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January 27, 2014
08:04 EDTMLNX, FNSRMellanox shares should be bought on weakness, says Stifel
After Mellanox's (MLNX) stock fell 7% on Friday, Stifel said it expects the company's earnings to come in at the high end of its guidance range. The firm views Finisar's (FNSR) results and outlook as positive for Mellanox, and expects Mellanox to indicate that its growth outlook for 2014 is positive. Stifel keeps a $55 price target and Buy rating on Mellanox.
News For MLNX;FNSR From The Last 14 Days
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November 24, 2015
08:41 EDTMLNX, MLNXSkyworks may seek alternate M&A after missing out on PMC-Sierra, says CLSA
CLSA analyst Srini Pajjuri argues that PMC-Sierra (PMCS) was not a good strategic fit for Skyworks (SWKS) and that giving up its acquisition pursuit was a positive development. The analyst thinks Skyworks can sustain double-digit organic growth for the next two to three years without an acquisition, but wouldn't be surprised to see the company look for another target, naming Silicon Labs (SLAB), Monolithic Power (MPWR), Semtech (SMTC), MaxLinear (MXL) and Inphi (IPHI) as potential fits. Pajjuri has an Outperform rating and $92 price target on Skyworks shares.
November 17, 2015
20:10 EDTMLNXRaging Capital comments on revised EZchip-Mellanox merger agreement
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08:04 EDTMLNXEZchip announces amended merger agreement with Mellanox
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November 16, 2015
08:33 EDTMLNXMellanox's EDR 100Gb/s InfiniBand solution selected by TACC
Mellanox announced that the Texas Advanced Computing Center at The University of Texas in Austin has selected Mellanox's end-to-end 100Gb/s EDR interconnect solutions to develop North America's first end-to-end 100Gb/s EDR high-performance computing cluster.
06:23 EDTMLNXMellanox, EZchip to change pact to include 'go-shop' provision, Reuters says
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