Timothy Arcuri
Stock Analyst at UBS
(5.00)
# 3
Out of 4,504 analysts
1222
Total ratings
80.1%
Success rate
59.2%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| CBRS Cerebras Systems | Maintained: Buy | $320 | $215.08 | +48.78% | 3 | Jul 9, 2026 | |
| MRVL Marvell Technology | Rated: Buy | $230 → $340 | $235.81 | +44.18% | 65 | Jun 29, 2026 | |
| TXN Texas Instruments | Maintained: Buy | $295 → $350 | $311.46 | +12.37% | 56 | Jun 29, 2026 | |
| MU Micron Technology | Maintained: Buy | $1,625 | $979.30 | +65.93% | 98 | Jun 25, 2026 | |
| QCOM QUALCOMM | Maintained: Hold | $170 → $235 | $189.16 | +24.23% | 62 | Jun 25, 2026 | |
| AMD Advanced Micro Devices | Maintained: Buy | $455 → $670 | $557.89 | +20.10% | 38 | Jun 24, 2026 | |
| ARM Arm Holdings | Maintained: Buy | $260 → $470 | $323.39 | +45.34% | 12 | Jun 24, 2026 | |
| AVGO Broadcom | Maintained: Buy | $485 | $399.97 | +21.26% | 48 | Jun 11, 2026 | |
| AMAT Applied Materials | Rated: Buy | $515 → $570 | $602.50 | -5.39% | 78 | Jun 10, 2026 | |
| KLAC KLA Corporation | Rated: Hold | $184 → $218 | $231.52 | -5.84% | 51 | Jun 9, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $310 → $375 | $350.33 | +7.04% | 78 | Jun 9, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $165 → $225 | $136.13 | +65.28% | 11 | May 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $440 | $359.60 | +22.36% | 45 | May 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $275 → $280 | $210.96 | +32.73% | 100 | May 22, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $43 → $70 | $85.28 | -17.92% | 6 | May 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $95 → $130 | $88.59 | +46.74% | 13 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $44 → $55 | $54.87 | +0.24% | 12 | May 8, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Buy | $485 → $775 | $628.94 | +23.22% | 6 | May 7, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $58 → $75 | $60.38 | +24.21% | 44 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $87 → $100 | $85.81 | +16.54% | 43 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $50 → $77 | $68.97 | +11.64% | 8 | May 6, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $26 → $130 | $106.27 | +22.33% | 2 | May 5, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $185 → $205 | $145.35 | +41.04% | 21 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $350 → $375 | $582.59 | -35.63% | 26 | May 1, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $155 → $175 | $144.03 | +21.50% | 4 | Apr 30, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $515 → $545 | $910.34 | -40.13% | 23 | Apr 29, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $51 → $83 | $109.84 | -24.44% | 81 | Apr 24, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $400 → $430 | $395.65 | +8.68% | 11 | Feb 19, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $45 | $95.96 | n/a | 1 | May 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $72.48 | n/a | 1 | Mar 8, 2023 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $115 | $315.32 | n/a | 109 | Feb 17, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | €200.00 | $1,569.00 | n/a | 1 | Jan 7, 2019 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $65 | $24.85 | n/a | 1 | Oct 17, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $23 | $75.79 | n/a | 16 | May 11, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $17 → $25 | $100.30 | n/a | 3 | May 9, 2017 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $34 | $153.29 | n/a | 1 | Apr 19, 2016 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | n/a | $1,797.32 | n/a | 5 | Oct 14, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $14.16 | $15.55 | n/a | 7 | Feb 17, 2015 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $7.5 → $8 | $12.44 | n/a | 3 | Apr 30, 2014 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $60 → $45 | $227.83 | n/a | 10 | Apr 5, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | n/a | $25.36 | n/a | 2 | Jan 24, 2012 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Rated: Hold | $27 | $57.40 | n/a | 7 | Oct 24, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $14 → $140 | $35.96 | n/a | 5 | Jul 12, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiated Coverage: Buy | $10 | $70.47 | n/a | 1 | May 19, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | n/a | $117.52 | n/a | 2 | Mar 21, 2011 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $15 | $336.47 | n/a | 1 | Jun 24, 2009 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | n/a | $330.29 | n/a | 1 | Jan 21, 2009 |
