Wall Street analyst · UBS

Timothy Arcuri price targets & ratings

Timothy Arcuri is a Wall Street equity research analyst at UBS, covering Broadcom, Micron, Marvell, ON Semiconductor, Applied Materials and 10 more. Price Target holds 80 of these research notes since May 2025, each reproduced verbatim. Latest: UBS Keeps Buy on Broadcom, $470 Price Target (Oct 2, 2026).

80 notes15 companies100% targets reachedOct 2 latest note

Current calls

Latest rating and price target on each company, with the implied move from the last share price.

BroadcomAVGOBuy$470+25%Oct 2, 20266
MicronMUBuy$1,625+55%Oct 1, 202610
MarvellMRVLBuy$335+17%Sep 28, 202610
ON SemiconductorONHold$95+10%Sep 17, 20264
Applied MaterialsAMATBuy$695+31%Sep 1, 20266
KLAKLACHold$200+1%Sep 1, 20267
Lam ResearchLRCXBuy$425+27%Sep 1, 20266
IntelINTCHold$1120%Aug 12, 202610
GlobalFoundriesGFSHold$55+13%Aug 6, 20265
Texas InstrumentsTXNBuy$350+18%Jun 29, 20263
QualcommQCOMHold$235+30%Jun 25, 20263
ArmARMBuy$245−19%May 5, 20263
AMDAMDBuy$455−30%Apr 28, 20264
Analog DevicesADIBuy$430+2%Feb 19, 20262
NVIDIANVDABuy$175−27%May 12, 20251

Track record

Of 24 price targets at least six months old, 100% were reached within six months and 96% moved the way the analyst expected. Most recent first. How we score

CompanyNoteTargetSix months on
ArmMar 26, 2026$175✓ Reached Apr 20
MicronMar 19, 2026$510✓ Reached Apr 27
MicronMar 2, 2026$475✓ Reached Apr 22
MarvellFeb 23, 2026$120✓ Reached Apr 10
Analog DevicesFeb 19, 2026$430✓ Reached May 13
GlobalFoundriesFeb 12, 2026$50✓ Reached Apr 16
BroadcomFeb 10, 2026$475✓ Reached Jun 2
Analog DevicesFeb 9, 2026$400✓ Reached Apr 23
MicronFeb 6, 2026$450✓ Reached Mar 17
ArmFeb 5, 2026$170✓ Reached Apr 20
AMDFeb 4, 2026$310✓ Reached Apr 24
MarvellFeb 3, 2026$115✓ Reached Apr 9

