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Technical analysis
Flux EngineTrend, momentum and volume alignment.Pattern ReconChart and candlestick structures in context.Wyckoff ReconAccumulation and distribution phase mapping.BullRecon BeamRelative price position across an adaptive field.
Fundamental analysis
Company RadarSix dimensions of business quality.Valuation & EntryFair value, support and long-term bands.Financials & Cash FlowRevenue, profit and cash generation.Earnings & OwnershipReports, insiders and institutional activity.
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Market FlowCross-asset capital rotation and market regime.Daily RadarRanked opportunity lists refreshed from current market data.Stock ScreenerBuild a focused universe with presets and advanced filters.Stock DirectoryExplore supported US-listed companies and public reports.Analyst IntelligenceFollow source-verified calls and measured track records.Portfolio IntelligenceConnect performance, holdings and company context.
AnalystsMethodologyStocksFAQ
Analyst track record

Timothy Arcuri

UBS Group. BullRecon tracks source-verified rating actions and evaluates only completed performance windows.

All analysts
Qualified calls
35
Adjusted win rate
+79%
Avg excess return
—
Confidence
high
Published history

Latest source-verified calls

TER
UBS Group
Buy
Action
Target Cut
Target
USD430
Oct 29, 2026
KLAC
UBS Group
Neutral
Action
Target Cut
Target
USD180
Oct 29, 2026
AVGO
UBS Group
Neutral
Action
Maintain
Oct 27, 2026
LRCX
UBS Group
Buy
Action
Target Cut
Target
USD400
Oct 22, 2026
TXN
UBS Group
Buy
Action
Target Cut
Target
USD360
Oct 22, 2026
TXN
UBS Group
Action
Maintain
Target
USD360
Oct 19, 2026
NVDA
UBS Group
Buy
Action
Reiterate
Oct 9, 2026
MRVL
UBS
Buy
Action
Target Raise
Target
USD350
Oct 7, 2026
MRVL
UBS Group
Buy
Action
Target Raise
Target
USD350
Oct 7, 2026
MU
UBS Group
Buy
Action
Target Raise
Target
USD1625
Sep 23, 2026
ON
UBS Group
Neutral
Action
Reiterate
Sep 17, 2026
INTC
UBS Group
Buy
Action
Maintain
Sep 8, 2026
AVGO
UBS Group
Hold
Action
Maintain
Sep 3, 2026
AMAT
UBS Group
Buy
Action
Target Raise
Target
USD695
Sep 1, 2026
LRCX
UBS
Buy
Action
Target Cut
Target
USD425
Sep 1, 2026
LRCX
UBS Group
Buy
Action
Target Cut
Target
USD425
Sep 1, 2026
KLAC
UBS Group
Neutral
Action
Target Cut
Target
USD200
Sep 1, 2026
AMAT
UBS
Buy
Action
Maintain
Target
USD695
Sep 1, 2026
KLAC
UBS
Neutral
Action
Maintain
Target
USD200
Sep 1, 2026
NVDA
UBS Group
Buy
Action
Target Raise
Target
USD300
Aug 27, 2026
NVDA
UBS
Buy
Action
Target Raise
Target
USD300
Aug 27, 2026
MRVL
UBS
Buy
Action
Target Raise
Target
USD310
Aug 20, 2026
MRVL
UBS
Buy
Action
Target Cut
Target
USD300
Aug 17, 2026
AMAT
UBS
Buy
Action
Target Cut
Target
USD675
Aug 14, 2026
INTC
UBS
Neutral
Action
Target Cut
Target
USD112
Aug 12, 2026
ENTG
UBS
Buy
Action
Target Raise
Target
USD215
Aug 5, 2026
ENTG
UBS Group
Buy
Action
Target Raise
Target
USD215
Aug 5, 2026
QCOM
UBS
Neutral
Action
Target Cut
Target
USD170
Jul 30, 2026
QCOM
UBS Group
Neutral
Action
Target Cut
Target
USD170
Jul 30, 2026
ARM
UBS
Buy
Action
Target Cut
Target
USD320
Jul 30, 2026
ARM
UBS Group
Buy
Action
Target Cut
Target
USD320
Jul 30, 2026
AMD
UBS
Buy
Action
Target Raise
Target
USD730
Jul 24, 2026
AMD
UBS Group
Overweight
Action
Reiterate
Jul 24, 2026
TXN
UBS Group
Buy
Action
Target Raise
Target
USD380
Jul 23, 2026
KLAC
UBS
Neutral
Action
Target Cut
Target
USD240
Jul 20, 2026
ARM
UBS
Buy
Action
Target Cut
Target
USD360
Jul 20, 2026
TER
UBS
Buy
Action
Target Raise
Target
USD500
Jul 20, 2026
TER
UBS Group
Buy
Action
Target Raise
Target
USD500
Jul 20, 2026
AMAT
UBS
Buy
Action
Target Raise
Target
USD705
Jul 15, 2026
KLAC
UBS
Neutral
Action
Target Raise
Target
USD255
Jul 15, 2026
INTC
UBS
Neutral
