# Timothy Arcuri

Type: Person

Source: GetYourBrief — https://getyourbrief.com/entity/timothy-arcuri
Canonical HTML page: https://getyourbrief.com/entity/timothy-arcuri

## Recent coverage (2 stories, network-wide)

### UBS Sets $245 Target for Nvidia as Data Center Growth Defies Margin Skeptics
2026-03-06 00:26:50 · Sector: saas · Sentiment: Positive · Impact: 8/10 · Sources: 2

UBS has reiterated a Buy rating on Nvidia with a $245 price target following a record-breaking fiscal fourth quarter that saw revenue surge 73% to $68.1 billion. The bullish outlook is underpinned by massive beats in forward guidance and the resilience of 75% gross margins despite increasing competition in the AI hardware space.
Full story: https://getsaasbrief.com/story/ubs-nvidia-price-target-q4-earnings-analysis

### UBS Sets $245 Nvidia Target as $100B Quarterly Revenue Becomes Reality
2026-03-06 00:26:17 · Sector: finance · Sentiment: Positive · Impact: 8/10 · Sources: 2

UBS has reiterated a strong Buy rating on Nvidia with a $245 price target following a record-breaking fiscal fourth quarter and massive forward guidance. The firm's bullishness stems from accelerating data center demand and the arrival of the 'agentic AI' era, which is driving inventory commitments to unprecedented levels.
Full story: https://getfinancebrief.com/story/ubs-nvidia-stock-price-target-analysis

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