#  @InsideArbitrage InsideArbitrage
Several companies have announced significant share buyback plans, including C.H. Robinson Worldwide, KB Home, Snap, Forward Industries, and Dupont, among others. Additionally, there have been notable M&A deals and spin-offs, such as DuPont's spin-off of Qnity Electronics, Honeywell's spin-off of Solstice Advanced Materials, and Liberty Broadband's spin-off of GCI Liberty. Activist investors have also been making moves, with Jana Partners taking a stake in Cooper and urging strategic alternatives.
### Engagements: [---] [#](/creator/twitter::1351420713249357829/interactions)
- [--] Week [------] -38%
- [--] Month [------] +8.60%
- [--] Months [-------] -24%
- [--] Year [---------] -17%
### Mentions: [--] [#](/creator/twitter::1351420713249357829/posts_active)
- [--] Week [--] -13%
- [--] Month [---] -14%
- [--] Months [-----] -23%
- [--] Year [-----] +6.60%
### Followers: [-----] [#](/creator/twitter::1351420713249357829/followers)
- [--] Week [-----] +3.40%
- [--] Month [-----] +5.50%
- [--] Months [-----] +14%
- [--] Year [-----] +28%
### CreatorRank: [---------] [#](/creator/twitter::1351420713249357829/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 69.49% [stocks](/list/stocks) 61.02% [cryptocurrencies](/list/cryptocurrencies) 20.9% [technology brands](/list/technology-brands) 6.78% [countries](/list/countries) 4.52% [financial services](/list/financial-services) 3.95% [exchanges](/list/exchanges) 1.69% [automotive brands](/list/automotive-brands) 1.13% [vc firms](/list/vc-firms) 0.56% [fashion brands](/list/fashion-brands) 0.56%
**Social topic influence**
[market](/topic/market) 17.51%, [stocks](/topic/stocks) 16.38%, [in the](/topic/in-the) 15.25%, [market cap](/topic/market-cap) #1164, [ceo](/topic/ceo) 10.17%, [acquisition](/topic/acquisition) 9.6%, [business](/topic/business) 7.91%, [dividend](/topic/dividend) #581, [share](/topic/share) #1065, [bloomberg](/topic/bloomberg) 5.08%
**Top accounts mentioned or mentioned by**
[@mroliverbarnes](/creator/undefined) [@dnair5](/creator/undefined) [@michellefdavis](/creator/undefined) [@macton93](/creator/undefined) [@stoitz](/creator/undefined) [@tidefallcapital](/creator/undefined) [@justyn](/creator/undefined) [@gilbertlara](/creator/undefined) [@aaronrankin](/creator/undefined) [@soung3](/creator/undefined) [@rngould](/creator/undefined) [@crystalttc](/creator/undefined) [@eykhenning](/creator/undefined) [@davidcarnevali](/creator/undefined) [@sveaherbst](/creator/undefined) [@sproutsocial](/creator/undefined) [@reuters](/creator/undefined) [@billackman](/creator/undefined) [@jfkamerica](/creator/undefined) [@hannahkuchler](/creator/undefined)
**Top assets mentioned**
[Capri Holdings Limited (CPRI)](/topic/$cpri) [Tapestry, Inc. (TPR)](/topic/$tpr) [Devon Energy Corp (DVN)](/topic/$dvn) [Coterra Energy Inc (CTRA)](/topic/$ctra) [United Rentals, Inc. (URI)](/topic/$uri) [SONM (SNM)](/topic/sonm) [Walmart, Inc. (WMT)](/topic/$wmt) [Paramount Global (PARA)](/topic/$para) [H&E Equipment Services, Inc. (HEES)](/topic/$hees) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [LAVA Therapeutics BV (LVTX)](/topic/$lvtx) [TPG Inc. (TPG)](/topic/$tpg) [Goldman Sachs (GS)](/topic/goldman-sachs) [Credit Suisse Group (CS)](/topic/$cs) [Beldex (BDX)](/topic/$bdx) [Wat (WAT)](/topic/$wat) [Onewater Marine, Inc. (ONEW)](/topic/$onew) [Texas Instruments (TXN)](/topic/texas-instruments) [Silicon Laboratories Inc (SLAB)](/topic/$slab) [Banco Santander S.A. (SAN)](/topic/banco-santander) [Santiment Network Token (SAN)](/topic/$san) [Websea (WBS)](/topic/$wbs) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Salesforce Inc (CRM)](/topic/$crm) [Thor Industries, Inc. (THO)](/topic/$tho) [Asana, Inc. (ASAN)](/topic/$asan) [Bank of America (BAC)](/topic/bank-of-america) [Airbnb, Inc. (ABNB)](/topic/$abnb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SeaPad (SPT)](/topic/$spt)
### Top Social Posts
Top posts by engagements in the last [--] hours
"XOMA Royalty $XOMA Acquires Generation Bio $GBIO in a $57.92 Million Deal - 🧬XOMA Royalty will acquire Generation Bio for a cash price of $4.2913 per share representing a 20.53% discount from the stocks last close. 🧬Generation Bio stockholders will also receive one non-transferable contingent value right (CVR) per share entitling holders to potential payments. 🧬The deal is expected to close in February [----]. In August Generation Bio announced a review ofstrategic alternatives. The stock was trading at $4.05 when the company said it had retained TD Cowen to act as an advisor. To learn more"
[X Link](https://x.com/InsideArbitrage/status/2000822116405616739) 2025-12-16T06:55Z [----] followers, [---] engagements
"GSK $GSK to Acquire RAPT Therapeutics $RAPT for $1.9 Billion - 🧬GSK will pay RAPT Therapeutics shareholders $58 per share representing a 65.24% premium from the stocks last close. 🧬A GSK subsidiary will begin a tender offer within [--] business days. 🧬The deal is expected to close in the first quarter of [----]. For a comprehensive understanding of this merger click on the link below: https://www.insidearbitrage.com/2026/01/gsk-to-acquire-rapt-therapeutics-for-1-9-billion/s1=tw&c=ia https://www.insidearbitrage.com/2026/01/gsk-to-acquire-rapt-therapeutics-for-1-9-billion/s1=tw&c=ia"
[X Link](https://x.com/InsideArbitrage/status/2013531536809959855) 2026-01-20T08:38Z [----] followers, [----] engagements
"🏨 $HLT Hilton Worldwide boosts share buyback authorization by $3.5B (5% of market cap) 🔁The new authorization brings the total amount available for future share repurchases to $4.6B 🏘The Global hotel operator just launched its Apartment Collection expanding beyond traditional hotels. Plans to add up to [----] apartment-style units via Placemakr building on its 10000-unit global inventory with more growth expected through franchise deals with multifamily owners 📈 The stock has delivered solid returns over the past [--] years https://twitter.com/i/web/status/2011805563471171929"
[X Link](https://x.com/InsideArbitrage/status/2011805563471171929) 2026-01-15T14:19Z [----] followers, [---] engagements
"HCA Healthcare shares rise (5.85% premarket) as the healthcare services giant just reported Q4 [----] results and rolled out [----] guidance while authorizing an additional $10B share repurchase plan (9% of its current market cap) Q4 [----] results: Revenue: $19.513B (+6.7% YoY) Net income: $1.878B (+30.6% YoY) Diluted EPS: $8.14 (+44.6% YoY) Adj. diluted EPS: $8.01 (+28.8% YoY) Adj. EBITDA: $4.114B (+10.8% YoY) Operating cash flow: $2.359B (vs $2.559B last year) Same facility admissions: +2.4% Equivalent admissions: +2.5% 🛏 Occupancy rate climbed from 55% (2014) to 74% in [----] 📈 Buybacks:🔁 Q4"
[X Link](https://x.com/InsideArbitrage/status/2016142695572426959) 2026-01-27T13:34Z [----] followers, [---] engagements
"Smithfield Foods $SFD to Acquire Nathans Famous $NATH in a $450 Million Cash Deal - 🌭Smithfield Foods will acquire all of Nathans Famous issued and outstanding shares for $102 per share in cash representing a premium of 10% from the stocks last close. 🌭The merger agreement allows Nathans Famous Board to declare and pay two regular quarterly cash dividends before the deal closes. 🌭The deal is expected to close in the first half of [----]. To explore more about this deal click on the link below:"
[X Link](https://x.com/InsideArbitrage/status/2013959831263322397) 2026-01-21T13:00Z [----] followers, [---] engagements
"$PYPL PayPal Holdings appoints HP Inc. veteran Enrique Lores as President & CEO effective March [--] [----] replacing Alex Chriss. Until then Jamie Miller (CFO & COO) will serve as Interim CEO; David Dorman becomes Independent Board Chair. The board said progress over the last two years was too slow particularly on execution and competitive positioning. Market reaction was brutal: PYPL stock fell 16% premarket hit by weak guidance a Q4 miss and the CEO change. [----] outlook disappointed: Non-GAAP EPS expected flat to down low single digits vs. $5.73 consensus Q1 EPS expected mid-single-digit"
[X Link](https://x.com/InsideArbitrage/status/2018677928608075788) 2026-02-03T13:28Z [----] followers, [----] engagements
"General Atlantic to Acquire European Wax Center $EWCZ in a $770 Million All-Cash Deal - ✴European Wax Center stockholders will receive $5.8 per share in cash for each share of European Wax Center class A common stock they own representing a premium of 45% from the stocks last close. ✴The deal is expected to close inmid-2026. For a comprehensive understanding of this M&A click on the link below: https://www.insidearbitrage.com/2026/02/general-atlantic-to-acquire-european-wax-center-in-a-770-million-all-cash-deal/s1=tw&c=ia"
[X Link](https://x.com/InsideArbitrage/status/2021211779720937853) 2026-02-10T13:16Z [----] followers, [---] engagements
"Saltchuk Resources to Acquire Great Lakes Dredge & Dock $GLDD for $1.5 Billion - 🌊Saltchuk will commence a tender offer to acquire all outstanding shares of Great Lakes Dredge & Dock for $17 per share in cash representing a premium of 5.33% from the stocks last close. 🌊The deal is expected to close in Q2 [----]. For more extensive details of this merger click on the link below: https://www.insidearbitrage.com/2026/02/saltchuk-resources-to-acquire-great-lakes-dredge-dock-for-1-5-billion/s1=tw&c=ia"
[X Link](https://x.com/InsideArbitrage/status/2021578153404354624) 2026-02-11T13:32Z [----] followers, [---] engagements
"XOMA Royalty $XOMA to Acquire LAVA Therapeutics $LVTX in a $30.19 Million Deal - ⚕XOMA Royalty will acquire LAVA for a base price of $1.16 in cash per share plus an additional amount of cash of up to $0.08 per share plus a non-transferable contingent value right (CVR) per share representing the right to receive 75% of the net proceeds related to LAVAs two partnered assets and 75% of any net proceeds from any out license or sale of LAVAs unpartnered programs. ⚕The base price of $1.16 per share represents a discount of 18.31% from the stocks last close. ⚕XOMA Royalty will commence a tender"
[X Link](https://x.com/InsideArbitrage/status/1952378388825448565) 2025-08-04T14:37Z [----] followers, [----] engagements
"First Merchants $FRME to Acquire First Savings Financial $FSFG in a $797.22 Million All-Stock Deal - 🏦The common shareholders of First Savings will have the right to receive [----] of a share of First Merchants common stock for each share of First Savings common stock owned. 🏦The implied merger consideration for each share of First Savings common stock is $33.60 per share representing a premium of 21.39% overthe stocks last close. 🏦The deal is expected to close in the first quarter of [----]. https://twitter.com/i/web/status/1971203983969579434"
[X Link](https://x.com/InsideArbitrage/status/1971203983969579434) 2025-09-25T13:23Z [----] followers, [---] engagements
"XOMA Royalty $XOMA and LAVA Therapeutics $LVTX Amended their Merger Agreement - ⚕LAVA shareholders will now receive an initial cash amount per share of $1.04 plus a non-transferable CVR. ⚕CVR includes the rights to receive 75% of the net proceeds related to LAVAs two partnered assets plus 75% of any net proceeds from any out-license or sale of LAVAs unpartnered programs plus a new right to receive up to approximately $0.23 per CVR depending on the final determination after closing of certain potential liabilities. ⚕LAVA and XOMA Royalty have agreed to amend LAVAs minimum net-cash closing"
[X Link](https://x.com/InsideArbitrage/status/1979229734874611875) 2025-10-17T16:55Z [----] followers, [----] engagements
"Blackstone $BX and TPG $TPG to Take Hologic $HOLX Private in a $18.3 Billion Deal - ✴Blackstone and TPG will acquire all outstanding Hologic shares for $76 per share in cash plus a non-tradable contingent value right (CVR) to receive up to $3 per share in two payments of up to $1.50 each. ✴The non-tradable CVR would be issued to Hologic stockholders at closing and paid after achieving certain global revenue goals for Hologics Breast Health business in [----] and [----]. ✴The cash price of $76 represents a premium of 5.75% from the stocks last close. ✴The deal is expected to close in the first"
[X Link](https://x.com/InsideArbitrage/status/1980635250473738745) 2025-10-21T14:00Z [----] followers, [---] engagements
"FirstSun $FSUN to Acquire First Foundation $FFWM in a $1.44 Billion All-Stock Deal - 🏦The companies will combine in an all-stock transaction in which First Foundation common and preferred stockholders will receive [-------] of a share of FirstSun common stock for each share of First Foundation common stock. 🏦The consideration implies the value of $6.46 per First Foundation share which is at a 16.35% premium from the stocks last close. 🏦The closing is expected to occur early in the second quarter of [----]. For a more detailed examination of the acquisition of First Foundation by FirstSun click"
[X Link](https://x.com/InsideArbitrage/status/1983052370427711812) 2025-10-28T06:05Z [----] followers, [----] engagements
"$NLOP Net Lease Office Properties (W.P. Carey spinoff) declared a $4.10 special cash dividend its second this year after $3.10/share in August 🗓Ex-div: Dec [--] Pay date: Dec [--]. 📈Since the spin: $NLOP +184.24% vs $WPC +21.43%"
[X Link](https://x.com/InsideArbitrage/status/1993502922009936371) 2025-11-26T02:11Z [----] followers, [----] engagements
"Somnigroup $SGI Proposes to Acquire Leggett & Platt $LEG - 🛏Leggett & Platt shareholders would receive shares of Somnigroup common stock with a market value of $12 for every one share of Leggett & Platt common stock based on a fixed exchange ratio to be agreed. 🛏Somnigroup has appointed Goldman Sachs as its financial advisor and Cleary Gottlieb Steen & Hamilton as legal advisors. 🛏The company requested a response from Leggett & Platt by December [--] [----]. https://twitter.com/i/web/status/1995468340538790231 https://twitter.com/i/web/status/1995468340538790231"
[X Link](https://x.com/InsideArbitrage/status/1995468340538790231) 2025-12-01T12:21Z [----] followers, [----] engagements
"Trimble known for its GPS construction tech and geospatial solutions has approved a new $1B share repurchase program (5% of market cap) with no expiration replacing the prior $1B plan that still had $273M left Another tech company leaning into the buyback playbook $TRMB"
[X Link](https://x.com/InsideArbitrage/status/1996937715703779801) 2025-12-05T13:40Z [----] followers, [---] engagements
"$MKTX +3.05% (pre-market): MarketAxess announced new medium-term financial targets and boosted its buyback capacity to $505M adding $400M (6.5% of its market cap). 🟢The company also plans a $300M accelerated repurchase (ASR). Total buyback authorization now stands at $505M including the prior $105M balance https://twitter.com/i/web/status/1998390846610428027 https://twitter.com/i/web/status/1998390846610428027"
[X Link](https://x.com/InsideArbitrage/status/1998390846610428027) 2025-12-09T13:54Z [----] followers, [---] engagements
"$DBX Dropbox CFO Tim Regan resigns after 5+ years; his exit is effective Dec [--] [----] with advisory support through Mar [--] [----] for a $250K fee. Dropbox appoints Ross Tennenbaum former Avalara President & CFO as its new CFO effective Dec [--] [----]. Tennenbaum previously held senior roles at Avalara Goldman Sachs and Credit Suisse His compensation includes $550K base salary 100% bonus target $350K signing bonus and $23.25M in RSUs vesting over four years. Dropbox says Q4 and FY25 results are expected to come in at or above prior guidance."
