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Takeover

U Unity Potential Buyout Soon?!If you missed my previous signal on U (Unity): Now Unity Technologies (NYSE: U) just caught fire — surging 12.5% in a single day — on a massive uptick in volume that should have every sharp trader watching closely. With $39.1M in volume against a daily average of 9.4M shares, something is clearly brewing beneath the surface. But this isn’t just about technicals — the options market is lighting up with unusual activity, and there’s fundamental buyout potential that’s getting harder to ignore. 🔍 Options Traders Are Making Bold Bets Yesterday: Traders loaded up on January 16 $37 strike calls — deep out-of-the-money, high-risk, high-reward plays. Today: A massive $3.5 million bet was placed on the $30 strike calls, also expiring January 16. These aren’t casual bets. This is smart money positioning for a potential takeover or major catalyst, and the timeline is clear: January 2025. 📈 Why a Buyout Could Be Back on the Table Let’s rewind. On August 9, 2022, AppLovin (APP) made an unsolicited offer to acquire Unity in an all-stock deal worth $17.5B, valuing Unity shares at $58.85 — an 18% premium at the time. Unity rejected the deal. Fast forward to today: AppLovin's market cap has exploded — now sitting at a jaw-dropping $127B, up 3,800% since late 2022. Unity, meanwhile, is a shadow of its former self, trading far below its ATH of $201.12 (November 2021), with ongoing struggles in monetization and competition. But this disparity creates a prime M&A setup: AppLovin now has the firepower and strategic incentive to revisit the acquisition — with Unity’s depressed valuation, it’s arguably a bargain. The AI + gaming narrative is red hot. Combining Unity’s engine with AppLovin’s ad and monetization capabilities could be the synergy Wall Street loves. 🎯 The Trade Setup Unity just broke out with conviction on high volume — this could be the first leg of a larger move. Options flow suggests bullish sentiment into early 2025. A renewed takeover offer could easily push the stock back toward the $50–60 zone, if not higher. 🧠 Final Thoughts Unity is no stranger to volatility, but when volume spikes, options explode, and a cash-rich suitor like AppLovin is thriving, traders should sit up and pay attention. We may be watching the early stages of a buyout story 2.0 unfold — and Wall Street might be starting to price it in. 📌 Watch Unity (U) closely in the coming weeks. The market may be whispering — or shouting — "Takeover incoming."
NYSE:ULong
by TopgOptions
7
PTON Peloton Buyout or Short Squeeze PotentialPTON Peloton Interactive is currently under the spotlight due to a significant uptick in call options activity. This increased activity is focused on the $4 and $5 strike prices, with expirations on June 21 and July 19. Market analysts and investors are buzzing with speculation that this might signal an imminent buyout, takeover, merger, or even a short squeeze. Over the past week, Peloton has seen a notable surge in call options volume at the $4 and $5 strike prices. This heightened activity suggests that traders are betting on a substantial upward movement in Peloton's stock price in the very near term. June 21 Expiration: Calls expiring this Friday indicate that some traders are expecting a major announcement or significant stock price movement within days. July 19 Expiration: The larger volume of calls expiring next month shows longer-term optimism, potentially linked to upcoming strategic moves by the company. Technically, Peloton’s chart is exhibiting highly bullish patterns that support the possibility of a breakout: Falling Wedge: The stock is at the end of a falling wedge pattern, a technical indicator often associated with impending bullish reversals. Double Bottom Pattern: Additionally, Peloton is forming a double bottom, another bullish pattern that indicates strong support and a potential for a significant upward movement. These patterns suggest a robust technical setup for a breakout, with targets potentially as high as $6.50. Buyout or Merger Speculation The speculation surrounding a potential buyout by AAPL, AMZN, NKE, or a merger, is not unfounded. Peloton, despite its struggles in the past year, remains a highly attractive acquisition target due to its strong brand and substantial user base. A buyout or merger could provide the necessary capital infusion and strategic direction to reinvigorate the company’s growth trajectory. Short Squeeze Potential Adding fuel to the speculative fire is the potential for a short squeeze. If the stock begins to rise rapidly due to buyout rumors or technical breakouts, short sellers may be forced to cover their positions, driving the stock price even higher in a feedback loop of buying pressure.
