Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 4
Out of 4,670 analysts
1262
Total ratings
75.9%
Success rate
53.6%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices | Rated: Buy | $430 → $490 | $373.09 | +31.34% | 12 | Aug 20, 2026 | |
| MRVL Marvell Technology | Rated: Buy | $340 → $310 | $237.04 | +30.78% | 66 | Aug 20, 2026 | |
| CBRS Cerebras Systems | Reiterated: Buy | $330 | $196.13 | +68.26% | 5 | Aug 19, 2026 | |
| MU Micron Technology | Reiterated: Buy | $1,625 | $966.78 | +68.08% | 100 | Aug 18, 2026 | |
| AMAT Applied Materials | Maintained: Buy | $675 | $492.32 | +37.11% | 81 | Aug 17, 2026 | |
| NVDA NVIDIA | Maintained: Buy | $280 | $214.72 | +30.40% | 102 | Aug 17, 2026 | |
| SMTC Semtech | Reiterated: Buy | $225 | $124.09 | +81.32% | 12 | Aug 17, 2026 | |
| INTC Intel | Maintained: Hold | $121 → $112 | $90.07 | +24.35% | 83 | Aug 12, 2026 | |
| MCHP Microchip Technology | Rated: Buy | $130 → $120 | $76.08 | +57.73% | 14 | Aug 7, 2026 | |
| WDC Western Digital | Maintained: Hold | $560 → $525 | $459.44 | +14.27% | 28 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $775 → $840 | $614.83 | +36.62% | 7 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $77 → $55 | $48.05 | +14.46% | 9 | Aug 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $730 | $473.25 | +54.25% | 41 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $205 → $215 | $143.66 | +49.66% | 22 | Aug 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $45 → $95 | $74.21 | +28.02% | 2 | Aug 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $130 → $150 | $76.43 | +96.26% | 3 | Aug 4, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $435 | $314.00 | +38.54% | 80 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $190 → $170 | $160.75 | +5.75% | 64 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $360 → $320 | $243.32 | +31.51% | 14 | Jul 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $240 → $215 | $183.99 | +16.85% | 54 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $860 | $850.00 | +1.18% | 25 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $75 → $70 | $67.14 | +4.26% | 45 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $100 → $96 | $95.56 | +0.46% | 44 | Jul 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $350 → $380 | $264.36 | +43.74% | 57 | Jul 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $440 → $500 | $375.74 | +33.07% | 46 | Jul 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $485 | $368.45 | +31.63% | 48 | Jun 11, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $43 → $70 | $59.02 | +18.60% | 6 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $44 → $55 | $37.16 | +48.01% | 12 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $155 → $175 | $165.54 | +5.71% | 4 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $55.97 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $309.35 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €200.00 | €1,506 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $25.58 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $54.03 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $60.20 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $115.43 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $1,763.76 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $13.88 | $11.09 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $10.21 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $214.28 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | n/a | $37.40 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $47.86 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $14 → $140 | $30.01 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $50.26 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $114.16 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $15 | $351.58 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $313.21 | n/a | 1 | Jan 21, 2009 |
Analog Devices
Aug 20, 2026
Rated: Buy
Price Target: $430 → $490
Current: $373.09
Upside: +31.34%
Marvell Technology
Aug 20, 2026
Rated: Buy
Price Target: $340 → $310
Current: $237.04
Upside: +30.78%
Cerebras Systems
Aug 19, 2026
Reiterated: Buy
Price Target: $330
Current: $196.13
Upside: +68.26%
Micron Technology
Aug 18, 2026
Reiterated: Buy
Price Target: $1,625
Current: $966.78
Upside: +68.08%
Applied Materials
Aug 17, 2026
Maintained: Buy
Price Target: $675
Current: $492.32
Upside: +37.11%
NVIDIA
Aug 17, 2026
Maintained: Buy
Price Target: $280
Current: $214.72
Upside: +30.40%
Semtech
Aug 17, 2026
Reiterated: Buy
Price Target: $225
Current: $124.09
Upside: +81.32%
Intel
Aug 12, 2026
Maintained: Hold
Price Target: $121 → $112
Current: $90.07
Upside: +24.35%
Microchip Technology
Aug 7, 2026
Rated: Buy
Price Target: $130 → $120
Current: $76.08
Upside: +57.73%
Western Digital
Aug 6, 2026
Maintained: Hold
Price Target: $560 → $525
Current: $459.44
Upside: +14.27%
Aug 6, 2026
Maintained: Buy
Price Target: $775 → $840
Current: $614.83
Upside: +36.62%
Aug 6, 2026
Maintained: Hold
Price Target: $77 → $55
Current: $48.05
Upside: +14.46%
Aug 5, 2026
Maintained: Buy
Price Target: $730
Current: $473.25
Upside: +54.25%
Aug 5, 2026
Maintained: Buy
Price Target: $205 → $215
Current: $143.66
Upside: +49.66%
Aug 4, 2026
Reiterated: Hold
Price Target: $45 → $95
Current: $74.21
Upside: +28.02%
Aug 4, 2026
Maintained: Buy
Price Target: $130 → $150
Current: $76.43
Upside: +96.26%
Jul 30, 2026
Maintained: Buy
Price Target: $435
Current: $314.00
Upside: +38.54%
Jul 30, 2026
Maintained: Hold
Price Target: $190 → $170
Current: $160.75
Upside: +5.75%
Jul 30, 2026
Maintained: Buy
Price Target: $360 → $320
Current: $243.32
Upside: +31.51%
Jul 29, 2026
Maintained: Hold
Price Target: $240 → $215
Current: $183.99
Upside: +16.85%
Jul 29, 2026
Maintained: Hold
Price Target: $860
Current: $850.00
Upside: +1.18%
Jul 29, 2026
Maintained: Hold
Price Target: $75 → $70
Current: $67.14
Upside: +4.26%
Jul 29, 2026
Maintained: Hold
Price Target: $100 → $96
Current: $95.56
Upside: +0.46%
Jul 23, 2026
Maintained: Buy
Price Target: $350 → $380
Current: $264.36
Upside: +43.74%
Jul 20, 2026
Rated: Buy
Price Target: $440 → $500
Current: $375.74
Upside: +33.07%
Jun 11, 2026
Maintained: Buy
Price Target: $485
Current: $368.45
Upside: +31.63%
May 13, 2026
Maintained: Hold
Price Target: $43 → $70
Current: $59.02
Upside: +18.60%
May 8, 2026
Maintained: Buy
Price Target: $44 → $55
Current: $37.16
Upside: +48.01%
Apr 30, 2026
Reiterated: Hold
Price Target: $155 → $175
Current: $165.54
Upside: +5.71%
Mar 8, 2023
Maintained: Buy
Price Target: n/a
Current: $55.97
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $309.35
Upside: n/a
Jan 7, 2019
Maintained: Buy
Price Target: €200.00
Current: €1,506
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $25.58
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $54.03
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $60.20
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $115.43
Upside: n/a
Oct 14, 2015
Maintained: Buy
Price Target: n/a
Current: $1,763.76
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $13.88
Current: $11.09
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $10.21
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $214.28
Upside: n/a
Jan 24, 2012
Maintained: Hold
Price Target: n/a
Current: $37.40
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $47.86
Upside: n/a
Jul 12, 2011
Maintained: Hold
Price Target: $14 → $140
Current: $30.01
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $50.26
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $114.16
Upside: n/a
Jun 24, 2009
Maintained: Hold
Price Target: $15
Current: $351.58
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $313.21
Upside: n/a