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MLNX

Mellanox

$60.30

-1.75 (-2.82%)

16:14
12/12/17
12/12
16:14
12/12/17
16:14

Mellanox initiated with a Positive at Susquehanna

Target $75.

MLNX Mellanox
$60.30

-1.75 (-2.82%)

12/01/17
LBOW
12/01/17
UPGRADE
LBOW
Buy
Mellanox upgraded to Buy from Neutral at Longbow
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
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.
12/07/17
STFL
12/07/17
NO CHANGE
Target $70
STFL
Buy
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.

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LOW

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HD

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$193.61

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SLCA

U.S. Silica

$18.72

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CVIA

Covia

$7.58

0.18 (2.43%)

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SND

Smart Sand

$3.81

-0.07 (-1.80%)

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HCLP

Hi-Crush Partners

$9.49

-0.16 (-1.66%)

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SCGLY

Societe Generale

$0.00

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, BNPQY

BNP Paribas

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SCGLY

Societe Generale

$0.00

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BNP Paribas

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SAFRY

Safran

$0.00

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UBER

Uber

$0.00

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CVPUF

CP All

$0.00

(0.00%)

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KKPNY

KPN

$0.00

(0.00%)

05:33
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10/17
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KPN rating change  »

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EIGR

Eiger BioPharmaceuticals

$10.88

0.63 (6.15%)

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ALTR

Altair

$35.24

1.14 (3.34%)

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ARWR

Arrowhead

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UTX

United Technologies

$132.50

2.18 (1.67%)

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UTX

United Technologies

$132.50

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BIIB

Biogen

$338.26

9.52 (2.90%)

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NFLX

Netflix

$346.40

13.29 (3.99%)

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IQ

iQIYI

$25.91

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Viacom

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CTRP

Ctrip

$34.48

-1.69 (-4.67%)

, AFLYY

Air France-KLM

$0.00

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INFY

Infosys

$10.22

0.32 (3.23%)

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TECH

Bio-Techne

$185.40

2.84 (1.56%)

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