Timothy Arcuri

Micron Technology, Inc. (NASDAQ: MU) could face the risk of rapidly deteriorating DRAM market fundamentals, according to UBS.  The Analyst UBS analyst Timothy Arcuri maintained a Neutral rating on Micron and reduced the price target from $52 to $41. The Thesis The decline in DRAM...

Apple Inc. (NASDAQ: AAPL)'s stock has entered bear market territory, with the performance of its newest iPhone models largely to blame.  The stock has pulled back by about 20 percent from an Oct. 3 intraday high of $233.47.  Apple shares have underperformed since October, having shed...

Apple Inc (NASDAQ: AAPL)’s Watch is still in the early innings of its potential, according to UBS. The Analyst UBS analyst Timothy Arcuri maintains a Buy rating on Apple with a $250 price target. The Thesis The Apple Watch continues to gain traction, with unit volumes steadily increasing,...

Sell-side analysts are anticipating the introduction of three new iPhone models at Apple, Inc. (NASDAQ: APPL)’s “Gather Round” event Wednesday in Cupertino. Here's what analysts from Bank of America Merrill Lynch, Goldman Sachs and UBS have to say ahead of the reveal....

Some of the biggest winners in the entire stock market in recent years have been semiconductor stocks. But after huge run-ups in some popular names, stock picking has become even more important. There may still be a handful of opportunities in semiconductor stocks, but investors need to know where...

Micron Technology, Inc. (NASDAQ: MU) announced last week its fiscal third-quarter results, which showed 92-percent year-over-year revenue growth to $5.57 billion and non-GAAP earnings per share of $1.62 compared to $0.90 in the year-ago period. The results were ahead of the consensus estimates....

Apple Inc. (NASDAQ: AAPL) shares currently trading at “about the same absolute multiple it peaked at in mid-2014 ahead of iPhone 6 launch,” according to Cowen’s Timothy Arcuri. The analyst believes that on a relative basis, the stock is still trading “at a much larger...

Cowen said Skyworks Solutions Inc (NASDAQ: SWKS) once again delivered a solid quarter and guidance that, at face value, put to rest fears of an iPhone build slowdown. Quarter In Review Skyworks reported first-quarter 2017 revenue at $914.3 million, ahead of the Street estimate of $902.6 million,...

Cowen reiterated its Outperform rating and sees 13 percent upside in Broadcom Ltd (NASDAQ: AVGO) shares. The brokerage also attached a price target of $200 to the company. The rating and analysis were based on the firm's view that estimates remain "way too low." The semiconductor company is...

Cowen analysts led by Timothy Arcuri believe Applied Materials, Inc. (NASDAQ: AMAT) is "dreaming" about OLEDs and mid-$2 EPS under a TEL merger scenario. According to the analysts, sustainability is a valid concern, but multiple vectors continue to undermine the thesis — WFE share...

Apple Inc. (NASDAQ: AAPL) investors are cheering a pair of new upgrades as both Cowen and Longbow believe the worst of Apple’s pullback is now in the past. MarketWatch reports that Cowen analyst Timothy Arcuri upgraded Apple from Market Perform to Outperform and raised its price target...

Micron Technology, Inc. (NASDAQ: MU) shares are down 53 percent year-to-date, and are trading significantly below their 52-week high of $36.59. Cowen & Co’s Timothy Arcuri maintained an Outperform rating on the company, with a price target of $24. Structural improvements in DRAM...