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MLNX

Mellanox

$59.35

1.1 (1.89%)

07:16
12/07/17
12/07
07:16
12/07/17
07:16

Mellanox price target raised to $70 from $53 at Stifel

Stifel analyst Kevin Cassidy raised his price target on Mellanox to $70 from $53 as he projected the earnings improvement potential from the operational changes that may be prompted by the involvement of activist investor Starboard Value. If Mellanox' 2018 SG&A spending came in line with peers, it could increase 2018 non-GAAP EPS by about $1.00, estimated Cassidy, who keeps a Buy rating on the stock.

  • 07

    Dec

MLNX Mellanox
$59.35

1.1 (1.89%)

12/01/17
12/01/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. VMware (VMW) upgraded to Outperform from Market Perform at BMO Capital with analyst Keith Bachman saying the company is benefiting from improved on-premise spending trends, increasing his projections for the overall fiscal 2019 computing spend to grow 3% versus prior forecast of 1%-2% decline. 2. Tiffany (TIF) upgraded to Overweight from Sector Weight at KeyBanc with analyst Edward Yruma saying he believes the positive 1% Americas comp in third quarter points to the early stages of a more broad-based sales recovery. 3. Mellanox (MLNX) upgraded to Buy from Neutral at Longbow with analyst Mike Burton saying he believes activist Starboard's involvement could lead to the company being acquired in whole or in pieces, and a reduction in OPEX levels more consistent with peers. 4. Agco (AGCO) upgraded to Conviction Buy from Neutral at Goldman Sachs with analyst Jerry Revich saying to position for the next leg of the Machinery recovery, he prefers exposure to agriculture over trucks. 5. Vantiv (VNTV) upgraded to Outperform from Neutral at Wedbush with analyst Moshe Katri saying its Worldpay acquisition provides exposure to the U.K. and APAC, which are high-growth, potentially more profitable regions, while also drastically reducing its national merchants exposure. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/01/17
12/01/17
UPGRADE
Target $70

Buy
Mellanox upgraded to Buy on activist investor involvement at Longbow
As previously reported, Longbow upgraded Mellanox to Buy from Neutral with a $70 price target. Analyst Mike Burton believes activist Starboard's involvement could lead to the company being acquired in whole or in pieces, and a reduction in OPEX levels more consistent with peers. Burton views Mellanox an attractive acquisition target given its strong position in InfiniBand, Ethernet momentum in 25G/50G/100G, and its Spectrum Ethernet Switch.
12/01/17
LBOW
12/01/17
UPGRADE
LBOW
Buy
Mellanox upgraded to Buy from Neutral at Longbow
11/28/17
11/28/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Home Depot (HD) upgraded to Overweight from Neutral at Atlantic Equities with analyst Sam Hudson saying the U.S. housing backdrop remains strong and recent hurricanes should provide a tailwind through the first half of 2018, at the very least. 2. TCF Financial (TCF) was upgraded to Overweight from Neutral at Piper Jaffray and to Buy from Hold at Sandler O'Neill. 3. Popular (BPOP) and OFG Bancorp (OFG) were upgraded to Outperform from Market Perform at Keefe Bruyette. 4. Mellanox (MLNX) upgraded to Equal Weight from Underweight at Barclays with analyst Joseph Wolf saying he believes activist Starboard can bring upon change and will serve as a "positive technical element to near-term stock performance." 5. TriplePoint Venture (TPVG) upgraded to Buy from Neutral at Compass Point. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

AMZN

Amazon.com

$1,883.50

8.05 (0.43%)

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    Sep

SPX

S&P 500

$0.00

(0.00%)

, SPY

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$286.28

0.6 (0.21%)

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0.6 (0.21%)

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FB

Facebook

$172.65

0.15 (0.09%)

, FEYE

FireEye

$14.57

0.135 (0.94%)

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FEYE

FireEye

$14.57

0.135 (0.94%)

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    Oct

SE

Sea Limited

$14.31

0.47 (3.40%)

19:06
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Earnings
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URBN

Urban Outfitters

$47.75

0.23 (0.48%)

, LZB

La-Z-Boy

$33.03

0.675 (2.09%)

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URBN

Urban Outfitters

$47.75

0.23 (0.48%)

LZB

La-Z-Boy

$33.03

0.675 (2.09%)

KEYS

Keysight Technologies

$60.47

0.28 (0.47%)

PSTG

Pure Storage

$22.03

0.23 (1.06%)

MYGN

Myriad Genetics

$42.83

0.9 (2.15%)

ZNGA

Zynga

$3.75

0.01 (0.27%)

STAR

iStar

$10.06

-0.04 (-0.40%)

FLEX

Flex

$13.80

0.17 (1.25%)

OCUL

Ocular Therapeutix

$6.12

0.07 (1.16%)

SMCI

Super Micro Computer

$18.45

-0.425 (-2.25%)

GSM

Ferroglobe

$8.11

0.09 (1.12%)

RRGB

Red Robin

$40.15

0.4 (1.01%)

NBEV

New Age Beverages

$1.59

0.05 (3.26%)

HA

Hawaiian Holdings

$43.70

-0.25 (-0.57%)

JILL

J.Jill

$6.85

-0.77 (-10.11%)

