Timothy Arcuri

Timothy Arcuri is a prominent Managing Director at UBS, specializing in equity research within the technology sector, particularly focusing on semiconductors and semiconductor equipment. He has over 25 years of experience in sell-side equity research, having established a reputation as a leading stock analyst in this field.

Education and Early Career

Arcuri holds a Bachelor's degree in Chemical Engineering from Villanova University, where he graduated Cum Laude in 1993. His professional journey began at SG Cowen Securities as an analyst before moving to Deutsche Bank as a Director from 2000 to 2004. He then served as a Managing Director at Citi for eight years until 2012, followed by a five-year tenure at Cowen and Company.1

Current Role at UBS

Since joining UBS in November 2017, Arcuri has been instrumental in leading the firm's U.S. equity research efforts in the semiconductor sector from their San Francisco office. His expertise has garnered him multiple accolades, including numerous recognitions on the All-America Research Team for his insights into semiconductor capital equipment.123

Achievements

Arcuri is noted for his high success rate as an analyst, with a significant portion of his stock ratings resulting in profitable outcomes. He has been recognized by Institutional Investor for his contributions to the field, particularly in semiconductor analysis.34 His analytical work has made him a sought-after expert, especially regarding major tech companies like Apple.2

Overall, Timothy Arcuri's extensive background and ongoing contributions to the investment banking sector highlight his status as a key figure in equity research at UBS.