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MLNX

Mellanox

$77.55

0.4 (0.52%)

06:41
04/13/18
04/13
06:41
04/13/18
06:41

Mellanox price target raised to $91 from $85 at DA Davidson

DA Davidson analyst Mark Kelleher raised his price target on Mellanox to $91 ahead of next week's earnings, saying the company is well positioned for sales and earnings growth over the coming several years as its Infiniband and Ethernet products address growing markets. The analyst points to the latter having especially rapid growth, as the revenue in the segment was up 73% in Q4 to make up the shortfall of the former where sales were down 22%. Kelleher keeps his Buy rating on Mellanox, also citing potential shareholder benefits from the involvement of activist investor Starboard.

  • 17

    Apr

  • 23

    Apr

MLNX Mellanox
$77.55

0.4 (0.52%)

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."
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.
04/12/18
LEHM
04/12/18
UPGRADE
Target $90
LEHM
Overweight
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.
04/13/18
LOOP
04/13/18
NO CHANGE
Target $100
LOOP
Buy
Mellanox price target raised to $100 from $84 at Loop Capital
Loop Capital analyst James Kisner raised his price target on Mellanox to $100, updating his model following the company's positive pre-announcement on February 21st. Kisner expects Mellanox to benefit from the adoption of high-speed Ethernet network interface cards and switches by hyperscale Internet/Web 2.0 companies. The analyst also sees the involvement by Starboard as a positive catalyst that could yield a sale of the company or lead to operating improvements. Kisner keeps his Buy rating on Mellanox.

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