Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 11
Out of 5,125 analysts
1266
Total ratings
67.3%
Success rate
43.8%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| CEVA CEVA, Inc. | Rated: Buy | $40 → $35 | $24.45 | +43.15% | 2 | Nov 10, 2026 | |
| MCHP Microchip Technology | Reiterated: Buy | $120 → $85 | $60.33 | +40.89% | 15 | Nov 6, 2026 | |
| ARM Arm Holdings | Rated: Buy | $320 → $270 | $181.49 | +48.77% | 15 | Nov 5, 2026 | |
| GFS GLOBALFOUNDRIES | Rated: Hold | $55 → $43 | $40.62 | +5.86% | 11 | Nov 5, 2026 | |
| QCOM QUALCOMM | Rated: Hold | $170 → $180 | $173.53 | +3.73% | 65 | Nov 5, 2026 | |
| SITM SiTime | Rated: Buy | $840 → $650 | $444.45 | +46.25% | 8 | Nov 5, 2026 | |
| ALAB Astera Labs | Reiterated: Hold | $290 | $216.18 | +34.15% | 1 | Nov 4, 2026 | |
| AMD Advanced Micro Devices | Reiterated: Buy | $730 → $700 | $515.21 | +35.87% | 42 | Nov 4, 2026 | |
| AMAT Applied Materials | Reiterated: Buy | $695 | $372.53 | +86.56% | 83 | Nov 2, 2026 | |
| AMBQ Ambiq Micro | Reiterated: Hold | $70 → $50 | $45.24 | +10.52% | 7 | Nov 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $330 → $250 | $93.66 | +166.92% | 6 | Nov 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $350 | $154.39 | +126.70% | 70 | Nov 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $55 → $48 | $30.70 | +56.35% | 13 | Oct 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $215 → $220 | $138.57 | +58.76% | 23 | Oct 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $103 → $80 | $58.13 | +37.62% | 85 | Oct 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $190 → $180 | $152.99 | +17.65% | 57 | Oct 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $175 → $180 | $171.81 | +4.77% | 6 | Oct 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $70 → $90 | $82.71 | +8.81% | 46 | Oct 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $485 → $430 | $245.40 | +75.22% | 48 | Oct 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $780 → $750 | $501.62 | +49.52% | 27 | Oct 28, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $470 → $435 | $289.20 | +50.41% | 30 | Oct 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $425 → $400 | $222.39 | +79.86% | 83 | Oct 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $380 → $360 | $300.52 | +19.79% | 58 | Oct 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $230 | $113.49 | +102.66% | 14 | Oct 16, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $300 | $168.89 | +77.63% | 104 | Oct 9, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $470 | $331.98 | +41.57% | 51 | Oct 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $1,625 | $725.11 | +124.10% | 102 | Oct 2, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $69.61 | - | 3 | Sep 17, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $430 → $490 | $393.30 | +24.59% | 12 | Aug 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $130 → $150 | $46.71 | +221.13% | 3 | Aug 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $49.05 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $348.51 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | €200.00 | €1,361 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $24.24 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $48.25 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $35.27 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $169.58 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $1,507.85 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $13.84 | $12.96 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $8.25 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $180.98 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | n/a | $40.48 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $39.56 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $14 → $140 | $25.47 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $34.47 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $85.63 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $15 | $342.07 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $249.82 | n/a | 1 | Jan 21, 2009 |
CEVA, Inc.
