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MLNX

Mellanox

$43.80

0.3 (0.69%)

, INTC

Intel

$35.51

0.3 (0.85%)

07:17
06/20/17
06/20
07:17
06/20/17
07:17

Jefferies says supercomputer list contradicts Mellanox's claim

Jefferies analyst James Kisner says his examination of the newly released TOP500 supercomputer list indicates continued share loss for Mellanox Technologies' (MLNX) InfiniBand interconnect. InfiniBand has begun to close the gap with Intel's (INTC) Omni-Path in terms of number of systems, but Omni-Path can still claim more systems and an even greater relative share of computing capacity, Kisner tells investors in a research note. He believes the list contradicts Mellanox's claim that Omni-path is not gaining share and has scaling issues. Kisner keeps an Underperform rating on Mellanox with a $38 price target.

MLNX

Mellanox

$43.80

0.3 (0.69%)

INTC

Intel

$35.51

0.3 (0.85%)

MLNX Mellanox
$43.80

0.3 (0.69%)

04/27/17
PIPR
04/27/17
DOWNGRADE
Target $48
PIPR
Neutral
Mellanox downgraded to Neutral from Overweight at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski downgraded Mellanox Technologies to Neutral citing the "disappointing" Q1 results. The analyst sees a lack of near-term leverage and limited visibility. He keeps a $48 price target for the shares.
04/27/17
FBCO
04/27/17
DOWNGRADE
FBCO
Neutral
Mellanox downgraded to Neutral from Outperform at Credit Suisse
04/27/17
04/27/17
DOWNGRADE
Target $45

Neutral
Mellanox downgraded to Neutral at Credit Suisse
As previously reported, Credit Suisse analyst John Pitzer downgraded Mellanox to Neutral from Outperform saying that while the company is well levered to his Data Growth Paradigm, execution has been "lackluster." The analyst also lowered his price target on the shares to $45 from $50.
04/27/17
ROTH
04/27/17
DOWNGRADE
Target $53
ROTH
Neutral
Mellanox downgraded to Neutral from Buy at Roth Capital
Roth Capital analyst Brian Alger downgraded Mellanox to Neutral from Buy after the company reported a disappointing Q1. While management believes Infiniband is going to rebound over the next two quarters and should result in a full year of growth revenues, the analyst is not so certain. Alger also lowered his price target on the shares to $53 from $60.
INTC Intel
$35.51

0.3 (0.85%)

05/30/17
05/30/17
DOWNGRADE

Sector Weight
Ambarella downgraded to Sector Weight from Overweight at Pacific Crest
Pacific Crest analyst Brad Erickson downgraded Ambarella (AMBA) to Sector Weight on concern the company's largest customer DJI may have dual-sourced. After speaking with DJI customer service, Erickson believes Ambarella may not be the video processing provider for Spark, the $499 drone launched last week by DJI. This could become a "material headwind" to Ambarella's revenue and earnings over the longer term, Erickson tells investors in a research note. He notes that the shares are up 23% since Intel (INTC) bid to acquire Mobileye (MBLY).
06/06/17
LOOP
06/06/17
NO CHANGE
Target $61
LOOP
Buy
Silicon Motion price target increased to $61 from $53 at Loop Capital
Loop Capital analyst Betsy Van Hees increased her price target on Silicon Motion (SIMO) to $61 from $53 as she views it as well positioned with leading NAND suppliers, particularly Intel (INTC), to benefit from improving NAND supply. The analyst, who continues to expect NAND supply to improve in the second half of this year, keeps a Buy rating on Silicon Motion.
06/15/17
WELS
06/15/17
NO CHANGE
WELS
Intel could benefit from artificial intelligence, says Wells Fargo
Wells Fargo says that some investors believe that Nvidia's ()NVDA) strength in datacenter accelerators is harming Intel (INTC). However, the firm thinks that Nvidia's accelerators are enabling artificial intelligence which can help Intel. Wells keeps an Outperform rating on Intel.
06/15/17
RAJA
06/15/17
INITIATION
RAJA
Underperform
Intel resumed with an Underperform, named a least favorite idea at Raymond James
Raymond James analyst Chris Caso resumed coverage on Intel with an Underperform and called it a "least favorite idea." Caso expects free cash flow to be consumed by long-term investments in hyperscale datacenter, automotive, IoT, and memory response, resulting in shares underperforming the group. The analyst also said investors faces the risk that PC stability does not hold, drying up a primary source of cash flow.

TODAY'S FREE FLY STORIES

AEP

American Electric

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0.04 (0.06%)

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AAPL

Apple

$176.19

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  • 01

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UNH

UnitedHealth

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4.26 (1.86%)

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CE

Celanese

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  • 26

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CLR

Continental Resources

$56.93

-0.73 (-1.27%)

07:54
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Continental Resources rating change  »

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PXD

Pioneer Natural

$182.51

-3.64 (-1.96%)

07:53
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  • 07

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IPAS

iPass

$0.45

-0.0349 (-7.21%)

07:53
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iPass initiated  »

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BYD

Boyd Gaming

$36.16

-0.32 (-0.88%)

07:51
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Initiation
Boyd Gaming initiated  »

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GSK

GlaxoSmithKline

$37.92

0.42 (1.12%)

, NURO

NeuroMetrix

$1.72

-0.06 (-3.37%)

07:51
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Technical Analysis
Technical Take: NeuroMetrix up sharply, GlaxoSmithKline strategic collaboration »

NeuroMetrix (NURO) was…

GSK

GlaxoSmithKline

$37.92

0.42 (1.12%)

NURO

NeuroMetrix

$1.72

-0.06 (-3.37%)

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  • 07

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MOBL

MobileIron

07:51
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Initiation
MobileIron initiated  »

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PPG

PPG

$116.64

-1.53 (-1.29%)

07:51
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PPG rating change  »

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  • 18

    Jan

JEC

Jacobs Engineering

$69.42

-0.14 (-0.20%)

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Jacobs wins engineering services agreement from Carcross/Tagish Energy »

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  • 17

    Jan

  • 07

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Conference/Events
UBS REITs analyst holds an analyst/industry conference call »

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GM

General Motors

$44.19

0.12 (0.27%)

07:49
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Periodicals
GM, DHL use Chinese plant to handle flow of parts, Reuters reports »

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  • 06

    Feb

EGAN

eGain

$5.35

-0.35 (-6.14%)

07:48
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07:48
Initiation
eGain initiated  »

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NFLX

Netflix

$221.53

0.3 (0.14%)

07:48
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Netflix analyst commentary  »

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  • 18

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XRAY

Dentsply Sirona

$65.65

-0.14 (-0.21%)

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07:47
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General news
Futures suggest rebound from yesterday's dip »

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PSO

Pearson

$9.82

-0.08 (-0.81%)

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PSO

Pearson

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-0.08 (-0.81%)

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WIFI

Boingo Wireless

$21.49

-0.83 (-3.72%)

07:46
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  • 17

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PSO

Pearson

$9.82

-0.08 (-0.81%)

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Earnings
Pearson sees FY adjusted EPS above 49p-52p guidance range »

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ADNT

Adient

$81.91

-0.51 (-0.62%)

07:45
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Technical Analysis
Technical Take: Adient falls sharply in pre-market, analyst action »

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  • 29

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ESPR

Esperion

$71.91

-1.35 (-1.84%)

07:45
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