Top analysts on stock perps · Analyst
Timothy Arcuri (UBS): analyst track record on stock perps
Timothy Arcuri of UBS on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars5★
Success71%
Excess return+49.1%
rank#5
Ratings491
ratings on stock perps471
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 290 | 535 |
| Stock | 63 | 63 |
| Buy / hold / sell | 191 / 99 / 0 | 345 / 190 / 0 |
| Upgrades / downgrades / initiations | 4 / 0 / 3 | 5 / 0 / 9 |
| Price targets hit / missed | 98 / 187 (34%) | 315 / 214 (60%) |
| Avg. return after a rating (TipRanks) | -1.6% | +65.7% |
| Best / worst call | +219.6% / -91.0% | +876.5% / -91.0% |
After buy calls: median 21-day move +2.1% · vs S&P 500 +1.4% (n = 287) · targets hit within a year 86% (n = 154)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $WDC Western Digital Corporation | Hold · Maintained | $435 | +26.6% | Oct 23, 2026 |
| $LRCX Lam Research Corporation | Buy · Maintained | $400 | +73.8% | Oct 22, 2026 |
| $TXN Texas Instruments Incorporated | Buy · Reiterated | $360 | +26.5% | Oct 22, 2026 |
| $INTC Intel Corporation | Hold · Reiterated | $103 | +18.4% | Oct 20, 2026 |
| $KLAC KLA Corporation | Hold · Reiterated | $190 | +30.5% | Oct 20, 2026 |
| $STX Seagate Technology Holdings plc | Hold · Reiterated | $780 | +23.7% | Oct 20, 2026 |
| $TER Teradyne, Inc. | Buy · Reiterated | $485 | +57.0% | Oct 20, 2026 |
| $SMTC Semtech Corporation | Buy · Reiterated | $230 | +74.2% | Oct 16, 2026 |
| $GFS GLOBALFOUNDRIES Inc. | Hold · Maintained | $55.00 | +23.9% | Oct 15, 2026 |
| $NVDA NVIDIA Corporation | Buy · Maintained | $300 | +42.2% | Oct 9, 2026 |
| $MRVL Marvell Technology, Inc. | Buy · Maintained | $350 | +53.2% | Oct 7, 2026 |
| $AVGO Broadcom Inc. | Buy · Reiterated | $470 | +46.1% | Oct 2, 2026 |
| $MU Micron Technology, Inc. | Buy · Reiterated | $1,625 | +85.2% | Oct 2, 2026 |
| $ON ON Semiconductor Corporation | Hold · Maintained | – | – | Sep 17, 2026 |
| $AMAT Applied Materials, Inc. | Buy · Maintained | $695 | +84.2% | Sep 1, 2026 |
| $ADI Analog Devices, Inc. | Buy · Reiterated | $490 | +25.3% | Aug 20, 2026 |
| $CBRS Cerebras Systems Inc. | Buy · Reiterated | $330 | +197.8% | Aug 19, 2026 |
| $MCHP Microchip Technology Incorporated | Buy · Reiterated | $120 | +62.1% | Aug 7, 2026 |
| $SITM SiTime Corporation | Buy · Maintained | $840 | +82.5% | Aug 6, 2026 |
| $AMD Advanced Micro Devices, Inc. | Buy · Maintained | $730 | +41.3% | Aug 5, 2026 |
| $ARM Arm Holdings plc | Buy · Maintained | $320 | +52.1% | Jul 30, 2026 |
| $QCOM QUALCOMM Incorporated | Hold · Maintained | $170 | -3.4% | Jul 30, 2026 |
| $QRVO Qorvo, Inc. | Hold · Maintained | $96.00 | -15.9% | Jul 29, 2026 |
| $SWKS Skyworks Solutions, Inc. | Hold · Maintained | $70.00 | -16.1% | Jul 29, 2026 |
Recent ratings
- Oct 23, 2026 $WDC: Maintained · Hold · $435 · article
- Oct 23, 2026 $WDC: Maintained · Hold · $435
- Oct 22, 2026 $LRCX: Maintained · Buy · $400 · article
- Oct 22, 2026 $LRCX: Reiterated · Buy · $400 · article
- Oct 22, 2026 $TXN: Reiterated · Buy · $360 · article
- Oct 20, 2026 $STX: Reiterated · Hold · $780 · article
- Oct 20, 2026 $KLAC: Reiterated · Hold · $190 · article
- Oct 20, 2026 $TER: Reiterated · Buy · $485 · article
- Oct 20, 2026 $INTC: Reiterated · Hold · $103 · article
- Oct 20, 2026 $STX: Maintained · Hold · $780
- Oct 20, 2026 $TER: Maintained · Buy · $485
- Oct 20, 2026 $KLAC: Maintained · Hold · $190
- Oct 16, 2026 $SMTC: Reiterated · Buy · $230 · article
- Oct 15, 2026 $GFS: Maintained · Hold · $55.00 · article
- Oct 12, 2026 $LRCX: Maintained · Buy · $425 · article
- Oct 12, 2026 $WDC: Reiterated · Hold · $470 · article
- Oct 9, 2026 $NVDA: Maintained · Buy · $300 · article
- Oct 7, 2026 $MRVL: Maintained · Buy · $350 · article
- Oct 7, 2026 $MRVL: Maintained · Buy · $350 · article
- Oct 2, 2026 $AVGO: Reiterated · Buy · $470 · article
Timothy Arcuri5★ · 71% success · +49.1% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.