[X Link](https://x.com/InsideArbitrage/status/1998847405647962569) 2025-12-10T20:08Z [----] followers, [---] engagements
"Trian Fund and General Catalyst to Acquire Janus Henderson Group $JHG for $7.4 Billion - ✴Janus Henderson shareholders will receive $49 per share in cash representing a premium of 6.48% from the stocks last close. ✴The deal is expected to close in mid-2026. In October Janus received a letter outlining anon-binding acquisition proposalsubmitted jointly by Trian Fund Management and General Catalyst Group Management. The stock was trading at $41.63 when Trian and General Catalyst offered $46 per share in cash. To explore more details relating to this M&A deal click on the link below:"
[X Link](https://x.com/InsideArbitrage/status/2003120240155304052) 2025-12-22T15:07Z [----] followers, [---] engagements
"💳 Payments Processor Marqeta $MQ separates the CEO and CFO roles Appoints Patti Kangwankij as Chief Financial Officer effective February [--] [----]. 🔁Current CEO and CFO Simon Khalaf Milotich will step down as CFO but remain CEO and a board member. 🚀Kangwankij joins from Roofstock where she has been CFO since January [----]. [--------] at Stripe Earlier she spent [--] years at JPMorgan Chase (20042018) including roles as Managing Director and CFO of Partner Credit Card and Chase Merchant Services. 💰Compensation: Base salary: $475K Target bonus: 75% of base salary Sign-on bonus: $250K"
[X Link](https://x.com/InsideArbitrage/status/2008965285936841126) 2026-01-07T18:13Z [----] followers, [---] engagements
"Henkel has submitted a takeover offer for Olaplex Holdings $OLPX Bloomberg reported. @DNair5 @rngould @MichelleF_Davis @crystalttc Olaplex and Henkel are in talks about a potential deal that could come together within weeks"
[X Link](https://x.com/InsideArbitrage/status/2009178044800577821) 2026-01-08T08:19Z [----] followers, [---] engagements
"Array Digital Infrastructure completes sale of select spectrum assets to AT&T for $1.018 billion; Declares a special dividend 💸 These spectrum assets were not part of a prior sale to T-Mobile which closed in August [----]. The move is part of Array's strategy announced in May [----] to monetize unused spectrum opportunistically 🪙 Following the close of the AT&T transaction the Array Board has declared a special cash dividend of $10.25 per Common Share and Series A Common Share 🗓The special dividend is payable on February [--] [----] to shareholders of record on January [--] [----] $AD $T"
[X Link](https://x.com/InsideArbitrage/status/2011253736681979962) 2026-01-14T01:47Z [----] followers, [---] engagements
"Boston Scientific $BSX to Acquire Penumbra $PEN for $14.5 Billion - 🩺The deal values each Penumbra share at $374 with Penumbra stockholders having the right to elect to receive $374 in cash or [------] shares of Boston Scientific common stock. 🩺The election is subject to proration so that the total transaction consideration is paid roughly 73% in cash and approximately 27% in shares of Boston Scientific common stock. 🩺The purchase price represents a premium of 19.32% from the stocks last close. 🩺The deal is expected to be completed in [----]. To explore further details about this merger click"
[X Link](https://x.com/InsideArbitrage/status/2011784135808024911) 2026-01-15T12:54Z [----] followers, [----] engagements
"Devon Energy $DVN and Coterra Energy $CTRA are exploring a potential merger in a deal that could create one of the largest independent U.S. shale producers Reuters reported. The two companies are in early-stage talks for a combination"
[X Link](https://x.com/InsideArbitrage/status/2012055455976374607) 2026-01-16T06:52Z [----] followers, [----] engagements
"Qiagen $QGEN Is Said to Consider Strategic Options Amid Fresh Interest - Bloomberg @eyk_henning @DNair5 @davidcarnevali @MichelleF_Davis ✴The company is working with advisers as its supervisory board fields preliminary interest from potential suitors. ✴Qiagen has held talks with several possible buyers in recent weeks including some US strategics. In [----] Qiagens merger with Thermo Fisher $TMO was terminated. Since then Qiagen has attracted takeover interest on three separate occasions including from Quidel $QDEL bioMrieux and Bio-Rad Laboratories $BIO but none of these discussions resulted"
[X Link](https://x.com/InsideArbitrage/status/2013658645821825199) 2026-01-20T17:03Z [----] followers, [---] engagements
"IonQ $IONQ to Acquire SkyWater Technology $SKYT in a $1.8 Billion Deal - ✴IonQ will acquire SkyWater for $35 per share in a cash-and-stock transaction subject to a collar representing a premium of 11.75% from the stocks last close. ✴SkyWater shareholders will receive $15 in cash and $20 in shares of IonQ common stock. ✴The stock consideration is subject to a collar based on IonQs 20-day volume-weighted average price measured three business days before closing. ✴SkyWater shareholders will receive [------] IonQ shares if the VWAP exceeds $60.13 [------] shares if it is below $37.99. ✴The deal is"
[X Link](https://x.com/InsideArbitrage/status/2015758235635249182) 2026-01-26T12:06Z [----] followers, [----] engagements
"Zijin Gold Acquires Allied Gold $AAUC for $4.02 Billion - ⛏Zijin Gold will acquire all of the issued and outstanding shares of Allied Gold for C$44 per share (about $32.12) in cash representing a premium of 5.66% from the stocks last close. ⛏The deal is expected to close by late April [----]. To access more details about this merger click on the link below: https://www.insidearbitrage.com/2026/01/zijin-gold-acquires-allied-gold-for-4-02-billion/s1=tw&c=ia https://www.insidearbitrage.com/2026/01/zijin-gold-acquires-allied-gold-for-4-02-billion/s1=tw&c=ia"
[X Link](https://x.com/InsideArbitrage/status/2015772202822697036) 2026-01-26T13:01Z [----] followers, [----] engagements
"Global medical tech company Becton Dickinson's Board Declares Dividend Authorizes [--] Million Additional Share Repurchases (3.5% of market cap); Also announces record date for spinoff 🔁 BD completed $250 million repurchase to date in FY26 BDs diversified portfolio is organized into three major segments: 🔹BD Medical 🔹BD Life Sciences 🔹BD Interventional ✂The Spin-Off 🌀BD spins off its Biosciences & Diagnostic Solutions (BDS) unit and it will merge with Waters in a $17.5B Reverse Morris Trust 💲The BDS business is projected to generate approximately $3.4 billion in annual revenue. The New BD"
[X Link](https://x.com/InsideArbitrage/status/2016492889384325168) 2026-01-28T12:45Z [----] followers, [---] engagements
"$BDX BD sets Feb [--] [----] as the record date for the spin-off of its Biosciences & Diagnostic Solutions business. The spin will be followed by a Reverse Morris Trust merger with Waters $WAT expected to close on Feb [--] [----]. Deal terms: BD gets $4B cash. BD shareholders receive 39.2% of the combined company via Waters stock. Existing Waters holders keep 60.8%. https://www.insidearbitrage.com/symbol-metrics/BDX/events 🚨 Waters $WAT to acquire BDs $BDX Biosciences & Diagnostic Solutions unit in a $17.5B Reverse Morris Trust spinoff + merger creating a life sciences and diagnostics leader with"
[X Link](https://x.com/InsideArbitrage/status/2016562042036244524) 2026-01-28T17:20Z [----] followers, [---] engagements
"Yext $YEXT shares -20% after CEO/Chairman Michael Walrath withdrew his $9.00 per share take private proposal telling the board he couldnt secure financing at that price He said financing became effectively impossible because public software peers enterprise values have materially declined since August and lenders are uncertain about how AI will impact software companies 🔁Instead the company plans to repurchase $150M of stock via a self tender offer expected to commence in February [----]. $YEXT may draw on debt financing to fund the anticipated tender offer Yext $YEXT Receives Non-Binding"
[X Link](https://x.com/InsideArbitrage/status/2018348546463056120) 2026-02-02T15:39Z [----] followers, [----] engagements
"Devon Energy has committed to returning capital to shareholders through a planned quarterly dividend of $0.315 per share and a new share repurchase authorization exceeding $5 billion (20% of its current market cap) both subject to Board approval Devon Energy $DVN to Acquire Coterra Energy $CTRA in a $25.35 Billion All-Stock Deal - 🛢Coterra shareholders will receive a fixed exchange ratio of [----] shares of Devon common stock for each share of Coterra common stock. 🛢The transaction implies a value of $28.15 per Coterra https://t.co/M1MTx1JqZa Devon Energy $DVN to Acquire Coterra Energy $CTRA"
[X Link](https://x.com/InsideArbitrage/status/2018484406923514275) 2026-02-03T00:39Z [----] followers, [----] engagements
"Donerail Offers to Buy MarineMax $HZO in All-Cash Deal Worth $1 Billion - Reuters @sveaherbst ⛴Donerail Group has offered to buy MarineMax for $35 per share. ⛴Donerail co-founded by Will Wyatt and Wes Calvert in [----] owns nearly 5% of MarineMax. ⛴Other interested parties have signaled possibly wanting to buy a portion of the company namely its marina business. In [----] OneWater Marine $ONEW was in talks to acquire MarineMax but the deal did not materialize. https://twitter.com/i/web/status/2018589716938146021 https://twitter.com/i/web/status/2018589716938146021"
[X Link](https://x.com/InsideArbitrage/status/2018589716938146021) 2026-02-03T07:37Z [----] followers, [----] engagements
"$DIS The Walt Disney Company finally executes its long-awaited succession 🎬 The Walt Disney Company names Josh DAmaro as Chief Executive Officer effective March [--] [----]. Robert A. Iger steps down as CEO and transitions to Senior Advisor Iger will remain on Disneys board through Dec. [--] [----] subject to shareholder approval but will exit the Executive Committee after the [----] annual meeting. DAmaro currently leads Disney Experiences and has spent 25+ years at Disney including running Walt Disney World and Disneyland. 💰His CEO pay includes: $2.5M base salary Target bonus = 250% of salary"
[X Link](https://x.com/InsideArbitrage/status/2018691544715518209) 2026-02-03T14:22Z [----] followers, [---] engagements
"Western Digital (+(7.40%) authorizes additional $4 billion of share repurchases effective immediately representing roughly 4% of its current market cap It has approximately $484 million remaining under the prior $2B share repurchase authorization announced in May [----] With shares outstanding steadily rising each quarter these buybacks are likely to offset dilution from SBCs ✴The company has rebranded and will now be called WD positioning itself as a provider of critical storage infrastructure for the AI-driven data economy 🟢 WD laid out a plan to reach 100TB+ hard drives by [----]. It also"
[X Link](https://x.com/InsideArbitrage/status/2018864682657038754) 2026-02-04T01:50Z [----] followers, [---] engagements
"Gartner's board of Directors increased the share repurchase authorization by $500 million representing 4% of its current market cap 🟢 In [----] the company repurchased [--] million common shares for $2.0 billion; 8% reduction in outstanding share count YoY $IT 🔍 Gartner $IT recently authorized a $1B share repurchase: a bold move to revive investor confidence. But with AI & LLMs reshaping how we access insights do Gartners legacy tools like the Magic Quadrant still hold power Lets dive in 👇 🧵2/n https://t.co/HaYlKX53hL 🔍 Gartner $IT recently authorized a $1B share repurchase: a bold move to"
[X Link](https://x.com/InsideArbitrage/status/2018872203719356599) 2026-02-04T02:20Z [----] followers, [----] engagements
"Texas Instruments $TXN is in advanced talks to buy chip designer Silicon Laboratories $SLAB for about $7 billion the FT reported. @mroliverbarnes @MActon93 Talks between the two companies were at an advanced stage and a deal could come together in the coming days"
[X Link](https://x.com/InsideArbitrage/status/2018959221379977551) 2026-02-04T08:06Z [----] followers, [----] engagements
"Texas Instruments $TXN to Acquire Silicon Laboratories $SLAB for $7.5 Billion in Cash - ✴Silicon Labs stockholders will receive $231 in cash for each share of Silicon Labs common stock they hold representing a premium of 69.08% from the stocks last close. ✴The deal is expected to close in the first half of [----]. For a more in-depth look into this M&A click on the link below: https://www.insidearbitrage.com/2026/02/texas-instruments-to-acquire-silicon-laboratories-for-7-5-billion-in-cash/s1=tw&c=ia Texas Instruments $TXN is in advanced talks to buy chip designer Silicon Laboratories $SLAB for"
[X Link](https://x.com/InsideArbitrage/status/2019029496058568736) 2026-02-04T12:45Z [----] followers, [----] engagements
"Banco Santander $SAN posted stronger Q4 and FY2025 results with total income growth driving higher profit and it expects further improvement in [----] 🔁 The board approved a new 5B buyback (about 3% of market cap). For FY2026 Santander is targeting mid single digit revenue growth and higher profits excluding Poland TSB and Webster. 📈 After the Webster acquisition the bank expects [----] to deliver double digit revenue growth positive operating leverage and mid teens profit growth in constant euros. 🔁 Santander also reaffirmed plans to return at least 10B via buybacks tied to [--------] earnings"
[X Link](https://x.com/InsideArbitrage/status/2019046565512409480) 2026-02-04T13:53Z [----] followers, [---] engagements
"Equinor $EQNR announces $1.5B [----] buyback with $375M first tranche commencing tommorrow $EQNR major multi decade base (dividends removed) that counts to $75+ (almost 3x from here). Dividend yield is 5.6% and the monthly MACD turned up for the first time in [--] years. Starting to breakout of bullish multi year pennant. https://t.co/HxF1aSCBCX $EQNR major multi decade base (dividends removed) that counts to $75+ (almost 3x from here). Dividend yield is 5.6% and the monthly MACD turned up for the first time in [--] years. Starting to breakout of bullish multi year pennant. https://t.co/HxF1aSCBCX"
[X Link](https://x.com/InsideArbitrage/status/2019055700333474031) 2026-02-04T14:29Z [----] followers, [---] engagements
"Tyler Technologies to acquire For The Record a digital court-recording pioneer for approximately $212.5 million; Also announces $1 billion share repurchase plan effective immediately 🔹The acquisition will usher courts and justice agencies into the future of courtroom operations 🔹The buyback represents roughly 7% of its current market cap $TYL https://www.insidearbitrage.com/symbol-metrics/TYL/s1=tw&c=ia $TYL: The Silent Software Powering Government Cash Flows. Tyler Technologies was underperforming the index across all timeframes to such an extent that it now seems meaningfully undervalued."
