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MLNX

Mellanox

$87.50

5.86 (7.18%)

16:10
01/30/19
01/30
16:10
01/30/19
16:10

Mellanox reports Q4 EPS $1.42, consensus $1.30

Reports Q4 revenue $290.1M, consensus $285.23M.

  • 30

    Jan

  • 01

    Feb

MLNX Mellanox
$87.50

5.86 (7.18%)

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.
01/03/19
STFL
01/03/19
NO CHANGE
Target $111
STFL
Buy
Mellanox CFO appointment independent of potential deal plans, says Stifel
Stifel analyst Kevin Cassidy said he believes Doug Ahrens is coming into the CFO position at Mellanox "with eyes wide open" in regards to a potential acquisition, given the media reports of takeover talks. The "Covered Termination" clause disclosed in the company's 8K filing provide Ahrens the "necessary assurances," said Cassidy, who views the CFO appointment as independent of any potential Mellanox acquisition plans. He keeps a Buy rating and $111 price target on Mellanox shares.
01/17/19
JPMS
01/17/19
NO CHANGE
JPMS
JPMorgan sees bottom forming in Semi stocks ahead of second half rally
JPMorgan analyst Harlan Sur expects most of the Semiconductor companies he covers to report December quarter numbers in-line with his and consensus expectations. The stocks should start to discount improving fundamentals in the first half of 2019 and should be accumulated on any further pullbacks, Sur tells investors in a research note. While the analyst anticipates another round of consensus estimate cuts in the January earnings season, he believes further share downside is limited since many of his stocks are down 25% from the peak in March/June of last year. In large cap stocks, Sur's top pick is Broadcom (AVGO) and he also favors Nvidia (NVDA), Intel (INTC), Maxim Integrated (MXIM) and Micron Technology (MU). The analyst's small cap top picks include Inphi (IPHI) and Mellanox (MLNX). In Semi Capital Equipment, Sur favors Lam Research (LRCX).
01/28/19
DADA
01/28/19
NO CHANGE
Target $124
DADA
Buy
Mellanox price target raised to $124 from $120 at DA Davidson
DA Davidson analyst Mark Kelleher raised his price target on Mellanox to $124 and kept his Buy rating ahead of its earnings this week. The analyst cites the company's revenue drivers in Infiniband and Ethernet that support growing markets and believes that it is "well positioned for solid top and bottom line growth over the next several years." Kelleher also raised his FY19 EPS view on Mellanox by 21c to $5.75.

TODAY'S FREE FLY STORIES

WSC

WillScot

$14.18

-0.17 (-1.18%)

21:53
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21:53
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21:53
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WillScot initiated at DA Davidson »

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CYRN

Cyren

$1.60

(0.00%)

21:32
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21:32
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Cyren initiated at B. Riley FBR »

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VEC

Vectrus

$38.28

-0.12 (-0.31%)

21:32
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21:32
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21:32
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Vectrus initiated at B. Riley FBR »

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OSPN

OneSpan

$13.81

-0.38 (-2.68%)

21:32
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21:32
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OneSpan initiated at B. Riley FBR »

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CMBM

Cambium Networks

$0.00

(0.00%)

21:29
06/25/19
06/25
21:29
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21:29
Syndicate
Cambium Networks 5.8M share IPO price $12.00 »

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VICI

VICI Properties

$21.80

-0.52 (-2.33%)

21:27
06/25/19
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21:27
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21:27
Syndicate
VICI Properties 100M share Secondary priced at $21.50 »

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20:25
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Conference/Events
CLSA Asian tech analysts to hold an analyst/industry conference call »

Asian Technology Analysts…

GIS

General Mills

$53.70

0.04 (0.07%)

, PAYX

Paychex

$84.76

-1.41 (-1.64%)

20:25
06/25/19
06/25
20:25
06/25/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

GIS

General Mills

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0.04 (0.07%)

PAYX

Paychex

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-1.41 (-1.64%)

