Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 3
Out of 4,357 analysts
1206
Total ratings
80.7%
Success rate
60%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| SMTC Semtech | Reiterated: Buy | $165 → $225 | $149.58 | +50.42% | 11 | May 27, 2026 | |
| TER Teradyne | Maintained: Buy | $440 | $369.47 | +19.09% | 45 | May 27, 2026 | |
| MU Micron Technology | Maintained: Buy | $535 → $1,625 | $1,035.50 | +56.93% | 96 | May 26, 2026 | |
| NVDA NVIDIA | Rated: Buy | $275 → $280 | $224.36 | +24.80% | 100 | May 22, 2026 | |
| AVGO Broadcom | Upgraded: Buy | $475 → $490 | $459.97 | +6.53% | 46 | May 18, 2026 | |
| AMAT Applied Materials | Rated: Buy | $480 → $515 | $458.17 | +12.40% | 77 | May 15, 2026 | |
| AMBQ Ambiq Micro | Maintained: Hold | $43 → $70 | $77.40 | -9.56% | 6 | May 13, 2026 | |
| MCHP Microchip Technology | Maintained: Buy | $95 → $130 | $91.52 | +42.05% | 13 | May 8, 2026 | |
| ALGM Allegro MicroSystems | Maintained: Buy | $44 → $55 | $47.13 | +16.70% | 12 | May 8, 2026 | |
| SITM SiTime | Rated: Buy | $485 → $775 | $665.01 | +16.54% | 6 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $175 → $260 | $408.85 | -36.41% | 11 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $310 → $455 | $510.13 | -10.81% | 37 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $58 → $75 | $75.49 | -0.65% | 44 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $87 → $100 | $99.97 | +0.03% | 43 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $50 → $77 | $79.93 | -3.67% | 8 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $26 → $130 | $84.70 | +53.48% | 2 | May 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $120 → $195 | $219.43 | -11.13% | 63 | May 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $185 → $205 | $135.73 | +51.04% | 21 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $150 → $170 | $228.99 | -25.76% | 61 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $350 → $375 | $546.20 | -31.34% | 26 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $155 → $175 | $142.67 | +22.66% | 4 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $515 → $545 | $921.26 | -40.84% | 23 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $51 → $83 | $109.33 | -24.08% | 81 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $260 → $295 | $293.20 | +0.61% | 55 | Apr 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $1,575 → $1,835 | $1,940.04 | -5.41% | 50 | Apr 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $275 → $310 | $317.12 | -2.25% | 77 | Apr 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $400 → $430 | $402.69 | +6.78% | 11 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $45 | $120.92 | n/a | 1 | May 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $80.35 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $306.31 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €200.00 | $1,394.00 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $23.63 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $66.57 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $70.01 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $158.16 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $1,628.57 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $13.81 | $13.44 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $16.25 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $303.00 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | n/a | $23.19 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $57.25 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $14 → $140 | $51.15 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $72.75 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $115.07 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $15 | $296.58 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $359.97 | n/a | 1 | Jan 21, 2009 |
Semtech
May 27, 2026
Reiterated: Buy
Price Target: $165 → $225
Current: $149.58
Upside: +50.42%
Teradyne
May 27, 2026
Maintained: Buy
Price Target: $440
Current: $369.47
Upside: +19.09%
Micron Technology
May 26, 2026
Maintained: Buy
Price Target: $535 → $1,625
Current: $1,035.50
Upside: +56.93%
NVIDIA
May 22, 2026
Rated: Buy
Price Target: $275 → $280
Current: $224.36
Upside: +24.80%
Broadcom
May 18, 2026
Upgraded: Buy
Price Target: $475 → $490
Current: $459.97
Upside: +6.53%
Applied Materials
May 15, 2026
Rated: Buy
Price Target: $480 → $515
Current: $458.17
Upside: +12.40%
Ambiq Micro
May 13, 2026
Maintained: Hold
Price Target: $43 → $70
Current: $77.40
Upside: -9.56%
Microchip Technology
May 8, 2026
Maintained: Buy
Price Target: $95 → $130
Current: $91.52
Upside: +42.05%
Allegro MicroSystems
May 8, 2026
Maintained: Buy
Price Target: $44 → $55
Current: $47.13
Upside: +16.70%
SiTime
May 7, 2026
Rated: Buy
Price Target: $485 → $775
Current: $665.01
Upside: +16.54%
May 7, 2026
Maintained: Buy
Price Target: $175 → $260
Current: $408.85
Upside: -36.41%
May 6, 2026
Maintained: Buy
Price Target: $310 → $455
Current: $510.13
Upside: -10.81%
May 6, 2026
Maintained: Hold
Price Target: $58 → $75
Current: $75.49
Upside: -0.65%
May 6, 2026
Maintained: Hold
Price Target: $87 → $100
Current: $99.97
Upside: +0.03%
May 6, 2026
Maintained: Hold
Price Target: $50 → $77
Current: $79.93
Upside: -3.67%
May 5, 2026
Initiated Coverage: Buy
Price Target: $26 → $130
Current: $84.70
Upside: +53.48%
May 4, 2026
Maintained: Buy
Price Target: $120 → $195
Current: $219.43
Upside: -11.13%
May 1, 2026
Maintained: Buy
Price Target: $185 → $205
Current: $135.73
Upside: +51.04%
May 1, 2026
Rated: Hold
Price Target: $150 → $170
Current: $228.99
Upside: -25.76%
May 1, 2026
Maintained: Hold
Price Target: $350 → $375
Current: $546.20
Upside: -31.34%
Apr 30, 2026
Reiterated: Hold
Price Target: $155 → $175
Current: $142.67
Upside: +22.66%
Apr 29, 2026
Rated: Hold
Price Target: $515 → $545
Current: $921.26
Upside: -40.84%
Apr 24, 2026
Rated: Hold
Price Target: $51 → $83
Current: $109.33
Upside: -24.08%
Apr 23, 2026
Maintained: Buy
Price Target: $260 → $295
Current: $293.20
Upside: +0.61%
Apr 20, 2026
Rated: Hold
Price Target: $1,575 → $1,835
Current: $1,940.04
Upside: -5.41%
Apr 13, 2026
Maintained: Buy
Price Target: $275 → $310
Current: $317.12
Upside: -2.25%
Feb 19, 2026
Maintained: Buy
Price Target: $400 → $430
Current: $402.69
Upside: +6.78%
May 6, 2025
Maintained: Hold
Price Target: $45
Current: $120.92
Upside: n/a
Mar 8, 2023
Maintained: Buy
Price Target: n/a
Current: $80.35
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $306.31
Upside: n/a
Jan 7, 2019
Maintained: Buy
Price Target: €200.00
Current: $1,394.00
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $23.63
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $66.57
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $70.01
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $158.16
Upside: n/a
Oct 14, 2015
Maintained: Buy
Price Target: n/a
Current: $1,628.57
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $13.81
Current: $13.44
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $16.25
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $303.00
Upside: n/a
Jan 24, 2012
Maintained: Hold
Price Target: n/a
Current: $23.19
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $57.25
Upside: n/a
Jul 12, 2011
Maintained: Hold
Price Target: $14 → $140
Current: $51.15
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $72.75
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $115.07
Upside: n/a
Jun 24, 2009
Maintained: Hold
Price Target: $15
Current: $296.58
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $359.97
Upside: n/a