
Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 6
Out of 5,073 analysts
1242
Total ratings
73.7%
Success rate
50.8%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| INTC Intel | Rated: Hold | $112 → $103 | $92.96 | +10.80% | 84 | Oct 20, 2026 | |
| KLAC KLA Corporation | Rated: Hold | $200 → $190 | $163.43 | +16.26% | 56 | Oct 20, 2026 | |
| PI Impinj | Reiterated: Hold | $175 | $178.82 | -2.14% | 5 | Oct 20, 2026 | |
| STX Seagate Technology Holdings | Rated: Hold | $860 → $780 | $696.89 | +11.93% | 26 | Oct 20, 2026 | |
| TER Teradyne | Rated: Buy | $500 → $485 | $345.49 | +40.38% | 47 | Oct 20, 2026 | |
| SMTC Semtech | Reiterated: Buy | $230 | $141.63 | +62.39% | 14 | Oct 16, 2026 | |
| GFS GLOBALFOUNDRIES | Reiterated: Hold | $55 | $47.70 | +15.30% | 10 | Oct 15, 2026 | |
| LRCX Lam Research | Reiterated: Buy | $425 | $260.81 | +62.95% | 82 | Oct 12, 2026 | |
| WDC Western Digital | Rated: Hold | $525 → $470 | $378.51 | +24.17% | 29 | Oct 12, 2026 | |
| NVDA NVIDIA | Reiterated: Buy | $300 | $221.97 | +35.15% | 104 | Oct 9, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $335 → $350 | $244.76 | +43.00% | 69 | Oct 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $470 | $337.80 | +39.14% | 51 | Oct 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $1,625 | $913.67 | +77.85% | 102 | Oct 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $76.94 | - | 3 | Sep 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $675 → $695 | $408.94 | +69.95% | 82 | Sep 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $430 → $490 | $405.96 | +20.70% | 12 | Aug 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $330 | $117.98 | +179.71% | 5 | Aug 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $130 → $120 | $77.15 | +55.54% | 14 | Aug 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $775 → $840 | $509.20 | +64.96% | 7 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $730 | $552.72 | +32.07% | 41 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $205 → $215 | $147.69 | +45.58% | 22 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $130 → $150 | $52.22 | +187.25% | 3 | Aug 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $360 → $320 | $226.59 | +41.22% | 14 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $190 → $170 | $177.96 | -4.47% | 64 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $75 → $70 | $82.22 | -14.86% | 45 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $350 → $380 | $284.65 | +33.50% | 57 | Jul 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $43 → $70 | $52.24 | +34.00% | 6 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $44 → $55 | $34.51 | +59.37% | 12 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $53.09 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $343.99 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | €200.00 | €1,494 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $23.50 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $62.34 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $43.34 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $119.95 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $1,676.69 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $13.84 | $13.22 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $9.25 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $174.82 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $36.76 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $46.66 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $14 → $140 | $26.64 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $43.73 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $112.18 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $15 | $335.19 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $280.99 | n/a | 1 | Jan 21, 2009 |
Intel
Oct 20, 2026
Rated: Hold
Price Target: $112 → $103
Current: $92.96
Upside: +10.80%
KLA Corporation
Oct 20, 2026
Rated: Hold
Price Target: $200 → $190
Current: $163.43
Upside: +16.26%
Impinj
Oct 20, 2026
Reiterated: Hold
Price Target: $175
Current: $178.82
Upside: -2.14%
Seagate Technology Holdings
Oct 20, 2026
Rated: Hold
Price Target: $860 → $780
Current: $696.89
Upside: +11.93%
Teradyne
Oct 20, 2026
Rated: Buy
Price Target: $500 → $485
Current: $345.49
Upside: +40.38%
Semtech
Oct 16, 2026
Reiterated: Buy
Price Target: $230
Current: $141.63
Upside: +62.39%
GLOBALFOUNDRIES
Oct 15, 2026
Reiterated: Hold
Price Target: $55
Current: $47.70
Upside: +15.30%
Lam Research
Oct 12, 2026
Reiterated: Buy
Price Target: $425
Current: $260.81
Upside: +62.95%
Western Digital
Oct 12, 2026
Rated: Hold
Price Target: $525 → $470
Current: $378.51
Upside: +24.17%
NVIDIA
Oct 9, 2026
Reiterated: Buy
Price Target: $300
Current: $221.97
Upside: +35.15%
Oct 7, 2026
Reiterated: Buy
Price Target: $335 → $350
Current: $244.76
Upside: +43.00%
Oct 2, 2026
Reiterated: Buy
Price Target: $470
Current: $337.80
Upside: +39.14%
Oct 2, 2026
Rated: Buy
Price Target: $1,625
Current: $913.67
Upside: +77.85%
Sep 17, 2026
Reiterated: Hold
Price Target: n/a
Current: $76.94
Upside: -
Sep 1, 2026
Reiterated: Buy
Price Target: $675 → $695
Current: $408.94
Upside: +69.95%
Aug 20, 2026
Rated: Buy
Price Target: $430 → $490
Current: $405.96
Upside: +20.70%
Aug 19, 2026
Reiterated: Buy
Price Target: $330
Current: $117.98
Upside: +179.71%
Aug 7, 2026
Rated: Buy
Price Target: $130 → $120
Current: $77.15
Upside: +55.54%
Aug 6, 2026
Reiterated: Buy
Price Target: $775 → $840
Current: $509.20
Upside: +64.96%
Aug 5, 2026
Reiterated: Buy
Price Target: $730
Current: $552.72
Upside: +32.07%
Aug 5, 2026
Reiterated: Buy
Price Target: $205 → $215
Current: $147.69
Upside: +45.58%
Aug 4, 2026
Reiterated: Buy
Price Target: $130 → $150
Current: $52.22
Upside: +187.25%
Jul 30, 2026
Reiterated: Buy
Price Target: $360 → $320
Current: $226.59
Upside: +41.22%
Jul 30, 2026
Reiterated: Hold
Price Target: $190 → $170
Current: $177.96
Upside: -4.47%
Jul 29, 2026
Reiterated: Hold
Price Target: $75 → $70
Current: $82.22
Upside: -14.86%
Jul 23, 2026
Reiterated: Buy
Price Target: $350 → $380
Current: $284.65
Upside: +33.50%
May 13, 2026
Reiterated: Hold
Price Target: $43 → $70
Current: $52.24
Upside: +34.00%
May 8, 2026
Reiterated: Buy
Price Target: $44 → $55
Current: $34.51
Upside: +59.37%
Mar 8, 2023
Reiterated: Buy
Price Target: n/a
Current: $53.09
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $343.99
Upside: n/a
Jan 7, 2019
Reiterated: Buy
Price Target: €200.00
Current: €1,494
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $23.50
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $62.34
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $43.34
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $119.95
Upside: n/a
Oct 14, 2015
Reiterated: Buy
Price Target: n/a
Current: $1,676.69
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $13.84
Current: $13.22
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $9.25
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $174.82
Upside: n/a
Jan 24, 2012
Reiterated: Hold
Price Target: n/a
Current: $36.76
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $46.66
Upside: n/a
Jul 12, 2011
Reiterated: Hold
Price Target: $14 → $140
Current: $26.64
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $43.73
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $112.18
Upside: n/a
Jun 24, 2009
Reiterated: Hold
Price Target: $15
Current: $335.19
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $280.99
Upside: n/a