Mellanox Technologies, Ltd.
3 activist/short documents on this target.
Timeline
2018-01-08
Starboard Value · letter
Mellanox has industry-leading 70%+ gross margins but dead-last operating margins among fabless semis; disciplined cost cuts can close a multi-year peer gap and rerate the stock.
N4 V3
2018-02-05
Starboard Value · letter
Mellanox insiders have sold $130M of stock across 373 trades vs. one purchase since IPO — evidence the Board lacks confidence in its own plan and must be reconstituted.
N4 V3
2018-03-07
Starboard Value · letter
Mellanox's long-tenured board has presided over chronic underperformance and heavy insider selling; Starboard's 10.6% stake is launching a proxy fight to replace a majority of directors.
N3 V2