MLNX

Mellanox Technologies Ltd

TMT


Presented:07/24/2017
Price:$44.95
Cap:$2.22B
Current Price:$124.89
Cap:$6.93B

Presented

Date07/24/2017
Price$44.95
Market Cap$2.22B
Ent Value$2.41B
P/E Ratio172.88x
Book Value$20.01
Div Yield0%
Shares O/S49.34M
Ave Daily Vol549,331
Short Int8.11%

Current

Price$124.89
Market Cap$6.93B
Mellanox Technologies Ltd. engages in the provision of semiconductor-based interconnect products that facilitate data transmission between servers, storage systems, communications infrastructure equipment, and other embedded systems. Its products include adapters, gateways, switches, integrated circuits, adapter cards, and switch systems. The company was founded by Eyal Waldman, Michael Kagan, Shai Cohen, Alon Webman and Roni Ashuri in March 1999 and is headquartered in Yokeneam, Israel.

Publicly traded companies mentioned herein: Broadcom Ltd (AVGO), Cavium Inc (CAVM), Intel Corp (INTC), Mellanox Technologies Ltd (MLNX), Oracle Corp (ORCL)

Highlights

The presenter is short shares of Mellanox (MLNX), expressing skepticism on MLNX’s ability to grow profit while larger competitors are moving aggressively into the space. By his model, MLNX shares can trade down to the mid-$20s range, from $45 today.

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Idea Discussion

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