NASDAQ:PTONLong
by TopgOptions
VOD Vodafone Buyout Rumors Today !!Vodafone (VOD) Surges on Speculation of Major Corporate Moves and Potential Takeover In today`s trading sessions, Vodafone (NASDAQ: VOD) has experienced a significant uptick in share value, rising as much as 7.1% in London trading. This surge can be attributed to growing speculation and rumors circulating in financial circles, particularly from Betaville, suggesting that the telecom giant may be on the cusp of a major corporate transaction, such as a spin-off or takeover. The rumor mill is abuzz with talk of American companies expressing interest in acquiring Vodafone. While details remain vague, it is believed that discussions are underway, fueling anticipation among investors. This potential development signifies a pivotal moment for the traditional #Vodafone company, as it attracts attention from key players in the American telecommunications sector. Adding to the intrigue, there are whispers of a possible increase in stake by one of Vodafone's existing shareholders, indicating a growing confidence in the company's future prospects. This speculative buying interest is often seen as a positive signal among investors, contributing to the recent surge in Vodafone's stock value. Furthermore, there are indications that Vodafone may have received a new offer for its Italian unit. This comes on the heels of the rejection of a revised offer from Iliad SA, highlighting the attractiveness of Vodafone's assets in the telecommunications market. The ongoing corporate maneuvers suggest a dynamic landscape for Vodafone, with potential strategic changes that could unlock significant value for shareholders. In a strategic move to bolster its leadership, Vodafone has announced the appointment of Hatem Dowidar as a non-executive director, effective February 19. This appointment follows the firm's partnership with e& (Emirates Telecommunications Group) last May. Dowidar's extensive experience in the telecommunications industry, coupled with his senior roles in companies across the Middle East, Africa, and Europe, is expected to enhance Vodafone's strategic positioning and strengthen its partnership portfolio. My short term Price Target is $10.30. Potential Takeover at $15 - $20
NASDAQ:VODLong
by TopgOptions
SRPT Sarepta Therapeutics Potential Buyout SoonIf you haven`t bought SRPT here: Then you need to know that there is a Massive catalyst coming! Sarepta Therapeutics is going to announce Duchenne muscular dystrophy Phase 3 data for its SRP-9001-301 - (EMBARK) by mid November. This week institutions bought calls worth more than $10Mil that SRPT Sarepta Therapeutics will trade above $135 by November 17. Some even bought the $210 strike price! They also have a big partnership with the giant Roche Holding AG (RHHBY). I think SRPT Sarepta Therapeutics is well positioned for a potential takeover soon! Looking forward to read your opinion about it.
NASDAQ:SRPTLong
by TopgOptions
ACRS Aclaris Therapeutics Potential BuyoutACRS Aclaris Therapeutics has 3 clinical trials releasing topline data this year and sufficient cash to fund their operations through the end of 2025. ACRS is in Piper Sandler`s potential 12 biotech takeovers in 2023. ACRS reached 52 week low today: $5.05. Analysts Price Targets: $21 The Goldman Sachs Group $29 BTIG Research $38 Cantor Fitzgerald $43 HC Wainwright Considering the above, I think ACRS might be an easy +3X! Looking forward to read your opinion about it.
NASDAQ:ACRSLong
by TopgOptions
3
CANO Cano Health Potential Buyout!CANO Cano Health was trading at all time low last friday, $0.22! Last year, I remember that following numerous reports suggesting a potential bid, Citigroup analysts have stated that if Humana or CVS Health were to acquire the primary-care provider Cano Health, they might value it at $14 per share. With $2.74 Billions in revenue in 2022, I think Cano Health is too big to go bankrupt. This might be an interesting buy opportunity, in my opinion!
