Latest news with #Arcuri
CNBC
4 days ago
- Business
- CNBC
Move over Nvidia, UBS says this chip stock will be the fastest-growing over the next few years
Little-known chipmaker SiTime could be the next big name in the semiconductor universe, according to UBS. Analyst Timothy Arcuri initiated coverage of the company with a buy rating and $260 price target, which indicates about 20% upside ahead. Arcuri thinks SiTime is a leading precision timing company, which in the semiconductor industry refers to devices that generate and control signals needed for electronic circuits. These are vital for the operation, data transmission and other actions in semis. "With new silicon based solutions, SiTime is disrupting the timing market – the "heartbeat" of the electronics world – and we believe will be one of the fastest growing companies in all of semis over the next few years, led in part by AI," Arcuri said in a note to clients. "SiTime's leadership position within the MEMS timing market has led to design wins at Apple and NVDA that we believe are catalysts for 36%/30% Y/Y total revenue growth in CY26/CY27e, above Street consensus by 11%/3%." According to Arcuri, one of SiTime's biggest growth opportunities should come from its partnership with Apple. Apple this year made SiTime its exclusive supplier of micro-electro-mechanical systems, oscillators for its in-house modem as the iPhone maker replaced traditional quartz crystal oscillators. Unlike quartz crystal oscillators, MEMS are smaller, more energy-efficient and precise oscillators that can be integrated onto a chip. It's "an opportunity so big that we believe it alone could account for nearly all of the Street's incremental revenue through 2026," he said, referring to the Apple partnership. "SiTime has become the only one-stop shop MEMS timing supplier across the industry capable of addressing system-level clocking applications and is unique in its ability to bring together MEMS/analog/subsystems expertise to build timing systems that do not exist today." SiTime's stock rallied earlier this year on the inclusion of its oscillators in Apple's iPhone 16e. The company's oscillators are also in other Apple products, such as the Apple Pencil Pro. Moreover, Arcuri sees SiTime as a standout artificial intelligence play with room to grow. "In addition to a strong and growing AAPL position, it is also unique among peers in its market cap range given its very high leverage to AI, which we estimate could be pushing 35% of revenue by 2027. We see this year's 40% revenue growth continuing at least through 2026 and likely beyond as it grows into a large served market relative to its current size," the analyst said. SITime isn't widely covered, but most who do are bullish. LSEG data shows that five of the seven analysts covering the stock rate it a buy or strong buy.
Business Insider
30-07-2025
- Business
- Business Insider
‘Don't Miss the Upside,' Says UBS About AMD Stock Ahead of Earnings
Advanced Micro Devices (AMD) stock climbed over 4% on Monday after reports said the company will raise the price of its high-end AI chip, MI350 AI. Following the news, UBS Top analyst Timothy Arcuri reiterated his Buy rating on AMD and lifted his price target from $150 to $210. The new price target indicates a 21% upside from current levels. The analyst sees growing demand in both PC and data center markets, and stronger investor sentiment ahead of the Q2 print on August 5. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. UBS Sees More Upside for AMD Stock The five-star analyst believes AMD's decision to raise the price of its MI350 AI chip shows growing confidence in its product line. Recent reports claim that the chip's price has gone up to $25,000 per unit, from $15,000 earlier. Even with this increase, the MI350 still costs less than Nvidia's (NVDA) latest AI chips. Arcuri views the move as a sign of growing demand for AMD's chips and believes they can now compete more directly with Nvidia's in both performance and pricing. Arcuri also noted that AMD's PC and server businesses are showing signs of recovery. With demand picking up, he believes the company is well-positioned to beat Wall Street estimates when it reports earnings on August 5. He expects the company to further gain share in the fast-growing AI chip market over the coming months. It is worth noting that Arcuri ranks 7 out of more than 9,900 analysts tracked by TipRanks. He has a success rate of 73%, with an average return per rating of 33% over a one-year timeframe. What to Expect from AMD's Q2 Earnings Wall Street analysts expect AMD to report earnings of $0.48 per share for Q2, down 30% from the year-ago quarter. Meanwhile, analysts project Q2 revenues at $7.41 billion, according to the TipRanks Analyst Forecasts Page. The figure marks a year-over-year increase of about 27%. Is AMD a Good Stock to Buy? On TipRanks, AMD stock has a Moderate Buy consensus rating based on 26 Buys and 10 Holds assigned in the last three months. The average AMD price target of $147.84 suggests a downside potential of 14.87% from its current price. Year-to-date, shares of the company have gained about 43.8%.
Business Insider
09-07-2025
- Business
- Business Insider
Analysts Offer Insights on Technology Companies: WISeKey International Holding (WKEY) and Nvidia (NVDA)
There's a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on WISeKey International Holding (WKEY – Research Report) and Nvidia (NVDA – Research Report) with bullish sentiments. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. WISeKey International Holding (WKEY) Maxim Group analyst Matthew Galinko maintained a Buy rating on WISeKey International Holding on July 3 and set a price target of $10.00. The company's shares closed last Tuesday at $6.26. According to Galinko is a 4-star analyst with an average return of 4.6% and a 39.4% success rate. Galinko covers the Technology sector, focusing on stocks such as Intchains Group Ltd. ADR, Ondas Holdings, and ZenaTech, Inc. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for WISeKey International Holding with a $7.00 average price target. Nvidia (NVDA) In a report released today, Timothy Arcuri from UBS maintained a Buy rating on Nvidia, with a price target of $175.00. The company's shares closed last Tuesday at $160.00. According to Arcuri is a top 25 analyst with an average return of 33.4% and a 74.3% success rate. Arcuri covers the Technology sector, focusing on stocks such as Advanced Micro Devices, ARM Holdings PLC ADR, and Allegro MicroSystems. Nvidia has an analyst consensus of Strong Buy, with a price target consensus of $175.97, a 10.4% upside from current levels. In a report issued on June 25, Loop Capital Markets also maintained a Buy rating on the stock with a $250.00 price target.
Yahoo
02-06-2025
- Entertainment
- Yahoo
Katie Thurston ‘Losing' Her Memory As Stage 4 Cancer Battle Continues
Former Bachelorette star Katie Thurston is confronting severe side effects from her ongoing battle with Stage 4 breast cancer, revealing she is experiencing significant memory loss and hair thinning as she continues treatment. The 34-year-old, shared a candid video on June 1 detailing her struggles, which include profound memory issues. 'I'm losing my memory,' Thurston revealed in the Instagram video, before sharing a story about 'going through customs' after a vacation with her husband, Jeff Arcuri. '[They were] like, 'Where are you coming from?' And I looked at him and I was like, 'I don't remember.'' She also recounted a recent 'little disagreement' with Arcuri where she couldn't recall the specifics of her own arguments. 'I was like, 'This has happened before,'' Thurston recalled telling the comic. 'He was like, 'When?' I was like, 'I don't know but I know it has!'' Despite the challenges, she added, 'We're able to laugh about it now.' Thurston, who married Arcuri earlier this year, did not mince words about her condition. 'Cancer is s**t. Sometimes I'm like, 'Stop feeling bad for yourself.' Other times I'm like, 'You're allowed to feel bad for yourself. Cancer f**king sucks.'' She noted her hair has been 'coming out in an unnatural amount of clumps.' Having completed two months of medication, Thurston faces critical decisions regarding her liver. (The reality star revealed in March that her breast cancer had spread to her liver.) 'I just finished my second month of treatment and if you're asking how long treatment is, technically forever,' she stated. Thurston has opted for Histotripsy, a non-invasive treatment for liver tumors, at New York University. 'I am optimistic about medical advancements in the future. Fingers crossed as a stage 4 girly.' Further complicating her health, Thurston shared that a medically induced menopause initiated last month failed, as the medication intended to suppress her hormones proved ineffective. A new medication will be tried, but if it also fails, she revealed she might have to 'get my ovaries taken out.' 'Not ideal,' she admitted. 'But the vacation was nice. Now I'm back at it again in New York City trying to live my best life as a f**king cancer patient.' 'Sorry, I'm not going to edit that out,' she concluded her Instagram video. 'I'm just going to end this because I want it just to be my truth, I guess. Anyway, happy Sunday.'
