Timothy Arcuri
Stock Analyst at UBS
(4.87)
# 63
Out of 5,090 analysts
377
Total ratings
68.3%
Success rate
28.3%
Average return
Main Sectors:
Stocks Rated by Timothy Arcuri
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AVGO Broadcom | Maintains: Buy | $415 → $472 | $386.59 | +22.09% | 19 | Dec 1, 2025 | |
| LRCX Lam Research | Maintains: Buy | $165 → $175 | $158.80 | +10.20% | 22 | Nov 25, 2025 | |
| AMAT Applied Materials | Upgrades: Buy | $250 → $285 | $270.05 | +5.54% | 26 | Nov 25, 2025 | |
| MRVL Marvell Technology | Maintains: Buy | $105 → $110 | $99.17 | +10.92% | 15 | Nov 24, 2025 | |
| MU Micron Technology | Maintains: Buy | $245 → $275 | $232.88 | +18.09% | 32 | Nov 20, 2025 | |
| PI Impinj | Initiates: Neutral | $200 | $159.71 | +25.23% | 1 | Nov 7, 2025 | |
| ARM Arm Holdings | Maintains: Buy | $200 → $195 | $142.07 | +37.26% | 6 | Nov 6, 2025 | |
| SITM SiTime | Maintains: Buy | $355 → $375 | $349.99 | +7.15% | 3 | Nov 6, 2025 | |
| QCOM QUALCOMM | Maintains: Neutral | $175 → $185 | $175.31 | +5.53% | 10 | Nov 6, 2025 | |
| AMD Advanced Micro Devices | Maintains: Buy | $265 → $300 | $218.37 | +37.38% | 24 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $85 → $80 | $69.61 | +14.93% | 14 | Nov 5, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $135 → $145 | $164.62 | -11.92% | 11 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $38 → $40 | $29.42 | +35.96% | 7 | Oct 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $165 → $200 | $200.89 | -0.44% | 31 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $1,135 → $1,260 | $1,219.82 | +3.29% | 22 | Oct 30, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $100 → $108 | $89.75 | +20.33% | 13 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $205 → $235 | $182.11 | +29.04% | 29 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $235 → $230 | $274.61 | -16.24% | 7 | Oct 29, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $40 → $32 | $28.84 | +10.96% | 2 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $65 → $85 | $79.29 | +7.20% | 4 | Oct 27, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $35 → $40 | $41.85 | -4.42% | 18 | Oct 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $43 → $37 | $39.50 | -6.33% | 5 | Aug 6, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Neutral | $95 → $90 | $89.73 | +0.30% | 8 | Jul 31, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $245 → $255 | $183.61 | +38.88% | 28 | Jul 14, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $285 → $280 | $282.09 | -0.74% | 11 | Jul 7, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Buy | $25 → $27 | $280.70 | -90.54% | 6 | Jul 31, 2020 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintains: Market Perform | $32 → $28 | $26.62 | +5.18% | 2 | Feb 22, 2018 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Initiates: Outperform | n/a | $17.75 | - | 1 | Jan 3, 2017 |
Broadcom
Dec 1, 2025
Maintains: Buy
Price Target: $415 → $472
Current: $386.59
Upside: +22.09%
Lam Research
Nov 25, 2025
Maintains: Buy
Price Target: $165 → $175
Current: $158.80
Upside: +10.20%
Applied Materials
Nov 25, 2025
Upgrades: Buy
Price Target: $250 → $285
Current: $270.05
Upside: +5.54%
Marvell Technology
Nov 24, 2025
Maintains: Buy
Price Target: $105 → $110
Current: $99.17
Upside: +10.92%
Micron Technology
Nov 20, 2025
Maintains: Buy
Price Target: $245 → $275
Current: $232.88
Upside: +18.09%
Impinj
Nov 7, 2025
Initiates: Neutral
Price Target: $200
Current: $159.71
Upside: +25.23%
Arm Holdings
Nov 6, 2025
Maintains: Buy
Price Target: $200 → $195
Current: $142.07
Upside: +37.26%
SiTime
Nov 6, 2025
Maintains: Buy
Price Target: $355 → $375
Current: $349.99
Upside: +7.15%
QUALCOMM
Nov 6, 2025
Maintains: Neutral
Price Target: $175 → $185
Current: $175.31
Upside: +5.53%
Advanced Micro Devices
Nov 5, 2025
Maintains: Buy
Price Target: $265 → $300
Current: $218.37
Upside: +37.38%
Nov 5, 2025
Maintains: Neutral
Price Target: $85 → $80
Current: $69.61
Upside: +14.93%
Oct 31, 2025
Maintains: Neutral
Price Target: $135 → $145
Current: $164.62
Upside: -11.92%
Oct 31, 2025
Maintains: Buy
Price Target: $38 → $40
Current: $29.42
Upside: +35.96%
Oct 30, 2025
Maintains: Buy
Price Target: $165 → $200
Current: $200.89
Upside: -0.44%
Oct 30, 2025
Maintains: Neutral
Price Target: $1,135 → $1,260
Current: $1,219.82
Upside: +3.29%
Oct 29, 2025
Maintains: Neutral
Price Target: $100 → $108
Current: $89.75
Upside: +20.33%
Oct 29, 2025
Maintains: Buy
Price Target: $205 → $235
Current: $182.11
Upside: +29.04%
Oct 29, 2025
Maintains: Neutral
Price Target: $235 → $230
Current: $274.61
Upside: -16.24%
Oct 27, 2025
Maintains: Neutral
Price Target: $40 → $32
Current: $28.84
Upside: +10.96%
Oct 27, 2025
Maintains: Buy
Price Target: $65 → $85
Current: $79.29
Upside: +7.20%
Oct 6, 2025
Maintains: Neutral
Price Target: $35 → $40
Current: $41.85
Upside: -4.42%
Aug 6, 2025
Maintains: Neutral
Price Target: $43 → $37
Current: $39.50
Upside: -6.33%
Jul 31, 2025
Maintains: Neutral
Price Target: $95 → $90
Current: $89.73
Upside: +0.30%
Jul 14, 2025
Maintains: Buy
Price Target: $245 → $255
Current: $183.61
Upside: +38.88%
Jul 7, 2025
Maintains: Buy
Price Target: $285 → $280
Current: $282.09
Upside: -0.74%
Jul 31, 2020
Maintains: Buy
Price Target: $25 → $27
Current: $280.70
Upside: -90.54%
Feb 22, 2018
Maintains: Market Perform
Price Target: $32 → $28
Current: $26.62
Upside: +5.18%
Jan 3, 2017
Initiates: Outperform
Price Target: n/a
Current: $17.75
Upside: -