Latest ideas and analyses related to mergers and acquisitions

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SQ

+1 pts





By i_sarut on Oct. 17, 2021, 6:22 a.m.
Tagged topics: mergers and acquisitions , fintech , Deutsche Bank , synergies , Afterpay

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ZM

+36 pts



$ZM - Perfect product fit; priced well

By arstgurujai on Oct. 13, 2021, 7:03 a.m.
Tagged topics: work from home , mergers and acquisitions , video conferencing

Views: 23, Votes: 4, Responses: 0, Attachments: 2
FIVN , ZM

+31 pts



$FIVN - Barclays upgrades to OW after merger termination

By josiebe on Oct. 1, 2021, 12:49 p.m.
Tagged topics: analyst upgrade , mergers and acquisitions , Barclays

Views: 114, Votes: 1, Responses: 0, Attachments: 2
ZM , FIVN

+33 pts



Morgan Stanley bullish on $ZM after deal with $FIVN terminated

By josiebe on Oct. 1, 2021, 12:46 p.m.
Tagged topics: ARPU growth , mergers and acquisitions , Morgan Stanley

Views: 186, Votes: 1, Responses: 0, Attachments: 2
AKAM

+31 pts



$AKAM - Needham says #Guardicore is a solid addition to enterprise offerings, but estimates could be 5% dilute to 2022 earnings

By labjordan on Sept. 30, 2021, 2:26 p.m.
Tagged topics: mergers and acquisitions , Needham , Guardicore

Views: 94, Votes: 1, Responses: 0, Attachments: 2
DKNG

+35 pts



$DKNG - Needham believes market share consolidation and faster penetration outside US drove #Entain deal

By phenphen on Sept. 24, 2021, 11:23 a.m.
Tagged topics: sports betting , mergers and acquisitions , Needham , iGaming , Entain

Views: 138, Votes: 2, Responses: 0, Attachments: 2
ZM , FIVN

+30 pts



$ZM - Needham sees #Genesys and $KLTR as 'Plan B options' if $FIVN deal is derailed, remains cautious on stock

By josiebe on Sept. 21, 2021, 11:25 a.m.
Tagged topics: post-COVID , work from home , mergers and acquisitions , Needham , return to office

Views: 105, Votes: 1, Responses: 0, Attachments: 2
SJR.B , SJR , RCI.B , RCI

+30 pts



$SJR - Morgan Stanley raises target on increased confidence in merger deal with $RCI receiving approval

By josiebe on Sept. 17, 2021, 10:11 a.m.
Tagged topics: positive catalyst , mergers and acquisitions , Morgan Stanley , Canadian Telecom

Views: 79, Votes: 1, Responses: 0, Attachments: 2
PYPL

+32 pts



$PYPL - analysts see acquisition of #Paidy as #BNPL industry consolidating to gain scale and increase wallet share

By phenphen on Sept. 8, 2021, 10:28 a.m.
Tagged topics: mergers and acquisitions , fintech , RBC , Barclays , BNPL , Paidy

Views: 201, Votes: 1, Responses: 0, Attachments: 4
PLTK

+31 pts



$PLTK - Morgan Stanley says acquisition of Reworks is an opportunity to showcase its live services expertise

By rIsILAwr on Sept. 2, 2021, 12:05 a.m.
Tagged topics: mergers and acquisitions , Morgan Stanley , Reworks , casual gaming market

Views: 96, Votes: 1, Responses: 0, Attachments: 2