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MLNX

Mellanox

$88.80

-0.01 (-0.01%)

, MSFT

Microsoft

$103.97

0.99 (0.96%)

09:32
12/19/18
12/19
09:32
12/19/18
09:32

Microsoft said to consider acquistion of Mellanox, Times of Israel reports

Microsoft (MSFT) may be interested in buying Israel's Mellanox Technologies (MLNX), TheMarker financial paper reported on Wednesday, citing unidentified market sources, according to Times of Israel. Reference Link

MLNX

Mellanox

$88.80

-0.01 (-0.01%)

MSFT

Microsoft

$103.97

0.99 (0.96%)

  • 03

    Mar

  • 04

    Mar

MLNX Mellanox
$88.80

-0.01 (-0.01%)

12/19/18
SUSQ
12/19/18
NO CHANGE
SUSQ
Neutral
Susquehanna sees Mellanox as top Semiconductors M&A target for 2019
Susquehanna analyst Christopher Rolland said he likes secular themes for the semiconductor group in 2019. He prefers themes like A.I. as well as industry M&A targets. The analyst noted handset unit growth is slowing heading into 2019 and there are automotive headwinds, tariffs, and risks to PC shipments, which are causing a shift in interest. Rolland said he considers Mellanox (MLNX) his top takeout candidate in the space, also identifying Lattice Semiconductor (LSCC), Cypress Semiconductor (CY) and ON Semiconductor (ON) "attractive" targets.
12/03/18
JEFF
12/03/18
NO CHANGE
Target $130
JEFF
Buy
Mellanox price target raised to $130 from $110 at Jefferies
Jefferies analyst George Notter raised his price target for Mellanox Technologies to $130 and reiterates a Buy rating on the shares. The analyst says he increasingly see the company as the "arms merchant" to the public cloud providers fighting a "high-stakes game" for infrastructure-as-a-service business. With the emergence of programmable/smartNIC applications, Mellanox's total addressable market and the strategic nature of its business are getting bigger, Notter tells investors in a research note.
10/26/18
BNCH
10/26/18
NO CHANGE
Target $100
BNCH
Buy
Mellanox a 'prized' target for 'host of buyers,' says Benchmark
After CNBC reported that Mellanox (MLNX) has hired an advisor to explore strategic alternatives, including a possible sale, Benchmark analyst Gary Mobley said it is difficult to verify the story but he believes the company would "represent a prized M&A target for a host of buyers," including potentially Nvidia (NVDA), Intel (INTC), Broadcom (AVGO), Marvell (MRVL) and "even" IBM (IBM). The analyst, who added that Mellanox's "initial apathy" toward prior M&A talks with Marvell was part of the reason Starboard got involved, keeps a Buy rating on Mellanox shares with a $100 price target.
10/25/18
JPMS
10/25/18
UPGRADE
Target $100
JPMS
Overweight
JPMorgan sees 'material' upside in Mellanox, upgrades to Overweight
JPMorgan analyst Harlan Sur upgraded Mellanox Technologies to Overweight from Neutral and raised his price target for the shares to $100 from $98. The company reported continued strength in cloud networking server connectivity as its Ethernet business grew 12% quarter-over-quarter and 59% year-over-year, Sur tells investors in a post-earnings research note. The analyst sees "material" upside in the shares following the recent pullback. He believes cloud datacenter networking spending trends will continue to be solid over the next few years.
MSFT Microsoft
$103.97

0.99 (0.96%)

12/03/18
STFL
12/03/18
NO CHANGE
Target $190
STFL
Hold
After proxy, Stifel says Google could come back with bid for Red Hat
After Red Hat (RHT) filed a proxy on Friday evening related to its pending acquisition by IBM (IBM) that mentioned three other parties interested in a potential purchase, Stifel analyst Brad Reback said he believes that "Party A" in the filing is Microsoft (MSFT), that "Party B" is Google (GOOGL) and that "Party C" is Amazon (AMZN). If he is correct with that assessment of the identities of the parties, it is a clear indication that Red Hat shopped itself to the "logical players" during the negotiation process, said Reback, who believes there is still a chance Google may come back and make a bid for Red Hat given the change of leadership in the Google Cloud unit. The analyst, who views Red Hat as a unique asset with strong enterprise relationships, hybrid cloud capabilities, and an open source heritage, keeps a Hold rating and $190 price target on the stock given the existing deal with IBM.
11/29/18
WEDB
11/29/18
NO CHANGE
Target $140
WEDB
Outperform
Wedbush bullish on Microsoft into 2019 given Azure cloud momentum
Wedbush analyst Daniel Ives believes Microsoft remains in an "enviable" position heading into 2019 on the heels of its cloud success and is firing on all cylinders around its Office 365 and Azure strategic vision based on his recent checks. The analyst thinks the shift to cloud is a major secular trend that is significantly benefiting Microsoft in the field as a key tailwind and should continue its momentum heading into the next 12-18 months. Ives is bullish on the stock into 2019 given his thesis that Azure's cloud momentum is still in its early days of playing out with the company's massive installed base, Office 365 transition on consumer/enterprise providing growth tailwinds for the next 12 to 18 months at least, and newer integrated product initiatives around consumers and cloud services are still playing out within Redmond's ubiquitous installed base of consumers and enterprises worldwide. He reiterates an Outperform rating and $140 price target on the shares.
11/28/18
JEFF
11/28/18
NO CHANGE
Target $2300
JEFF
Buy
Jefferies pegs potential value of Amazon Web Services at $350B
The momentum of Amazon Web Services is evident with three days still left in the annual re:Invent Cloud conference, Jefferies analyst Brent Thill tells investors in a research note. Enterprise customers are making bigger commitments earlier with AWS, increasing partner deal sizes 3.5 times, says the analyst. He forecasts AWS revenue to hit $71B by 2020, potentially worth $350B versus Amazon's current market capitalization of $800B. Thill believes AWA is competing well against Oracle (ORCL) and Microsoft (MSFT). The analyst keeps a Buy rating on Amazon with a $2,300 price target.
11/26/18
WEDB
11/26/18
NO CHANGE
WEDB
Sony appeared to be video game hardware winner on Black Friday, says Wedbush
Wedbush analyst Michael Pachter notes that each of the four game retailers he tracked, namely Best Buy (BBY), GameStop (GME), Target (TGT) and Walmart (WMT) offered the Marvel's Spider-Man PlayStation 4 Bundle that included a slim PS4 with a 1TB hard drive and Sony's (SNE) Marvel's Spider-Man for $199.99, as well as the Microsoft's (MSFT) Xbox One S Minecraft Creators Bundle that included an Xbox One S with a 1TB hard drive, a Minecraft full game download, the Starter Pack, the Creators Pack, and 1,000 Minecoins for $199.99. Nintendo's (NTDOY) primary hardware offering was less compelling given that it was priced at the console's standard MSRP, he adds. The only sell-out that the analyst saw over Black Friday was the primary PS4 deal. Pachter expects the Black Friday deals to eventually translate into permanent price cuts for the base PS4 and Xbox One, possibly by this Christmas.