[X Link](https://x.com/InsideArbitrage/status/2019102292423614570) 2026-02-04T17:34Z [----] followers, [---] engagements
"Allstate shares rose 2.65% after topping expectations in Q4 [----] and announcing higher shareholder returns 🔹 The company increased its dividend and said it will launch a new $4B share repurchase program (about 7% of market cap) once its current $1.5B authorization is completed $ALL https://twitter.com/i/web/status/2019270541274755449 https://twitter.com/i/web/status/2019270541274755449"
[X Link](https://x.com/InsideArbitrage/status/2019270541274755449) 2026-02-05T04:43Z [----] followers, [---] engagements
"MTN in Talks to Buy Remaining IHS Holdings $IHS Stake - 📶Africas MTN Group is at an advanced stage of discussions with IHS Holdings to acquire the 75% shares in IHS that it does not already own. 📶No final agreement has been reached and there is no certainty of the transaction concluding. https://twitter.com/i/web/status/2019384266434768920 https://twitter.com/i/web/status/2019384266434768920"
[X Link](https://x.com/InsideArbitrage/status/2019384266434768920) 2026-02-05T12:15Z [----] followers, [---] engagements
"Advanced Drainage Systems (+5.18%) reports Q3 FY2026 results with earnings beat; Authorizes a $1 billion boost to its share repurchase plan representing 8% of its market cap at announcement As of the date there was approximately $147.7 million of remaining repurchase authority under the $1B repurchase program of [----] bringing the total repurchase authority to $1.148 billion https://twitter.com/i/web/status/2019428486612418609 https://twitter.com/i/web/status/2019428486612418609"
[X Link](https://x.com/InsideArbitrage/status/2019428486612418609) 2026-02-05T15:10Z [----] followers, [---] engagements
"Spectrum Brands approved a new $300 million share repurchase plan representing 17.5% of its current market cap Truly a repurchase cannibal - having repurchased over 43% of its outstanding shares over the last [--] yrs $SPB $SPB Spectrum Brands has approved a new $1 billion stock repurchase program replacing the prior stock repurchase program. This represents around 33% of its market cap at announcement Market Cap at Announcement: $3.05B https://t.co/oATXyIMh1X #stockuybacks $SPB Spectrum Brands has approved a new $1 billion stock repurchase program replacing the prior stock repurchase program."
[X Link](https://x.com/InsideArbitrage/status/2019432853780767185) 2026-02-05T15:28Z [----] followers, [---] engagements
"Piper Sandler reports strong Q4 and Full Year [----] results; Declares special dividend of $5 per share and quarterly dividend of $0.70 Per Share; Announces 4-for-1 Stock Split Ex-dividend: March [--] [----] Pay date: March [--] [----] Chad Abraham Chairman CEO & Head of Financial Services: "Our business performed well during [----] driven by strong execution and improving market conditions. We had a strong finish to the year with record adjusted net revenues of $635 million in the fourth quarter a 27.2% operating margin and adjusted EPS of $6.88." Abraham reported a record year in advisory with over $1"
[X Link](https://x.com/InsideArbitrage/status/2019836996689281224) 2026-02-06T18:14Z [----] followers, [---] engagements
"@stoitz @TidefallCapital I remember that and it came to mind as I was writing the article but I decided to leave it out. Figured the blockchain replacing databases example was more recent and made the same point"
[X Link](https://x.com/InsideArbitrage/status/2020591065632555104) 2026-02-08T20:10Z [----] followers, [--] engagements
"⚡ Expand Energy Ousts CEO Names Interim Chief and Plans HQ Move to Texas $EXE Expand Energy ousted CEO Nick DellOsso without cause replacing him with Chairman Michael Wichterich as Interim President and CEO. DellOsso also stepped down from the board but will remain on as an external advisor The company also said it will relocate its headquarters from Oklahoma City to Spring Texas (Houston area) in mid-2026. Wichterich a veteran Permian Basin operator and former Chesapeake Energy interim chief will receive $125K per month plus a $3.6M equity incentive package tied partly to shareholder"
[X Link](https://x.com/InsideArbitrage/status/2020897732739965287) 2026-02-09T16:29Z [----] followers, [----] engagements
"Nutrition products company - $BRBR BellRing Brands (+5.2%) as it authorized a new $600M buyback roughly 15% of its market cap The company had already repurchased $123M under its prior $400M authorization (effective Sept [--] 2025) which is now cancelled and replaced with the expanded program https://twitter.com/i/web/status/1991537232684150955 https://twitter.com/i/web/status/1991537232684150955"
[X Link](https://x.com/InsideArbitrage/status/1991537232684150955) 2025-11-20T16:00Z [----] followers, [----] engagements
"You may know American Financial Group from your insurance coverage. Now its rewarding shareholders. $AFG just approved a new [--] million share repurchase program of its common stock representing 6% of its market cap"
[X Link](https://x.com/InsideArbitrage/status/1996941529047617546) 2025-12-05T13:55Z [----] followers, [---] engagements
"How Investor Pushback Killed the CoreWeave Core Scientific Merger Deal Postmortem The Core Scientific $CORZ and CoreWeave $CRWV merger was pitched as a blockbuster AI-infrastructure pairing. Instead it spiraled into one of 2025s biggest shareholder uprisings. Our latest deal postmortem breaks down: 🔸CoreWeaves $9 billion all-stock bid for Core Scientific and the immediate market skepticism it triggered. 🔸The companies complicated history including a prior rejected buyout attempt and deep hosting ties. 🔸How Core Scientifics post-bankruptcy rebound and CoreWeaves rapid ascent set up a"
[X Link](https://x.com/InsideArbitrage/status/1996967457396085058) 2025-12-05T15:38Z [----] followers, [----] engagements
"Activist Investor Jana Urges Alkami Technology $ALKT to Explore Sale - Bloomberg 🔸Jana Partners thinks Alkami is undervalued and should explore a sale to a rival corporation or private equity player. 🔸Alkami is an attractive private equity takeout candidate given its organic top-line growth of about 20% and a high customer retention rate Scott Ostfeld managing partner at Jana said during a presentation at the Bloomberg Activism Forum in New York. 🔸A robust private equity and financing environment also bodes well for the prospects of a buyout he added."
[X Link](https://x.com/InsideArbitrage/status/1998657855159939555) 2025-12-10T07:35Z [----] followers, [----] engagements
"SaaS platform provider for the multi-trillion-dollar insurance economy - $CCC shares jump as it announces a $500 million share repurchase (10% of market cap) and a $300 million Accelerated Share Repurchase Program (ASR) The new authorization follows the $300 million program announced in December [----] which has been fully utilized https://twitter.com/i/web/status/1999520038496403631 https://twitter.com/i/web/status/1999520038496403631"
[X Link](https://x.com/InsideArbitrage/status/1999520038496403631) 2025-12-12T16:41Z [----] followers, [---] engagements
"Crypto infrastructure firm Nano Labs boosts its BNB stash to 130000+ BNB upgrades its BNB strategic reserve and commences its $25M share repurchase program previously announced in October [----] $NA"
[X Link](https://x.com/InsideArbitrage/status/2006525807225933980) 2026-01-01T00:40Z [----] followers, [---] engagements
"🚨Life sciences cloud leader Veeva Systems $VEEV announced its first-ever share repurchase program - a massive $2 billion buyback representing 5.5% of its market cap This comes at a critical moment as the company navigates one of the boldest tech transitions in its history Veeva a cloud software company serving the life sciences industry is migrating off Salesforce CRM to its own purpose-built Vault CRM. The goal is to create a deeply integrated industry-specific CRM tailored for pharma and healthcare companies not a generic horizontal tool 📉 But that migration has been bumpy. In Nov Veeva"
[X Link](https://x.com/InsideArbitrage/status/2008518368350138744) 2026-01-06T12:37Z [----] followers, [----] engagements
"Commercial real estate data leader CoStar Group's Board approves a new $1.5B share repurchase plan (5% of current market cap) alongside providing outlook for FY2026 [----] Outlook Highlights: 📈 Revenue: $3.78B$3.82B (18% YoY growth over prior [----] guide) 💵 Net Income: $175M$215M ($0.42$0.52 EPS) 💪 Adjusted EBITDA: $740M$800M highest in company history (+83% YoY) 📊 Adjusted EPS: $1.22$1.33 📅 Medium-Term Targets (20252028): Revenue CAGR: 15% Adj. EBITDA: $1.25B by [----] is a key pillar of CoStars residential portfolio (alongside Domain OnTheMarket & and is scaling fast: subscribers are up"
[X Link](https://x.com/InsideArbitrage/status/2008889131137638576) 2026-01-07T13:11Z [----] followers, [---] engagements
"Japan-based lifestyle brand TryHard Holdings rebounds +12.6% premarket after crashing 21% yesterday - now announcing a $10M share buyback (0.8% of market cap) through December [--] [----] Net debt:$13.8M; Barely profitable with net margin 1% $THH"
[X Link](https://x.com/InsideArbitrage/status/2011068930186674428) 2026-01-13T13:32Z [----] followers, [---] engagements
"HR and payroll solutions giant Automatic Data Processing $ADP authorized a $6B share repurchase about 6% of its market cap replacing its prior $5B program from [----]. 💰With 403M shares outstanding as of Dec [----] Vs 416M in Dec [----] this move underscores confidence in long-term fundamentals and continued strong cash generation https://twitter.com/i/web/status/2011619244526780682 https://twitter.com/i/web/status/2011619244526780682"
[X Link](https://x.com/InsideArbitrage/status/2011619244526780682) 2026-01-15T01:59Z [----] followers, [---] engagements
"$ACHC Acadia Healthcare ousts CEO Chris Hunter and appoints former chief Debra K. Osteen as CEO effective Jan [--] [----]. Osteen also joins the board. The board says the change is aimed at resetting strategy to optimize growth investments and the portfolio amid macro headwinds and to position the company for its next phase. Osteen previously served as the CEO of Acadia from [----] to [----]. The board will search for a permanent CEO. Company reaffirms FY2025 outlook: Revenue $3.28$3.30B adj. EBITDA $601$611M EPS $1.94$2.04. Osteen's pay package includes $1.061M base salary 125% bonus target and"
[X Link](https://x.com/InsideArbitrage/status/2013838945134723073) 2026-01-21T04:59Z [----] followers, [---] engagements
"$COLD Americold Taps Industry Veteran Chris Papa as CFO Americold appoints Chris Papa as Executive VP & CFO effective Feb [--] [----]. He is currently CFO at CenterPoint Properties and previously served as CFO at Post Properties and Liberty Property Trust. CFO Jay Wells has departed the company. Scott Henderson (Chief Investment Officer) will serve as Interim CFO until Papa officially takes over. In Sept [----] Rob Chambers became CEO. He replaced George Chappelle who retired and stepped down from the board. https://www.insidearbitrage.com/symbol-metrics/COLD/events"
[X Link](https://x.com/InsideArbitrage/status/2016019044730650924) 2026-01-27T05:22Z [----] followers, [---] engagements
"United Rentals reported Q4/FY [----] results and laid out a [----] growth outlook while stepping up capital return plans 🔁 The board approved a new $5B buyback program (9% of market cap) with no expiration date and the company expects to start using it after finishing the current $2B authorization in Q1 [----] 💰 Buyback roadmap: $1.5B repurchases planned for [----] $350M to complete the existing program + $1.15B under the new one 🟢Good growth + strong margins 🔴Lot of debt $URI https://twitter.com/i/web/status/2016860235319955501 https://twitter.com/i/web/status/2016860235319955501"
[X Link](https://x.com/InsideArbitrage/status/2016860235319955501) 2026-01-29T13:05Z [----] followers, [---] engagements
"Devon Energy $DVN to Acquire Coterra Energy $CTRA in a $25.35 Billion All-Stock Deal - 🛢Coterra shareholders will receive a fixed exchange ratio of [----] shares of Devon common stock for each share of Coterra common stock. 🛢The transaction implies a value of $28.15 per Coterra share at a discount of 2.44% from the stocks last close. 🛢The deal is expected to close in the second quarter of [----]. Last month Reuters reported that Devon Energy and Coterra Energy wereexploringa potential merger. The stock was trading at $25.36 when the two companies were in early-stage talks for a combination."
