Mizuho is positive on Cavium Inc. (Nasdaq: CAVM) amid the stock's 8 percent drop following recent meetings with management. Analyst Ruben Roy noted the Cavium's Cisco (Nasdaq: CSCO) revenue should grow over the years as customer diversification increases. Roy noted that in Cavium's recent 10-Q filing (here), the company disclosed a second 10-percent-plus revenue contributor, which was likely Samsung. Mizuho reaffirmed its Buy rating and $50 price target. For an analyst ratings summary and ratings history on Cavium, click here. For more ratings news on Cavium, click here. Shares of Cavium closed at $36.91 yesterday, with a 52 week range of $28.65 to $42.41.