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MLNX

Mellanox

$100.76

(0.00%)

, XLNX

Xilinx

$118.15

(0.00%)

09:41
02/13/19
02/13
09:41
02/13/19
09:41

Mellanox, Xilinx deal talks hung up on price, The Marker says

A translation of a Hebrew-language report from The Marker indicates that representatives of the investment banker of Xilinx (XLNX) were seeking to close a deal to buy Mellanox (MLNX) last week but that a dispute over price arose between the parties that led to a retreat in the negotiations. Reference Link

MLNX

Mellanox

$100.76

(0.00%)

XLNX

Xilinx

$118.15

(0.00%)

  • 14

    Feb

  • 25

    Feb

MLNX Mellanox
$100.76

(0.00%)

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.
01/31/19
JEFF
01/31/19
NO CHANGE
Target $130
JEFF
Buy
Mellanox posted 'strong' Q4 results and guidance, says Jefferies
Mellanox Technologies last night posted "strong" Q4 results and Q1 guidance, Jefferies analyst George Notter tells investors in a post-earnings research note. The analyst admits to being surprised by the Infiniband strength and Ethernet weakness. Consistent with investor concerns heading into the quarter, Mellanox is seeing some digestion of Ethernet network interface controller cards by a small number of Internet Content Provider customers, Notter says. However, the analyst continues to see the company as a long-term play on the increasing value in NIC cards as certain CPU processing functions get offloaded to the NIC. "This is a great long-term thesis for Mellanox," contends Notter. He keeps a Buy rating on the shares with a $130 price target.
02/04/19
JEFF
02/04/19
NO CHANGE
Target $130
JEFF
Buy
Mellanox valuation multiple 'way-too-cheap,' says Jefferies
Jefferies analyst George Notter says he continues to like the risk/reward on shares of Mellanox Technologies. A multiple of 12 times earnings is "way-too-cheap" for a 20%-plus top and bottom line grower benefiting from "powerful" secular industry trends, Notter tells investors in a research note. He reiterates a Buy rating on the shares with a $130 price target after spending time with management.
XLNX Xilinx
$118.15

(0.00%)

01/24/19
MKMP
01/24/19
NO CHANGE
Target $95
MKMP
Neutral
Xilinx price target raised to $95 from $85 at MKM Partners
MKM Partners analyst Ruben Roy raised his price target on Xilinx to $95 after its better than expected Q3 results showed broad-based strength across most end market segments. The analyst also notes the company's better than expected outlook for Q4 and believes that Xilinx is "benefiting from various new product and end market ramps as well as continued market share gains". Roy keeps his Neutral rating on the shares however, stating that the upside from the company's high medium-term expectations is priced in.
01/24/19
BMOC
01/24/19
NO CHANGE
Target $100
BMOC
Outperform
Xilinx price target raised to $100 from $90 at BMO Capital
BMO Capital analyst Ambrish Srivastava raised his price target on Xilinx to $100 and kept his Outperform rating after its Q3 earnings, saying the company "delivered on another quarter of solid results and guidance." The analyst notes that the company's wireless communications is "clearly helping as 5G deployments take hold", and also points to the strength of Xilinx's overall advanced product line-up. Srivastava further cites the company's operating margins remaining comfortably above 30% thanks to its operating expense discipline and top-line growth.
01/25/19
ARGS
01/25/19
NO CHANGE
Target $130
ARGS
Buy
Xilinx price target raised to $130 from $110 at Argus
Argus analyst Jim Kelleher raised his price target on Xilinx to $130 and kept his Buy rating, saying the company's Q3 results were strong and Q4 guidance "robust" just some of its semiconductor peers are posting negative comparisons and reducing expectations. The analyst notes that the end-market demand in communications is especially strong, with more carriers starting to build out their 5G infrastructure. While Xilinx has already "outperformed most semiconductor stocks amid tech-sector weakness", Kelleher believes that its "superior growth prospects" signal good value.
02/04/19
GSCO
02/04/19
DOWNGRADE
Target $122
GSCO
Buy
Xilinx downgraded to Buy from Conviction Buy at Goldman Sachs
Goldman Sachs analyst Toshiya Hari removed Xlinx from the firm's Conviction List while maintaining a Buy rating, telling investors in a research note that the stock is up 51% since it was added to the Conviction List on January 5, 2018, during which the medium semiconductor stock under coverage was flat. Hari says he thinks Xilinx's favorable end-market exposure, growth opportunity in 5G and early traction in the data center market are now better understood by investors. Hari says his updated $122 price target implies 9% potential upside.

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PLNT

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$59.40

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FDX

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TROX

Tronox

$11.80

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EA

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PYX

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LKSD

LSC Communications

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QUAD

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ELGX

Endologix

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0.0223 (4.27%)

10:25
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ACAM

Acamar Partners

$0.00

(0.00%)

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Acamar Partners opens at $10.01, IPO priced at $10.00 per share »

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