Timothy Arcuri
Stock Analyst at UBS
(4.94)
# 38
Out of 5,149 analysts
407
Total ratings
71.02%
Success rate
39.07%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| MU Micron Technology | Maintains: Buy | $450 → $475 | $379.81 | +25.06% | 35 | Mar 2, 2026 | |
| MRVL Marvell Technology | Maintains: Buy | $115 → $120 | $77.56 | +54.72% | 17 | Feb 23, 2026 | |
| ADI Analog Devices | Maintains: Buy | $400 → $430 | $338.85 | +26.90% | 13 | Feb 19, 2026 | |
| ARM Arm Holdings | Maintains: Buy | $175 → $170 | $121.67 | +39.72% | 8 | Feb 5, 2026 | |
| SITM SiTime | Maintains: Buy | $430 → $485 | $406.14 | +19.42% | 5 | Feb 5, 2026 | |
| ALGM Allegro MicroSystems | Maintains: Buy | $40 → $44 | $34.68 | +26.87% | 8 | Jan 30, 2026 | |
| LRCX Lam Research | Maintains: Buy | $255 → $275 | $216.89 | +26.79% | 25 | Jan 29, 2026 | |
| TXN Texas Instruments | Maintains: Buy | $245 → $260 | $202.52 | +28.38% | 29 | Jan 28, 2026 | |
| STX Seagate Technology Holdings | Maintains: Neutral | $335 → $385 | $357.54 | +7.68% | 9 | Jan 28, 2026 | |
| QCOM QUALCOMM | Maintains: Neutral | $185 → $160 | $138.04 | +15.91% | 11 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $200 → $190 | $116.55 | +63.02% | 2 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $200 → $275 | $303.09 | -9.27% | 32 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $300 → $330 | $190.73 | +73.02% | 25 | Jan 26, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $49 → $52 | $43.07 | +20.75% | 20 | Jan 23, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,260 → $1,635 | $1,441.28 | +13.44% | 23 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $145 → $230 | $250.03 | -8.01% | 12 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $80 → $63 | $58.13 | +8.38% | 15 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $108 → $87 | $81.22 | +7.12% | 14 | Jan 20, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $90 → $145 | $126.67 | +14.47% | 9 | Jan 15, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $472 → $475 | $313.96 | +51.29% | 20 | Dec 15, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgrades: Buy | $250 → $285 | $350.66 | -18.72% | 26 | Nov 25, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $180.09 | +30.49% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $29.39 | +8.88% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $90.45 | -6.03% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $47.08 | -21.41% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $263.60 | -89.92% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $59.38 | -52.85% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $45.35 | - | 1 | Jan 3, 2017 |
Micron Technology
Mar 2, 2026
Maintains: Buy
Price Target: $450 → $475
Current: $379.81
Upside: +25.06%
Marvell Technology
Feb 23, 2026
Maintains: Buy
Price Target: $115 → $120
Current: $77.56
Upside: +54.72%
Analog Devices
Feb 19, 2026
Maintains: Buy
Price Target: $400 → $430
Current: $338.85
Upside: +26.90%
Arm Holdings
Feb 5, 2026
Maintains: Buy
Price Target: $175 → $170
Current: $121.67
Upside: +39.72%
SiTime
Feb 5, 2026
Maintains: Buy
Price Target: $430 → $485
Current: $406.14
Upside: +19.42%
Allegro MicroSystems
Jan 30, 2026
Maintains: Buy
Price Target: $40 → $44
Current: $34.68
Upside: +26.87%
Lam Research
Jan 29, 2026
Maintains: Buy
Price Target: $255 → $275
Current: $216.89
Upside: +26.79%
Texas Instruments
Jan 28, 2026
Maintains: Buy
Price Target: $245 → $260
Current: $202.52
Upside: +28.38%
Seagate Technology Holdings
Jan 28, 2026
Maintains: Neutral
Price Target: $335 → $385
Current: $357.54
Upside: +7.68%
QUALCOMM
Jan 26, 2026
Maintains: Neutral
Price Target: $185 → $160
Current: $138.04
Upside: +15.91%
Jan 26, 2026
Maintains: Neutral
Price Target: $200 → $190
Current: $116.55
Upside: +63.02%
Jan 26, 2026
Maintains: Buy
Price Target: $200 → $275
Current: $303.09
Upside: -9.27%
Jan 26, 2026
Maintains: Buy
Price Target: $300 → $330
Current: $190.73
Upside: +73.02%
Jan 23, 2026
Maintains: Neutral
Price Target: $49 → $52
Current: $43.07
Upside: +20.75%
Jan 20, 2026
Maintains: Neutral
Price Target: $1,260 → $1,635
Current: $1,441.28
Upside: +13.44%
Jan 20, 2026
Maintains: Neutral
Price Target: $145 → $230
Current: $250.03
Upside: -8.01%
Jan 20, 2026
Maintains: Neutral
Price Target: $80 → $63
Current: $58.13
Upside: +8.38%
Jan 20, 2026
Maintains: Neutral
Price Target: $108 → $87
Current: $81.22
Upside: +7.12%
Jan 15, 2026
Upgrades: Buy
Price Target: $90 → $145
Current: $126.67
Upside: +14.47%
Dec 15, 2025
Maintains: Buy
Price Target: $472 → $475
Current: $313.96
Upside: +51.29%
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $350.66
Upside: -18.72%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $180.09
Upside: +30.49%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $29.39
Upside: +8.88%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $90.45
Upside: -6.03%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $47.08
Upside: -21.41%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $263.60
Upside: -89.92%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $59.38
Upside: -52.85%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $45.35
Upside: -