DA Davidson analyst Mark Kelleher raised his price target on Mellanox to $91 ahead of next week's earnings, saying the company is well positioned for sales and earnings growth over the coming several years as its Infiniband and Ethernet products address growing markets. The analyst points to the latter having especially rapid growth, as the revenue in the segment was up 73% in Q4 to make up the shortfall of the former where sales were down 22%. Kelleher keeps his Buy rating on Mellanox, also citing potential shareholder benefits from the involvement of activist investor Starboard.