Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 3
Out of 4,429 analysts
1214
Total ratings
81.1%
Success rate
62.3%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AVGO Broadcom | Maintained: Buy | $485 | $411.35 | +17.90% | 48 | Jun 11, 2026 | |
| AMAT Applied Materials | Rated: Buy | $515 → $570 | $617.11 | -7.63% | 78 | Jun 10, 2026 | |
| KLAC KLA Corporation | Rated: Hold | $184 → $218 | $259.56 | -16.01% | 51 | Jun 9, 2026 | |
| LRCX Lam Research | Rated: Buy | $310 → $375 | $389.04 | -3.61% | 78 | Jun 9, 2026 | |
| MU Micron Technology | Reiterated: Buy | $1,625 | $1,133.99 | +43.30% | 97 | Jun 8, 2026 | |
| CBRS Cerebras Systems | Initiated Coverage: Buy | $300 | $234.71 | +27.82% | 1 | Jun 8, 2026 | |
| MRVL Marvell Technology | Rated: Buy | $195 → $230 | $310.58 | -25.95% | 64 | May 28, 2026 | |
| SMTC Semtech | Reiterated: Buy | $165 → $225 | $158.23 | +42.20% | 11 | May 27, 2026 | |
| TER Teradyne | Maintained: Buy | $440 | $437.92 | +0.47% | 45 | May 27, 2026 | |
| NVDA NVIDIA | Rated: Buy | $275 → $280 | $210.69 | +32.90% | 100 | May 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $43 → $70 | $90.48 | -22.63% | 6 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $95 → $130 | $99.77 | +30.30% | 13 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $44 → $55 | $59.00 | -6.78% | 12 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $485 → $775 | $729.04 | +6.30% | 6 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $175 → $260 | $439.46 | -40.84% | 11 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $310 → $455 | $537.37 | -15.33% | 37 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $58 → $75 | $72.45 | +3.52% | 44 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $87 → $100 | $98.42 | +1.61% | 43 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $50 → $77 | $85.83 | -10.29% | 8 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $26 → $130 | $121.28 | +7.19% | 2 | May 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $185 → $205 | $178.77 | +14.67% | 21 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $150 → $170 | $226.11 | -24.82% | 61 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $350 → $375 | $746.23 | -49.75% | 26 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $155 → $175 | $128.71 | +35.96% | 4 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $515 → $545 | $1,070.23 | -49.08% | 23 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $51 → $83 | $133.99 | -38.06% | 81 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $260 → $295 | $322.86 | -8.63% | 55 | Apr 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $400 → $430 | $434.46 | -1.03% | 11 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $45 | $121.62 | n/a | 1 | May 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $81.97 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $298.01 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €200.00 | $1,657.80 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $22.82 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $66.58 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $98.61 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $161.78 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $1,929.68 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $14.16 | $12.05 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $13.49 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $257.70 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | n/a | $23.31 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $79.65 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $14 → $140 | $43.40 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $90.46 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $149.55 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $15 | $325.22 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $371.88 | n/a | 1 | Jan 21, 2009 |
Broadcom
Jun 11, 2026
Maintained: Buy
Price Target: $485
Current: $411.35
Upside: +17.90%
Applied Materials
Jun 10, 2026
Rated: Buy
Price Target: $515 → $570
Current: $617.11
Upside: -7.63%
KLA Corporation
Jun 9, 2026
Rated: Hold
Price Target: $184 → $218
Current: $259.56
Upside: -16.01%
Lam Research
Jun 9, 2026
Rated: Buy
Price Target: $310 → $375
Current: $389.04
Upside: -3.61%
Micron Technology
Jun 8, 2026
Reiterated: Buy
Price Target: $1,625
Current: $1,133.99
Upside: +43.30%
Cerebras Systems
Jun 8, 2026
Initiated Coverage: Buy
Price Target: $300
Current: $234.71
Upside: +27.82%
Marvell Technology
May 28, 2026
Rated: Buy
Price Target: $195 → $230
Current: $310.58
Upside: -25.95%
Semtech
May 27, 2026
Reiterated: Buy
Price Target: $165 → $225
Current: $158.23
Upside: +42.20%
Teradyne
May 27, 2026
Maintained: Buy
Price Target: $440
Current: $437.92
Upside: +0.47%
NVIDIA
May 22, 2026
Rated: Buy
Price Target: $275 → $280
Current: $210.69
Upside: +32.90%
May 13, 2026
Maintained: Hold
Price Target: $43 → $70
Current: $90.48
Upside: -22.63%
May 8, 2026
Maintained: Buy
Price Target: $95 → $130
Current: $99.77
Upside: +30.30%
May 8, 2026
Maintained: Buy
Price Target: $44 → $55
Current: $59.00
Upside: -6.78%
May 7, 2026
Rated: Buy
Price Target: $485 → $775
Current: $729.04
Upside: +6.30%
May 7, 2026
Maintained: Buy
Price Target: $175 → $260
Current: $439.46
Upside: -40.84%
May 6, 2026
Maintained: Buy
Price Target: $310 → $455
Current: $537.37
Upside: -15.33%
May 6, 2026
Maintained: Hold
Price Target: $58 → $75
Current: $72.45
Upside: +3.52%
May 6, 2026
Maintained: Hold
Price Target: $87 → $100
Current: $98.42
Upside: +1.61%
May 6, 2026
Maintained: Hold
Price Target: $50 → $77
Current: $85.83
Upside: -10.29%
May 5, 2026
Initiated Coverage: Buy
Price Target: $26 → $130
Current: $121.28
Upside: +7.19%
May 1, 2026
Maintained: Buy
Price Target: $185 → $205
Current: $178.77
Upside: +14.67%
May 1, 2026
Rated: Hold
Price Target: $150 → $170
Current: $226.11
Upside: -24.82%
May 1, 2026
Maintained: Hold
Price Target: $350 → $375
Current: $746.23
Upside: -49.75%
Apr 30, 2026
Reiterated: Hold
Price Target: $155 → $175
Current: $128.71
Upside: +35.96%
Apr 29, 2026
Rated: Hold
Price Target: $515 → $545
Current: $1,070.23
Upside: -49.08%
Apr 24, 2026
Rated: Hold
Price Target: $51 → $83
Current: $133.99
Upside: -38.06%
Apr 23, 2026
Maintained: Buy
Price Target: $260 → $295
Current: $322.86
Upside: -8.63%
Feb 19, 2026
Maintained: Buy
Price Target: $400 → $430
Current: $434.46
Upside: -1.03%
May 6, 2025
Maintained: Hold
Price Target: $45
Current: $121.62
Upside: n/a
Mar 8, 2023
Maintained: Buy
Price Target: n/a
Current: $81.97
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $298.01
Upside: n/a
Jan 7, 2019
Maintained: Buy
Price Target: €200.00
Current: $1,657.80
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $22.82
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $66.58
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $98.61
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $161.78
Upside: n/a
Oct 14, 2015
Maintained: Buy
Price Target: n/a
Current: $1,929.68
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $14.16
Current: $12.05
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $13.49
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $257.70
Upside: n/a
Jan 24, 2012
Maintained: Hold
Price Target: n/a
Current: $23.31
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $79.65
Upside: n/a
Jul 12, 2011
Maintained: Hold
Price Target: $14 → $140
Current: $43.40
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $90.46
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $149.55
Upside: n/a
Jun 24, 2009
Maintained: Hold
Price Target: $15
Current: $325.22
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $371.88
Upside: n/a