Mellanox: Is There A Play Here?
Ashraf Eassa
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Fri, May 24
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Mellanox: Is There A Play Here?Ashraf Eassa • Fri, May 24
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Mellanox Not Overvalued When Considering SAP's Recent BuyShlomi Cohen • Wed, Dec 7, 2011 -
Mellanox Sees Rapid Increase in 40G RevenueDavid Gross • Thu, Jan 29, 2009 -
Mellanox Technologies: Strong Balance Sheet in Highly Competitive IndustrySaj Karsan • Mon, Dec 15, 2008 -
Mellanox Technolgies Announces Plans to Dual List on TASEAaron Katsman • Tue, Jul 3, 2007
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Mellanox Technologies, Ltd. Q4 2009 Earnings Call TranscriptWed, Jan 27, 2010
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Mellanox Technologies, Ltd. Q2 2008 Earnings Call TranscriptFri, Sep 19, 2008
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Company Description
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- Wednesday, April 24, 8:22 PM More on Mellanox Technologies (MLNX): Q1 beats on both EPS and revenue, but net earnings swung to a loss as the data-storage company reported sharply higher operating expenses. The company also issued downbeat guidance for the current quarter, now expecting revenue to come in between $92.5M and $97.5M, below Street estimates of $108M. Shares -6.2% AH. Comment! [Tech, Earnings, On the Move]
- Wednesday, April 24, 4:07 PM Mellanox Tech (MLNX): Q1 EPS of $0.10 beats by $0.06. Revenue of $83.1M beats by $2.33M. Shares +2.4% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
- Wednesday, April 24, 12:10 AM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA 1 Comment [Earnings]
- Tuesday, April 23, 5:35 PM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA Comment! [Earnings]
- Friday, January 25, 10:21 AM QLogic (QLGC +18.6%) surges after reporting FQ3 revenue of $119.4M (-16% Y/Y) and EPS of $0.20, beating a consensus of $117.5M and $0.18. Storage adapter card and controller chip sales fell sharply Y/Y, while switch sales ticked higher. On its earnings call, QLogic guided for FQ4 revenue of $112M-$118M and EPS of $0.13-$0.17 vs. a consensus of $111.5M and $0.15. SA's Ashra Eassa offered a detailed bull case for QLogic a month ago. Rivals Emulex (ELX +1.5%) and Mellanox (MLNX +2.5%) are up a bit. Comment! [Tech, Earnings, On the Move]
- Thursday, January 24, 12:38 PM Here's a surprise: Mellanox (MLNX -0.1%) is near breakeven after guiding for Q1 revenue about 40% below consensus. The fact shares (initially down 25% AH) had already been more than halved since September is undoubtedly a big reason why. Management noted on the earnings call one of its OEM customers saw a $30M inventory buildup that will be burned through in Q1, and expects growth to resume in Q2 and continue through 2013. (Q4 results) (Jan. 2 warning) 1 Comment [Tech, On the Move, Earnings]
- Wednesday, January 23, 5:54 PM Mellanox (MLNX) guides on its Q4 call for Q1 revenue of $78M-$83M, far below a consensus of $129.5M. Shares are halted, expect a big drop when they resume trading. Update (6:00 PM) : Shares have resumed trading, and are down 25% AH to $38.75. 1 Comment [Tech, On the Move, Earnings]
- Wednesday, January 23, 4:08 PM Mellanox Technology (MLNX): Q4 EPS of $0.69 beats by $0.02. Revenue of $122.1M (+68% Y/Y) beats by $2.16M. (PR) 1 Comment [Earnings, Breaking News, Tech]
- Wednesday, January 23, 12:05 AM Notable earnings after Wednesday’s close: AAPL, ALTR, AMGN, BKW, CBST, CCI, FBC, FFIV, HXL, INVN, JEC, LOGI, LRCX, LSI, MIPS, MLNX, NE, NFLX, PLCM, SWFT, SNDK, SYK, SYMC, TER, URI, VAR, WDC Comment! [Earnings]
- Tuesday, January 22, 5:35 PM Notable earnings after Wednesday’s close: AAPL, ALTR, AMGN, BKW, CBST, CCI, FBC, FFIV, HXL, INVN, JEC, LOGI, LRCX, LSI, MIPS, MLNX, NE, NFLX, PLCM, SWFT, SNDK, SYK, SYMC, TER, URI, VAR, WDC 3 Comments [Earnings]
- Wednesday, January 2, 4:15 PM Mellanox (MLNX) warns it expects Q4 revenue of $119M-$121M, well below prior guidance of $145M-$150M and a consensus of $148.3M. The company blames weaker demand, macro issues, and a "technical issue" related to cables for its 56 Gb/s InfiniBand hardware that caused $20M in orders to be delayed; Mellanox claims the cabling issue is fixed. Shares are halted, expect a big move lower. (institutional selling: I, II) 2 Comments [Tech, Earnings, On the Move, Breaking News]
- Friday, October 26, 2012, 2:41 PM Storage adapter card/switch vendors Emulex (ELX +9.7%) and QLogic (QLGC +6.3%) have trekked higher after posting their calendar Q3 reports (I, II). Both companies had fallen sharply due to weak enterprise server demand. Emulex guided for FQ2 revenue of $120M-$124M and EPS of $0.19-$0.21, largely below a consensus of $129.1M and $0.21. QLogic guided for FQ3 revenue of $112M-$118M and EPS of $0.14-$0.19, below a consensus of $126.8M and $0.23. Rival Mellanox (MLNX +1.2%) is up slightly. (ELX transcript) (QLGC transcript) Comment! [Tech, Earnings, On the Move]
- Wednesday, October 17, 2012, 5:49 PM Mellanox (MLNX) -28.7% AH after guiding on its Q3 earnings call for Q4 revenue of $145M-$150M, below a $153.1M consensus. The InfiniBand switch/adapter card vendor had little margin for error after a huge 2012 run-up left it with steep multiples. Intel mentioned yesterday demand had weakened for high-end server CPUs, which Mellanox's products are often used with. The guidance could have some negative implications for Oracle's (ORCL) engineered system sales. (previous) 2 Comments [Tech, Earnings, On the Move]
- Wednesday, October 17, 2012, 4:12 PM Mellanox Technologies (MLNX): Q3 EPS of $1.37 beats by $0.24. Revenue of $156.5M (+129.6% Y/Y) beats by $3M. Shares -0.4% AH. (PR) 4 Comments [Earnings, Tech]