[X Link](https://x.com/InsideArbitrage/status/2018316003101565198) 2026-02-02T13:30Z [----] followers, [----] engagements
"Webster Financial $WBS to be Acquired by Banco Santander $SAN in a $12.3 Billion Cash and Stock Deal - 🏦Webster stockholders will receive $48.75 in cash and [------] Santander American Depository Shares for each Webster common share. 🏦This represents a per-share consideration of $75.59 representing a 14.53% premium from the stocks last close. 🏦The deal is expected to close in the second half of [----]. For an in-depth exploration of this merger click on the link below:"
[X Link](https://x.com/InsideArbitrage/status/2018946464748364232) 2026-02-04T07:15Z [----] followers, [----] engagements
"$BDX BD Completes $18.8B Biosciences Spin-Off Gains $4B Cash and Waters Stake BD completes spin-off of its Biosciences & Diagnostic Solutions business and its combination with Waters Corp. $WAT BD shareholders will receive [-----] shares of Waters common stock for each BD share held as of the Feb. [--] [----] record date 💰 As part of the transaction BD received $4B in cash proceeds. 🤝 Following the close BD shareholders now own approximately 39.2% of the combined Waters entity on a fully diluted basis. 📈 Based on Waters Feb. [--] [----] closing price the transaction values BDs Biosciences & Diagnostic"
[X Link](https://x.com/InsideArbitrage/status/2020954548404453376) 2026-02-09T20:14Z [----] followers, [---] engagements
"Mubadala Capital and TWG Global to Acquire Clear Channel Outdoor $CCO for $6.2 Billion - ✴The investor group will acquire 100% of Clear Channels outstanding common stock with Clear Channels common shareholders receiving $2.43 per share in cash representing a 10.96% premium from the stocks last close. ✴The deal is expected to close by the end of the third quarter of [----]. In September last year activist investor Anson Funds urged Clear Channel topursue a saleof the company. The stock was trading at $1.40 before Bloomberg reported on Ansons intentions. For a comprehensive overview of this M&A"
[X Link](https://x.com/InsideArbitrage/status/2021137708744310962) 2026-02-10T08:22Z [----] followers, [---] engagements
"Quest Diagnostics increases dividend 7.5% To $0.86 per Quarter marking [--] consecutive years of dividend increases; Announces $1 Billion increase in share repurchase authorization representing 5% of its current market cap 🔁The increased authority is in addition to the approximately $0.4 billion under the Company's share repurchase program 🔴Significant debt on the balance sheet: $5.95B 🟢Consistent share repurchases in the last [--] years - reducing outstanding share count by 10% $DGX https://twitter.com/i/web/status/2021204141243236746 https://twitter.com/i/web/status/2021204141243236746"
[X Link](https://x.com/InsideArbitrage/status/2021204141243236746) 2026-02-10T12:46Z [----] followers, [---] engagements
"Paramount $PSKY Sweetens Offer for Warner Bros. Discovery $WBD - 📽Paramount enhanced its $30 offer for Warner Bros. Discovery with a $0.25 per share "ticking fee" payable to WBD shareholders for each quarter its transaction has not closed beyond December [--] [----]. 📽Paramount said it will fund the $2.8 billion termination fee payable to Netflix $NFLX and offered solutions to WBD's debt financing costs and obligations. 📽Paramount complied on February [--] with the DOJ's Second Request for Information related to its all-cash tender offer to purchase shares of Warner Bros. Discovery. 📽It also"
[X Link](https://x.com/InsideArbitrage/status/2021236585363280013) 2026-02-10T14:55Z [----] followers, [----] engagements
"🦴 Zimmer Biomet reports Q4 & FY2025 Results; Board authorized a $1.5B share repurchase (8% of market cap) with no expiration date 📊 FY2025 Snapshot: Revenue: $8.23B (+7.2% YoY) Adj. EPS: $8.20 (+2.5%) Free Cash Flow: $1.17B Op. Cash Flow: $1.70B $250M worth of share buybacks in Q4 alone. Q4 organic constant currency growth hit 5.4% marking two consecutive quarters of mid-single digit organic growth driven by a new product innovation cycle CEO Ivan Tornos flagged a bold [----] pivot: transitioning to a predominantly direct & specialized U.S. sales org. Near-term sales guidance is tempered but"
[X Link](https://x.com/InsideArbitrage/status/2021236631572042068) 2026-02-10T14:55Z [----] followers, [---] engagements
"🚗 $LYFT (-16.50%) after hrs despite record Q4 & FY2025 Results + $1 Billion share repurchase program announced; misses rev estimates 💰 Buyback Highlight: New $1B share repurchase program which is 15% of its market cap at announcement is backed by all-time-high free cash flow of $1.12B in [----] 📊 FY2025 Snapshot: Gross Bookings: $18.5B (+15% YoY) Revenue: $6.3B (+9% YoY) Net Income: $2.8B vs. $22.8M in [----] Adj. EBITDA: $528.8M vs. $382.4M in [----] Free Cash Flow: $1.12B vs. $766M in [----] 📈 Q4 Highlights: 🔴Revenue of $1.59B (+2.6% Y/Y) misses by $160M. 🟢Gross Bookings: $5.1B (+19% YoY)"
[X Link](https://x.com/InsideArbitrage/status/2021405027894689963) 2026-02-11T02:04Z [----] followers, [----] engagements
"Quanterix $QTRX to Acquire Akoya Biosciences $AKYA in an All-Stock Deal for $286.34 Million - 🧬Akoya shareholders will receive [-----] shares of Quanterix common stock for each share of Akoya common stock they own. 🧬Akoya is valued at about $3.73 per share representing a premium of 40.23% from the stocks last close. 🧬The deal is expected to close in Q2 [----]. https://twitter.com/i/web/status/1877707369129431114 https://twitter.com/i/web/status/1877707369129431114"
[X Link](https://x.com/InsideArbitrage/status/1877707369129431114) 2025-01-10T13:21Z [----] followers, [----] engagements
"$APLD Applied Digital Beats Revenue Estimates Eyes AI Infrastructure Growth Applied Digital reported fiscal Q2 [----] revenue of $126.6 million well above the $88 million analysts expected. Revenue more than tripled up 250% year-over-year from $36 million in the prior period. Adjusted EBITDA rose sharply and the company narrowed its net loss compared with a much larger loss in the year-ago quarter underscoring improving operating leverage. The results were driven by strong demand for large-scale AI data center capacity with long-term lease deals signed at its North Dakota campuses with"
[X Link](https://x.com/InsideArbitrage/status/2009708936019272165) 2026-01-09T19:28Z [----] followers, [---] engagements
"$KRNT Kornit Digital Announces CFO Transition and New $100 Million Share Repurchase Program representing 17% of its current market cap Kornit announces a CFO transition as Lauri Hanover steps down for personal reasons after [--] years in the role. Shell remain through mid-Dec [----] to ensure a smooth handoff. The company appointed Assaf Zipori as its new CFO bringing deep financial strategic and operational experience from the tech and manufacturing sectors. Zipori most recently served as Global CFO at Nano Dimension $NNDM and previously as CFO of Markforged $MKFG"
[X Link](https://x.com/InsideArbitrage/status/1990473470850052458) 2025-11-17T17:33Z [----] followers, [---] engagements
"Stellar Bancorp $STEL to be Acquired by Prosperity Bancshares $PB in a $2 Billion Cash and Stock Deal - 🏦Prosperity will issue [------] shares of Prosperity common stock and $11.36 in cash for each outstanding share of Stellar common stock representing a value of $39.08 per Stellar stock. 🏦The per share value is at a premium of 19.78% from the stocks last close. 🏦The deal is expected to close during the second quarter of [----]. For further insight into this merger click on the link below:"
[X Link](https://x.com/InsideArbitrage/status/2016505136064143366) 2026-01-28T13:34Z [----] followers, [---] engagements
"$APTV Aptiv names leadership for its EDS spin-off to be called Versigent ahead of the tax-free separation targeted for April [--] [----]. The new company is expected to trade as VGNT on the NYSE. Joseph Liotine is appointed CEO of Versigent. He currently serves as EVP & President of Aptivs Electrical Distribution Systems business. Former Stellantis CFO Doug Ostermann joins Versigent as finance chief. https://www.insidearbitrage.com/symbol-metrics/APTV 🚨 Aptiv $APTV Plans to Spin Off Its Electrical Distribution Systems Business. 🌍🚗The Board has approved the separation of its Electrical"
[X Link](https://x.com/InsideArbitrage/status/2016560830591226339) 2026-01-28T17:15Z [----] followers, [---] engagements
"Core & Main Inc. boosts its existing share repurchase plan by $500 million bringing the total authorization under the program to $1 billion Aggressive buybacks in [----] H1 [----] have slowed noticeably in H2 [----] and [----] $CNM https://www.insidearbitrage.com/symbol-metrics/CNM/s1=tw&c=ia https://www.insidearbitrage.com/symbol-metrics/CNM/s1=tw&c=ia"
[X Link](https://x.com/InsideArbitrage/status/1998388337921667527) 2025-12-09T13:44Z [----] followers, [---] engagements
"Insider Weekends: Co-Founder Of Thor Industries Purchases Shares Again Buys: $ASAN $ORCL $THO $VOXX $AXDX Sells: $GOOG $NXST $WDAY $ACN $IBKR https://bit.ly/3qSvAUb https://bit.ly/3qSvAUb"
[X Link](https://x.com/InsideArbitrage/status/1485120748507533313) 2022-01-23T05:22Z [----] followers, [--] engagements
"The Story of the [--] Companies That Recently Announced Huge Buybacks "
[X Link](https://x.com/anyuser/status/1492849424208646146) 2022-02-13T13:13Z [----] followers, [--] engagements
"Buyback Wednesdays Chegg Wants To Buy Back Nearly 40% Of Its Stock $CHGG $RH $PMCB $MOMO $JBGS https://www.insidearbitrage.com/2022/06/buyback-wednesdays-chegg-wants-to-buy-back-nearly-40-of-its-stock/ https://www.insidearbitrage.com/2022/06/buyback-wednesdays-chegg-wants-to-buy-back-nearly-40-of-its-stock/"
[X Link](https://x.com/anyuser/status/1534602589521604608) 2022-06-08T18:25Z [----] followers, [--] engagements
"Insider Weekends: Kevin McCarthy Purchases $2 Million Worth Of PAA Buys: $PAA $EVA $BXMT $OPK $FRT Sells: $TGT $CDNS $SNPS $NUE $RES https://www.insidearbitrage.com/2022/06/insider-weekends-kevin-mccarthy-purchases-2-million-worth-of-paa/ https://www.insidearbitrage.com/2022/06/insider-weekends-kevin-mccarthy-purchases-2-million-worth-of-paa/"
[X Link](https://x.com/InsideArbitrage/status/1540962165829431301) 2022-06-26T07:36Z [----] followers, [--] engagements
"THOR Industries $THO Upsizes Share Repurchase Authorization to $600 Million representing around 10.5% of its market cap at announcement Market Cap at Announcement:$4.29B Buyback Amount:$448.32M #stockuybacks https://bit.ly/3QRKbdf https://bit.ly/3QRKbdf"
[X Link](https://x.com/InsideArbitrage/status/1541485372747956224) 2022-06-27T18:15Z [----] followers, [--] engagements
"$RUM - Rumble jumps 40% in its first day of trading after de-SPAC https://seekingalpha.com/news/3884059-rumble-jumps-30-in-its-firs-day-of-trading-after-despacsource=tweet https://seekingalpha.com/news/3884059-rumble-jumps-30-in-its-firs-day-of-trading-after-despacsource=tweet"
[X Link](https://x.com/anyuser/status/1572194567134511106) 2022-09-20T12:02Z [----] followers, [--] engagements
"Rolling out new branding for InsideArbitrage today with a new logo and updated headers"
[X Link](https://x.com/anyuser/status/1575070177607426048) 2022-09-28T10:29Z [----] followers, [--] engagements
"InsideArbitrage Event Driven Monitor October [--] [----] Quick updates on the event-driven strategies we follow on InsideArbitrage"
[X Link](https://x.com/InsideArbitrage/status/1577233221036945409) 2022-10-04T09:44Z [----] followers, [--] engagements
"Shareholders of Markforged $MKFG approved the companys merger with Nano Dimension $NNDM at a special meeting of shareholders held on December [--] 2024"
[X Link](https://x.com/anyuser/status/1865017731281732024) 2024-12-06T12:57Z [----] followers, [----] engagements
"In the third installment of our Deal Postmortem series we discuss the failed merger of Capri $CPRI and Tapestry $TPR. In this series we dissect the collapse of major mergers and explore the implications for the parties involved"
[X Link](https://x.com/anyuser/status/1866711973137928473) 2024-12-11T05:09Z [----] followers, [----] engagements
"NeueHealth $NEUE to be Taken Private by New Enterprise Associates In a Deal Worth $1.3 Billion - ⚕Holders of NeueHealth common stock will receive $7.33 per share in cash representing a 70.07% premium from the stocks last close. ⚕The deal includes a 30-day go-shop period ending on January [--] allowing the company to consider competing proposals"
[X Link](https://x.com/anyuser/status/1871435374590894202) 2024-12-24T05:58Z [----] followers, [----] engagements
"TPG $TPG in Talks to Acquire Solar Firm Altus Power $AMPS - Reuters If the talks between TPG Rise Climate and Altus are successful a deal could be signed in the coming weeks"
[X Link](https://x.com/anyuser/status/1871453575739822172) 2024-12-24T07:11Z [----] followers, [----] engagements
"$WDC Western Digital completes the planned separation of its Flash business. Sandisk Corporation is now an independent public company and has begun trading under the ticker symbol $SNDK David Goeckeler will lead SanDisk as its CEO while Western Digitals board had appointed Irving Tan Executive Vice President of Global Operations as CEO of the standalone HDD business. 🔄 Recap ⚡May 2022: Elliott Investment pushes WDC to separate HDD & Flash businesses eyeing a $100+ stock price target. 📊 ⚡Oct 2023: Western Digital officially announces plans to spin off its Flash division. 🚀 Mar 2024:"
[X Link](https://x.com/anyuser/status/1894017443011682477) 2025-02-24T13:32Z [----] followers, [----] engagements
"$LYB recent insider buying + now [--] million share repurchase (up to 10% of the companys issued share capital as of the date of the Annual Meeting) until November [--] [----] 📉Stock is down 43.4% over the last year https://tinyurl.com/3hu69yu5 https://tinyurl.com/3hu69yu5"
[X Link](https://x.com/anyuser/status/1926986680398938447) 2025-05-26T13:00Z [----] followers, [----] engagements
"Sonim $SONM announced that it received an unsolicited indication of interest from DOOGEE on June [--] to acquire all outstanding shares of Sonim for $3.60 per share in cash. Orbic submitted a revised non-binding proposal to acquire Sonim $SONM in a business combination in which Sonim's stockholders would receive a cash purchase price of $1.81 per share. Orbic submitted a revised non-binding proposal to acquire Sonim $SONM in a business combination in which Sonim's stockholders would receive a cash purchase price of $1.81 per share"
[X Link](https://x.com/anyuser/status/1934597205991538964) 2025-06-16T13:01Z [----] followers, [----] engagements
"Western Union $WU to Acquire International Money Express $IMXI for $500 Million - 💵Western Union will acquire Intermex for $16 per share in cash representing a 72.41% premium from the stocks last close. 💵The deal is expected to close in mid-2026"
[X Link](https://x.com/anyuser/status/1954793241552867587) 2025-08-11T06:33Z [----] followers, [----] engagements
"Calavo Growers $CVGW to be Acquired by Mission Produce $AVO in a $430 Million Cash and Stock Deal - 🥑Calavo stockholders will receive $27 per share comprised of $14.85 in cash and [------] shares of Mission for each share of Calavo. 🥑The purchase price represents a 19.57% premium from the stocks last close. 🥑The deal is expected to close by the end of August [----]. In June last year Calavo received anon-binding proposalto acquire all outstanding shares of the companys common stock for $32 per share. The stock was trading at $23.58 when the company was offered the cash and stock proposal. For"