Nov 10, 2026
Rated: Buy
Price Target: $40 → $35
Current: $24.45
Upside: +43.15%
Microchip Technology
Nov 6, 2026
Reiterated: Buy
Price Target: $120 → $85
Current: $60.33
Upside: +40.89%
Arm Holdings
Nov 5, 2026
Rated: Buy
Price Target: $320 → $270
Current: $181.49
Upside: +48.77%
GLOBALFOUNDRIES
Nov 5, 2026
Rated: Hold
Price Target: $55 → $43
Current: $40.62
Upside: +5.86%
QUALCOMM
Nov 5, 2026
Rated: Hold
Price Target: $170 → $180
Current: $173.53
Upside: +3.73%
SiTime
Nov 5, 2026
Rated: Buy
Price Target: $840 → $650
Current: $444.45
Upside: +46.25%
Astera Labs
Nov 4, 2026
Reiterated: Hold
Price Target: $290
Current: $216.18
Upside: +34.15%
Advanced Micro Devices
Nov 4, 2026
Reiterated: Buy
Price Target: $730 → $700
Current: $515.21
Upside: +35.87%
Applied Materials
Nov 2, 2026
Reiterated: Buy
Price Target: $695
Current: $372.53
Upside: +86.56%
Ambiq Micro
Nov 2, 2026
Reiterated: Hold
Price Target: $70 → $50
Current: $45.24
Upside: +10.52%
Nov 2, 2026
Reiterated: Buy
Price Target: $330 → $250
Current: $93.66
Upside: +166.92%
Nov 2, 2026
Reiterated: Buy
Price Target: $350
Current: $154.39
Upside: +126.70%
Oct 30, 2026
Reiterated: Buy
Price Target: $55 → $48
Current: $30.70
Upside: +56.35%
Oct 30, 2026
Rated: Buy
Price Target: $215 → $220
Current: $138.57
Upside: +58.76%
Oct 30, 2026
Reiterated: Hold
Price Target: $103 → $80
Current: $58.13
Upside: +37.62%
Oct 29, 2026
Rated: Hold
Price Target: $190 → $180
Current: $152.99
Upside: +17.65%
Oct 29, 2026
Rated: Hold
Price Target: $175 → $180
Current: $171.81
Upside: +4.77%
Oct 29, 2026
Rated: Hold
Price Target: $70 → $90
Current: $82.71
Upside: +8.81%
Oct 29, 2026
Rated: Buy
Price Target: $485 → $430
Current: $245.40
Upside: +75.22%
Oct 28, 2026
Rated: Hold
Price Target: $780 → $750
Current: $501.62
Upside: +49.52%
Oct 23, 2026
Reiterated: Hold
Price Target: $470 → $435
Current: $289.20
Upside: +50.41%
Oct 22, 2026
Reiterated: Buy
Price Target: $425 → $400
Current: $222.39
Upside: +79.86%
Oct 22, 2026
Rated: Buy
Price Target: $380 → $360
Current: $300.52
Upside: +19.79%
Oct 16, 2026
Reiterated: Buy
Price Target: $230
Current: $113.49
Upside: +102.66%
Oct 9, 2026
Reiterated: Buy
Price Target: $300
Current: $168.89
Upside: +77.63%
Oct 2, 2026
Reiterated: Buy
Price Target: $470
Current: $331.98
Upside: +41.57%
Oct 2, 2026
Rated: Buy
Price Target: $1,625
Current: $725.11
Upside: +124.10%
Sep 17, 2026
Reiterated: Hold
Price Target: n/a
Current: $69.61
Upside: -
Aug 20, 2026
Rated: Buy
Price Target: $430 → $490
Current: $393.30
Upside: +24.59%
Aug 4, 2026
Reiterated: Buy
Price Target: $130 → $150
Current: $46.71
Upside: +221.13%
Mar 8, 2023
Reiterated: Buy
Price Target: n/a
Current: $49.05
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $348.51
Upside: n/a
Jan 7, 2019
Reiterated: Buy
Price Target: €200.00
Current: €1,361
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $24.24
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $48.25
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $35.27
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $169.58
Upside: n/a
Oct 14, 2015
Reiterated: Buy
Price Target: n/a
Current: $1,507.85
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $13.84
Current: $12.96
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $8.25
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $180.98
Upside: n/a
Jan 24, 2012
Reiterated: Hold
Price Target: n/a
Current: $40.48
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $39.56
Upside: n/a
Jul 12, 2011
Reiterated: Hold
Price Target: $14 → $140
Current: $25.47
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $34.47
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $85.63
Upside: n/a
Jun 24, 2009
Reiterated: Hold
Price Target: $15
Current: $342.07
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $249.82
Upside: n/a