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NVDA

Nvidia

$161.12

10.45 (6.94%)

, MLNX

Mellanox

$117.92

8.605 (7.87%)

09:28
03/12/19
03/12
09:28
03/12/19
09:28

Nvidia's Mellanox deal represents 'strategic addition', says MKM Partners

MKM Partners analyst Ruben Roy kept his Neutral rating and $170 price target on Nvidia (NVDA), saying its proposed $6.9B deal for Mellanox (MLNX) represents a "strategic addition" to its data center portfolio. Given the "complementary and vertically integrated nature of the products", the analyst believes that the regulatory review period should not be rigorous while the earnings accretion from the deal "appears compelling". Despite the positive implication of the deal, Roy maintains a neutral view on Nvidia and believes that its near-term trends remain challenging because of its "significant exposure to the gaming end market" and a slowdown in crypto-related demand.

NVDA

Nvidia

$161.12

10.45 (6.94%)

MLNX

Mellanox

$117.92

8.605 (7.87%)

  • 19

    Mar

NVDA Nvidia
$161.12

10.45 (6.94%)

03/11/19
OPCO
03/11/19
NO CHANGE
Target $190
OPCO
Outperform
Nvidia bolsters datacenter market position with Mellanox deal, says Oppenheimer
Oppenheimer analyst Rick Schafer said Nvidia's (NVDA) acquisition of Mellanox (MLNX), "while small," bolsters the former's datacenter market position by combining Nvidia's "dominant" AI-accelerator business with Mellanox's established position in networking interconnect. He estimates the deal is 5% accretive to his standalone Nvidia EPS estimates for calendar 2020 and 7-8% accretive including $150M in estimated cost savings. Schafer keeps an Outperform rating and $190 price target on Nvidia shares.
03/12/19
LEHM
03/12/19
DOWNGRADE
Target $125
LEHM
Equal Weight
Mellanox downgraded to Equal Weight from Overweight at Barclays
Barclays analystTavy Rosner downgraded Mellanox Technologies (MLNX) to Equal Weight from Overweight following the acquisition by Nvidia (NVDA). The analyst raised his price target for the shares to $125 from $108.
03/12/19
RHCO
03/12/19
NO CHANGE
Target $210
RHCO
Buy
Nvidia price target raised to $210 from $195 at SunTrust
SunTrust analyst William Stein raised his price target on Nvidia (NVDA) to $210 and kept his Buy rating after its announced acquisition of Melanox (MLNX), saying that while the deal is "defensive" because of its timing during a period of weak demand, it also fits the "strategic and financial" needs. The analyst contends that Nvidia would have been more threatened if Intel (INTC) or Xilinx (XLNX) purchased Melanox, adding that his assumed valuation multiple reflects the company's "structural growth" even though its stock is trading at a discount to its growth tech peers.
03/12/19
DADA
03/12/19
DOWNGRADE
Target $128
DADA
Neutral
Mellanox downgraded to Neutral from Buy at DA Davidson
DA Davidson analyst Mark Kelleher downgraded Mellanox (MLNX) to Neutral with an unchanged price target of $128 after its announced acquisition by Nvida (NVDA) at $125 per share, saying that he does not anticipate a higher bid to emerge after both of the companies' boards approved the transaction. Kelleher states that if other purchasers such as Intel (INTC) were interested, offers could have been made over the past few months of acquisition speculation.
MLNX Mellanox
$117.92

8.605 (7.87%)

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AMZN

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INGN

Inogen

$78.70

-1.27 (-1.59%)

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KR

Kroger

$25.78

0.22 (0.86%)

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Amazon.com

$1,862.11

-2.52 (-0.14%)

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KR

Kroger

$25.78

0.22 (0.86%)

AMZN

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$1,862.11

-2.52 (-0.14%)

WMT

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$103.15

0.02 (0.02%)

TGT

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$83.23

0.51 (0.62%)

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T

AT&T

$32.04

0.09 (0.28%)

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Comcast

$42.43

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T

AT&T

$32.04

0.09 (0.28%)

CMCSA

Comcast

$42.43

-0.16 (-0.38%)

CMCSK

Comcast

$0.00

(0.00%)

SNE

Sony

$47.86

0.09 (0.19%)

LGF.A

Lionsgate

$15.91

0.1 (0.63%)

DIS

Disney

$132.44

0.68 (0.52%)