[X Link](https://x.com/InsideArbitrage/status/2011706238686674975) 2026-01-15T07:45Z [----] followers, [---] engagements
"Transocean $RIG to Acquire Valaris $VAL in a $6.51 Billion All-Stock Deal - ✴Valaris shareholders will receive a fixed exchange ratio of [------] shares of Transocean stock for each common share of Valaris. ✴This implies a consideration of $82.12 per Valaris share representing a premium of 31.58% from the stocks last close. ✴The deal is expected to close in the second half of [----]. Click on the link below to get more details about this merger: https://www.insidearbitrage.com/2026/02/transocean-to-acquire-valaris-in-a-6-51-billion-all-stock-deal/s1=tw&c=ia"
[X Link](https://x.com/InsideArbitrage/status/2020856983084036358) 2026-02-09T13:47Z [----] followers, [----] engagements
"Brown & Brown has entered into a $250M accelerated share repurchase (ASR) with Bank of America part of its previously announced $1.5B board-approved buyback program of Oct [----] $BRO Insurance brokerage firm - Brown & Brown Inc. announces a 10% increase in quarterly cash dividend rate and boosts its share repurchase by $1.25 billion for a total authorization of up to $1.5 billion $BRO Insurance brokerage firm - Brown & Brown Inc. announces a 10% increase in quarterly cash dividend rate and boosts its share repurchase by $1.25 billion for a total authorization of up to $1.5 billion $BRO"
[X Link](https://x.com/InsideArbitrage/status/2021937439187906691) 2026-02-12T13:20Z [----] followers, [---] engagements
"$JMIA - Jumia Technologies stock jumps after Citron suggests acquisition by Amazon https://seekingalpha.com/news/3851821-jumia-technologies-stock-jumps-after-citron-suggests-acquisition-by-amazonsource=tweet https://seekingalpha.com/news/3851821-jumia-technologies-stock-jumps-after-citron-suggests-acquisition-by-amazonsource=tweet"
[X Link](https://x.com/InsideArbitrage/status/1540984528340406272) 2022-06-26T09:05Z [----] followers, [--] engagements
"Insider Weekends: Independent Director of Microcap Company HireQuest Purchases Shares Buys: $RILY $GEG $COIN $GLYC $EPD Sells: $WMT $ABNB $TOST $FCFS $TEAM https://www.insidearbitrage.com/2023/01/insider-weekends-independent-director-of-microcap-company-hirequest-purchases-shares/ https://www.insidearbitrage.com/2023/01/insider-weekends-independent-director-of-microcap-company-hirequest-purchases-shares/"
[X Link](https://x.com/anyuser/status/1609772518348554240) 2023-01-02T04:44Z [----] followers, 75.2K engagements
"UBS Acquires Credit Suisse In A Fire Sale Merger Arbitrage Mondays * New Deals: $PRVB $SGEN $MNTV $UNVR $CVT $CS * New Potential Deals In The Works: $SNCR $INFN $JNCE $FRC $VORB $LFCR $PEAR * New SPAC Business Combinations: $MOBV $WWAC $HCMA https://www.insidearbitrage.com/2023/03/ubs-acquires-credit-suisse-in-a-fire-sale-merger-arbitrage-mondays/ https://www.insidearbitrage.com/2023/03/ubs-acquires-credit-suisse-in-a-fire-sale-merger-arbitrage-mondays/"
[X Link](https://x.com/anyuser/status/1637738006177259520) 2023-03-20T08:49Z [----] followers, [----] engagements
"FTC Seeks Injunction To Halt ICEs Acquisition Of Black Knight Merger Arbitrage Mondays New Deals: $HEXO $DHC $TESS $TRTN $NATI $RXDX $STSA Potential Deals: $XOM $PLTK $AGLE $SPNT $VRAY $CNSL $HLGN SPAC combinations: $RCLF $MSSA $GFOR https://www.insidearbitrage.com/2023/04/ftc-seeks-injunction-to-halt-ices-acquisition-of-black-knight-merger-arbitrage-mondays/ https://www.insidearbitrage.com/2023/04/ftc-seeks-injunction-to-halt-ices-acquisition-of-black-knight-merger-arbitrage-mondays/"
[X Link](https://x.com/anyuser/status/1647904250532630529) 2023-04-17T10:06Z [----] followers, [----] engagements
"Insider Buying in a Merger With a Dissenting Activist Investor Insider Weekends Buys: $DHC $TMC $STEP $MODG $DISH Sells: $WMT $ARES $MEDP $CDRE $NVDA https://www.insidearbitrage.com/2023/06/insider-buying-in-a-merger-with-a-dissenting-activist-investor-insider-weekends/ https://www.insidearbitrage.com/2023/06/insider-buying-in-a-merger-with-a-dissenting-activist-investor-insider-weekends/"
[X Link](https://x.com/anyuser/status/1668088307673350144) 2023-06-12T02:50Z [----] followers, [----] engagements
"Insider of Uber Cannibal AutoZone $AZO Buys Shares Buys: $DHC $GME $ASAN $RORX $DG $AZO $AN Sells: $WMT $CRM $ABNB $NVDA $HUMA $TMUS $AMD https://www.insidearbitrage.com/2023/06/insider-of-uber-cannibal-autozone-buy-shares/ https://www.insidearbitrage.com/2023/06/insider-of-uber-cannibal-autozone-buy-shares/"
[X Link](https://x.com/anyuser/status/1670619013205073920) 2023-06-19T02:26Z [----] followers, 14.4K engagements
"InsideArbitrage Event Driven Monitor June [--] [----] Quick updates on the event-driven strategies we follow on InsideArbitrage 🧵1/9"
[X Link](https://x.com/anyuser/status/1673279120233611264) 2023-06-26T10:36Z [----] followers, [----] engagements
"Silicon Motion $SIMO issued a statement in response to a notice of purported termination of the Merger from MaxLinear $MXL: https://www.sec.gov/Archives/edgar/data/1329394/000119312523195788/d522908dex991.htm https://www.sec.gov/Archives/edgar/data/1329394/000119312523195788/d522908dex991.htm"
[X Link](https://x.com/InsideArbitrage/status/1684630385630875648) 2023-07-27T18:22Z [----] followers, [----] engagements
"💠SPACs💠 $SAGA executed a binding business combination agreementfor the purchase of Biogenysis and Virogentics operating subsidiaries of Enzolytics 6/9"
[X Link](https://x.com/InsideArbitrage/status/1703727161998487831) 2023-09-18T11:06Z [----] followers, [---] engagements
"$BHF Brighthouse Financial authorizes a $750M share repurchase representing 24% of its market cap at announcement"
[X Link](https://x.com/anyuser/status/1725329480137478228) 2023-11-17T01:46Z [----] followers, 17.4K engagements
"Developer of solid-state battery technology for EV markets - $SLDP Solid Power Announces $50 Million Share Repurchase Authorization that equals approximately one-fourth of its market cap #stockbuyback http://tinyurl.com/9kf4w7m5 http://tinyurl.com/9kf4w7m5"
[X Link](https://x.com/InsideArbitrage/status/1749791076431626583) 2024-01-23T13:47Z [----] followers, [----] engagements
"$HPK HighPeak Energy the crude oil and natural gas company raises dividend by 60% to $0.04 announces $75M stock buyback Insiders including the CEO CFO Directors and the President acquired huge chunks of the company's shares over the last year. #stockbuybacks http://tinyurl.com/y5uh84c9 http://tinyurl.com/y5uh84c9"
[X Link](https://x.com/InsideArbitrage/status/1754560689073795090) 2024-02-05T17:40Z [----] followers, [----] engagements
"Big buyback for $GE ✈ $GE announces a whopping $15B share repurchase program replacing the $3B from [----] This kicks in after the GE Vernova spinoff making GE a pure-play aerospace company #Stockbuybacks https://tinyurl.com/37ww8y59 https://tinyurl.com/37ww8y59"
[X Link](https://x.com/anyuser/status/1765737349525176547) 2024-03-07T13:52Z [----] followers, [----] engagements
"Colorado-based cinema advertising network - $NCMI National CineMedia (+18% after hrs) Announces $100 Million Share Buyback through April [----] Amidst Mixed Q4 Results & Market Challenges $NCMI reported flat year-over-year revenue at $90.9 million for Q4 [----] The buyback represents around one-fourth of its current market cap"
[X Link](https://x.com/InsideArbitrage/status/1769904977361666090) 2024-03-19T01:53Z [----] followers, 14.6K engagements
"$BABA Alibaba Group Advances Aggressive Buyback Plan"
[X Link](https://x.com/anyuser/status/1775177456397545629) 2024-04-02T15:04Z [----] followers, [----] engagements
"$SPT Sprout Social's founders in bid to take social media tools provider private - Reuters ✴Founders including @Justyn @gilbertlara @aaronrankin and @soung3 who control Sprout through a special class of shares have held talks with private equity firms that could partner with them on a deal. ✴Sprout Socials board has formed a special committee of independent directors to consider a deal and has hired investment bank Morgan Stanley as its adviser. https://twitter.com/i/web/status/1792809301754433644 https://twitter.com/i/web/status/1792809301754433644"
[X Link](https://x.com/InsideArbitrage/status/1792809301754433644) 2024-05-21T06:47Z [----] followers, [----] engagements
"$SPT Sprout Social in response to the Reuters report said there is no process in place to sell or take the company private. As a public company @SproutSocial receives inbound interest from time to time from various counterparties and the companys board considers such interest as and when appropriate it added. $SPT Sprout Social's founders in bid to take social media tools provider private - Reuters ✴Founders including @Justyn @gilbertlara @aaronrankin and @soung3 who control Sprout through a special class of shares have held talks with private equity firms that could partner"
[X Link](https://x.com/InsideArbitrage/status/1792910623635898643) 2024-05-21T13:29Z [----] followers, [---] engagements
"Unlock the secrets of event-driven investing with Asif Suria's "The Event-Driven Edge in Investing""
[X Link](https://x.com/InsideArbitrage/status/1794972022256411055) 2024-05-27T06:00Z [----] followers, 27.4K engagements
"OneWater $ONEW in Talks to Buy Rival Boat Dealer MarineMax $HZO - Bloomberg ➡OneWater has made an all-cash $40-a-share offer for MarineMax following months of private discussions. ➡The combined company would be valued at about $2.5 billion including debt"
[X Link](https://x.com/InsideArbitrage/status/1797520470310363218) 2024-06-03T06:47Z [----] followers, 10.6K engagements
"Core Scientific $CORZ rejected an unsolicited proposal from CoreWeave ➖Core Scientific received an unsolicited bid from CoreWeave on June [--] [----] to acquire the company for $5.75 per share in cash. ➖Core Scientific's board rejected the proposal as it undervalued the company and was not in the best interests of the company and its shareholders"
[X Link](https://x.com/InsideArbitrage/status/1798710531085287806) 2024-06-06T13:36Z [----] followers, [----] engagements
"The Ontario Securities Commission Tribunal will hold a hearing on Thursday to consider Riot Platforms' $RIOT application for cease trade orders against Bitfarms' $BITF shareholder rights plan with a case management hearing set for June [--] [----] at 10:30 AM ET"
[X Link](https://x.com/anyuser/status/1805850500560003205) 2024-06-26T06:28Z [----] followers, [----] engagements
"Paramount $PARA and Skydance have agreed to merge forming New Paramount with a value of $28 billion. 🎬Under the agreement Skydance will acquire National Amusements for $2.4 billion in cash paving the way for a merger into Paramount. 🎬Paramount shareholders will receive $4.5 billion in cash or stock with an additional $1.5 billion allocated to bolster Paramount's balance sheet. 🎬Led by David Ellison and RedBird Capital Partners Skydance plans to invest up to $6 billion offering Class A $PARAA stockholders a choice of $23 per share or [------] shares of New Paramount Class B stock. 🎬Class B"
[X Link](https://x.com/anyuser/status/1810206054879269005) 2024-07-08T06:55Z [----] followers, [----] engagements
"Eli Lilly $LLY Finalizes Acquisition Agreement with Morphic $MORF for $3.2 Billion - ⚕ Under the agreement terms Lilly will launch a tender offer to acquire all outstanding shares of Morphic at $57 per share in cash representing a 79.02% premium to Morphics Friday close. ⚕The acquisition expected to close in the third quarter of [----] will expand Eli Lillys immunology pipeline through oral integrin therapies"
[X Link](https://x.com/anyuser/status/1810312086914060449) 2024-07-08T13:56Z [----] followers, [---] engagements
"Woodside Energy $WDS Announces Acquisition of Tellurian $TELL for $1.2 Billion in Cash - ♨ As per the merger terms Woodside will acquire all the outstanding shares of Tellurian for $1.00 per share in cash; representing a 75.44% premium to Tellurians last closing price as on July [--] [----]. ♨ The transaction is expected to close in Q4 [----] subject to customary closing conditions including Tellurian shareholders' approval and regulatory approval receipts"
[X Link](https://x.com/anyuser/status/1815274584419021167) 2024-07-22T06:36Z [----] followers, [----] engagements
"Turnaround Situations Rarely Turn Around Everyone likes to root for the underdog and see a huge come back. Unfortunately when it comes to companies Warren Buffett's quote is spot on: When a management with a reputation for brilliance http://x.com/i/article/1818951426091192320 http://x.com/i/article/1818951426091192320"
[X Link](https://x.com/anyuser/status/1819054884299460802) 2024-08-01T16:57Z [----] followers, 259.8K engagements
"Warren Buffett - Berkshire Hathaway $BRK sold additional $550 million of Bank of America (BAC) in the last three trading days So far in [----] $BRK has sold [---------] shares of BAC for $4.38 billion"
[X Link](https://x.com/anyuser/status/1826076183135662207) 2024-08-21T01:57Z [----] followers, 12.4K engagements
"Arch Resources $ARCH is nearing an agreement to merge with Consol Energy $CEIX in a combination that would create a $5 billion coal mining company Bloomberg reported. https://twitter.com/i/web/status/1826142800875839551 https://twitter.com/i/web/status/1826142800875839551"
[X Link](https://x.com/anyuser/status/1826142800875839551) 2024-08-21T06:22Z [----] followers, [----] engagements
"Skydance Demands That Paramount $PARA Stop Negotiating With Edgar Bronfman - WSJ 🎥Skydance is accusing Paramounts special committee of breaching the terms of its deal by extending the go-shop period to Sept [--]. 🎥While Skydance is not currently exercising its right to terminate the Transaction Agreement we reserve the right to do so in the future Skydances attorneys wrote a letter. Edgar Bronfman has submitted a revised bid of $6 billion for National Amusements and a minority stake in Paramount $PARA WSJ reports. Bronfmans new bid includes $1.7 billion for a tender offer that would give"
[X Link](https://x.com/anyuser/status/1826866334895890637) 2024-08-23T06:17Z [----] followers, [----] engagements
"Edgar Bronfman Jr withdrew from the race for Paramount Global $PARA. ✴Bronfman and his bidding group had informed Paramount's special committee of its decision to drop out of the process. ✴The special committee of Paramount's board said that it had concluded the "go-shop" period in which it contacted more than [--] parties to evaluate their interest in acquiring the media company. ✴The company expects the deal with Skydance to close in H1 [----]. Skydance Demands That Paramount $PARA Stop Negotiating With Edgar Bronfman - WSJ 🎥Skydance is accusing Paramounts special committee of breaching the"
[X Link](https://x.com/anyuser/status/1828312359732916413) 2024-08-27T06:03Z [----] followers, [----] engagements
"$ELF e.l.f. Beauty's Board of Directors authorized a new share repurchase program of up to $500 million of the company's common stock. 💄Previous Program: The $25 million share repurchase program from [----] has been exhausted with $17 million used in the past two weeks. CFO Statement: Mandy Fields CFO noted the company's strong cash flow and emphasized the new program as part of their capital allocation strategy to drive long-term shareholder value. Repurchase Details: The program allows for up to $500 million in stock repurchases through various methods (e.g. open market block trades 10b5-1"