CLong
by TopgOptions
1
SPCE ? Consolidation ? Short Squeeze ?SPCE is at a line in the sand of the chaos of the market. On the 4H chart, price has bottomed and might be making a reversal pivot as supported by a rising line segment on the RSI out of the oversold zone. The though of a reversal is also supported by price crossing over the POC line of the volume profile. Price above the POC line shows buyers are dominating although some of the buyers are buying to cover shorts. Below the POC line, sellers are dominating. If SPCE can get a trajectory upward, a short squeeze could ignite a launch. ( Fundamentally, SPCE is dying and waiting for Eton Musk to make a good offer.) This could be worth watching with an alert set 10% above the current price and a volume alert at 50% above the moving average 20-day volume.
NYSE:SPCE
by AwesomeAvani
1
MANU Manchester United Potential Buyout PriceMANU Manchester United could be changing ownership after 17 years. The Glazer family are willing to listen to offers for one of the biggest football clubs in the world. Manchester United is believed to be valued at £5bn. Its Market Cap now is £3.706Bil. So there is still upside potential. Looking at the MANU Manchester United options chain ahead of earnings , i would buy the $26 strike price Calls with 2023-1-20 expiration date for about $0.92 premium. If the options turn out to be profitable Before the earnings release, i would sell at least 50%. Looking forward to read your opinion about it.
NYSE:MANULong
by TopgOptions
3
CS Credit Suisse Group to $0.27 on Monday??UBS Group AG has made an offer to acquire Credit Suisse for as much as $1 billion. The Swiss government is planning to change the country's laws to bypass the need for a shareholder vote on the deal, as they seek to restore confidence in the banking sector following Credit Suisse's outflow of 10 billion Swiss francs in just one week. The proposed agreement, which is an all-share deal between Switzerland's two largest banks, is expected to be signed as early as Sunday evening. The deal is priced at a fraction of Credit Suisse's closing price on Friday. According to insiders, the offer was made on Sunday morning at a price of 0.25 Swiss francs ($0.27) per share, payable in UBS stock. On Friday, Credit Suisse's shares closed at $2.01 Swiss francs. I think we are about to see more bidders and the price go up from $0.27. Looking forward to read your opinion about it.
NYSE:CSShort
by TopgOptions
3
1929 styled Bank Run Starting Tomorrow !!!SIVB SVB Financial Group Buyout or Bail Out, the only options! SVB was the second-largest banking failure in the history of the United States! Only 2.7% of Silicon Valley Bank deposits are less than $250,000. Meaning, 97.3% aren't FDIC insured, resulting in over $160 billion of uninsured customer deposits. Roughly 50% of the US venture capital-funded startups are clients of SVB, potentially putting 65,000 startups at risk of payroll disruptions. Such a situation could have significant consequences for the startup and tech sectors. SVB did business with FTX, plus many other formerly overvalued tech companies. With $210 billion in assets, $SIBV was the 15th largest bank in the US in terms of deposits. SVB held $91 billion in bond portfolio, classified as “held-to-maturity” securities, with an yield of 1.78! SVB CEO Greg Becker explained that the bank was selling its available-for-sale bond portfolio for $21 billion due to anticipated sustained higher interest rates, challenging conditions in both public and private markets, and elevated cash burn levels from its clients. This move resulted in a total loss of $1.8 billion for the bank. I think we are going to see a government take over of SIVB SVB Financial Group on Monday. In case they don’t do that, a 1929 styled bank run starting tomorrow! So i don’t think they have a choice other than bail out SVB Financial. In case of a Takeover, the buyout area should be $12.75 - $32. This is my Price Target for SIVB. 2020 Covid Lockdown level was $128 so the stock is Still expensive right now! Looking forward to read your opinion about it!