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BAX

Baxter

$81.71

-0.58 (-0.70%)

19:32
06/25/19
06/25
19:32
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19:32
Initiation
Baxter initiated at KeyBanc »

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FB

Facebook

$188.87

-3.69 (-1.92%)

19:21
06/25/19
06/25
19:21
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19:21
Periodicals
Brazil court reduces fine for Facebook's refusal to share data, Reuters says »

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PCG

PG&E

$21.62

-0.02 (-0.09%)

19:01
06/25/19
06/25
19:01
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19:01
Periodicals
PG&E bondholders seek control of utility's bankruptcy, SVBJ reports »

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KMI

Kinder Morgan

$20.58

-0.58 (-2.74%)

18:55
06/25/19
06/25
18:55
06/25/19
18:55
Hot Stocks
Kinder Morgan says 'very pleased' with Travis County District Court ruling »

Kinder Morgan issued the…

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MU

Micron

$32.71

-0.47 (-1.42%)

, FDX

FedEx

$156.00

-4.88 (-3.03%)

18:37
06/25/19
06/25
18:37
06/25/19
18:37
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: Micron…

MU

Micron

$32.71

-0.47 (-1.42%)

FDX

FedEx

$156.00

-4.88 (-3.03%)

AVAV

AeroVironment

$61.41

-0.52 (-0.84%)

GBT

Global Blood Therapeutics

$62.42

-0.87 (-1.37%)

03/08/13
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18:15
06/25/19
06/25
18:15
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18:15
General news
Breaking General news story  »

St. Louis Federal Reserve…

CMCSA

Comcast

$42.75

-0.85 (-1.95%)

, CMCSK

Comcast

$0.00

(0.00%)

18:06
06/25/19
06/25
18:06
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18:06
Periodicals
NBC to pull 'The Office' from Netflix in 2021, CNBC says »

Comcast's (CMCSA)…

CMCSA

Comcast

$42.75

-0.85 (-1.95%)

CMCSK

Comcast

$0.00

(0.00%)

NFLX

Netflix

$360.29

-10.72 (-2.89%)

03/08/13
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FDX

FedEx

$156.00

-4.88 (-3.03%)

18:03
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06/25
18:03
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18:03
Hot Stocks
FedEx says U.S. government placing burden on carriers with regulations »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

18:01
06/25/19
06/25
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18:01
Hot Stocks
FedEx says Huawei packages 'only peripherally' involved in U.S. lawsuit »

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QD

Qudian

$8.46

-0.275 (-3.15%)

18:00
06/25/19
06/25
18:00
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18:00
Syndicate
Breaking Syndicate news story on Qudian »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

, AMZN

Amazon.com

$1,879.26

-34.17 (-1.79%)

17:57
06/25/19
06/25
17:57
06/25/19
17:57
Hot Stocks
Breaking Hot Stocks news story on FedEx, Amazon.com »

FedEx says loss of Amazon…

FDX

FedEx

$156.00

-4.88 (-3.03%)

AMZN

Amazon.com

$1,879.26

-34.17 (-1.79%)

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  • 25

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:56
06/25/19
06/25
17:56
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17:56
Hot Stocks
FedEx sees buyback level significantly lower in FY20 »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:51
06/25/19
06/25
17:51
06/25/19
17:51
Hot Stocks
FedEx says has made no pricing changes »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:46
06/25/19
06/25
17:46
06/25/19
17:46
Hot Stocks
FedEx says international commercial team still poised for growth »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:43
06/25/19
06/25
17:43
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17:43
Hot Stocks
FedEx says global trade picture 'less than ideal' »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:38
06/25/19
06/25
17:38
06/25/19
17:38
Hot Stocks
FedEx calls FY20 a 'transition year' »

Says FY20 a…

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:37
06/25/19
06/25
17:37
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17:37
Hot Stocks
FedEx says intends to substantially grow e-commerce business »

Sees FedEx Freight will…

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