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MLNX

Mellanox

$64.95

1.8 (2.85%)

06:48
01/12/18
01/12
06:48
01/12/18
06:48

Mellanox price target raised to $75 from $70 at DA Davidson

DA Davidson analyst Mark Kelleher raised his price target on Mellanox to $75 ahead of the Q4 earnings next week. Kelleher says the company is well positioned for "solid top and bottom line growth over the next several years based on the growth of its primary revenue drivers - Infiniband and Ethernen. The analyst adds that the management is increasingly focused on operational efficiency after Starboard's activist position in the company, keeping his Buy rating on Mellanox.

  • 18

    Jan

MLNX Mellanox
$64.95

1.8 (2.85%)

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.
12/12/17
SUSQ
12/12/17
INITIATION
Target $75
SUSQ
Positive
Mellanox initiated with a Positive at Susquehanna
Target $75.
12/13/17
SUSQ
12/13/17
INITIATION
Target $75
SUSQ
Positive
Mellanox initiated with a Positive, sees restructuring/takeout at Susquehanna
Susquehanna analyst Christopher Rolland initiated Mellanox (MLNX) with a Positive and $75 price target. Rolland said Mellanox has dominated the high-speed low-latency interconnect market and envisions three scenarios for the company. First, Mellanox is bought at a 30% premium due to synergies. Second, Mellanox does a Marvell (MRVL) type restructuring to drive operating margins through "deep opex cuts." Lastly, the company organically grows 30% operating margins and sells itself to an acquirer.

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AAPL

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-0.8 (-0.45%)

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NYT

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ADS

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CME

CME Group

$154.28

2.07 (1.36%)

, GS

Goldman Sachs

$256.12

5.15 (2.05%)

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CME

CME Group

$154.28

2.07 (1.36%)

GS

Goldman Sachs

$256.12

5.15 (2.05%)

BP

BP

$42.40

-0.5 (-1.17%)

C

Citi

$78.30

0.91 (1.18%)

BAC

Bank of America

$31.72

0.24 (0.76%)

CS

Credit Suisse

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CRL

Charles River

$107.89

1.22 (1.14%)

MS

Morgan Stanley

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1.62 (2.90%)

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AMGN

Amgen

$189.28

1.69 (0.90%)

, BAYRY

Bayer

$32.05

0.235 (0.74%)

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BAYRY

Bayer

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0.235 (0.74%)

BLRX

BioLineRx

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BMY

Bristol-Myers

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CELG

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0.93 (0.91%)

DNA

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Eisai

$56.88

0.115 (0.20%)

EXEL

Exelixis

$28.00

0.14 (0.50%)

HALO

Halozyme

$17.98

0.13 (0.73%)

INCY

Incyte

$93.16

1.24 (1.35%)

IPSEY

Ipsen

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0.75 (2.21%)

LXRX

Lexicon

$10.44

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MGNX

MacroGenics

$19.19

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MRK

Merck

$61.28

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NVS

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0.53 (0.61%)

SNY

Sanofi

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0.09 (0.20%)

ONCY

Oncolytics

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WLFC

Willis Lease

$26.66

0.05 (0.19%)

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DPS

Dr Pepper Snapple

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RCII

Rent-A-Center

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AR

Antero Resources

$18.74

-0.59 (-3.05%)

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T

AT&T

$37.21

0.06 (0.16%)

, TWX

Time Warner

$93.36

0.39 (0.42%)

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TWX

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VZ

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CMCSA

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CMCSK

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CHTR

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0.8 (0.22%)

DIS

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VIA

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VIAB

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GRPN

Groupon

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CELG

Celgene

$102.65

0.93 (0.91%)

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VALU

Value Line

$19.60

0.3 (1.55%)

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VALU

Value Line

$19.60

0.3 (1.55%)

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ZEAL

Zealand Pharma

$15.05

-0.78 (-4.93%)

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GNMSF

Genmab

$190.75

2.75 (1.46%)

, JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

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$190.75

2.75 (1.46%)

JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

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HII

Huntington Ingalls

$242.12

5.24 (2.21%)

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BAESY

BAE Systems

$33.30

0.18 (0.54%)

, GD

General Dynamics

$209.10

1.3 (0.63%)

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BAE Systems

$33.30

0.18 (0.54%)

GD

General Dynamics

$209.10

1.3 (0.63%)

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SYRS

Syros Pharmaceuticals

$10.80

0.27 (2.56%)

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WTFC

Wintrust Financial

$87.81

0.96 (1.11%)

17:13
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  • 23

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TWTR

Twitter

$23.66

-0.38 (-1.58%)

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ITEK

Inotek Pharmaceuticals

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OIS

Oil States

$32.80

0.35 (1.08%)

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AVGO

Broadcom

$266.39

-3.41 (-1.26%)

, QCOM

Qualcomm

$68.04

-0.01 (-0.01%)

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Broadcom

$266.39

-3.41 (-1.26%)

QCOM

Qualcomm

$68.04

-0.01 (-0.01%)

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  • 06

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TRNC

tronc

$19.53

0.3 (1.56%)

16:37
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01/19
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16:37
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