SShort
by TopgOptions
ATVI is trading with a discount of 25% to the takeover price.ATVI is being a target of takeover (agreed by shareholders) at 95$ by MSFT. Some of the anti-trust organizations are opposing to it. That`s why the price is around 76.6$ right now (59 bn).The deal might go through as ATVI + MSFT will not create a monopolistic position on the gaming market, which is very fragmented and everything depends on the gamers mood/preferences. Even if the deal is not going through - ATVI shares are stalling because of the uncertainties related to the deal and it did not catch up with the peers to the upside. Another important factor: the company is beating expectations of both EPS and Revenues for 2 quarters already and there can be an interesting momentum. All in one the price has the margin of safety needed for a buy with 95$ PT Disclaimer: These are my personal notes and are not in any form an investment recommendation. Do your homework or contact an authorized advisor.
NASDAQ:ATVILong
by alpha62539
Microsoft buying Activision in Q3?The end of Q2/H1 has heavily impacted the majority of stocks as we know. The announced takeover of Activision by Microsoft in my eyes has been put on hold due to the market downturn, pushing back into the second half of Q3 or even as late as mid Q4. With the buyout suggest to be at US$95 i feel that the current price of US$78 is a good buy. There is a lot of reasons for Microsoft to make this purchase so I dont think they are going to walk away because it was a bad quarter for everyone.
ALong
by Aubs73
Intraday trading: Potential takeover of MoneyGramBloomberg News reported the potential takeover incurred by Western Union of MoneyGram. Price was not disclosed and now MGI faces high volatility a trader could profit from. Looking at the 4h chart, we might see that in 3 hours time MGI (at 17:30h GMT) might plummet until $3 to pullback at $3.80 after 17:30h GMT. Maybe, takeover price for MGI could be greater than current price due to greater average TTM market price. However, Moneygram holds around $800 million debt, so negotiations will be interesting. I suggest Long from $3 up to $4.40.
MLong
by alexinve
Smurfit Kappa Group plc under-pinned by prospects of a bidSmurfit Kappa Group plc is an Irish Company. They are one of the world’s leading packaging companies using paper and cardboard materials. The company has operations in 35 countries with 46k employees and supplies thousands of customers with their packaging needs, particularly corrugated packaging and containerboard. Its main quote is on the London Stock Exchange in GBP. It is a FTSE 100 company with a market capitalisation of 7.4 billion. About a year and a half ago in February 2018, Smurfit Kappa’s board received an approach from the US paper company, International Paper Inc, offering to purchase the company at a premium to the prevailing price. The price offered was EUR 36.46 per share. Smurfit Kappa’s board rejected the offer, indicating that it did not fully value the company. After some discussions International Paper raised their offer to EUR 37.54 per share. Smurfit Kappa’s board continued to reject the offer. Finally, in June 2018, International Paper dropped it bid, due to lack of engagement with the Smurfit Kappa Board. Under stock Exchange rules they may not may a fresh bid for a period of one year. So far (as of 2nd July 2019), International Paper have given no indication that they may make a “hostile” bid for Smurfit Kappa. After the bid was dropped, the share price of Smurfit Kappa Group plc fell. It fell particularly heavily when markets fell at the end of 2018. The EUR 37.54 offer is equivalent to GBP 33.64 at today’s exchange rate of GBP/EUR=1.116. The current share price of Smurfit Kappa plc (2/7/2019) is £24.65. (Equivalent to EUR 27.46). The previous offer was thus some 36% above the current share price. Institutional shareholders are most likely upset that they were not offered the opportunity to accept the International Paper bid. Smurfit Kappa’s board is under pressure to demonstrate that they were right to reject the offer. In February 2019 Smurfit Kappa unveiled outstanding annual results for 2018 with revenue up 4%, EBITDA up 25% to EUR 1,545 millions, and pre-exceptional earnings per share up 58% to EUR 2.92. They raised the final dividend by 12% making the total dividends declared in respect of 2018 11% higher than 2017. In May 2019 Smurfit Kappa gave a trading update for the three months to 31st March 2019. Compared with the same period in the prior year, this showed revenue growth of 7%, EBITDA growth of 25% to EUR 424 million, and an increase in margin from 17.3% to 18.3%. The company plans to release its half year results to 30th June 2019 on 31st July 2019. Given the pressure that the board must feel to justify their rejection of the bid, I would expect another set of strong results, and a hike in the interim dividend. For fundamental investors, the company is trading on a p/e ratio of 9.41 which makes it seem quite cheap compared to the market average of around 15X. The annual dividend paid in 2018 amounted to EUR 0.976 per share, giving it a yield of 3.55%. Looking at the chart, you can see that the bottom seems to be behind us. Arbitragers have now exited and the remaining institutional investors appear to have overcome disappointment at the company’s failure to put the offer to shareholders. In conclusion, we have a company under pressure to significantly improve its results. It is trading at a very low price/earnings ratio, and has a decent yield with prospects of future growth to come. The icing on the cake would another bid. The upwards trend in the share price over the couple of weeks may indicate that good news is coming.
