: $203.17
Upside: +47.66%
Nov 5, 2025
Maintains: Neutral
Price Target: $85 → $80
Current: $60.17
Upside: +32.96%
Oct 31, 2025
Maintains: Neutral
Price Target: $135 → $145
Current: $200.46
Upside: -27.67%
Oct 31, 2025
Maintains: Buy
Price Target: $38 → $40
Current: $31.29
Upside: +27.84%
Oct 30, 2025
Maintains: Buy
Price Target: $165 → $200
Current: $217.26
Upside: -7.94%
Oct 30, 2025
Maintains: Neutral
Price Target: $1,135 → $1,260
Current: $1,400.00
Upside: -10.00%
Oct 29, 2025
Maintains: Neutral
Price Target: $100 → $108
Current: $81.78
Upside: +32.06%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $184.86
Upside: +27.12%
Oct 29, 2025
Maintains: Neutral
Price Target: $235 → $230
Current: $304.01
Upside: -24.34%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $33.34
Upside: -4.02%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $77.79
Upside: +9.27%
Oct 6, 2025
Maintains: Neutral
Price Target: $35 → $40
Current: $45.55
Upside: -12.18%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $39.74
Upside: -6.89%
Jul 31, 2025
Maintains: Neutral
Price Target: $95 → $90
Current: $102.99
Upside: -12.61%
Jul 14, 2025
Maintains: Buy
Price Target: $245 → $255
Current: $190.31
Upside: +33.99%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $259.37
Upside: -89.76%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $34.21
Upside: -18.15%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $23.77
Upside: -