Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 4
Out of 4,592 analysts
1242
Total ratings
76.8%
Success rate
53%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| LRCX Lam Research | Maintained: Buy | $435 | $293.02 | +48.45% | 80 | Jul 30, 2026 | |
| QCOM QUALCOMM | Maintained: Hold | $190 → $170 | $147.61 | +15.17% | 64 | Jul 30, 2026 | |
| ARM Arm Holdings | Maintained: Buy | $360 → $320 | $239.69 | +33.51% | 14 | Jul 30, 2026 | |
| KLAC KLA Corporation | Maintained: Hold | $240 → $215 | $182.82 | +17.60% | 54 | Jul 29, 2026 | |
| STX Seagate Technology Holdings | Maintained: Hold | $860 | $856.13 | +0.45% | 25 | Jul 29, 2026 | |
| SWKS Skyworks Solutions | Maintained: Hold | $75 → $70 | $62.28 | +12.40% | 45 | Jul 29, 2026 | |
| QRVO Qorvo | Maintained: Hold | $100 → $96 | $90.57 | +6.00% | 44 | Jul 29, 2026 | |
| AMD Advanced Micro Devices | Maintained: Buy | $700 → $730 | $476.15 | +53.31% | 40 | Jul 24, 2026 | |
| TXN Texas Instruments | Maintained: Buy | $350 → $380 | $275.74 | +37.81% | 57 | Jul 23, 2026 | |
| TER Teradyne | Rated: Buy | $440 → $500 | $367.69 | +35.98% | 46 | Jul 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $570 → $705 | $507.67 | +38.87% | 79 | Jul 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $83 → $121 | $90.20 | +34.15% | 82 | Jul 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $375 → $560 | $544.84 | +2.78% | 27 | Jul 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $320 | $198.71 | +61.04% | 3 | Jul 9, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $230 → $340 | $187.56 | +81.28% | 65 | Jun 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $1,625 | $823.03 | +97.44% | 98 | Jun 25, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $485 | $389.28 | +24.59% | 48 | Jun 11, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $165 → $225 | $117.82 | +90.97% | 11 | May 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $275 → $280 | $200.75 | +39.48% | 100 | May 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $43 → $70 | $63.59 | +10.08% | 6 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $95 → $130 | $74.29 | +74.99% | 13 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $44 → $55 | $41.50 | +32.53% | 12 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $485 → $775 | $535.20 | +44.81% | 6 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $50 → $77 | $49.99 | +54.03% | 8 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $26 → $130 | $83.31 | +56.04% | 2 | May 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $185 → $205 | $119.05 | +72.20% | 21 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $155 → $175 | $151.36 | +15.62% | 4 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $400 → $430 | $367.41 | +17.04% | 11 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $45 | $81.61 | n/a | 1 | May 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $61.67 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $308.91 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €200.00 | €1,434 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $25.85 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $47.40 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $75.27 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $129.49 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $1,629.00 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $14.10 | $11.93 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $9.14 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $211.03 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | n/a | $28.13 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $50.00 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $14 → $140 | $29.37 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $49.87 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $106.20 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $15 | $351.79 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $315.05 | n/a | 1 | Jan 21, 2009 |
Lam Research
Jul 30, 2026
Maintained: Buy
Price Target: $435
Current: $293.02
Upside: +48.45%
QUALCOMM
Jul 30, 2026
Maintained: Hold
Price Target: $190 → $170
Current: $147.61
Upside: +15.17%
Arm Holdings
Jul 30, 2026
Maintained: Buy
Price Target: $360 → $320
Current: $239.69
Upside: +33.51%
KLA Corporation
Jul 29, 2026
Maintained: Hold
Price Target: $240 → $215
Current: $182.82
Upside: +17.60%
Seagate Technology Holdings
Jul 29, 2026
Maintained: Hold
Price Target: $860
Current: $856.13
Upside: +0.45%
Skyworks Solutions
Jul 29, 2026
Maintained: Hold
Price Target: $75 → $70
Current: $62.28
Upside: +12.40%
Qorvo
Jul 29, 2026
Maintained: Hold
Price Target: $100 → $96
Current: $90.57
Upside: +6.00%
Advanced Micro Devices
Jul 24, 2026
Maintained: Buy
Price Target: $700 → $730
Current: $476.15
Upside: +53.31%
Texas Instruments
Jul 23, 2026
Maintained: Buy
Price Target: $350 → $380
Current: $275.74
Upside: +37.81%
Teradyne
Jul 20, 2026
Rated: Buy
Price Target: $440 → $500
Current: $367.69
Upside: +35.98%
Jul 15, 2026
Maintained: Buy
Price Target: $570 → $705
Current: $507.67
Upside: +38.87%
Jul 13, 2026
Rated: Hold
Price Target: $83 → $121
Current: $90.20
Upside: +34.15%
Jul 13, 2026
Rated: Hold
Price Target: $375 → $560
Current: $544.84
Upside: +2.78%
Jul 9, 2026
Maintained: Buy
Price Target: $320
Current: $198.71
Upside: +61.04%
Jun 29, 2026
Rated: Buy
Price Target: $230 → $340
Current: $187.56
Upside: +81.28%
Jun 25, 2026
Maintained: Buy
Price Target: $1,625
Current: $823.03
Upside: +97.44%
Jun 11, 2026
Maintained: Buy
Price Target: $485
Current: $389.28
Upside: +24.59%
May 27, 2026
Reiterated: Buy
Price Target: $165 → $225
Current: $117.82
Upside: +90.97%
May 22, 2026
Rated: Buy
Price Target: $275 → $280
Current: $200.75
Upside: +39.48%
May 13, 2026
Maintained: Hold
Price Target: $43 → $70
Current: $63.59
Upside: +10.08%
May 8, 2026
Maintained: Buy
Price Target: $95 → $130
Current: $74.29
Upside: +74.99%
May 8, 2026
Maintained: Buy
Price Target: $44 → $55
Current: $41.50
Upside: +32.53%
May 7, 2026
Rated: Buy
Price Target: $485 → $775
Current: $535.20
Upside: +44.81%
May 6, 2026
Maintained: Hold
Price Target: $50 → $77
Current: $49.99
Upside: +54.03%
May 5, 2026
Initiated Coverage: Buy
Price Target: $26 → $130
Current: $83.31
Upside: +56.04%
May 1, 2026
Maintained: Buy
Price Target: $185 → $205
Current: $119.05
Upside: +72.20%
Apr 30, 2026
Reiterated: Hold
Price Target: $155 → $175
Current: $151.36
Upside: +15.62%
Feb 19, 2026
Maintained: Buy
Price Target: $400 → $430
Current: $367.41
Upside: +17.04%
May 6, 2025
Maintained: Hold
Price Target: $45
Current: $81.61
Upside: n/a
Mar 8, 2023
Maintained: Buy
Price Target: n/a
Current: $61.67
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $308.91
Upside: n/a
Jan 7, 2019
Maintained: Buy
Price Target: €200.00
Current: €1,434
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $25.85
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $47.40
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $75.27
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $129.49
Upside: n/a
Oct 14, 2015
Maintained: Buy
Price Target: n/a
Current: $1,629.00
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $14.10
Current: $11.93
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $9.14
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $211.03
Upside: n/a
Jan 24, 2012
Maintained: Hold
Price Target: n/a
Current: $28.13
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $50.00
Upside: n/a
Jul 12, 2011
Maintained: Hold
Price Target: $14 → $140
Current: $29.37
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $49.87
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $106.20
Upside: n/a
Jun 24, 2009
Maintained: Hold
Price Target: $15
Current: $351.79
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $315.05
Upside: n/a