LSE:SWR
by Clive_Thompson
Troubled Gam may be acquired by a larger groupGAM Holding AG is a Swiss Investment Manager firm which runs a number of Investment funds. Just over a year ago GAM Holding AG suspended a manager for not following internal procedures. The repercussions on GAM were enormous. One of their funds, "ARBF", had to be suspended. Most investment advisors removed all GAM funds from their recommended list and GAM suffered huge outflows of funds. GAMs share price collapsed from over CHF 16 to around CHF 4.00 - a fall of 75% GAM now seems to have stemmed the outflow of funds. AUM rose quarter on quarter to March 2019. GAM says its priority is to restore confidence and move on from the past incident. The winding up of the ARBF is expected to be completed in mid July 2019. GAM is exploring all options to maximise value for shareholders. According to some press reports, that includes seeking a merger partner, but does not exclude going it alone. As a provider of investment funds, GAM is a pretty small player. A larger fund manager could easily absorb GAM, its funds and clients without taking on too much extra resources. Following the collapse in the share price, GAM is trading at a level well below what would be expected based on assets under management alone. Look at the table below. Recently, three fund managers have taken 3% stakes in GAM. Shroders, Blackrock and Soros. George Soros and his activist funds are opportunists who may be instrumental in engineering a merger. Have a look at the table below. Notice how GAM's Market capitalisation relative to its assets under management is much lower than the other firms. Name of Company GAM Holding AG Currency CHF AUM (billions) 139 Revenues 2020e (millions) 338 Market Capitalisation (millions) 710 Name of Company Schroders plc Currency GBP AUM (billions) 421 Revenues 2020e (millions) 2'071 Market Capitalisation (millions) 6'820 Name of Company Blackrock Inc Currency USD AUM (billions) 6'520 Revenues 2020e (millions) 16'900 Market Capitalisation (millions) 70'811 As for GAM's share price, the low point seems to be well behind us. It took quite a leap on the announcement of the Soros stake in May 2019, and has maintained the higher levels since then. It may be a long road to recover, but the kicker could be a bid.
SIX:GAM
by Clive_Thompson
1
Attractive buy for liquid majorCPG is going to get bought. Just a matter of time. I would say wait for the stock price to make a new low (since inception) and I think you'll see a major step in and buy these assets. Major conventional player in the Western Canadian basin with established leases in friendly O&G communities. CEO stepped down in May (started the company) so the major psychological hurdle/investor has already signed off in a sense. Just read that it is slashing it's payroll and working on debt re-structuring/elimination. A company like this (small/mid-size) only does that if it wants out and is trying to groom itself for suitors. IMO
CLong
by PhareDuBoute
A New Cycle Appears to be forming for MicronI have drawn in a nice simple envelope to show the general direction of the stock price for micron (MU). It's not perfect, but it will do. As you can plainly see this is the beginning of a new trend upwards. The price for Micron in September will be over $65 a share, provided they are not acquired before we get there! Who would like to buy Micron? Someone with money. Apple, Intel, AMD, Seagate or China (I'm not sure about this one!). Why would they like to buy Micron? Cheap stock, excellent company. This would be an inexpensive purchase, someone could buy the company, then take away Microns cash, and pay themselves back. Micron would cost little or nothing!
NASDAQ:MULong
by sumark94
2