[X Link](https://x.com/InsideArbitrage/status/1828539108605730912) 2024-08-27T21:04Z [----] followers, [----] engagements
"NBT Bancorp $NBTB and Evans Bancorp $EVBN to Merge in an All-Stock Deal for $236 Million: 🏦 Under the terms of the agreement Evans shareholders will receive [----] NBT shares for each Evans share at about $41.81 per share representing a 14.55% premium from the stocks last close. 🏦The deal is anticipated to close in the second quarter of [----]. Following the merger Evans CEO David Nasca will join NBTs board of directors"
[X Link](https://x.com/anyuser/status/1833461067399205168) 2024-09-10T11:02Z [----] followers, [---] engagements
"Alimera Sciences $ALIM announced that it has filed a lawsuit in the Delaware Court of Chancery to compel ANI Pharmaceuticals $ANIP to fulfill its contractual obligation to close the merger following Alimera shareholders approval of the transaction on September [--] 2024"
[X Link](https://x.com/anyuser/status/1833501531980603587) 2024-09-10T13:43Z [----] followers, [----] engagements
"ANI Pharmaceuticals Inc. $ANIP and Alimera Sciences Inc. $ALIM announced that the closing of their transaction is scheduled for before market open on September [--] [----]. Alimera Sciences $ALIM announced that it has filed a lawsuit in the Delaware Court of Chancery to compel ANI Pharmaceuticals $ANIP to fulfill its contractual obligation to close the merger following Alimera shareholders approval of the transaction on September [--] [----]. https://t.co/gmhxa90cbr Alimera Sciences $ALIM announced that it has filed a lawsuit in the Delaware Court of Chancery to compel ANI Pharmaceuticals $ANIP to"
[X Link](https://x.com/anyuser/status/1833831837019337189) 2024-09-11T11:35Z [----] followers, [----] engagements
"Singular Genomics $OMIC Receives Non-Binding Acquisition Proposal from Deerfield - 🧬It received a non-binding proposal from Deerfield to acquire all of the companys outstanding shares for $10.00 per share in cash. 🧬Deerfield indicated in its letter that it intends to invite other major stockholders and existing management to roll over their shares of common stock into the new company. https://twitter.com/i/web/status/1834471453292441756 https://twitter.com/i/web/status/1834471453292441756"
[X Link](https://x.com/anyuser/status/1834471453292441756) 2024-09-13T05:57Z [----] followers, [----] engagements
"Steel Connect $STCN which owns about 9.8% of the outstanding shares of DMC Global $BOOM issued a public letter to DMCs Board. 💡Steel Connect reiterated its May 30th proposal to acquire the remaining shares of DMC at $16.50 per share in cash. 💡As an alternative to a full acquisition Steel Connect is also open to purchasing DMC's DynaEnergetics and NobelClad businesses for $185 million. 💡If the Board continues to avoid discussions Steel Connect may explore a tender offer for the remaining shares"
[X Link](https://x.com/anyuser/status/1836025276599263261) 2024-09-17T12:51Z [----] followers, 12K engagements
"FTC granted Capri's $CPRI and Tapestry's $TPR request to delay the evidentiary hearing originally set for September [--] [----] to October [--] [----]. $CPRI $TPR The FTC has postponed its in-house administrative hearing on the Tapestry-Capri merger. 💢 It was originally set for Sept [--] but will now begin Oct [--] [----]. https://t.co/v4iBIkvsKq $CPRI $TPR The FTC has postponed its in-house administrative hearing on the Tapestry-Capri merger. 💢 It was originally set for Sept [--] but will now begin Oct [--] [----]. https://t.co/v4iBIkvsKq"
[X Link](https://x.com/anyuser/status/1836644301457023136) 2024-09-19T05:51Z [----] followers, [----] engagements
"$NKE NIKE names former senior executive Elliott Hill as new President & CEO effective Oct [--] [----]. - Hill's background includes [--] years at Nike leading commercial and market operations founder of Open Road Resources LLC and partner at BDT & MSD Partners. 🏃♂ John Donahoe steps down after serving as CEO. Donahoe's tenure included initial growth but recent sales pressure. 💸 Hills compensation package includes a $1.5M annual salary 200% target bonus and $15.5M long-term incentive award. 📈 Long-term incentives: 50% performance-based restricted stock units (PSUs) 35% stock options and 15% RSUs"
[X Link](https://x.com/anyuser/status/1836984274328899886) 2024-09-20T04:22Z [----] followers, [----] engagements
"ESL Federal Credit Union to Acquire Generations Bancorp NY $GBNY for $26.2 Million - 🏦Once the deal is complete Generations Bank will liquidate and Generations Bancorp will distribute its assets to its shareholders. 🏦Shareholders of Generations Bancorp are expected to receive between $18.00 and $20.00 in cash for each share of stock they own. 🏦The deal is expected to close by late Q2 or in Q3 2025"
[X Link](https://x.com/anyuser/status/1838559330481651882) 2024-09-24T12:41Z [----] followers, [----] engagements
"Target Hospitality $TH announced that the Board has decided to disband the Special Committee which was established to consider and evaluate the unsolicited non-binding offer from Arrow Holdings for $10.80 per share in cash. The company did not receive any formal offer from Arrow. Target Hospitality is reaffirming its [----] guidance outlook"
[X Link](https://x.com/anyuser/status/1838899295073849500) 2024-09-25T11:12Z [----] followers, [----] engagements
"Nano Dimension $NNDM to Acquire Markforged $MKFG for $115 Million in an All-Cash Deal : 🖨Under the terms of the agreement Nano Dimension will acquire all outstanding shares of Markforged for $5.00 per share in cash representing an 83.15% premium from the stocks last close. 🖨The transaction is expected to close in the first quarter of [----]. 🖨Post completion Nano Dimension expects to form a combined company including both Desktop Metal and Markforged"
[X Link](https://x.com/anyuser/status/1838977097554944149) 2024-09-25T16:21Z [----] followers, [----] engagements
"CEO Kenneth Tuchman delivered a non-binding proposal to the Board of TTEC Holdings $TTEC to acquire all the outstanding shares of common stock not already owned by Tuchman for a cash consideration of $6.85 per share"
[X Link](https://x.com/anyuser/status/1840722383466041675) 2024-09-30T11:56Z [----] followers, [----] engagements
"Rio Tinto $RIO to Acquire Arcadium Lithium $ALTM for $6.7 Billion in an All-Cash Deal : ⚡Under the terms of the agreement Rio Tinto will acquire Arcadium for $5.85 per share in cash; representing a premium of 37.97% over the stock's last close. ⚡The transaction which will proceed through a Jersey scheme of arrangement is anticipated to be completed by mid-2025. ⚡A few days ago @Reuters had reported that Rio was holding talks with Arcadium for a deal. Arcadium was trading at $3.08 before the initial announcement that came on October 4"
[X Link](https://x.com/anyuser/status/1843913929556128080) 2024-10-09T07:18Z [----] followers, [----] engagements
"$ULTA Ulta Beauty Announces Long-Term Financial Targets and Strategic Priorities to Drive Profitable Growth👇👇 💄Announces New $3 Billion Share Repurchase Authorization that replaces the prior share repurchase program; Represents 17% of its market cap at announcement 💄Increases Long-Term Store Target with plans to open [---] Net New Stores Over the Next Three Years 💄Reaffirms Fiscal [----] Guidance 💄The beauty company has been buying back its shares thus reducing its shares outstanding by over 13% over the last [--] yrs"
[X Link](https://x.com/anyuser/status/1846536616539791488) 2024-10-16T13:00Z [----] followers, [----] engagements
"Cigna $CI Resumes Merger Discussions with Humana $HUM After Talks Ended Last Year - Bloomberg 💉The two health insurance giants with a combined market value of more than $125 billion have held informal discussions recently about a potential deal. 💉Last year Cigna and Humana had held talks for a cash and stock deal but it was later abandoned by Cigna due to failure to agree on a price"
[X Link](https://x.com/anyuser/status/1847518173953733041) 2024-10-19T06:00Z [----] followers, [----] engagements
"Frontier $ULCC Spirit Airlines $SAVE Revive Merger Talks - WSJ ✈Frontier is exploring a renewed bid as Spirit continues discussions with bondholders over the terms of a potential bankruptcy filing. ✈If a deal between the two carriers is reached it would likely happen as part of Spirit restructuring its debt and other liabilities in bankruptcy"
[X Link](https://x.com/anyuser/status/1848972396562161937) 2024-10-23T06:19Z [----] followers, [----] engagements
"Glendon Capital Management LP owning nearly 10% of Frontier Communications $FYBR opposes its acquisition by Verizon $VZ at $38.50 per share arguing Frontier's value is at least $26 billion - 30% higher than the deals implied value. Glendon also criticized the rushed scheduling of the shareholder meeting and urged an extension for investors to assess Frontiers standalone potential"
[X Link](https://x.com/anyuser/status/1849437563108389323) 2024-10-24T13:07Z [----] followers, [----] engagements
"U.S. District Judge Jennifer Rochon permanently blocked the acquisition of Capri $CPRI by Tapestry $TPR concluding the deal would harm competition in the market for accessible luxury handbags. "The decision granting the FTCs request for a preliminary injunction is disappointing and we believe incorrect on the law and the facts" Tapestry said adding that it intends to appeal the decision. Judge blocks Tapestry's acquisition of Capri and the stock is down almost 50% afterhours. What an absolute disaster for $TPR $CPRI and investors. The price action during the trial indicated most rational"
[X Link](https://x.com/anyuser/status/1849687410780577902) 2024-10-25T05:40Z [----] followers, [----] engagements
"Tapestry $TPR and Capri $CPRI jointly filed a notice of appeal against the District Court's decision in favor of FTCs motion for a preliminary injunction"
[X Link](https://x.com/anyuser/status/1854752181465104498) 2024-11-08T05:05Z [----] followers, [----] engagements
"Capri Holdings $CPRI announced the mutual termination of its definitive merger agreement with Tapestry $TPR. Capri and Tapestry mutually agreed that terminating the merger agreement was in the best interests of both companies as the required closing condition of receiving necessary U.S. regulatory approvals was unlikely to be met by the merger agreements outside date of February [--] 2025"
[X Link](https://x.com/anyuser/status/1857034725124112580) 2024-11-14T12:15Z [----] followers, [----] engagements
"$MFC Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025👇👇 🧑💼Phil Witheringtonis appointed as his successor and will join the Board of Directors at that time To support this transition following Mr. Gori's retirement he has agreed to serve as an Advisor throughAugust [--] [----] https://tinyurl.com/e4hh8zy6 https://twitter.com/i/web/status/1858511576795644112 https://tinyurl.com/e4hh8zy6 https://twitter.com/i/web/status/1858511576795644112"
[X Link](https://x.com/InsideArbitrage/status/1858511576795644112) 2024-11-18T14:04Z [----] followers, [---] engagements
"$LNTH Lantheus Announces $250M Share Repurchase Program; Equals 4.5% of its current market cap CEO: We intend to commence repurchases in the fourth quarter of this year and opportunistically return capital to shareholders over the next twelve months while simultaneously pursuing business development to expand our radiopharmaceutical portfolio"
[X Link](https://x.com/anyuser/status/1859173561828839874) 2024-11-20T09:54Z [----] followers, [----] engagements
"🛳 $CLCO Cool Company Ltd. approved a $40 million share repurchase program to be executed over a 24-month period. This represents around 7% of its market cap at announcement Clearly the company has underperformed in Q3 compared to the corresponding prior year quarters"
[X Link](https://x.com/anyuser/status/1859538438720192646) 2024-11-21T10:04Z [----] followers, [----] engagements
"The acquisition of PropertyGuru Group $PGRU by EQT Private Capital Asia part of EQT AB was completed on December [--] [----]. It took [---] days for the deal to be completed"
[X Link](https://x.com/anyuser/status/1867605712584815038) 2024-12-13T16:21Z [----] followers, [----] engagements
"WM Technology $MAPS Co-Founders Propose $1.70 Per Share Buyout - Co-founders Justin Hartfield and Doug Francis who is the current CEO of WM Technology submitted a non-binding proposal to acquire all of the outstanding shares of common stock (Class A and Class V) of WM for $1.70 per share in cash"
[X Link](https://x.com/anyuser/status/1869359593530486831) 2024-12-18T12:30Z [----] followers, [----] engagements
"Prosus Acquires Despegar $DESP for $1.7 Billion in Cash Deal - 🏖Each outstanding share of Despegar will be converted into the right to receive $19.50 per share in cash representing a 33.11% premium from the stocks last close. 🏖Once the transaction is complete expected in Q2 [----] Despegar will become a private company"
[X Link](https://x.com/anyuser/status/1871180542634332652) 2024-12-23T13:06Z [----] followers, [----] engagements
"Online ticket marketplace Vivid Seats $SEAT is exploring a sale after receiving takeover interest - Bloomberg Vivid Seats is working with an adviser to gauge interest from potential suitors and has attracted takeover interest from private equity firms"
[X Link](https://x.com/anyuser/status/1873758601019297887) 2024-12-30T15:50Z [----] followers, [----] engagements
"United Rentals $URI to Acquire H&E Equipment Services $HEES for $4.8 Billion - ✴United Rentals intends to commence a tender offer by January [--] [----] to acquire all of the outstanding shares of H&E common stock for $92 per share in cash representing a 109.38% premium from the stocks last close. ✴The merger agreement includes a 35-day go-shop period ending on February [--] [----]. ✴The transaction is expected to close in Q1 2025"
[X Link](https://x.com/anyuser/status/1879157982153306181) 2025-01-14T13:25Z [----] followers, [----] engagements
"Land & Buildings Investment Management asked Apartment Investment and Management (Aimco) $AIV to immediately pursue the companys strategic review through a sale of the whole company. ✴Aimco last week announced exploring options including a sale of the company. ✴"We expect there to be a deep pool of potential acquirers for all or parts of the company and that a transaction could be entered into by mid-2025" Litt said adding that "it is the only one that makes sense". ✴In [----] also activist investor Jonathan Litts Land & Buildings Investment Management had urged Aimco to evaluate all potential"
[X Link](https://x.com/anyuser/status/1879165252220162523) 2025-01-14T13:54Z [----] followers, [----] engagements
"Aptean Acquires Logility Supply Chain Solutions $LGTY for $442.75 Million - ✴Aptean will acquire all of Logilitys outstanding common stock for $14.30 per share representing a premium of 26.33% from the stocks last close. ✴In December [----] Partners a shareholder of Logility urged the companys Board to explore strategic alternatives including the possibility of a sale. At the time of this call for action Logilitys stock was trading at $10.99 per share. ✴The deal is anticipated to close in Q2 2025"
[X Link](https://x.com/anyuser/status/1883050428847280348) 2025-01-25T07:13Z [----] followers, [----] engagements