Notes by Timothy Arcuri 80

BroadcomBroadcomBuyUBS · Kept rating and price target · Oct 2 $470maintained MicronMicronBuyUBS · Kept rating and price target · Oct 1 $1,625maintained MarvellMarvellBuyUBS · Raised price target +8%, kept rating · Sep 28 $335from $310 MicronMicronBuyUBS · Kept rating and price target · Sep 23 $1,625maintained ON SemiconductorON SemiconductorHoldUBS · Kept rating and price target · Sep 17 $95maintained Applied MaterialsApplied MaterialsBuyUBS · Raised price target +3%, kept rating · Sep 1 $695from $675 KLAKLAHoldUBS · Cut price target −7%, kept rating · Sep 1 $200from $215 Lam ResearchLam ResearchBuyUBS · Cut price target −2%, kept rating · Sep 1 $425from $435 MarvellMarvellBuyUBS · Kept rating and price target · Aug 28 $310maintained MarvellMarvellBuyUBS · Raised price target +3%, kept rating · Aug 20 $310from $300 MicronMicronBuyUBS · Kept rating and price target · Aug 18 $1,625maintained Applied MaterialsApplied MaterialsBuyUBS · Cut price target −4%, kept rating · Aug 14 $675from $705 IntelIntelHoldUBS · Cut price target −7%, kept rating · Aug 12 $112from $121 GlobalFoundriesGlobalFoundriesHoldUBS · Cut price target −10%, kept rating · Aug 6 $55from $61 KLAKLAHoldUBS · Cut price target −10%, kept rating · Jul 29 $215from $240 KLAKLAHoldUBS · Raised price target +17%, kept rating · Jul 15 $255from $218 MicronMicronBuyUBS · Kept rating · Jul 6 MarvellMarvellBuyUBS · Raised price target +48%, kept rating · Jun 29 $340from $230 ON SemiconductorON SemiconductorHoldUBS · Kept rating and price target · Jun 29 $95maintained Texas InstrumentsTexas InstrumentsBuyUBS · Raised price target +19%, kept rating · Jun 29 $350from $295 QualcommQualcommHoldUBS · Raised price target +38%, kept rating · Jun 25 $235from $170 BroadcomBroadcomBuyUBS · Kept rating and price target · Jun 12 $485maintained Applied MaterialsApplied MaterialsBuyUBS · Raised price target +11%, kept rating · Jun 10 $570from $515 Lam ResearchLam ResearchBuyUBS · Raised price target +21%, kept rating · Jun 9 $375from $310 KLAKLAHoldUBS · Raised price target +23%, kept rating · Jun 9 $2,180from $1,770 BroadcomBroadcomBuyUBS · Cut price target −1%, kept rating · Jun 4 $485from $490 MarvellMarvellBuyUBS · Raised price target +18%, kept rating · May 28 $230from $195 MicronMicronBuyUBS · Raised price target +204%, kept rating · May 26 $1,625from $535 BroadcomBroadcomBuyUBS · Raised price target +3%, kept rating · May 18 $490from $475 Applied MaterialsApplied MaterialsBuyUBS · Raised price target +7%, kept rating · May 15 $515from $480 GlobalFoundriesGlobalFoundriesHoldUBS · Raised price target +18%, kept rating · May 6 $77from $65 ArmArmBuyUBS · Raised price target +40%, kept rating · May 5 $245from $175 MarvellMarvellBuyUBS · Raised price target +63%, kept rating · May 4 $195from $120 Applied MaterialsApplied MaterialsBuyUBS · Raised price target +12%, kept rating · May 4 $480from $430 QualcommQualcommHoldUBS · Raised price target +13%, kept rating · Apr 30 $170from $150 KLAKLAHoldUBS · Cut price target −4%, kept rating · Apr 30 $1,770from $1,835 ON SemiconductorON SemiconductorHoldUBS · Raised price target +36%, kept rating · Apr 28 $95from $70 AMDAMDBuyUBS · Raised price target +47%, kept rating · Apr 28 $455from $310 GlobalFoundriesGlobalFoundriesHoldUBS · Raised price target +30%, kept rating · Apr 28 $65from $50 IntelIntelHoldUBS · Raised price target +28%, kept rating · Apr 24 $83from $65 IntelIntelHoldUBS · Raised price target +28%, kept rating · Apr 24 $83from $65 Texas InstrumentsTexas InstrumentsBuyUBS · Raised price target +13%, kept rating · Apr 23 $295from $260 Lam ResearchLam ResearchBuyUBS · Kept rating and price target · Apr 23 $310maintained QualcommQualcommHoldUBS · Cut price target −6%, kept rating · Apr 21 $150from $160 KLAKLAHoldUBS · Raised price target +17%, kept rating · Apr 21 $1,835from $1,575 BroadcomBroadcomBuyUBS · Kept rating and price target · Apr 13 $475maintained IntelIntelHoldUBS · Raised price target +27%, kept rating · Apr 13 $65from $51 Lam ResearchLam ResearchBuyUBS · Raised price target +13%, kept rating · Apr 13 $310from $275 IntelIntelHoldUBS · Raised price target +27%, kept rating · Apr 13 $65from $51 MicronMicronBuyUBS · Raised price target +5%, kept rating · Apr 8 $535from $510 ArmArmBuyUBS · Raised price target +3%, kept rating · Mar 26 $175from $170 MicronMicronBuyUBS · Raised price target +7%, kept rating · Mar 19 $510from $475 MarvellMarvellBuyUBS · Kept rating and price target · Mar 12 $120maintained MarvellMarvellBuyUBS · Kept rating and price target · Mar 6 $120maintained AMDAMDBuyUBS · Kept rating and price target · Mar 2 $310maintained MicronMicronBuyUBS · Raised price target +6%, kept rating · Mar 2 $475from $450 AMDAMDBuyUBS · Kept rating and price target · Mar 2 $310maintained MarvellMarvellBuyUBS · Raised price target +4%, kept rating · Feb 23 $120from $115 Analog DevicesAnalog DevicesBuyUBS · Raised price target +8%, kept rating · Feb 19 $430from $400 GlobalFoundriesGlobalFoundriesHoldUBS · Raised price target +11%, kept rating · Feb 12 $50from $45

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