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Timothy Arcuri

Timothy Arcuri Analyst Performance

Managing Director at UBS Group

Timothy Arcuri is a stock analyst at UBS Group focused in the computer and technology sector, covering 32 publicly traded companies. Over the past year, Timothy Arcuri has issued 167 stock ratings, including strong buy, buy, hold, and sell recommendations. While full access to Timothy Arcuri's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Timothy Arcuri's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
362 Last 11 Years
Buy Recommendations
63.27% 217 Buy Ratings
Companies Covered
32 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.3%1 ratings
Buy63.0%216 ratings
Hold35.0%120 ratings
Sell1.7%6 ratings

Out of 343 total stock ratings issued by Timothy Arcuri at UBS Group, the majority (63.0%) have been Buy recommendations, followed by 35.0% Hold, 1.7% Sell, and 0.3% Strong Buy.

Exchange Coverage

ExchangePercentageCount
NASDAQ
93.8% of companies on NASDAQ
30 companies
NYSE
6.3% of companies on NYSE
2 companies

Timothy Arcuri, an analyst at UBS Group, currently covers 32 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Computer and Technology
29 companies
90.6%
Manufacturing
1 company
3.1%
Consumer Discretionary
1 company
3.1%
Business Services
1 company
3.1%

Timothy Arcuri of UBS Group specializes in stock coverage within the Computer and Technology sector, with additional focus on Manufacturing and Consumer Discretionary companies.

Coverage Industries

IndustryPercentage
ELEC COMP - SEMIC
10 companies
31.3%
ELEC PRODS - MISC
3 companies
9.4%
COMP - INTEGT SYS
3 companies
9.4%
SEMI - GENERAL
3 companies
9.4%
SEMI - RADIO FREQ
2 companies
6.3%
ELEC - MANUFT MACH
2 companies
6.3%
SEMI - ANALOG & MIXED
2 companies
6.3%
ELECTRONIC COMPONENTS & ACCESSORIES
1 company
3.1%
COMP - STORAGE DE
1 company
3.1%
COMP - MICRO
1 company
3.1%
RESTAURANTS
1 company
3.1%
TECHNOLOGY SERVICES
1 company
3.1%
SEQPT - MATERIAL SVS
1 company
3.1%
SOFTWARE - APPLICATION
1 company
3.1%

About Timothy Arcuri

Timothy Arcuri is currently a Managing Director at UBS Securities LLC. Prior to his current position, he held the role of Managing Director at Cowen & Co. LLC from 2012 to 2017. Before that, he worked as a Research Analyst at Citigroup Global Markets, Inc. from 2004 to 2012. He also served as an Analyst at Deutsche Bank Securities, Inc. in 2004. Additionally, he worked as a Principal at Lummus Technology LLC and as an Analyst at SG Cowen Securities Corp. Mr. Arcuri completed his undergraduate degree at Villanova University.
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Timothy Arcuri's Ratings History at UBS Group