Cerebras Systems
Jul 9, 2026
Maintained: Buy
Price Target: $320
Current: $215.08
Upside: +48.78%
Marvell Technology
Jun 29, 2026
Rated: Buy
Price Target: $230 → $340
Current: $235.81
Upside: +44.18%
Texas Instruments
Jun 29, 2026
Maintained: Buy
Price Target: $295 → $350
Current: $311.46
Upside: +12.37%
Micron Technology
Jun 25, 2026
Maintained: Buy
Price Target: $1,625
Current: $979.30
Upside: +65.93%
QUALCOMM
Jun 25, 2026
Maintained: Hold
Price Target: $170 → $235
Current: $189.16
Upside: +24.23%
Advanced Micro Devices
Jun 24, 2026
Maintained: Buy
Price Target: $455 → $670
Current: $557.89
Upside: +20.10%
Arm Holdings
Jun 24, 2026
Maintained: Buy
Price Target: $260 → $470
Current: $323.39
Upside: +45.34%
Broadcom
Jun 11, 2026
Maintained: Buy
Price Target: $485
Current: $399.97
Upside: +21.26%
Applied Materials
Jun 10, 2026
Rated: Buy
Price Target: $515 → $570
Current: $602.50
Upside: -5.39%
KLA Corporation
Jun 9, 2026
Rated: Hold
Price Target: $184 → $218
Current: $231.52
Upside: -5.84%
Jun 9, 2026
Rated: Buy
Price Target: $310 → $375
Current: $350.33
Upside: +7.04%
May 27, 2026
Reiterated: Buy
Price Target: $165 → $225
Current: $136.13
Upside: +65.28%
May 27, 2026
Maintained: Buy
Price Target: $440
Current: $359.60
Upside: +22.36%
May 22, 2026
Rated: Buy
Price Target: $275 → $280
Current: $210.96
Upside: +32.73%
May 13, 2026
Maintained: Hold
Price Target: $43 → $70
Current: $85.28
Upside: -17.92%
May 8, 2026
Maintained: Buy
Price Target: $95 → $130
Current: $88.59
Upside: +46.74%
May 8, 2026
Maintained: Buy
Price Target: $44 → $55
Current: $54.87
Upside: +0.24%
May 7, 2026
Rated: Buy
Price Target: $485 → $775
Current: $628.94
Upside: +23.22%
May 6, 2026
Maintained: Hold
Price Target: $58 → $75
Current: $60.38
Upside: +24.21%
May 6, 2026
Maintained: Hold
Price Target: $87 → $100
Current: $85.81
Upside: +16.54%
May 6, 2026
Maintained: Hold
Price Target: $50 → $77
Current: $68.97
Upside: +11.64%
May 5, 2026
Initiated Coverage: Buy
Price Target: $26 → $130
Current: $106.27
Upside: +22.33%
May 1, 2026
Maintained: Buy
Price Target: $185 → $205
Current: $145.35
Upside: +41.04%
May 1, 2026
Maintained: Hold
Price Target: $350 → $375
Current: $582.59
Upside: -35.63%
Apr 30, 2026
Reiterated: Hold
Price Target: $155 → $175
Current: $144.03
Upside: +21.50%
Apr 29, 2026
Rated: Hold
Price Target: $515 → $545
Current: $910.34
Upside: -40.13%
Apr 24, 2026
Rated: Hold
Price Target: $51 → $83
Current: $109.84
Upside: -24.44%
Feb 19, 2026
Maintained: Buy
Price Target: $400 → $430
Current: $395.65
Upside: +8.68%
May 6, 2025
Maintained: Hold
Price Target: $45
Current: $95.96
Upside: n/a
Mar 8, 2023
Maintained: Buy
Price Target: n/a
Current: $72.48
Upside: n/a
Feb 17, 2021
Reiterated: Hold
Price Target: $115
Current: $315.32
Upside: n/a
Jan 7, 2019
Maintained: Buy
Price Target: €200.00
Current: $1,569.00
Upside: n/a
Oct 17, 2018
Reiterated: Buy
Price Target: $65
Current: $24.85
Upside: n/a
May 11, 2017
Reiterated: Buy
Price Target: $23
Current: $75.79
Upside: n/a
May 9, 2017
Reiterated: Buy
Price Target: $17 → $25
Current: $100.30
Upside: n/a
Apr 19, 2016
Initiated Coverage: Buy
Price Target: $34
Current: $153.29
Upside: n/a
Oct 14, 2015
Maintained: Buy
Price Target: n/a
Current: $1,797.32
Upside: n/a
Feb 17, 2015
Reiterated: Hold
Price Target: $14.16
Current: $15.55
Upside: n/a
Apr 30, 2014
Reiterated: Hold
Price Target: $7.5 → $8
Current: $12.44
Upside: n/a
Apr 5, 2012
Reiterated: Hold
Price Target: $60 → $45
Current: $227.83
Upside: n/a
Jan 24, 2012
Maintained: Hold
Price Target: n/a
Current: $25.36
Upside: n/a
Oct 24, 2011
Rated: Hold
Price Target: $27
Current: $57.40
Upside: n/a
Jul 12, 2011
Maintained: Hold
Price Target: $14 → $140
Current: $35.96
Upside: n/a
May 19, 2011
Initiated Coverage: Buy
Price Target: $10
Current: $70.47
Upside: n/a
Mar 21, 2011
Reiterated: Buy
Price Target: n/a
Current: $117.52
Upside: n/a
Jun 24, 2009
Maintained: Hold
Price Target: $15
Current: $336.47
Upside: n/a
Jan 21, 2009
Downgraded: Hold
Price Target: n/a
Current: $330.29
Upside: n/a