"$HON Honeywell announced it will separate its Automation and Aerospace businesses into independent publicly traded companies alongside the previously announced spin-off of Advanced Materials. 🧪The Advanced Materials spin-off is expected by the end of [----] or early [----]. ✈The Automation and Aerospace separation is targeted for the second half of [----] and is expected to be tax-free for shareholders. 📉 Honeywell's stock dropped 5% in pre-market trading despite an initial gain due to weak [----] sales and profit forecasts. Elliott Management which took a $5 billion stake in Honeywell pushed for a"
[X Link](https://x.com/anyuser/status/1887480969365757953) 2025-02-06T12:38Z [----] followers, [----] engagements
"Alumis $ALMS to Acquire Acelyrin $SLRN in an All-Stock Deal : 💊Under the terms of the agreement Acelyrin stockholders will receive [------] shares of Alumis common stock for each share of Acelyrin common stock owned. The deal is valued at $2.82 per share representing a 48.42% premium from the stocks last close. 💊The transaction is expected to complete in the second quarter of [----]. Post completion Alumis stockholders will own about 55% of the combined company while Acelyrin stockholders will hold about 45%"
[X Link](https://x.com/anyuser/status/1887806170250747919) 2025-02-07T10:10Z [----] followers, [----] engagements
"Herc gatecrashes United Rentals H&E takeover with $5.3bn bid - FT ✴H&E Equipment Services $HEES has accepted a bid from Herc Rentals of nearly $5.3 billion rebuffing an earlier takeover offer from equipment rental rival United Rentals $URI. ✴Hercs cash-and-stock bid values H&E at nearly $500 million more than Uniteds all-cash offer. ✴The proposal from Herc values H&Es shares at almost $105 each with 75% paid in cash and the remainder in Herc stock. ✴United has until the end of the week to submit a counter-offer or face losing the deal. United Rentals $URI to Acquire H&E Equipment Services"
[X Link](https://x.com/anyuser/status/1891809697201783279) 2025-02-18T11:19Z [----] followers, [----] engagements
"$DAVA announces a new $100 million share repurchase program alongside Q2 FY2025 results - the new authorization represents 5% of its current market cap Q3 FY2025 - Outlook: Endava expects revenue will be in the range of [-----] million to [-----] million representing a constant currency revenue increase of between 13% and 14% on a year over year basis. Expects adjusted diluted EPS to be in the range of [----] to [----] per share"
[X Link](https://x.com/anyuser/status/1892586010409861397) 2025-02-20T14:44Z [----] followers, [----] engagements
"Concentra Biosciences Offers to Acquire Acelyrin $SLRN for $3 Per Share Plus CVR - ✴Concentra's offer includes a CVR that represents the right to receive 80% of the net proceeds from any out-license or disposition of Acelyrins development programs or intellectual property. ✴Concentra has funds available to execute this transaction through an arrangement with Tang Capital Partners its controlling shareholder which owns 5.3% of Acelyrins common stock. ✴Concentra expects to consummate the transaction through a two-step merger. ✴The offer will expire on February [--] [----]. Alumis $ALMS to Acquire"
[X Link](https://x.com/InsideArbitrage/status/1892814116256940104) 2025-02-21T05:50Z [----] followers, [----] engagements
"Howard Hughes $HHH Board Rejects Pershing Squares Proposal Enters Standstill Agreement Until March [--] - ✴The Special Committee indicated the offer from @BillAckman to acquire [--] million newly issued shares of the company at $90 per share was "not acceptable". ✴But to facilitate further discussions and explore alternatives the committee has entered into a standstill agreement with Pershing Square effective until March [--] 2025"
[X Link](https://x.com/anyuser/status/1896569725452181744) 2025-03-03T14:33Z [----] followers, [----] engagements
"$ALLR Allarity Therapeutics shares surge (10.19% - market hrs) and ( 12.5% - After hrs) as the microcap biopharmaceutical company announced a $5 million share repurchase larger than its market cap of $3.9 million 🔹A way to signal confidence in the development of its stenoparib drug to treat ovarian cancer in women 🔹Looks like the company might not fully exhaust the authorized amount and might suspend the buyback somewhere in the middle of the road Positive takeaways: 🟢Its cash position allows it to maintain a financial runway extending into [----] 🟢 The Company remains sufficiently"
[X Link](https://x.com/InsideArbitrage/status/1896725829293633609) 2025-03-04T00:54Z [----] followers, [----] engagements
"Sonim Technologies $SONM received an unsolicited non-binding proposal from Orbic North America to acquire all outstanding shares of Sonim for $4 per share in cash. Sonim said it is carefully reviewing and evaluating the proposal in consultation with its legal and financial advisors. Sonim Technologies $SONM continues to receive and evaluate inbound potential strategic alternatives to maximize stockholder value. ✴Sonim has not decided yet on any specific path and no transaction has closed. ✴Sonim affirms that there have been no management discussions Sonim Technologies $SONM continues to"
[X Link](https://x.com/anyuser/status/1907788937768350185) 2025-04-03T13:35Z [----] followers, [----] engagements
"The acquisition of Markforged Holding Corporation $MKFG by Nano Dimension $NNDM was completed on April [--] [----]. It took [---] days for the deal to be completed"
[X Link](https://x.com/anyuser/status/1915762795188027489) 2025-04-25T13:40Z [----] followers, [----] engagements
"The acquisition of Beacon Roofing Supply $BECN by QXO $QXO was completed on April [--] [----]. It took [--] days for the deal to be completed and [--] days since QXO started the hostile bid. https://twitter.com/i/web/status/1917260157966508193 https://twitter.com/i/web/status/1917260157966508193"
[X Link](https://x.com/anyuser/status/1917260157966508193) 2025-04-29T16:50Z [----] followers, [----] engagements
"Zeta Global $ZETA has recently attracted significant takeover interest CEO David Steinberg said during an earnings call. Ive been spending a disproportionate percentage of my time taking calls from people trying to buy us over the last few weeks Steinberg said highlighting the increased attention the company is receiving. He noted that the discussions are neither here nor there but attributed the interest to Zetas strong growth and expanding market presence. As we continue to grow and take massive market share were just getting a lot of attention on that side that we hadnt gotten in the past"
[X Link](https://x.com/anyuser/status/1918334155961844204) 2025-05-02T15:57Z [----] followers, [----] engagements
"Pershing Square to Invest $900 million to Acquire [--] Million Newly Issued Shares of Howard Hughes Holdings $HHH - ✴Howard Hughes to become a diversified holding company by acquiring controlling stakes in high-quality durable growth public and private operating companies while continuing to invest in and grow the companys core real estate development and Master Planned Communities business. ✴Pershing Square will own 46.9% of Howard Hughes shares outstanding. Pershing Square has generally agreed to limit its voting power to 40% and its beneficial ownership to 47%. ✴Pershing Squares Chairman and"
[X Link](https://x.com/anyuser/status/1919352739462537231) 2025-05-05T11:25Z [----] followers, [----] engagements
"🎬 $LION Lionsgate Splits Studio & STARZ Lions Gate Entertainment has officially separated its Studio and STARZ divisions into two independent publicly traded companies. - Lionsgate To Begin Trading Under the Ticker Symbol LION on the NYSE - Dual Share Structure Has Been Collapsed into Single Classof Stock"
[X Link](https://x.com/anyuser/status/1920159158902698314) 2025-05-07T16:49Z [----] followers, [----] engagements
"$SONY Sony plans to spin off its financial services unit SFGI via a dividend in kind1 SFGI share for every Sony share held. Sony to retain just under 20%. 📈 Spin-off contingent on SFGI listing on TSE Prime Market. Preliminary listing filed May 8; final to come before spin. 🚀 SFGI to debut via direct listing no new shares issued. Listing: Sept [--] [----] 📅 Share distribution: Oct [--] [----]. 🗳 Sony board approval expected early Sept. Post-spin SFGI to be treated as an equity-method affiliate"
[X Link](https://x.com/InsideArbitrage/status/1922753418864513478) 2025-05-14T20:38Z [----] followers, [----] engagements
"InsideArbitrage Event Driven Monitor May [--] [----] 🧩Merger Arbitrage $BLUE (+50.45%) - bluebird bio amends merger agreement with Carlyle $CG and SK Capital to offer an option between $5/shr upfront cash without CVR and the old offer of $3/shr plus CVR $DNB - Filed definitive proxy special meeting on June [--] $WBA (-0.17% AH) - Filed preliminary proxy closing in Q4 [----] 🕵♂Deal in the Works $FL (+69.31% AH) - Dicks Sporting Goods $DKS nearing a deal to buy Foot Locker for roughly $2.3 billion $FSP (+20.55%) - Board initiated a review of strategic alternatives ⚔Shareholder Activism $TCRT (+0.35%)"
[X Link](https://x.com/anyuser/status/1922999982862315532) 2025-05-15T12:58Z [----] followers, [----] engagements
"InsideArbitrage Event Driven Monitor May [--] [----] 🧩Merger Arbitrage $FL (+85.7%) To be acquired by DICKS for $24/share cash or [------] $DKS shares $NVEE (+17.7%) To be acquired by Acuren for $23/share ($10 cash + $13 stock) $HEES (+1.0%) HSR waiting period expired May [--] 💰 Insider Buying $TXO: Director Bob R. Simpson buys 2.25M units at $15 ($33.75M) $KW: CEO William McMorrow buys 200K shares at $6.36 ($1.27M). 💸 Buybacks $GOTU (+13.7% Pre market) - $100M share repurchase (10.5% of market cap) $GMED (+2.04% AH) - $500M share repurchase (6% of market cap) 1/2"
[X Link](https://x.com/anyuser/status/1923349348102148580) 2025-05-16T12:06Z [----] followers, [----] engagements
"Orbic submitted a revised non-binding proposal to acquire Sonim $SONM in a business combination in which Sonim's stockholders would receive a cash purchase price of $1.81 per share. Sonim Technologies $SONM received an unsolicited non-binding proposal from Orbic North America to acquire all outstanding shares of Sonim for $4 per share in cash. Sonim said it is carefully reviewing and evaluating the proposal in consultation with its legal and financial Sonim Technologies $SONM received an unsolicited non-binding proposal from Orbic North America to acquire all outstanding shares of Sonim for"
[X Link](https://x.com/anyuser/status/1924479489523749139) 2025-05-19T14:57Z [----] followers, [----] engagements
"$MDT Medtronic to spin off Diabetes business 👇 Medtronic to separate its Diabetes business into a standalone public company ("New Diabetes Company") Target timeline: within [--] months Preferred path: IPO followed by split-off 📊 Financial Impact (FY25): Diabetes = 8% of MDT revenue 4% of segment operating profit 🏥 New Diabetes Co. Highlights: Only player with a complete insulin management ecosystem Will be a scaled direct-to-consumer diabetes company Focus: Automated Insulin Delivery Smart MDI manufacturing scale and margin expansion CEO: Que Dallara (current EVP & President of MDT Diabetes)"
[X Link](https://x.com/anyuser/status/1925227506795532491) 2025-05-21T16:29Z [----] followers, [----] engagements
"Anywhere Real Estate $HOUS Offers to Acquire Douglas Elliman $DOUG - Bloomberg 🏘Anywhere Real Estate formerly known as Realogy has approached Douglas Elliman with a bid that would value it at more than $4 a share. 🏘Douglas Elliman isnt likely to accept the bid at the current level. 🏘As part of the proposed deal Anywhere would seek to sell Douglas Ellimans property management business"
[X Link](https://x.com/anyuser/status/1925929007700205581) 2025-05-23T14:57Z [----] followers, [----] engagements
"Big [--] Sporting Goods $BGFV to be Acquired by Worldwide Golf and Capitol Hill Group for $112.7 Million - 👟Big [--] stockholders will receive $1.45 per share in cash representing a premium of 21.85% from the stocks last close. 👟The deal is expected to close in the second half of 2025"
[X Link](https://x.com/anyuser/status/1939686451589071145) 2025-06-30T14:04Z [----] followers, [----] engagements
"E-Commerce Firm Jumia $JMIA Draws Takeover Interest From Axian - Bloomberg 📦Axian which is based in Mauritius and primarily offers telecommunications services in Africa raised $600 million this week to refinance its debt and help fund a possible takeover of Jumia. 📦No final decisions have been made and the companies may not come to an agreement. 📦The deal would help both companies expand across the continent"
[X Link](https://x.com/anyuser/status/1940072851383448018) 2025-07-01T15:39Z [----] followers, [----] engagements
"Future Pak Affiliate CB Biotechnology to Acquire Theratechnologies $THTX for $254 Million - 💊CB Biotechnology will acquire all the issued and outstanding common shares of Theratechnologies for $3.01 per share in cash plus one contingent value right (CVR) per share for additional aggregate cash payments of up to $1.19 per CVR if certain milestones are achieved. 💊The cash consideration of $3.01 per share represents a 27.54% premium from the stocks last close. 💊The deal is expected to close by November [--] [----]. https://twitter.com/i/web/status/1940667585218957483"
[X Link](https://x.com/anyuser/status/1940667585218957483) 2025-07-03T07:03Z [----] followers, [----] engagements
"Novartis $NVS Weighs Deal For Biotech Avidity $RNA To Boost Drug Pipeline - FT @mroliverbarnes @JFK_America @hannahkuchler 🧬Novartis has been evaluating a bid for Avidity and expressed interest in an acquisition in recent weeks. 🧬Avidity is working with advisers to assess options"
[X Link](https://x.com/anyuser/status/1953118959907291517) 2025-08-06T15:40Z [----] followers, [----] engagements
"Gildan $GIL Nears Deal to Acquire Underwear Maker Hanesbrands $HBI - FT @sindap @mroliverbarnes 👕The deal could value the U.S. underwear-maker at approaching $5 billion including debt. 👕The deal talks are at an advanced stage and an acquisition could be agreed by the end of the week but the talks are not finalised and could collapse"
[X Link](https://x.com/anyuser/status/1955175439422357790) 2025-08-12T07:52Z [----] followers, [----] engagements
"Tapestry shares plunge in premarket trading ( 12.03%) as tariff pressure outweighs strong Q4 FY2025 results - Raises dividend by 14.3% to $0.40 and plans to buy back $800M in common stock in the fiscal year under its existing share repurchase authorization 👜Q4 & FY25 Results 📊💼 💰 Record Q4 Revenue: $1.7B (+8% YoY) led by Coach up 14% (+13% CC) 📆 FY25 Revenue: $7.0B (+5% YoY) powered by 10% growth at Coach 📈 Gross Margin expanded +210 bps in FY25 💵 Returned $2.3B to shareholders ($2B through ASR+ $0.3B dividends) via strong cash flow & balance sheet Great shareholder returns: Consistent"
[X Link](https://x.com/InsideArbitrage/status/1955973345868177839) 2025-08-14T12:42Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@InsideArbitrage InsideArbitrage
Several companies have announced significant share buyback plans, including C.H. Robinson Worldwide, KB Home, Snap, Forward Industries, and Dupont, among others. Additionally, there have been notable M&A deals and spin-offs, such as DuPont's spin-off of Qnity Electronics, Honeywell's spin-off of Solstice Advanced Materials, and Liberty Broadband's spin-off of GCI Liberty. Activist investors have also been making moves, with Jana Partners taking a stake in Cooper and urging strategic alternatives.