Yahoo
26-05-2025
- Business
- Yahoo
As Florida's housing market cools, sellers are now getting squeezed — but it's no buyer's paradise either
Florida might still be basking in sunshine, but its once-sizzling housing market has simmered down. The momentum that fueled pricing spikes during the pandemic has taken a sharp turn. For the first time in years, buyers are regaining leverage. Thanks to Jeff Bezos, you can now become a landlord for as little as $100 — and no, you don't have to deal with tenants or fix freezers. Here's how I'm 49 years old and have nothing saved for retirement — what should I do? Don't panic. Here are 5 of the easiest ways you can catch up (and fast) Nervous about the stock market in 2025? Find out how you can access this $1B private real estate fund (with as little as $10) Sellers, squeezed by skyrocketing insurance premiums, softening demand and growing inventory, are cutting prices, covering closing costs and easing up on contingencies just to seal the deal. But is this shift a buyer's paradise? According to real estate experts, the Florida housing story is more complicated than simply buyer-friendly. During the COVID-19 era, a wave of remote workers, sun-seeking transplants and looser restrictions turned Florida into ground zero for red-hot real estate. Builders raced to meet demand. Now that demand has cooled. Then came two hurricanes, a spiraling insurance crisis and record-breaking homeownership costs. Panic-inducing headlines are drawing comparisons to the 2008 crash, but experts urge caution before sounding the alarm. 'It's nowhere near that,' real estate expert Vincent Arcuri said recently on Full Circle Florida. 'Interest rates are at 6.5 %, if you saw interest rates go anywhere in the 5s, you would see the market shift overnight, properties would start to skyrocket again, so it does have a lot to do with how much I'm putting down and how much is my payment? And that's what really drives the economics of people buying homes.' Some homeowners who bought at the peak may be feeling the pinch. 'You have people that came from the pandemic that overpaid, now it's time to pay the fiddler,' Arcuri said. 'I think those people that came in and paid $50,000, $100,000 over market, they're seeing a reduction now in value, plus they overpaid when they bought, which is offsetting some of the equity in those homes.' So are the issues local or regional? According to Arcuri, Florida's housing market isn't uniform. Inventory is rising in parts of Florida like Tampa Bay, St. Petersburg and Clearwater, but much of that is due to condos, not single-family homes. The surge is being driven by region-specific factors: new milestone inspection rules, skyrocketing HOA fees and soaring insurance premiums — all of which are dragging down condo sales. While headline numbers may suggest a broad market slowdown, many statistics are skewed by the flood of condo listings. The situation is more regional than statewide. Recent hurricanes have only added pressure, particularly on older and coastal condo communities, while inland areas and single-family markets remain more resilient. So, when will the market bounce back? That largely depends on policy. And as Arcuri puts it, 'Until we have significant insurance reform.' Read more: This is how American car dealers use the '4-square method' to make big profits off you — and how you can ensure you pay a fair price for all your vehicle costs As homes spend more time on the market — especially in places like Tampa Bay and South Florida — buyers are seeing the return of perks not seen since before the pandemic. But that doesn't mean today's buyers have it easy. While home prices may be stabilizing, hidden costs loom: Florida now has the highest average home insurance premiums in the U.S., with some regions seeing rates above $11,000. Condo owners in coastal cities are facing 15% plus hikes in HOA fees due to mandatory inspections and storm upgrades. Mortgage rates remain high, hovering around 6.5%, making monthly payments a real hurdle. Many first-time buyers are already stretched thin by student loans and rising living costs. Sellers, meanwhile, must adjust to a slower market. Price cuts and concessions are increasingly common, especially for condos facing the brunt of the state's insurance and structural safety challenges. So, what should sellers be thinking about? First, price your home realistically. Overpricing means your listing will sit. Consider offering incentives, like covering closing costs, to stand out. Know your costs. High insurance and maintenance fees can make your home harder to sell, so be upfront and ready to discuss those with potential buyers. Most experts agree — this isn't 2008. Homeowners today typically have equity and more responsible loans. Still, without insurance reform, expect a choppy market. For now, buyers should do their homework and negotiate hard. Sellers should stay realistic and flexible. Arcuri suggests homeowners just stay put. 'If you've got a low interest rate, be patient,' he said. 'These markets are cyclical. I've seen this happen time and time again. Florida's fundamentals are still strong. Give it a couple of years, and we'll be talking about the next housing boom.' Want an extra $1,300,000 when you retire? Dave Ramsey says this 7-step plan 'works every single time' to kill debt, get rich in America — and that 'anyone' can do it Rich, young Americans are ditching the stormy stock market — here are the alternative assets they're banking on instead Robert Kiyosaki warns of a 'Greater Depression' coming to the US — with millions of Americans going poor. But he says these 2 'easy-money' assets will bring in 'great wealth'. How to get in now Here are 5 'must have' items that Americans (almost) always overpay for — and very quickly regret. How many are hurting you? This article provides information only and should not be construed as advice. 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