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  • 04

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  • 01

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    Oct

  • 03

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  • 06

    Nov

  • 28

    Dec

  • 22

    Aug

TMUS

T-Mobile

$66.57

0.71 (1.08%)

, S

Sprint

$6.18

0.01 (0.16%)

18:43
08/21/18
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Periodicals
T-Mobile asks smaller carriers to publicly support Sprint deal, Reuters says »

T-Mobile (TMUS) is asking…

TMUS

T-Mobile

$66.57

0.71 (1.08%)

S

Sprint

$6.18

0.01 (0.16%)

DTEGY

Deutsche Telekom

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

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  • 10

    Sep

AOI

Alliance One

$18.10

0.25 (1.40%)

18:32
08/21/18
08/21
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Alliance One approves names change to Pyxus Intl and changes board leadership »

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  • 12

    Sep

HA

Hawaiian Holdings

$43.70

-0.25 (-0.57%)

18:01
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08/21
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Hot Stocks
Hawaiian Airlines to suspend Beijing service »

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  • 06

    Sep

AL

Air Lease

$46.32

0.69 (1.51%)

18:01
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08/21
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Air Lease VP Marc Baer sells 10K shares of company stock »

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  • 06

    Sep

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CAAP

Corporacion America Airport

$8.82

-0.005 (-0.06%)

17:55
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Corporacion America Airports reports Q2 passenger traffic up 7.4% »

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  • 22

    Aug

GLD

SPDR Gold Trust

$113.02

0.35 (0.31%)

17:33
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SPDR Gold Trust SPDR Gold Trust holdings fall to 768.70MT from 772.24MT »

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PEB

Pebblebrook Hotel

$39.18

0.17 (0.44%)

, LHO

LaSalle Hotel

$34.45

-0.1 (-0.29%)

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Pebblebrook Hotel increases terms of offer to merger with LaSalle Hotel »

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PEB

Pebblebrook Hotel

$39.18

0.17 (0.44%)

LHO

LaSalle Hotel

$34.45

-0.1 (-0.29%)

BX

Blackstone

$36.49

-0.31 (-0.84%)

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ZNGA

Zynga

$3.75

0.01 (0.27%)

, DIS

Disney

$112.38

0.39 (0.35%)

17:30
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Zynga reaches multi-year pact with Disney to developy mobile 'Star Wars' game »

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ZNGA

Zynga

$3.75

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DIS

Disney

$112.38

0.39 (0.35%)

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  • 06

    Sep

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$286.28

0.6 (0.21%)

17:26
08/21/18
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Periodicals
Cohen pleads guilty to campaign finance violations, other charges, AP says »

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SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$286.28

0.6 (0.21%)

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KTOS

Kratos Defense

$13.14

0.18 (1.39%)

17:23
08/21/18
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17:23
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Kratos Defense awarded $109M U.S. Air Force contract »

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  • 13

    Sep

LMT

Lockheed Martin

$324.20

0.06 (0.02%)

17:22
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Lockheed Martin awarded $356.3M U.S. Army contract »

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HOLX

Hologic

$38.48

0.23 (0.60%)

17:21
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Hologic commends USPSTF cancer screening recommendation »

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  • 21

    Aug

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    Aug

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STAR

iStar

$10.06

-0.04 (-0.40%)

, SHLM

A. Schulman

$44.00

(0.00%)

17:18
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iStar to replace A. Schulman in S&P 600 at open on 8/27 »

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STAR

iStar

$10.06

-0.04 (-0.40%)

SHLM

A. Schulman

$44.00

(0.00%)

LYB

LyondellBasell

$114.94

0.95 (0.83%)

03/08/13
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  • 05

    Sep

  • 11

    Sep

BTE

Baytex Energy

$2.98

0.125 (4.38%)

17:18
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Baytex Energy and Raging River Exploration receive approvals for transaction »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$286.28

0.6 (0.21%)

17:18
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Breaking Periodicals news story on S&P 500, SPDR S&P 500 ETF Trust »

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SPX

S&P 500

$0.00

(0.00%)

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SPDR S&P 500 ETF Trust

$286.28

0.6 (0.21%)

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WAB

Wabtec

$110.40

0.2 (0.18%)

17:11
08/21/18
08/21
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17:11
Hot Stocks
Wabtec's Brooks sells 20,000 common shares »

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  • 06

    Nov

ADI

Analog Devices

$95.95

2.23 (2.38%)

17:02
08/21/18
08/21
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17:02
Hot Stocks
Analog Devices reinstates buyback, boosts authorization by $2B »

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  • 22

    Aug

SGBX

SG Blocks

$4.02

0.07 (1.77%)

17:02
08/21/18
08/21
17:02
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17:02
Hot Stocks
Breaking Hot Stocks news story on SG Blocks »

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AFG

American Financial Group

$113.48

-0.315 (-0.28%)

17:01
08/21/18
08/21
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17:01
Hot Stocks
American Financial Group raises dividend 14% to $1.60 »

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  • 05

    Sep

AGN

Allergan

$191.19

0.42 (0.22%)

17:01
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17:01
Hot Stocks
Allergan receives CRL from FDA for ulipristal acetate NDA »

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  • 05

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    Sep

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