VIAB

Viacom

$30.19

-0.35 (-1.15%)

VIA

Viacom

$36.39

-0.35 (-0.95%)

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FCAU

Fiat Chrysler

$16.47

-0.2 (-1.20%)

12:23
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12:23
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TSLA

Tesla

$273.25

2.13 (0.79%)

12:08
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Investors set to get a peek at Tesla driverless car technology, WSJ says »

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SPY

SPDR S&P 500 ETF Trust

$289.99

0.52 (0.18%)

, SPX

S&P 500

$0.00

(0.00%)

12:03
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SPY

SPDR S&P 500 ETF Trust

$289.99

0.52 (0.18%)

SPX

S&P 500

$0.00

(0.00%)

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BA

Boeing

$380.02

2.48 (0.66%)

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BA

Boeing

$380.02

2.48 (0.66%)

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BA

Boeing

$380.02

2.48 (0.66%)

08:29
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MSM

MSC Industrial

$83.37

-0.44 (-0.52%)

04:55
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Conference/Events
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PINS

Pinterest

$24.46

(0.00%)

13:04
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HUM

Humana

$240.65

7.645 (3.28%)

, CI

Cigna

$148.95

3.46 (2.38%)

12:51
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Investing in health…

HUM

Humana

$240.65

7.645 (3.28%)

CI

Cigna

$148.95

3.46 (2.38%)

ANTM

Anthem

$239.63

3.38 (1.43%)

UNH

UnitedHealth

$221.74

4.93 (2.27%)

CVS

CVS Health

$52.62

0.08 (0.15%)

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TSLA

Tesla

$273.25

2.13 (0.79%)

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AMD

AMD

$27.68

0.18 (0.65%)

, INTC

Intel

$58.49

-0.08 (-0.14%)

12:43
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AMD

AMD

$27.68

0.18 (0.65%)

INTC

Intel

$58.49

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QCOM

Qualcomm

$79.89

0.8 (1.01%)

AAPL

Apple

$203.83

0.69 (0.34%)

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SAM

Boston Beer

$266.90

0.89 (0.33%)

12:37
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SPOT

Spotify

$139.53

1.88 (1.37%)

12:30
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  • 29

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BA

Boeing

$380.02

2.48 (0.66%)

, HRL

Hormel Foods

$40.38

-0.37 (-0.91%)

08:33
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BA

Boeing

$380.02

2.48 (0.66%)

HRL

Hormel Foods

$40.38

-0.37 (-0.91%)

PPC

Pilgrim's Pride

$25.79

0.03 (0.12%)

SAFM

Sanderson Farms

$141.70

-2.17 (-1.51%)

TSN

Tyson Foods

$73.49

0.2 (0.27%)

CCL

Carnival

$53.64

-0.92 (-1.69%)

RCL

Royal Caribbean

$121.00

-2.245 (-1.82%)

NCLH

Norwegian Cruise Line

$56.93

-0.925 (-1.60%)

WFTBF

West Fraser Timber

$0.00

(0.00%)

IFSPF

Interfor

$0.00

(0.00%)

CFPZF

Canfor

$0.00

(0.00%)

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MSM

MSC Industrial

$83.37

-0.44 (-0.52%)

04:55
04/20/19
04/20
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04:55
Conference/Events
MSC Industrial management to meet with William Blair »

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KFS

Kingsway Financial

$2.30

-0.14 (-5.74%)

19:48
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19:48
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Kingsway Financial announces receipt of notification letter from NYSE »

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AWK

American Water

$104.63

2.32 (2.27%)

19:46
04/19/19
04/19
19:46
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19:46
Hot Stocks
American Water signs contract to acquire East Pasadena Water Company »

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  • 02

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FSNN

Fusion

$0.24

0.0048 (2.01%)

19:45
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19:45
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  • 28

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PSA

Public Storage

$217.43

0.81 (0.37%)

19:42
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19:42
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Public Storage announces change of Chief Legal Officer »

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V

Visa

$160.14

-0.33 (-0.21%)

19:40
04/19/19
04/19
19:40
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19:40
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Visa board elects Visa CEO Al Kelly as Chair »

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NAVB

Navidea

$0.17

0.0001 (0.06%)

19:39
04/19/19
04/19
19:39
04/19/19
19:39
Hot Stocks
Navidea announces one-for-twenty reverse stock split »

Navidea…

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