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Ambiq Micro, Inc. stock logo
AMBQ
Ambiq Micro
5/13/2026Boost Price Target$66.41$70.00Neutral
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
5/8/2026Boost Price Target$48.38$55.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
5/8/2026Downgrade$225.16Underperform
SiTime Corporation stock logo
SITM
SiTime
5/7/2026Boost Price Target$797.31$775.00Buy
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
5/6/2026Boost Price Target$70.43$77.00Neutral
Qorvo, Inc. stock logo
QRVO
Qorvo
5/6/2026Boost Price Target$96.35$100.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
5/6/2026Boost Price Target$64.96$75.00Neutral
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
5/5/2026Initiated Coverage$73.11$130.00Buy
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
5/5/2026Upgrade$83.46Strong-Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
5/4/2026Boost Price Target$164.37$195.00Buy
Ambiq Micro, Inc. stock logo
AMBQ
Ambiq Micro
5/4/2026Boost Price Target$41.50$43.00Neutral
Applied Materials, Inc. stock logo
AMAT
Applied Materials
5/4/2026Boost Price Target$392.99$480.00Buy
Entegris, Inc. stock logo
ENTG
Entegris
5/1/2026Boost Price Target$141.52$205.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
5/1/2026Boost Price Target$432.03$375.00Neutral
Qualcomm Incorporated stock logo
QCOM
Qualcomm
4/30/2026Boost Price Target$174.30$170.00Neutral
Impinj, Inc. stock logo
PI
Impinj
4/30/2026Boost Price Target$120.04$175.00Neutral
Qualcomm Incorporated stock logo
QCOM
Qualcomm
4/29/2026Boost Price Target$155.77$170.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/29/2026Boost Price Target$643.33$545.00Neutral
Western Digital Corporation stock logo
WDC
Western Digital
4/27/2026Set Price Target$407.71$500.00
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/23/2026Boost Price Target$274.44$295.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
4/21/2026Lower Price Target$137.52$150.00Neutral
Western Digital Corporation stock logo
WDC
Western Digital
4/21/2026Boost Price Target$374.11$350.00Neutral
Entegris, Inc. stock logo
ENTG
Entegris
4/21/2026Boost Price Target$148.92$185.00Buy
KLA Corporation stock logo
KLAC
KLA
4/21/2026Boost Price Target$1,805.32$1,835.00Neutral
Teradyne, Inc. stock logo
TER
Teradyne
4/21/2026Boost Price Target$375.11$440.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/21/2026Boost Price Target$566.53$515.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
4/8/2026Boost Price Target$406.19$535.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
3/19/2026Boost Price Target$437.34$510.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
3/17/2026Reiterated Rating$182.33Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
3/2/2026Boost Price Target$412.88$475.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
2/23/2026Set Price Target$191.08$400.00
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
2/23/2026Boost Price Target$78.38$120.00Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
2/19/2026Boost Price Target$342.39$430.00Buy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
2/13/2026Set Price Target$357.90$430.00
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
2/12/2026Set Price Target$49.20$50.00
NVIDIA Corporation stock logo
NVDA
NVIDIA
2/11/2026Set Price Target$191.78$245.00
NVIDIA Corporation stock logo
NVDA
NVIDIA
2/11/2026Reiterated Rating$188.60Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
2/9/2026Reiterated Rating$319.51$400.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
2/9/2026Boost Price Target$421.52$440.00Neutral
Impinj, Inc. stock logo
PI
Impinj
2/6/2026Set Price Target$153.83$155.00
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ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
2/5/2026Lower Price Target$104.90$170.00Buy
SiTime Corporation stock logo
SITM
SiTime
2/5/2026Boost Price Target$407.14$485.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
2/4/2026Set Price Target$205.21$310.00
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
2/4/2026Lower Price Target$59.03$58.00Neutral
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
2/3/2026Lower Price Target$78.57$115.00Buy
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
2/2/2026Reiterated Rating$41.93$45.00Neutral
Entegris, Inc. stock logo
ENTG
Entegris
2/2/2026Reiterated Rating$120.69$150.00Buy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
2/2/2026Reiterated Rating$323.61$405.00Buy
Intel Corporation stock logo
INTC
Intel
2/2/2026Set Price Target$47.62$51.00
