Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 11
Out of 5,239 analysts
432
Total ratings
77.34%
Success rate
56.78%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ALGM Allegro MicroSystems | Maintains: Buy | $52 → $55 | $48.39 | +13.66% | 9 | May 8, 2026 | |
| SITM SiTime | Maintains: Buy | $675 → $775 | $901.48 | -14.03% | 6 | May 7, 2026 | |
| SWKS Skyworks Solutions | Maintains: Neutral | $63 → $75 | $70.13 | +6.94% | 16 | May 6, 2026 | |
| GFS GLOBALFOUNDRIES | Maintains: Neutral | $65 → $77 | $74.99 | +2.68% | 6 | May 6, 2026 | |
| QRVO Qorvo | Maintains: Neutral | $87 → $100 | $93.41 | +7.05% | 15 | May 6, 2026 | |
| UCTT Ultra Clean Holdings | Initiates: Buy | $130 | $85.45 | +52.14% | 3 | May 5, 2026 | |
| MRVL Marvell Technology | Maintains: Buy | $120 → $195 | $170.84 | +14.14% | 18 | May 4, 2026 | |
| AMBQ Ambiq Micro | Maintains: Neutral | $32 → $43 | $45.67 | -5.85% | 3 | May 4, 2026 | |
| AMAT Applied Materials | Maintains: Buy | $430 → $480 | $443.62 | +8.20% | 27 | May 4, 2026 | |
| ENTG Entegris | Maintains: Buy | $185 → $205 | $149.15 | +37.45% | 11 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $350 → $375 | $515.83 | -27.30% | 14 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $150 → $170 | $237.53 | -28.43% | 13 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $155 → $175 | $153.74 | +13.83% | 3 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $515 → $545 | $834.01 | -34.65% | 11 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $65 → $83 | $129.44 | -35.88% | 21 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $260 → $295 | $297.76 | -0.93% | 30 | Apr 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,575 → $1,835 | $1,845.19 | -0.55% | 24 | Apr 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $325 → $440 | $366.64 | +20.01% | 33 | Apr 21, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $475 | $428.43 | +10.87% | 21 | Apr 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $510 → $535 | $795.33 | -32.73% | 37 | Apr 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $400 → $430 | $422.73 | +1.72% | 13 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $175 → $170 | $212.65 | -20.06% | 8 | Feb 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $255 → $275 | $296.05 | -7.11% | 25 | Jan 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $330 | $458.79 | -28.07% | 25 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $219.44 | +7.09% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $136.53 | -37.74% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $292.68 | -90.93% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $76.95 | - | 1 | Jan 3, 2017 |
Allegro MicroSystems
May 8, 2026
Maintains: Buy
Price Target: $52 → $55
Current: $48.39
Upside: +13.66%
SiTime
May 7, 2026
Maintains: Buy
Price Target: $675 → $775
Current: $901.48
Upside: -14.03%
Skyworks Solutions
May 6, 2026
Maintains: Neutral
Price Target: $63 → $75
Current: $70.13
Upside: +6.94%
GLOBALFOUNDRIES
May 6, 2026
Maintains: Neutral
Price Target: $65 → $77
Current: $74.99
Upside: +2.68%
Qorvo
May 6, 2026
Maintains: Neutral
Price Target: $87 → $100
Current: $93.41
Upside: +7.05%
Ultra Clean Holdings
May 5, 2026
Initiates: Buy
Price Target: $130
Current: $85.45
Upside: +52.14%
Marvell Technology
May 4, 2026
Maintains: Buy
Price Target: $120 → $195
Current: $170.84
Upside: +14.14%
Ambiq Micro
May 4, 2026
Maintains: Neutral
Price Target: $32 → $43
Current: $45.67
Upside: -5.85%
Applied Materials
May 4, 2026
Maintains: Buy
Price Target: $430 → $480
Current: $443.62
Upside: +8.20%
Entegris
May 1, 2026
Maintains: Buy
Price Target: $185 → $205
Current: $149.15
Upside: +37.45%
May 1, 2026
Maintains: Neutral
Price Target: $350 → $375
Current: $515.83
Upside: -27.30%
Apr 30, 2026
Maintains: Neutral
Price Target: $150 → $170
Current: $237.53
Upside: -28.43%
Apr 30, 2026
Maintains: Neutral
Price Target: $155 → $175
Current: $153.74
Upside: +13.83%
Apr 29, 2026
Maintains: Neutral
Price Target: $515 → $545
Current: $834.01
Upside: -34.65%
Apr 24, 2026
Maintains: Neutral
Price Target: $65 → $83
Current: $129.44
Upside: -35.88%
Apr 23, 2026
Maintains: Buy
Price Target: $260 → $295
Current: $297.76
Upside: -0.93%
Apr 21, 2026
Maintains: Neutral
Price Target: $1,575 → $1,835
Current: $1,845.19
Upside: -0.55%
Apr 21, 2026
Maintains: Buy
Price Target: $325 → $440
Current: $366.64
Upside: +20.01%
Apr 13, 2026
Maintains: Buy
Price Target: $475
Current: $428.43
Upside: +10.87%
Apr 8, 2026
Maintains: Buy
Price Target: $510 → $535
Current: $795.33
Upside: -32.73%
Feb 19, 2026
Maintains: Buy
Price Target: $400 → $430
Current: $422.73
Upside: +1.72%
Feb 5, 2026
Maintains: Buy
Price Target: $175 → $170
Current: $212.65
Upside: -20.06%
Jan 29, 2026
Maintains: Buy
Price Target: $255 → $275
Current: $296.05
Upside: -7.11%
Jan 26, 2026
Maintains: Buy
Price Target: $300 → $330
Current: $458.79
Upside: -28.07%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $219.44
Upside: +7.09%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $136.53
Upside: -37.74%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $292.68
Upside: -90.93%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $76.95
Upside: -