Timothy Arcuri
Stock Analyst at UBS
(4.93)
# 35
Out of 5,140 analysts
405
Total ratings
71.07%
Success rate
37.78%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices | Maintains: Buy | $400 → $430 | $354.96 | +21.14% | 13 | Feb 19, 2026 | |
| ARM Arm Holdings | Maintains: Buy | $175 → $170 | $125.60 | +35.35% | 8 | Feb 5, 2026 | |
| SITM SiTime | Maintains: Buy | $430 → $485 | $405.86 | +19.50% | 5 | Feb 5, 2026 | |
| MRVL Marvell Technology | Maintains: Buy | $120 → $115 | $79.51 | +44.64% | 16 | Feb 3, 2026 | |
| ALGM Allegro MicroSystems | Maintains: Buy | $40 → $44 | $38.81 | +13.37% | 8 | Jan 30, 2026 | |
| LRCX Lam Research | Maintains: Buy | $255 → $275 | $245.00 | +12.24% | 25 | Jan 29, 2026 | |
| TXN Texas Instruments | Maintains: Buy | $245 → $260 | $219.81 | +18.28% | 29 | Jan 28, 2026 | |
| STX Seagate Technology Holdings | Maintains: Neutral | $335 → $385 | $412.04 | -6.56% | 9 | Jan 28, 2026 | |
| QCOM QUALCOMM | Maintains: Neutral | $185 → $160 | $142.86 | +12.00% | 11 | Jan 26, 2026 | |
| PI Impinj | Maintains: Neutral | $200 → $190 | $127.91 | +48.54% | 2 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $200 → $275 | $324.91 | -15.36% | 32 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $330 | $200.17 | +64.86% | 25 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $49 → $52 | $44.62 | +16.54% | 20 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,260 → $1,635 | $1,469.90 | +11.23% | 23 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $145 → $230 | $285.27 | -19.37% | 12 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $80 → $63 | $60.01 | +4.98% | 15 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $108 → $87 | $82.14 | +5.92% | 14 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $90 → $145 | $134.46 | +7.84% | 9 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $400 | $417.35 | -4.16% | 34 | Jan 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $472 → $475 | $332.63 | +42.80% | 20 | Dec 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $250 → $285 | $375.36 | -24.07% | 26 | Nov 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $189.81 | +23.81% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $29.58 | +8.18% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $86.70 | -1.96% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $46.17 | -19.86% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $264.71 | -89.97% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $59.14 | -52.65% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $50.31 | - | 1 | Jan 3, 2017 |
Analog Devices
Feb 19, 2026
Maintains: Buy
Price Target: $400 → $430
Current: $354.96
Upside: +21.14%
Arm Holdings
Feb 5, 2026
Maintains: Buy
Price Target: $175 → $170
Current: $125.60
Upside: +35.35%
SiTime
Feb 5, 2026
Maintains: Buy
Price Target: $430 → $485
Current: $405.86
Upside: +19.50%
Marvell Technology
Feb 3, 2026
Maintains: Buy
Price Target: $120 → $115
Current: $79.51
Upside: +44.64%
Allegro MicroSystems
Jan 30, 2026
Maintains: Buy
Price Target: $40 → $44
Current: $38.81
Upside: +13.37%
Lam Research
Jan 29, 2026
Maintains: Buy
Price Target: $255 → $275
Current: $245.00
Upside: +12.24%
Texas Instruments
Jan 28, 2026
Maintains: Buy
Price Target: $245 → $260
Current: $219.81
Upside: +18.28%
Seagate Technology Holdings
Jan 28, 2026
Maintains: Neutral
Price Target: $335 → $385
Current: $412.04
Upside: -6.56%
QUALCOMM
Jan 26, 2026
Maintains: Neutral
Price Target: $185 → $160
Current: $142.86
Upside: +12.00%
Impinj
Jan 26, 2026
Maintains: Neutral
Price Target: $200 → $190
Current: $127.91
Upside: +48.54%
Jan 26, 2026
Maintains: Buy
Price Target: $200 → $275
Current: $324.91
Upside: -15.36%
Jan 26, 2026
Maintains: Buy
Price Target: $300 → $330
Current: $200.17
Upside: +64.86%
Jan 23, 2026
Maintains: Neutral
Price Target: $49 → $52
Current: $44.62
Upside: +16.54%
Jan 20, 2026
Maintains: Neutral
Price Target: $1,260 → $1,635
Current: $1,469.90
Upside: +11.23%
Jan 20, 2026
Maintains: Neutral
Price Target: $145 → $230
Current: $285.27
Upside: -19.37%
Jan 20, 2026
Maintains: Neutral
Price Target: $80 → $63
Current: $60.01
Upside: +4.98%
Jan 20, 2026
Maintains: Neutral
Price Target: $108 → $87
Current: $82.14
Upside: +5.92%
Jan 15, 2026
Upgrades: Buy
Price Target: $90 → $145
Current: $134.46
Upside: +7.84%
Jan 7, 2026
Maintains: Buy
Price Target: $300 → $400
Current: $417.35
Upside: -4.16%
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $332.63
Upside: +42.80%
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $375.36
Upside: -24.07%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $189.81
Upside: +23.81%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $29.58
Upside: +8.18%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $86.70
Upside: -1.96%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $46.17
Upside: -19.86%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $264.71
Upside: -89.97%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $59.14
Upside: -52.65%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $50.31
Upside: -