Qualcomm Incorporated stock logo
QCOM
Qualcomm
2/2/2026Reiterated Rating$152.82Neutral
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
1/30/2026Boost Price Target$38.02$44.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
1/30/2026Set Price Target$267.13$306.00
Western Digital Corporation stock logo
WDC
Western Digital
1/30/2026Reiterated Rating$278.41$285.00Buy
KLA Corporation stock logo
KLAC
KLA
1/30/2026Set Price Target$1,684.71$1,575.00
Lam Research Corporation stock logo
LRCX
Lam Research
1/29/2026Set Price Target$238.67$300.00
Lam Research Corporation stock logo
LRCX
Lam Research
1/29/2026Boost Price Target$243.15$275.00Buy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
1/28/2026Boost Price Target$196.63$260.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/28/2026Boost Price Target$433.87$385.00Neutral
Qualcomm Incorporated stock logo
QCOM
Qualcomm
1/26/2026Lower Price Target$154.45$160.00Neutral
Impinj, Inc. stock logo
PI
Impinj
1/26/2026Lower Price Target$162.10$190.00Neutral
Teradyne, Inc. stock logo
TER
Teradyne
1/26/2026Boost Price Target$229.18$275.00Buy
SiTime Corporation stock logo
SITM
SiTime
1/26/2026Boost Price Target$348.76$430.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
1/26/2026Boost Price Target$253.23$330.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
1/26/2026Lower Price Target$114.44$175.00Buy
Intel Corporation stock logo
INTC
Intel
1/23/2026Boost Price Target$54.32$52.00Neutral
Analog Devices, Inc. stock logo
ADI
Analog Devices
1/21/2026Set Price Target$303.19$350.00
KLA Corporation stock logo
KLAC
KLA
1/20/2026Boost Price Target$1,567.82$1,635.00Neutral
Western Digital Corporation stock logo
WDC
Western Digital
1/20/2026Boost Price Target$227.26$230.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
1/20/2026Reiterated Rating$222.96$255.00Buy
Qorvo, Inc. stock logo
QRVO
Qorvo
1/20/2026Lower Price Target$79.31$87.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
1/20/2026Lower Price Target$57.74$63.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/20/2026Boost Price Target$324.32$335.00Neutral
Intel Corporation stock logo
INTC
Intel
1/14/2026Boost Price Target$48.26$49.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
1/7/2026Boost Price Target$341.56$400.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
1/6/2026Reiterated Rating$187.82Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
12/29/2025Reiterated Rating$190.53Buy
Lam Research Corporation stock logo
LRCX
Lam Research
12/23/2025Reiterated Rating$175.10$200.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
12/18/2025Reiterated Rating$252.82Overweight
Micron Technology, Inc. stock logo
MU
Micron Technology
12/18/2025Boost Price Target$249.20$300.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
12/15/2025Set Price Target$359.93$475.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
12/11/2025Reiterated Rating$258.23$295.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
12/9/2025Reiterated Rating$185.16Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
12/8/2025Boost Price Target$281.29$320.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
12/3/2025Set Price Target$98.08$100.00
Broadcom Inc. stock logo
AVGO
Broadcom
12/1/2025Reiterated Rating$402.89$472.00Buy
Semtech Corporation stock logo
SMTC
Semtech
11/25/2025Reiterated Rating$63.21Buy
Lam Research Corporation stock logo
LRCX
Lam Research
11/25/2025Reiterated Rating$150.38$175.00Buy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
11/25/2025Upgrade$230.91$285.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
11/24/2025Boost Price Target$77.45$110.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
11/20/2025Boost Price Target$224.57$275.00Buy
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NVIDIA Corporation stock logo
NVDA
NVIDIA
11/20/2025Reiterated Rating$180.65$235.00Buy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
11/14/2025Reiterated Rating$222.18$250.00Neutral
NVIDIA Corporation stock logo
NVDA
NVIDIA
11/10/2025Reiterated Rating$194.33Buy
Impinj, Inc. stock logo
PI
Impinj
11/7/2025Initiated Coverage$169.06$200.00Neutral
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
11/6/2025Lower Price Target$159.70$195.00Buy
SiTime Corporation stock logo
SITM
SiTime
11/6/2025Boost Price Target$346.55$375.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
11/6/2025Boost Price Target$174.08$185.00Neutral
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
11/5/2025Boost Price Target$250.05$300.00Buy
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
11/5/2025Lower Price Target$73.46$80.00Neutral