Action
Target Raise
Target
USD121
Jul 13, 2026
MRVL
UBS
Buy
Action
Target Raise
Target
USD340
Jun 29, 2026
TXN
UBS
Buy
Action
Maintain
Target
USD350
Jun 29, 2026
QCOM
UBS
Neutral
Action
Target Raise
Target
USD235
Jun 25, 2026
AMD
UBS
Buy
Action
Target Raise
Target
USD670
Jun 24, 2026
ARM
UBS
Buy
Action
Target Raise
Target
USD470
Jun 24, 2026
AMAT
UBS
Buy
Action
Target Raise
Target
USD570
Jun 10, 2026
LRCX
UBS
Buy
Action
Target Raise
Target
USD375
Jun 9, 2026
KLAC
UBS
Neutral
Action
Target Raise
Target
USD218
Jun 9, 2026
AVGO
UBS
Buy
Action
Target Cut
Target
USD485
Jun 4, 2026
MRVL
UBS
Buy
Action
Target Raise
Target
USD230
May 28, 2026
MU
UBS
Buy
Action
Target Raise
Target
USD1625
May 26, 2026
NVDA
UBS
Buy
Action
Target Raise
Target
USD280
May 21, 2026
AVGO
UBS
Buy
Action
Target Raise
Target
USD490
May 18, 2026
AMAT
UBS
Buy
Action
Target Raise
Target
USD515
May 15, 2026
NVDA
UBS
Buy
Action
Target Raise
Target
USD275
May 14, 2026
ARM
UBS
Buy
Action
Target Raise
Target
USD260
May 7, 2026
ARM
UBS
Buy
Action
Target Raise
Target
USD245
May 5, 2026
AMAT
UBS
Buy
Action
Target Raise
Target
USD480
May 4, 2026
MRVL
UBS
Buy
Action
Target Raise
Target
USD195
May 4, 2026
ENTG
UBS
Buy
Action
Target Raise
Target
USD205
May 1, 2026
QCOM
UBS
Neutral
Action
Target Raise
Target
USD170
Apr 30, 2026
INTC
UBS
Neutral
Action
Target Raise
Target
USD83
Apr 24, 2026
TXN
UBS
Buy
Action
Target Raise
Target
USD295
Apr 23, 2026
QCOM
UBS
Neutral
Action
Target Cut
Target
USD150
Apr 21, 2026
KLAC
UBS
Neutral
Action
Target Raise
Target
USD184
Apr 21, 2026
TER
UBS
Buy
Action
Target Raise
Target
USD440
Apr 21, 2026
ENTG
UBS
Buy
Action
Target Raise
Target
USD185
Apr 21, 2026
AVGO
UBS
Buy
Action
Maintain
Target
USD475
Apr 13, 2026
MU
UBS
Buy
Action
Target Raise
Target
USD535
Apr 8, 2026
ARM
UBS
Buy
Action
Target Raise
Target
USD175
Mar 26, 2026
MU
UBS
Buy
Action
Target Raise
Target
USD510
Mar 19, 2026
MU
UBS
Buy
Action
Target Raise
Target
USD475
Mar 2, 2026
MRVL
UBS
Buy
Action
Target Raise
Target
USD120
Feb 23, 2026
ADI
UBS
Buy
Action
Target Raise
Target
USD430
Feb 19, 2026
ADI
UBS Group
Buy
Action
Target Raise
Target
USD430
Feb 19, 2026
ARM
UBS
Buy
Action
Target Cut
Target
USD170
Feb 5, 2026
MRVL
UBS
Buy
Action
Target Cut
Target
USD115
Feb 3, 2026
LRCX
UBS
Buy
Action
Target Raise
Target
USD275
Jan 29, 2026
TXN
UBS
Buy
Action
Target Raise
Target
USD260
Jan 28, 2026
QCOM
UBS
Neutral
Action
Target Cut
Target
USD160
Jan 26, 2026
ARM
UBS
Buy
Action
Target Cut
Target
USD175
Jan 26, 2026
TER
UBS
Buy
Action
Target Raise
Target
USD275
Jan 26, 2026
INTC
UBS
Neutral
Action
Target Raise
Target
USD52
Jan 23, 2026
LRCX
UBS
Buy
Action
Target Raise
Target
USD255
Jan 20, 2026
KLAC
UBS
Neutral
Action
Target Raise
Target
USD164
Jan 20, 2026
ENTG
UBS
Buy
Action
Upgrade
Target
USD145
Jan 15, 2026
INTC
UBS
Neutral
Action
Target Raise
Target
USD49
Jan 14, 2026
LRCX
UBS
Buy
Action
Target Raise
Target
USD200
Dec 23, 2025
AVGO
UBS
Buy
Action
Target Raise
Target
USD475
Dec 15, 2025
ADI
UBS
Buy
Action
Target Raise
Target
USD320
Dec 8, 2025
AVGO
UBS
Buy
Action
Target Raise
Target
USD472
Dec 1, 2025
LRCX
UBS
Buy
Action
Target Raise
Target
USD175
Nov 25, 2025
QCOM
UBS
Neutral
Action
Target Raise
Target
USD185
Nov 6, 2025
ARM
UBS
Buy
Action
Target Cut
Target
USD195
Nov 6, 2025
KLAC
UBS
Neutral
Action
Target Raise
Target
USD126
Oct 30, 2025
TER
UBS
Buy
Action
Target Raise
Target
USD200
Oct 30, 2025
QCOM
UBS
Neutral
Action
Target Raise
Target
USD175
Oct 27, 2025
ARM
UBS
Buy
Action
Target Raise
Target
USD200
Oct 27, 2025
LRCX
UBS
Buy
Action
Target Raise
Target
USD165
Oct 23, 2025

The 126-session metric starts from the first completed session after each public call and subtracts SPY performance over the same window. Historical results are not investment advice.