Top tech analyst Identifies More Prospective Investment Opportunities in These Stocks Over Nvidia.
Timothy Arcuri, a top-ranked global and tech analyst at UBS, has recommended three AI-related semiconductor stocks as having strong upside potential. These stocks, according to Arcuri, may even outperform Nvidia, which has already gained over 190% since the beginning of the year.
Advanced Micro Devices (AMD)
Arcuri recently raised AMD’s price target sharply from $150 to $210 while maintaining a Buy rating. He highlights AMD’s expanding AI chip lineup and growing demand in AI and data center markets as key drivers for this upside. AMD’s recent shares price near $179 with a 49% year-to-date gain underlines this momentum, supported by products like the Instinct MI350/MI355X GPUs.
Teradyne Inc. (NASDAQ: TER)
Arcuri also upgraded Teradyne’s price target from $110 to $120 and kept a Buy rating, noting the stock is among the most oversold semiconductor names in 2025. He foresees Q2 results meeting expectations with an upside bias for the second half, driven by the company’s automation and robotics systems, which are relevant for advanced semiconductor manufacturing and AI applications.
Micron Technology
Timothy Arcuri has a new top recommendation: Micron Technology. The majority of analysts, with an average price target of $150, see a price potential of around 50% for this leading provider in the semiconductor industry, specializing in memory solutions. Micron’s products are indispensable for high-performance, energy-efficient technologies used in computers, mobile devices, and data centers.
Allegro MicroSystems
Despite a 30% decline since the beginning of the year, Arcuri sees a price potential of over 40% with a price target of $30 for Allegro MicroSystems. This company is considered the world leader in magnetic sensors, and its customers include prominent manufacturers such as Mercedes or BMW. Allegro MicroSystems went public only at the end of 2020.
It's worth noting that Arcuri is ranked as the third-best analyst worldwide and the best analyst in the tech industry. He has a success rate of 72%, meaning that in 72% of cases, his recommendations for investors result in a positive return. These recommendations stand out because Arcuri's high-conviction picks in AMD, Teradyne, Micron Technology, and Allegro MicroSystems suggest meaningful alternative or complementary growth potential in the semiconductor and AI ecosystem for 2025 and beyond.
While Nvidia remains a leader in AI chips, Arcuri's recommendations currently offer more price potential than Nvidia. It's essential to conduct thorough research and consider your investment strategy before making any decisions.
References:
- CNBC
- AMD Investor Relations
- Morningstar
- Seeking Alpha
Investing in Micron Technology, according to top-ranked global and tech analyst Timothy Arcuri, holds a strong potential for growth, with a price potential of around 50%. This recommendation is based on Micron's position as a leading provider in the semiconductor industry, specializing in memory solutions that are vital for high-performance, energy-efficient technologies in various sectors.
Furthermore, Allegro MicroSystems, despite a decline of 30% since the beginning of the year, is estimated by Arcuri to have over 40% price potential, with a price target of $30. This company, known as the world leader in magnetic sensors, offers an attractive growth opportunity, particularly considering its customer base that includes car manufacturers like Mercedes and BMW.
