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MLNX

Mellanox

$77.15

1.45 (1.92%)

05:35
04/12/18
04/12
05:35
04/12/18
05:35

Mellanox upgraded to Overweight from Equal Weight at Barclays

Barclays analyst Joseph Wolf upgraded Mellanox Technologies to Overweight and raised his price target for the shares to $90 from $72. The analyst believes InfiniBand's fundamentals are stable, 25/50/100G Ethernet is growing, and there is potential incremental upside in switching. Mellanox's operating leverage provides a path to greater than $5.00 in earnings per share, which supports continued upside in the stock, Wolf tells investors in a research note.

  • 17

    Apr

MLNX Mellanox
$77.15

1.45 (1.92%)

04/09/18
PIPR
04/09/18
NO CHANGE
PIPR
Overweight
Piper networking channel survey 'very positive' for Cisco
Piper Jaffray analyst James Fish collected feedback from 43 networking channel partners for a Q1 channel survey. Overall results were mixed across the sector but "very positive" for Cisco Systems (CSCO), Fish tells investors in a research note. Cisco had 43% of partners above plan and only 3% below plan, with strong Q2 seasonality, the analyst writes. Further, he points out that results for Arista Networks (ANET) suggest upside to guidance amid increasing router sales. Results for F5 Networks (FIIV) were mixed, while Juniper Networks (JNPR), Mellanox (MLNX) and NetScout (NTCT) were weak, Fish adds. He calls Cisco his number one draft pick.
02/22/18
STFL
02/22/18
NO CHANGE
Target $94
STFL
Buy
Mellanox price target raised to $94 from $80 at Stifel
Stifel analyst Kevin Cassidy raised his Q1 estimates for Mellanox following the company's positive pre-announcement and raised his price target on the shares to $94 accordingly. He believes Mellanox's revenue upside is coming from demand in both 25Gb/s Ethernet NICs and InfiniBand products and expects the demand growth to continue during 2018, he tells investors. Cassidy keeps a Buy rating on Mellanox shares, adding that he sees the appointment of Microchip Chairman and CEO Steve Sanghi to the company's board as "as a very positive addition."
01/29/18
LOOP
01/29/18
INITIATION
Target $84
LOOP
Buy
Mellanox initiated with a Buy at Loop Capital
Loop Capital analyst James Kisner started Mellanox Technologies with a Buy rating and $84 price target. Mellanox is positioned to benefit from the adoption of its high-speed Ethernet network interface cards and switches, the analyst contends. Further, he sees the involvement of activist investor Starboard as a likely positive catalyst.
01/26/18
STFL
01/26/18
NO CHANGE
STFL
Intel demand comments have positve read for Micron, Smart Global, says Stifel
Stifel analyst Kevin Cassidy said the strong demand reported by Intel (INTC), particularly in data center and NAND Flash, are positive for Micron (MU) and Smart Global (SGH). Additionally, customers buying high performance processors benefits interconnect companies such as Mellanox (MLNX), said Cassidy. Intel management also noted strength in the commercial gaming business, which could benefit Nvidia (NVDA) and AMD (AMD), the analyst added.

TODAY'S FREE FLY STORIES

IOVA

Iovance Biotherapeutics

$15.90

0.85 (5.65%)

11:12
08/14/18
08/14
11:12
08/14/18
11:12
Conference/Events
Iovance Biotherapeutics management to meet with Oppenheimer »

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BA

Boeing

$338.77

0.34 (0.10%)

11:12
08/14/18
08/14
11:12
08/14/18
11:12
Hot Stocks
Boeing reports total of 487 orders through July 31 »

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GLPI

Gaming and Leisure Properties

$34.88

0.04 (0.11%)

, AGS

PlayAGS

$30.33

0.16 (0.53%)

11:10
08/14/18
08/14
11:10
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11:10
Recommendations
Fly Intel: Today's top analyst calls on Wall Street »

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GLPI

Gaming and Leisure Properties

$34.88

0.04 (0.11%)

AGS

PlayAGS

$30.33

0.16 (0.53%)

VICI

VICI Properties

$20.30

0.215 (1.07%)

LVS

Las Vegas Sands

$67.08

(0.00%)

WYNN

Wynn Resorts

$144.45

-3.55 (-2.40%)

MGP

MGM Growth

$29.47

0.18 (0.61%)

IGT

International Game

$20.41

-0.15 (-0.73%)

SGMS

Scientific Games

$31.45

-0.3 (-0.94%)

CRM

Salesforce

$145.87

1.47 (1.02%)

NLSN

Nielsen

$26.06

1.44 (5.85%)

SQ

Square

$74.40

2.03 (2.81%)

SWCH

Switch

$10.53

-3.43 (-24.57%)

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EXEL

Exelixis

$19.90

0.26 (1.32%)

11:10
08/14/18
08/14
11:10
08/14/18
11:10
Conference/Events
Exelixis management to meet with Oppenheimer »

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  • 16

    Aug

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ECL

Ecolab

$147.03

1.08 (0.74%)

11:07
08/14/18
08/14
11:07
08/14/18
11:07
Conference/Events
Ecolab management to meet with William Blair »

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    Sep

GE

General Electric

$12.49

0.05 (0.40%)