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CPA

Copa Holdings

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-0.045 (-0.05%)

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SPY

SPDR S&P 500 ETF Trust

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-0.2 (-0.07%)

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S&P 500

$0.00

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Periodicals
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SPDR S&P 500 ETF Trust

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$31.37

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SEDG

SolarEdge

$89.14

0.19 (0.21%)

, ISCA

International Speedway

$45.21

0.165 (0.37%)

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$89.14

0.19 (0.21%)

ISCA

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$45.21

0.165 (0.37%)

GLUU

Glu Mobile

$5.50

0.025 (0.46%)

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GLUU

Glu Mobile

$5.50

0.025 (0.46%)

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SolarEdge

$89.14

0.19 (0.21%)

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GLUU

Glu Mobile

$5.50

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SEDG

SolarEdge

$89.14

0.19 (0.21%)

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  • 06

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SEDG

SolarEdge

$89.14

0.19 (0.21%)

, ISCA

International Speedway

$45.21

0.165 (0.37%)

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$89.14

0.19 (0.21%)

ISCA

International Speedway

$45.21

0.165 (0.37%)

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  • 16

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SFIX

Stitch Fix

$21.21

-0.62 (-2.84%)

17:12
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BLMN

Bloomin' Brands

$18.15

-0.83 (-4.37%)

17:12
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Downgrade
Bloomin' Brands rating change  »

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QIWI

Qiwi

$20.34

0.09 (0.44%)

17:02
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Qiwi CFO Vladislav Poshmorga resigned effective October 8th »

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RLMD

Relmada Therapeutics

$11.10

0.4 (3.74%)

16:51
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Relmada Therapeutics to announces Phase 2 study results of REL-107 on October 15 »

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AGFS

AgroFresh Solutions

$2.39

0.125 (5.53%)

16:47
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AgroFresh awarded $31M in damages in Decco Poast-Harvest lawsuit »

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EHTH

eHealth

$53.12

-2.86 (-5.11%)

16:47
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  • 24

    Oct

GPN

Global Payments

$164.14

1.2 (0.74%)

16:38
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16:38
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Initiation
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  • 29

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  • 13

    Nov

APTS

Preferred Apartment

$14.41

0.075 (0.52%)

16:36
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Preferred Apartment names Joel Murphy as CEO, effective January 1, 2020 »

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OHI

Omega Healthcare

$43.05

0.65 (1.53%)

16:36
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Omega Healthcare raises quarterly dividend to 67c from 66c per share »

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  • 12

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RPAY

Repay Holdings

$13.21

-0.07 (-0.53%)

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  • 18

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SQ

Square

$61.83

0.29 (0.47%)

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FISV

Fiserv

$106.05

0.41 (0.39%)

, FDC

First Data

$0.00

(0.00%)

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Fiserv

$106.05

0.41 (0.39%)

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  • 14

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LDOS

Leidos

$82.50

-0.66 (-0.79%)

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  • 29

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RETA

Reata Pharmaceuticals

$100.37

4.57 (4.77%)

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16:30
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Options
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FIS

FIS

$132.70

0.69 (0.52%)

16:29
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AKRX

Akorn

$3.81

-0.105 (-2.69%)

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  • 31

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EHTH

eHealth

$53.12

-2.86 (-5.11%)

16:27
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Initiation
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  • 24

    Oct

GPN

Global Payments

$164.14

1.2 (0.74%)

16:26
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Initiation
Global Payments initiated at UBS »

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  • 29

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SQ

Square

$61.83

0.29 (0.47%)

16:25
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