Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 4
Out of 5,014 analysts
1273
Total ratings
77.8%
Success rate
56.4%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology | Reiterated: Buy | $310 → $335 | $264.21 | +26.79% | 68 | Sep 28, 2026 | |
| MU Micron Technology | Reiterated: Buy | $1,625 | $1,065.11 | +52.57% | 101 | Sep 23, 2026 | |
| ON ON Semiconductor | Reiterated: Hold | n/a | $76.87 | - | 3 | Sep 17, 2026 | |
| AVGO Broadcom | Reiterated: Buy | $470 | $351.19 | +33.83% | 50 | Sep 4, 2026 | |
| AMAT Applied Materials | Reiterated: Buy | $675 → $695 | $511.38 | +35.91% | 82 | Sep 1, 2026 | |
| KLAC KLA Corporation | Reiterated: Hold | $215 → $200 | $194.93 | +2.60% | 55 | Sep 1, 2026 | |
| LRCX Lam Research | Reiterated: Buy | $435 → $425 | $328.51 | +29.37% | 81 | Sep 1, 2026 | |
| NVDA NVIDIA | Rated: Buy | $280 → $300 | $228.38 | +31.36% | 103 | Aug 28, 2026 | |
| SMTC Semtech | Rated: Buy | $225 → $230 | $178.35 | +28.96% | 13 | Aug 26, 2026 | |
| ADI Analog Devices | Rated: Buy | $430 → $490 | $396.71 | +23.52% | 12 | Aug 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $330 | $177.65 | +85.76% | 5 | Aug 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $121 → $112 | $120.23 | -6.85% | 83 | Aug 12, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $130 → $120 | $77.77 | +54.30% | 14 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $77 → $55 | $47.92 | +14.77% | 9 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $775 → $840 | $652.03 | +28.83% | 7 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $560 → $525 | $454.46 | +15.52% | 28 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $730 | $611.76 | +19.33% | 41 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $205 → $215 | $154.06 | +39.56% | 22 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $130 → $150 | $81.06 | +85.05% | 3 | Aug 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $360 → $320 | $289.66 | +10.47% | 14 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $190 → $170 | $184.04 | -7.63% | 64 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $100 → $96 | $114.48 | -16.14% | 44 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $860 | $922.34 | -6.76% | 25 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $75 → $70 | $85.48 | -18.11% | 45 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $350 → $380 | $280.09 | +35.67% | 57 | Jul 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $440 → $500 | $400.91 | +24.72% | 46 | Jul 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $43 → $70 | $68.17 | +2.68% | 6 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $44 → $55 | $36.35 | +51.31% | 12 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $155 → $175 | $179.29 | -2.39% | 4 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $59.50 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $333.02 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | €200.00 | €1,597 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $22.72 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $71.77 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $61.86 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $105.37 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $1,811.67 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $13.84 | $12.84 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $10.14 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $175.16 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $34.89 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $51.90 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $14 → $140 | $29.11 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $52.38 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $149.31 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $15 | $330.83 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $286.86 | n/a | 1 | Jan 21, 2009 |
Marvell Technology
Sep 28, 2026
Reiterated: Buy
Price Target: $310 → $335
Current: $264.21
Upside: +26.79%
Micron Technology
Sep 23, 2026
Reiterated: Buy
Price Target: $1,625
Current: $1,065.11
Upside: +52.57%
ON Semiconductor
Sep 17, 2026
Reiterated: Hold
Price Target: n/a
Current: $76.87
Upside: -
Broadcom
Sep 4, 2026
Reiterated: Buy
Price Target: $470
Current: $351.19
Upside: +33.83%
Applied Materials
Sep 1, 2026
Reiterated: Buy
Price Target: $675 → $695
Current: $511.38
Upside: +35.91%
KLA Corporation
Sep 1, 2026
Reiterated: Hold
Price Target: $215 → $200
Current: $194.93
Upside: +2.60%
Lam Research
Sep 1, 2026
Reiterated: Buy
Price Target: $435 → $425
Current: $328.51
Upside: +29.37%
NVIDIA
Aug 28, 2026
Rated: Buy
Price Target: $280 → $300
Current: $228.38
Upside: +31.36%
Semtech
Aug 26, 2026
Rated: Buy
Price Target: $225 → $230
Current: $178.35
Upside: +28.96%
Analog Devices
Aug 20, 2026
Rated: Buy
Price Target: $430 → $490
Current: $396.71
Upside: +23.52%
Aug 19, 2026
Reiterated: Buy
Price Target: $330
Current: $177.65
Upside: +85.76%
Aug 12, 2026
Reiterated: Hold
Price Target: $121 → $112
Current: $120.23
Upside: -6.85%
Aug 7, 2026
Rated: Buy
Price Target: $130 → $120
Current: $77.77
Upside: +54.30%
Aug 6, 2026
Reiterated: Hold
Price Target: $77 → $55
Current: $47.92
Upside: +14.77%
Aug 6, 2026
Reiterated: Buy
Price Target: $775 → $840
Current: $652.03
Upside: +28.83%
Aug 6, 2026
Reiterated: Hold
Price Target: $560 → $525
Current: $454.46
Upside: +15.52%
Aug 5, 2026
Reiterated: Buy
Price Target: $730
Current: $611.76
Upside: +19.33%
Aug 5, 2026
Reiterated: Buy
Price Target: $205 → $215
Current: $154.06
Upside: +39.56%
Aug 4, 2026
Reiterated: Buy
Price Target: $130 → $150
Current: $81.06
Upside: +85.05%
Jul 30, 2026
Reiterated: Buy
Price Target: $360 → $320
Current: $289.66
Upside: +10.47%
Jul 30, 2026
Reiterated: Hold
Price Target: $190 → $170
Current: $184.04
Upside: -7.63%
Jul 29, 2026
Reiterated: Hold
Price Target: $100 → $96
Current: $114.48
Upside: -16.14%
Jul 29, 2026
Reiterated: Hold
Price Target: $860
Current: $922.34
Upside: -6.76%
Jul 29, 2026
Reiterated: Hold
Price Target: $75 → $70
Current: $85.48
Upside: -18.11%
Jul 23, 2026
Reiterated: Buy
Price Target: $350 → $380
Current: $280.09
Upside: +35.67%
Jul 20, 2026
Rated: Buy
Price Target: $440 → $500
Current: $400.91
Upside: +24.72%
May 13, 2026
Reiterated: Hold
Price Target: $43 → $70
Current: $68.17
Upside: +2.68%
May 8, 2026
Reiterated: Buy
Price Target: $44 → $55
Current: $36.35
Upside: +51.31%
Apr 30, 2026
Reiterated: Hold
Price Target: $155 → $175
Current: $179.29
Upside: -2.39%
Mar 8, 2023
Reiterated: Buy
Price Target: n/a
Current: $59.50
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $333.02
Upside: n/a
Jan 7, 2019
Reiterated: Buy
Price Target: €200.00
Current: €1,597
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $22.72
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $71.77
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $61.86
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $105.37
Upside: n/a
Oct 14, 2015
Reiterated: Buy
Price Target: n/a
Current: $1,811.67
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $13.84
Current: $12.84
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $10.14
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $175.16
Upside: n/a
Jan 24, 2012
Reiterated: Hold
Price Target: n/a
Current: $34.89
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $51.90
Upside: n/a
Jul 12, 2011
Reiterated: Hold
Price Target: $14 → $140
Current: $29.11
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $52.38
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $149.31
Upside: n/a
Jun 24, 2009
Reiterated: Hold
Price Target: $15
Current: $330.83
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $286.86
Upside: n/a