Engagements: [---] #
- [--] Week [------] -38%
- [--] Month [------] +8.60%
- [--] Months [-------] -24%
- [--] Year [---------] -17%
Mentions: [--] #
- [--] Week [--] -13%
- [--] Month [---] -14%
- [--] Months [-----] -23%
- [--] Year [-----] +6.60%
Followers: [-----] #
- [--] Week [-----] +3.40%
- [--] Month [-----] +5.50%
- [--] Months [-----] +14%
- [--] Year [-----] +28%
CreatorRank: [---------] #
Social Influence
Social category influence finance 69.49% stocks 61.02% cryptocurrencies 20.9% technology brands 6.78% countries 4.52% financial services 3.95% exchanges 1.69% automotive brands 1.13% vc firms 0.56% fashion brands 0.56%
Social topic influence market 17.51%, stocks 16.38%, in the 15.25%, market cap #1164, ceo 10.17%, acquisition 9.6%, business 7.91%, dividend #581, share #1065, bloomberg 5.08%
Top accounts mentioned or mentioned by @mroliverbarnes @dnair5 @michellefdavis @macton93 @stoitz @tidefallcapital @justyn @gilbertlara @aaronrankin @soung3 @rngould @crystalttc @eykhenning @davidcarnevali @sveaherbst @sproutsocial @reuters @billackman @jfkamerica @hannahkuchler
Top assets mentioned Capri Holdings Limited (CPRI) Tapestry, Inc. (TPR) Devon Energy Corp (DVN) Coterra Energy Inc (CTRA) United Rentals, Inc. (URI) SONM (SNM) Walmart, Inc. (WMT) Paramount Global (PARA) H&E Equipment Services, Inc. (HEES) PayPal Holdings Inc (PYPL) LAVA Therapeutics BV (LVTX) TPG Inc. (TPG) Goldman Sachs (GS) Credit Suisse Group (CS) Beldex (BDX) Wat (WAT) Onewater Marine, Inc. (ONEW) Texas Instruments (TXN) Silicon Laboratories Inc (SLAB) Banco Santander S.A. (SAN) Santiment Network Token (SAN) Websea (WBS) Core Scientific, Inc. Common Stock (CORZ) Salesforce Inc (CRM) Thor Industries, Inc. (THO) Asana, Inc. (ASAN) Bank of America (BAC) Airbnb, Inc. (ABNB) NVIDIA Corp. (NVDA) SeaPad (SPT)
Top Social Posts
Top posts by engagements in the last [--] hours
"XOMA Royalty $XOMA Acquires Generation Bio $GBIO in a $57.92 Million Deal - 🧬XOMA Royalty will acquire Generation Bio for a cash price of $4.2913 per share representing a 20.53% discount from the stocks last close. 🧬Generation Bio stockholders will also receive one non-transferable contingent value right (CVR) per share entitling holders to potential payments. 🧬The deal is expected to close in February [----]. In August Generation Bio announced a review ofstrategic alternatives. The stock was trading at $4.05 when the company said it had retained TD Cowen to act as an advisor. To learn more"
X Link 2025-12-16T06:55Z [----] followers, [---] engagements
"GSK $GSK to Acquire RAPT Therapeutics $RAPT for $1.9 Billion - 🧬GSK will pay RAPT Therapeutics shareholders $58 per share representing a 65.24% premium from the stocks last close. 🧬A GSK subsidiary will begin a tender offer within [--] business days. 🧬The deal is expected to close in the first quarter of [----]. For a comprehensive understanding of this merger click on the link below: https://www.insidearbitrage.com/2026/01/gsk-to-acquire-rapt-therapeutics-for-1-9-billion/s1=tw&c=ia https://www.insidearbitrage.com/2026/01/gsk-to-acquire-rapt-therapeutics-for-1-9-billion/s1=tw&c=ia"
X Link 2026-01-20T08:38Z [----] followers, [----] engagements
"🏨 $HLT Hilton Worldwide boosts share buyback authorization by $3.5B (5% of market cap) 🔁The new authorization brings the total amount available for future share repurchases to $4.6B 🏘The Global hotel operator just launched its Apartment Collection expanding beyond traditional hotels. Plans to add up to [----] apartment-style units via Placemakr building on its 10000-unit global inventory with more growth expected through franchise deals with multifamily owners 📈 The stock has delivered solid returns over the past [--] years https://twitter.com/i/web/status/2011805563471171929"
X Link 2026-01-15T14:19Z [----] followers, [---] engagements
"HCA Healthcare shares rise (5.85% premarket) as the healthcare services giant just reported Q4 [----] results and rolled out [----] guidance while authorizing an additional $10B share repurchase plan (9% of its current market cap) Q4 [----] results: Revenue: $19.513B (+6.7% YoY) Net income: $1.878B (+30.6% YoY) Diluted EPS: $8.14 (+44.6% YoY) Adj. diluted EPS: $8.01 (+28.8% YoY) Adj. EBITDA: $4.114B (+10.8% YoY) Operating cash flow: $2.359B (vs $2.559B last year) Same facility admissions: +2.4% Equivalent admissions: +2.5% 🛏 Occupancy rate climbed from 55% (2014) to 74% in [----] 📈 Buybacks:🔁 Q4"
X Link 2026-01-27T13:34Z [----] followers, [---] engagements
"Smithfield Foods $SFD to Acquire Nathans Famous $NATH in a $450 Million Cash Deal - 🌭Smithfield Foods will acquire all of Nathans Famous issued and outstanding shares for $102 per share in cash representing a premium of 10% from the stocks last close. 🌭The merger agreement allows Nathans Famous Board to declare and pay two regular quarterly cash dividends before the deal closes. 🌭The deal is expected to close in the first half of [----]. To explore more about this deal click on the link below:"
X Link 2026-01-21T13:00Z [----] followers, [---] engagements
"$PYPL PayPal Holdings appoints HP Inc. veteran Enrique Lores as President & CEO effective March [--] [----] replacing Alex Chriss. Until then Jamie Miller (CFO & COO) will serve as Interim CEO; David Dorman becomes Independent Board Chair. The board said progress over the last two years was too slow particularly on execution and competitive positioning. Market reaction was brutal: PYPL stock fell 16% premarket hit by weak guidance a Q4 miss and the CEO change. [----] outlook disappointed: Non-GAAP EPS expected flat to down low single digits vs. $5.73 consensus Q1 EPS expected mid-single-digit"
X Link 2026-02-03T13:28Z [----] followers, [----] engagements
"General Atlantic to Acquire European Wax Center $EWCZ in a $770 Million All-Cash Deal - ✴European Wax Center stockholders will receive $5.8 per share in cash for each share of European Wax Center class A common stock they own representing a premium of 45% from the stocks last close. ✴The deal is expected to close inmid-2026. For a comprehensive understanding of this M&A click on the link below: https://www.insidearbitrage.com/2026/02/general-atlantic-to-acquire-european-wax-center-in-a-770-million-all-cash-deal/s1=tw&c=ia"
X Link 2026-02-10T13:16Z [----] followers, [---] engagements
"Saltchuk Resources to Acquire Great Lakes Dredge & Dock $GLDD for $1.5 Billion - 🌊Saltchuk will commence a tender offer to acquire all outstanding shares of Great Lakes Dredge & Dock for $17 per share in cash representing a premium of 5.33% from the stocks last close. 🌊The deal is expected to close in Q2 [----]. For more extensive details of this merger click on the link below: https://www.insidearbitrage.com/2026/02/saltchuk-resources-to-acquire-great-lakes-dredge-dock-for-1-5-billion/s1=tw&c=ia"
X Link 2026-02-11T13:32Z [----] followers, [---] engagements
"XOMA Royalty $XOMA to Acquire LAVA Therapeutics $LVTX in a $30.19 Million Deal - ⚕XOMA Royalty will acquire LAVA for a base price of $1.16 in cash per share plus an additional amount of cash of up to $0.08 per share plus a non-transferable contingent value right (CVR) per share representing the right to receive 75% of the net proceeds related to LAVAs two partnered assets and 75% of any net proceeds from any out license or sale of LAVAs unpartnered programs. ⚕The base price of $1.16 per share represents a discount of 18.31% from the stocks last close. ⚕XOMA Royalty will commence a tender"
X Link 2025-08-04T14:37Z [----] followers, [----] engagements
"First Merchants $FRME to Acquire First Savings Financial $FSFG in a $797.22 Million All-Stock Deal - 🏦The common shareholders of First Savings will have the right to receive [----] of a share of First Merchants common stock for each share of First Savings common stock owned. 🏦The implied merger consideration for each share of First Savings common stock is $33.60 per share representing a premium of 21.39% overthe stocks last close. 🏦The deal is expected to close in the first quarter of [----]. https://twitter.com/i/web/status/1971203983969579434"
X Link 2025-09-25T13:23Z [----] followers, [---] engagements
"XOMA Royalty $XOMA and LAVA Therapeutics $LVTX Amended their Merger Agreement - ⚕LAVA shareholders will now receive an initial cash amount per share of $1.04 plus a non-transferable CVR. ⚕CVR includes the rights to receive 75% of the net proceeds related to LAVAs two partnered assets plus 75% of any net proceeds from any out-license or sale of LAVAs unpartnered programs plus a new right to receive up to approximately $0.23 per CVR depending on the final determination after closing of certain potential liabilities. ⚕LAVA and XOMA Royalty have agreed to amend LAVAs minimum net-cash closing"
X Link 2025-10-17T16:55Z [----] followers, [----] engagements
"Blackstone $BX and TPG $TPG to Take Hologic $HOLX Private in a $18.3 Billion Deal - ✴Blackstone and TPG will acquire all outstanding Hologic shares for $76 per share in cash plus a non-tradable contingent value right (CVR) to receive up to $3 per share in two payments of up to $1.50 each. ✴The non-tradable CVR would be issued to Hologic stockholders at closing and paid after achieving certain global revenue goals for Hologics Breast Health business in [----] and [----]. ✴The cash price of $76 represents a premium of 5.75% from the stocks last close. ✴The deal is expected to close in the first"
X Link 2025-10-21T14:00Z [----] followers, [---] engagements
"FirstSun $FSUN to Acquire First Foundation $FFWM in a $1.44 Billion All-Stock Deal - 🏦The companies will combine in an all-stock transaction in which First Foundation common and preferred stockholders will receive [-------] of a share of FirstSun common stock for each share of First Foundation common stock. 🏦The consideration implies the value of $6.46 per First Foundation share which is at a 16.35% premium from the stocks last close. 🏦The closing is expected to occur early in the second quarter of [----]. For a more detailed examination of the acquisition of First Foundation by FirstSun click"
X Link 2025-10-28T06:05Z [----] followers, [----] engagements
"$NLOP Net Lease Office Properties (W.P. Carey spinoff) declared a $4.10 special cash dividend its second this year after $3.10/share in August 🗓Ex-div: Dec [--] Pay date: Dec [--]. 📈Since the spin: $NLOP +184.24% vs $WPC +21.43%"
X Link 2025-11-26T02:11Z [----] followers, [----] engagements
"Somnigroup $SGI Proposes to Acquire Leggett & Platt $LEG - 🛏Leggett & Platt shareholders would receive shares of Somnigroup common stock with a market value of $12 for every one share of Leggett & Platt common stock based on a fixed exchange ratio to be agreed. 🛏Somnigroup has appointed Goldman Sachs as its financial advisor and Cleary Gottlieb Steen & Hamilton as legal advisors. 🛏The company requested a response from Leggett & Platt by December [--] [----]. https://twitter.com/i/web/status/1995468340538790231 https://twitter.com/i/web/status/1995468340538790231"
X Link 2025-12-01T12:21Z [----] followers, [----] engagements
"Trimble known for its GPS construction tech and geospatial solutions has approved a new $1B share repurchase program (5% of market cap) with no expiration replacing the prior $1B plan that still had $273M left Another tech company leaning into the buyback playbook $TRMB"
X Link 2025-12-05T13:40Z [----] followers, [---] engagements
"$MKTX +3.05% (pre-market): MarketAxess announced new medium-term financial targets and boosted its buyback capacity to $505M adding $400M (6.5% of its market cap). 🟢The company also plans a $300M accelerated repurchase (ASR). Total buyback authorization now stands at $505M including the prior $105M balance https://twitter.com/i/web/status/1998390846610428027 https://twitter.com/i/web/status/1998390846610428027"
X Link 2025-12-09T13:54Z [----] followers, [---] engagements
"$DBX Dropbox CFO Tim Regan resigns after 5+ years; his exit is effective Dec [--] [----] with advisory support through Mar [--] [----] for a $250K fee. Dropbox appoints Ross Tennenbaum former Avalara President & CFO as its new CFO effective Dec [--] [----]. Tennenbaum previously held senior roles at Avalara Goldman Sachs and Credit Suisse His compensation includes $550K base salary 100% bonus target $350K signing bonus and $23.25M in RSUs vesting over four years. Dropbox says Q4 and FY25 results are expected to come in at or above prior guidance."
X Link 2025-12-10T20:08Z [----] followers, [---] engagements
"Trian Fund and General Catalyst to Acquire Janus Henderson Group $JHG for $7.4 Billion - ✴Janus Henderson shareholders will receive $49 per share in cash representing a premium of 6.48% from the stocks last close. ✴The deal is expected to close in mid-2026. In October Janus received a letter outlining anon-binding acquisition proposalsubmitted jointly by Trian Fund Management and General Catalyst Group Management. The stock was trading at $41.63 when Trian and General Catalyst offered $46 per share in cash. To explore more details relating to this M&A deal click on the link below:"
X Link 2025-12-22T15:07Z [----] followers, [---] engagements
"💳 Payments Processor Marqeta $MQ separates the CEO and CFO roles Appoints Patti Kangwankij as Chief Financial Officer effective February [--] [----]. 🔁Current CEO and CFO Simon Khalaf Milotich will step down as CFO but remain CEO and a board member. 🚀Kangwankij joins from Roofstock where she has been CFO since January [----]. [--------] at Stripe Earlier she spent [--] years at JPMorgan Chase (20042018) including roles as Managing Director and CFO of Partner Credit Card and Chase Merchant Services. 💰Compensation: Base salary: $475K Target bonus: 75% of base salary Sign-on bonus: $250K"
X Link 2026-01-07T18:13Z [----] followers, [---] engagements
"Henkel has submitted a takeover offer for Olaplex Holdings $OLPX Bloomberg reported. @DNair5 @rngould @MichelleF_Davis @crystalttc Olaplex and Henkel are in talks about a potential deal that could come together within weeks"
X Link 2026-01-08T08:19Z [----] followers, [---] engagements
"Array Digital Infrastructure completes sale of select spectrum assets to AT&T for $1.018 billion; Declares a special dividend 💸 These spectrum assets were not part of a prior sale to T-Mobile which closed in August [----]. The move is part of Array's strategy announced in May [----] to monetize unused spectrum opportunistically 🪙 Following the close of the AT&T transaction the Array Board has declared a special cash dividend of $10.25 per Common Share and Series A Common Share 🗓The special dividend is payable on February [--] [----] to shareholders of record on January [--] [----] $AD $T"
X Link 2026-01-14T01:47Z [----] followers, [---] engagements
"Boston Scientific $BSX to Acquire Penumbra $PEN for $14.5 Billion - 🩺The deal values each Penumbra share at $374 with Penumbra stockholders having the right to elect to receive $374 in cash or [------] shares of Boston Scientific common stock. 🩺The election is subject to proration so that the total transaction consideration is paid roughly 73% in cash and approximately 27% in shares of Boston Scientific common stock. 🩺The purchase price represents a premium of 19.32% from the stocks last close. 🩺The deal is expected to be completed in [----]. To explore further details about this merger click"
X Link 2026-01-15T12:54Z [----] followers, [----] engagements
"Devon Energy $DVN and Coterra Energy $CTRA are exploring a potential merger in a deal that could create one of the largest independent U.S. shale producers Reuters reported. The two companies are in early-stage talks for a combination"
X Link 2026-01-16T06:52Z [----] followers, [----] engagements
"Qiagen $QGEN Is Said to Consider Strategic Options Amid Fresh Interest - Bloomberg @eyk_henning @DNair5 @davidcarnevali @MichelleF_Davis ✴The company is working with advisers as its supervisory board fields preliminary interest from potential suitors. ✴Qiagen has held talks with several possible buyers in recent weeks including some US strategics. In [----] Qiagens merger with Thermo Fisher $TMO was terminated. Since then Qiagen has attracted takeover interest on three separate occasions including from Quidel $QDEL bioMrieux and Bio-Rad Laboratories $BIO but none of these discussions resulted"
X Link 2026-01-20T17:03Z [----] followers, [---] engagements
"IonQ $IONQ to Acquire SkyWater Technology $SKYT in a $1.8 Billion Deal - ✴IonQ will acquire SkyWater for $35 per share in a cash-and-stock transaction subject to a collar representing a premium of 11.75% from the stocks last close. ✴SkyWater shareholders will receive $15 in cash and $20 in shares of IonQ common stock. ✴The stock consideration is subject to a collar based on IonQs 20-day volume-weighted average price measured three business days before closing. ✴SkyWater shareholders will receive [------] IonQ shares if the VWAP exceeds $60.13 [------] shares if it is below $37.99. ