Xilinx (XLNX): 5 Questions for Analyst Day - Pacific Crest

Pacific Crest analyst, John Vinh, reiterated his Overweight rating on shares of Xilinx (NASDAQ: XLNX) and highlighted 5 questions for management ahead of its analyst event on Monday, May 22.

1) Can Xilinx compete against Intel/Altera/NVIDIA in the data center? Xilinx has demonstrated some traction in the data center by getting designed into AWS's F1 instance, how meaningful is this opportunity?

2) How sustainable is the Company's momentum in ADAS, as commoditization will ultimately ensue? Concerns continue to loom that the Company's success in ADAS will be short-lived.

3) With 7nm right around the corner, can XLNX maintain 30%+ operating margins? Investors were disappointed at last year's investor event, when 16nm rollouts, resulted in operating expense growth of 8.0% outpacing revenue growth of 6.1%.

4) Are the market share gains against Altera sustainable? Xilinx is gaining market share
and has won out at its advanced nodes, including 20nm and 16nm.

5) Is long-term revenue growth sustainable? The company achieved 6.1% revenue growth in FY17 (March), and guidance is 4-8%.

price target of $70.00

For an analyst ratings summary and ratings history on Xilinx click here. For more ratings news on Xilinx click here.

Shares of Xilinx closed at $64.76 yesterday.

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