- Wednesday, October 17, 2012, 12:10 AM Notable earnings after Wednesday’s close: ALGN, AXP, CLB, CYS, EBAY, EPB, KMP, LHO, LRCX, MLNX, NE, SCSS, SLM, STLD, SYK, XLNX Comment! [Earnings]
- Tuesday, October 16, 2012, 5:35 PM Notable earnings after Wednesday’s close: ALGN, AXP, CLB, CYS, EBAY, EPB, KMP, LHO, LRCX, MLNX, NE, SCSS, SLM, STLD, SYK, XLNX Comment! [Earnings]
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Ashraf Eassa
$MLNX is a terrible, terrible investment. Get out if you are sitting on a profit. This is a short. - View all 3 replies
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Vince Martin: Next time please DM me if you're going to make such a good call. :) -
cheznazi: What happened??? I knew I should have bought MLNX puts but instead bought QCOM calls. This stock was up after earning so what happened?
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BeTheSparrow
What are the target sales/earnings numbers? Any idea how this will trade in the after-market? $MLNX - View all 0 replies
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StockConsultant
$MLNX moving off the bottom again, held recent support and the 50 simple moving average area - View all 0 replies
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StockConsultant
$MLNX for 2 months has been building a base below 55 (gap edge) and is now making another try to move up into the gap. http://goo.gl/dKiXB - View all 3 replies
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ONeil Trader
$MLNX broke resistance, for the first time above the 50dma since the crash. Would like to see it close above $55 - View all 0 replies
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Ryan Mallory
Fuinhaz Setups for March 7 2013 | $ARCP $BBRY $HIMX $JDSU $MLNX $RVBD $SKUL $TSEM http://bit.ly/ZioHUV - View all 0 replies
LATEST REPLIES
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Ashraf Eassa
$MLNX is a terrible, terrible investment. Get out if you are sitting on a profit. This is a short. - View all 3 replies
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Vince Martin: Next time please DM me if you're going to make such a good call. :)
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cheznazi: What happened??? I knew I should have bought MLNX puts but instead bought QCOM calls. This stock was up after earning so what happened?
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StockConsultant
$MLNX for 2 months has been building a base below 55 (gap edge) and is now making another try to move up into the gap. http://goo.gl/dKiXB - View all 3 replies
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TruffelPig: @Ashraf - your puts should already be profitable if you wait. You got about a buck I guess. -
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Bill Maurer: Lazard upgrades, 4 others downgrade. Starting to fall back now. -
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cheznazi: snmag - YOUTUBE! That's where I am learning A LOT. Also investopedia as DMFC suggested AND believe it or not Seeking Alpha
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Ashraf Eassa
Up 15% on my latest $AMD purchase. After avg'ing down last night, actually up on $MLNX. - View all 3 replies
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Ashraf Eassa: Yeah...sold my shares. Owned 20 @ $47 and 80 at $36ish from last night, so I am super happy.
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Sal Marvasti: what made you buy mlnx? I only started shorting at 80...
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Ashraf Eassa: Well, I just wish I had been better at timing the trade :)
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wheelz23: use a trailing stop...especially when the stock has that kind of momentum
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Ashraf Eassa: Growth stocks apparently recover quickly in this market.
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wheelz23: it was a buy the dip special...a floor was determine at 44...buyers place high limits and market orders..then the hft's go nuts on the price
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monumentalgains: it's a beautiful thing.....where will it close, 52.25?
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Ashraf Eassa
Bought 20 shares of $MLNX. Not a whole lot of skin in the game, but enough to profit from a violent move to the upside. - View all 12 replies
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SKS1586: Pjsafa73: Thanks a million for confirming my knowledge on MLNX. (Uneducated in Technology). BUT I feel much better holding it now.
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Ashraf Eassa: I may do a buy/write to make some quick cash in the event that the stock doesn't puke its own guts out.
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make$work4u: I may join you in that trade stocks seems to have found bottom around this level at least for last 3 weeks anyway lol
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FortSumter: Cramer is a bloviating moron. After yesterday's spy rise, he's now touting buy and hold as viable. -
Julius Ferraro: After loving it at 120 he said he didnt like it anymore at 100. So he's not all bad lol
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FortSumter: Apparently their "competitive moat" has been has been bridged. I would think only a buy-out would matter at this point.
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LIOR47: $Mlnx Rumor Mellanox company is considering together Oracle anyone know info more about that ?