11:00
08/14/18
08/14
11:00
08/14/18
11:00
Options
GE Bear lays out $1.68M for 66day downside spread »

GE Bear lays out $1.68M…

03/08/13
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11:00
08/14/18
08/14
11:00
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11:00
General news
Treasury Option Action: light call positioning on the 10-year »

Treasury Option Action:…

SYPR

Sypris Solutions

$1.67

0.09 (5.70%)

10:58
08/14/18
08/14
10:58
08/14/18
10:58
Earnings
Sypris Solutions confirms 2H guidance for revenue of $47M-$51M »

The company confirmed its…

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  • 14

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SYPR

Sypris Solutions

$1.67

0.09 (5.70%)

10:57
08/14/18
08/14
10:57
08/14/18
10:57
Earnings
Sypris Solutions reports Q2 EPS 4c, one estimate 0c »

Reports Q2 revenue $23M,…

03/08/13
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  • 14

    Aug

AMD

AMD

$20.18

0.46 (2.33%)

10:50
08/14/18
08/14
10:50
08/14/18
10:50
Options
In-the-money vertical call spread sale in AMD with shares at 10 year highs »

In-the-money vertical…

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  • 28

    Aug

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    Sep

10:50
08/14/18
08/14
10:50
08/14/18
10:50
General news
Treasury Action: curve flatteners have returned »

Treasury Action: curve…

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$283.16

1.03 (0.37%)

10:40
08/14/18
08/14
10:40
08/14/18
10:40
Technical Analysis
Technical Take: SPDR S&P 500 ETF hits session highs after first hour »

The SPDR S&P 500 ETF…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$283.16

1.03 (0.37%)

03/08/13
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PM

Philip Morris

$82.35

0.49 (0.60%)

10:40
08/14/18
08/14
10:40
08/14/18
10:40
Options
Second day of active trading in Phillip Morris calls as shares tick higher »

Second day of active…

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EA

Electronic Arts

$130.53

-0.76 (-0.58%)

10:33
08/14/18
08/14
10:33
08/14/18
10:33
Hot Stocks
Electronic Arts announces departure of Chief Design Officer Patrick Soderlund »

Electronic Arts announced…

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CSCO

Cisco

$43.74

-0.02 (-0.05%)

10:30
08/14/18
08/14
10:30
08/14/18
10:30
Options
Short-term call spreads in Cisco ahead of earnings »

Short-term call spreads…

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10:30
08/14/18
08/14
10:30
08/14/18
10:30
General news
FX Action: USD-CAD »

FX Action: USD-CAD…

EEFT

Euronet

$94.17

0.29 (0.31%)

10:27
08/14/18
08/14
10:27
08/14/18
10:27
Conference/Events
Euronet management to meet with Needham »

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    Sep

VIPS

Vipshop

$7.79

-1.19 (-13.25%)

10:24
08/14/18
08/14
10:24
08/14/18
10:24
Downgrade
Vipshop rating change  »

Vipshop downgraded to…

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  • 14

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  • 10

    Sep

ARDS

Aridis Pharmaceuticals

$0.00

(0.00%)

10:22
08/14/18
08/14
10:22
08/14/18
10:22
Syndicate
Breaking Syndicate news story on Aridis Pharmaceuticals »

Aridis Pharmaceuticals…

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  • 14

    Aug

NLSN

Nielsen

$25.87

1.25 (5.08%)

10:22
08/14/18
08/14
10:22
08/14/18
10:22
Hot Stocks
Analysts up Nielsen rating as Elliott takes activist stake, plans push for sale »

After jumping yesterday…

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QQQ

Invesco QQQ Trust

$180.13

-0.21 (-0.12%)

10:20
08/14/18
08/14
10:20
08/14/18
10:20
Options
Bearish vertical put spread in Triple Qs may roll protection »

Bearish vertical put…

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KO

Coca-Cola

$46.01

0.19 (0.41%)

, PEP

PepsiCo

$112.91

-0.11 (-0.10%)

10:17
08/14/18
08/14
10:17
08/14/18
10:17
Recommendations
Coca-Cola, PepsiCo, Keurig Dr Pepper analyst commentary  »

BodyArmor stake positive…

KO

Coca-Cola

$46.01

0.19 (0.41%)

PEP

PepsiCo

$112.91

-0.11 (-0.10%)

KDP

Keurig Dr Pepper

$23.51

-0.24 (-1.01%)

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

10:17
08/14/18
08/14
10:17
08/14/18
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

10:16
08/14/18
08/14
10:16
08/14/18
10:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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HBM

Hudbay Minerals

$4.93

-0.1 (-1.99%)

, ESTA

Establishment Labs

$27.10

(0.00%)

10:16
08/14/18
08/14
10:16
08/14/18
10:16
Initiation
On The Fly: Top five analyst initiations »

Catch up on today's…click here.

HBM

Hudbay Minerals

$4.93

-0.1 (-1.99%)

ESTA

Establishment Labs

$27.10

(0.00%)

YEXT

Yext

$22.84

0.27 (1.20%)

AKBA

Akebia

$8.22

0.4 (5.12%)

REPL

Replimune Group

$17.10

0.01 (0.06%)

03/08/13
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