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
10/31/2025Boost Price Target$29.52$40.00Buy
Teradyne, Inc. stock logo
TER
Teradyne
10/30/2025Boost Price Target$174.52$200.00Buy
KLA Corporation stock logo
KLAC
KLA
10/30/2025Boost Price Target$1,224.76$1,260.00Neutral
Qorvo, Inc. stock logo
QRVO
Qorvo
10/29/2025Boost Price Target$100.33$108.00Neutral
NVIDIA Corporation stock logo
NVDA
NVIDIA
10/29/2025Set Price Target$210.42$235.00Buy
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
10/29/2025Upgrade$80.26Positive
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
10/29/2025Lower Price Target$223.00$230.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
10/29/2025Boost Price Target$80.65$85.00Neutral
Ambiq Micro, Inc. stock logo
AMBQ
Ambiq Micro
10/27/2025Lower Price Target$30.86$32.00Neutral
Qualcomm Incorporated stock logo
QCOM
Qualcomm
10/27/2025Set Price Target$178.07$165.00
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
10/27/2025Boost Price Target$170.68$200.00Buy
Semtech Corporation stock logo
SMTC
Semtech
10/27/2025Boost Price Target$70.73$85.00Buy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
10/27/2025Boost Price Target$189.98$175.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
10/23/2025Set Price Target$141.25$165.00Buy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
10/22/2025Set Price Target$169.99$245.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
10/20/2025Boost Price Target$126.20$135.00Neutral
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
10/20/2025Lower Price Target$29.06$42.00Buy
KLA Corporation stock logo
KLAC
KLA
10/20/2025Boost Price Target$1,106.66$1,135.00Neutral
Teradyne, Inc. stock logo
TER
Teradyne
10/20/2025Boost Price Target$138.16$165.00Buy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
10/20/2025Boost Price Target$215.66$235.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
10/16/2025Boost Price Target$204.61$245.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
10/15/2025Set Price Target$180.12$320.00
Broadcom Inc. stock logo
AVGO
Broadcom
10/14/2025Set Price Target$356.70$415.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
10/13/2025Boost Price Target$88.37$105.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
10/8/2025Boost Price Target$190.04$225.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
10/7/2025Boost Price Target$203.71$265.00Buy
SiTime Corporation stock logo
SITM
SiTime
10/6/2025Boost Price Target$320.57$355.00Buy
Intel Corporation stock logo
INTC
Intel
10/6/2025Boost Price Target$37.37$40.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
9/24/2025Boost Price Target$166.41$195.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
9/23/2025Reiterated Rating$183.61Buy
Intel Corporation stock logo
INTC
Intel
9/19/2025Boost Price Target$30.22$35.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
9/15/2025Boost Price Target$157.23$185.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
8/29/2025Lower Price Target$65.00$95.00Buy
Ambiq Micro, Inc. stock logo
AMBQ
Ambiq Micro
8/25/2025Initiated Coverage$38.19$40.00Neutral
Broadcom Inc. stock logo
AVGO
Broadcom
8/25/2025Boost Price Target$294.00$345.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
8/21/2025Boost Price Target$174.63$205.00Buy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
8/15/2025Lower Price Target$164.36$180.00Neutral
SiTime Corporation stock logo
SITM
SiTime
8/14/2025Initiated Coverage$218.24$260.00Buy
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
8/6/2025Lower Price Target$32.99$37.00Neutral
Applied Materials, Inc. stock logo
AMAT
Applied Materials
8/4/2025Reiterated Rating$180.98$185.00Neutral
Teradyne, Inc. stock logo
TER
Teradyne
7/31/2025Reiterated Rating$110.90$130.00Buy
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Entegris, Inc. stock logo
ENTG
Entegris
7/31/2025Lower Price Target$79.53$90.00Neutral
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
7/31/2025Lower Price Target$145.41$175.00Buy
Qorvo, Inc. stock logo
QRVO
Qorvo
7/30/2025Set Price Target$85.46$100.00Neutral
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
7/28/2025Boost Price Target$173.66$210.00Buy
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
7/28/2025Boost Price Target$40.68$43.00Neutral
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
7/22/2025Set Price Target$214.57$255.00
Western Digital Corporation stock logo
WDC
Western Digital
7/21/2025Boost Price Target$68.38$75.00Neutral
KLA Corporation stock logo
KLAC
KLA
7/21/2025Boost Price Target$942.00$960.00Neutral
Entegris, Inc. stock logo
