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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
PACS
05/30/17
DOWNGRADE
PACS
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

TGS

Transportadora de Gas del Sur SA

$17.48

0.07 (0.40%)

07:49
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07:49
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Transportadora de Gas del Sur SA initiated  »

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PAM

Pampa Energia S.A.

$60.93

0.2 (0.33%)

07:48
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PRGS

Progress Software

$37.49

0.18 (0.48%)

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07:47
Hot Stocks
Breaking Hot Stocks news story on Progress Software »

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PRGS

Progress Software

$37.49

0.18 (0.48%)

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Hot Stocks
Progress Software 'values' Praesidium's ideas, welcomes input from investors »

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JEC

Jacobs Engineering

$56.76

0.81 (1.45%)

, AERI

Aerie Pharmaceuticals

$60.10

1.8 (3.09%)

07:46
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Hot Stocks
Jacobs Engineering selected by Aerie Pharmaceuticals as engineering contractor »

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JEC

Jacobs Engineering

$56.76

0.81 (1.45%)

AERI

Aerie Pharmaceuticals

$60.10

1.8 (3.09%)

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BNPQY

BNP Paribas

$39.68

0.19 (0.48%)

, AXAHY

AXA

$29.47

0.13 (0.44%)

07:46
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07:46
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07:46
Periodicals
BNP weighing tie-up of money-management division with Axa unit, Bloomberg says »

BNP Paribas (BNPQY),…

BNPQY

BNP Paribas

$39.68

0.19 (0.48%)

AXAHY

AXA

$29.47

0.13 (0.44%)

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CHFC

Chemical Financial

$49.32

0.71 (1.46%)

07:45
09/19/17
09/19
07:45
09/19/17
07:45
Downgrade
Chemical Financial rating change  »

Chemical Financial…

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QSII

Quality Systems

$15.71

-0.14 (-0.88%)

07:45
09/19/17
09/19
07:45
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07:45
Initiation
Quality Systems initiated  »

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07:45
09/19/17
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07:45
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07:45
General news
N.Y. FX Outlook »

N.Y. FX Outlook: Risk-on…

HOLI

Hollysys

$20.77

0.42 (2.06%)

07:44
09/19/17
09/19
07:44
09/19/17
07:44
Conference/Events
Hollysys management to meet with Deutsche Bank »

Meeting to be held in New…

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  • 19

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  • 16

    Oct

CYTK

Cytokinetics

$14.25

0.1 (0.71%)

, AMGN

Amgen

$186.47

-1 (-0.53%)

07:44
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07:44
Hot Stocks
Cytokinetics doses first patient in Japan in GALACTIC-HF Phase 3 trial »

Cytokinetics announced…

CYTK

Cytokinetics

$14.25

0.1 (0.71%)

AMGN

Amgen

$186.47

-1 (-0.53%)

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  • 25

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  • 03

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  • 30

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KORS

Michael Kors

$44.65

-0.27 (-0.60%)

07:43
09/19/17
09/19
07:43
09/19/17
07:43
Technical Analysis
Technical View: Michael Kors moves higher, analyst action »

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INTC

Intel

07:43
09/19/17
09/19
07:43
09/19/17
07:43
Periodicals
Intel Capital invested over $1B in AI-focused companies, TechCrunch says »

Intel has invested more…

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  • 23

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PDCO

Patterson Companies

$37.94

-0.59 (-1.53%)

07:43
09/19/17
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07:43
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07:43
Initiation
Patterson Companies initiated  »

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BABA

Alibaba

$179.98

3.28 (1.86%)

, BSTI

BEST Inc

07:43
09/19/17
09/19
07:43
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07:43
Syndicate
BEST Inc cuts size of proposed IPO following 'tepid' response, Reuters reports »

Best Inc (BSTI), a…

BABA

Alibaba

$179.98

3.28 (1.86%)

BSTI

BEST Inc

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  • 20

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FOLD

Amicus

$13.67

-0.21 (-1.51%)

07:42
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Amicus granted FDA Fast Track Designation for migalastat »

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RAD

Rite Aid

$2.73

0.1 (3.80%)

07:41
09/19/17
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Rite Aid initiated  »

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  • 28

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MDGL

Madrigal Pharmaceuticals

$19.80

0.99 (5.26%)

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Madrigal Pharmaceuticals announces positive outcome from pre-planned DSMB review »

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  • 25

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MDSO

Medidata

$75.85

-0.01 (-0.01%)

07:40
09/19/17
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07:40
Initiation
Medidata initiated  »

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  • 25

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ABX

Barrick Gold

$16.92

-0.38 (-2.20%)

07:40
09/19/17
09/19
07:40
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07:40
Conference/Events
Barrick Gold management to meet with Deutsche Bank »

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  • 19

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07:40
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General news
Treasury Market Outlook: yields are a little lower »

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SFTBF

SoftBank

$78.30

0.3501 (0.45%)

07:39
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07:39
Periodicals
SoftBank Ventures Korea looks to invest in promising start-ups, CNBC says »

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MCK

McKesson

$148.42

-1.46 (-0.97%)

07:38
09/19/17
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07:38
Initiation
McKesson initiated  »

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SUPN

Supernus

$49.65

0.6 (1.22%)

07:37
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Downgrade
Supernus rating change  »

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HSIC

Henry Schein

$80.90

-1.98 (-2.39%)

07:37
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Initiation
Henry Schein initiated  »

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