ENTG
Entegris
7/21/2025Boost Price Target$92.95$95.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
7/21/2025Boost Price Target$149.00$155.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
7/21/2025Boost Price Target$74.03$75.00Neutral
Qualcomm Incorporated stock logo
QCOM
Qualcomm
7/21/2025Boost Price Target$158.56$165.00Neutral
Lam Research Corporation stock logo
LRCX
Lam Research
7/21/2025Boost Price Target$102.09$120.00Buy
ARM Holdings PLC Sponsored ADR stock logo
ARM
ARM
7/21/2025Boost Price Target$162.47$185.00Buy
Teradyne, Inc. stock logo
TER
Teradyne
7/21/2025Boost Price Target$96.30$120.00Buy
Qorvo, Inc. stock logo
QRVO
Qorvo
7/21/2025Boost Price Target$90.39$95.00Neutral
Intel Corporation stock logo
INTC
Intel
7/14/2025Boost Price Target$23.01$25.00Neutral
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
7/14/2025Reiterated Rating$218.07$255.00Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
7/7/2025Lower Price Target$242.99$280.00Buy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
7/7/2025Boost Price Target$214.10$245.00Buy
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
7/7/2025Boost Price Target$35.40$42.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
6/26/2025Boost Price Target$127.25$155.00Buy
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
6/16/2025Boost Price Target$30.56$35.00Buy
Broadcom Inc. stock logo
AVGO
Broadcom
6/6/2025Boost Price Target$251.59$290.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
6/5/2025Boost Price Target$103.25$120.00Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
5/23/2025Lower Price Target$210.43$285.00Buy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
5/19/2025Lower Price Target$62.31$100.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
5/12/2025Lower Price Target$122.95$175.00Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
5/12/2025Lower Price Target$223.02$295.00Buy
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
5/9/2025Boost Price Target$22.33$25.00Buy
Entegris, Inc. stock logo
ENTG
Entegris
5/8/2025Lower Price Target$78.03$85.00Neutral
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
5/7/2025Lower Price Target$99.19$150.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
5/1/2025Boost Price Target$44.34$45.00Neutral
KLA Corporation stock logo
KLAC
KLA
5/1/2025Boost Price Target$681.37$740.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
4/30/2025Boost Price Target$89.16$85.00Neutral
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
4/29/2025Lower Price Target$61.93$65.00Neutral
Entegris, Inc. stock logo
ENTG
Entegris
4/29/2025Lower Price Target$79.55$90.00Neutral
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
4/29/2025Lower Price Target$18.78$22.00Buy
Micron Technology, Inc. stock logo
MU
Micron Technology
4/28/2025Lower Price Target$78.56$92.00Buy
Intel Corporation stock logo
INTC
Intel
4/25/2025Lower Price Target$21.49$21.00Neutral
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/24/2025Lower Price Target$163.02$215.00Buy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
4/17/2025Lower Price Target$88.11$155.00Buy
NVIDIA Corporation stock logo
NVDA
NVIDIA
4/17/2025Lower Price Target$101.59$180.00Buy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
4/14/2025Lower Price Target$150.98$225.00Buy
Lam Research Corporation stock logo
LRCX
Lam Research
4/14/2025Lower Price Target$67.86$90.00Buy
Intel Corporation stock logo
INTC
Intel
4/14/2025Lower Price Target$20.31$22.00Neutral
Western Digital Corporation stock logo
WDC
Western Digital
3/17/2025Lower Price Target$44.87$50.00Neutral
Micron Technology, Inc. stock logo
MU
Micron Technology
3/17/2025Boost Price Target$101.52$130.00Buy
Teradyne, Inc. stock logo
TER
Teradyne
3/12/2025Set Price Target$87.16$130.00Buy
Analog Devices, Inc. stock logo
ADI
Analog Devices
2/20/2025Boost Price Target$246.45$300.00Buy
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Western Digital Corporation stock logo
WDC
Western Digital
2/12/2025Boost Price Target$67.23$74.00Neutral
Teradyne, Inc. stock logo
TER
Teradyne
1/31/2025Lower Price Target$116.06$155.00Buy
Western Digital Corporation stock logo
WDC
Western Digital
1/30/2025Lower Price Target$65.78$70.00Neutral
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
1/22/2025Boost Price Target$109.12$105.00Neutral
Intel Corporation stock logo
INTC
Intel
1/21/2025Lower Price Target$22.08$23.00Neutral
KLA Corporation stock logo
KLAC
KLA
1/21/2025Boost Price Target$776.81$780.00Neutral
Semtech Corporation stock logo
SMTC
Semtech
1/17/2025Initiated Coverage$68.93$85.00Buy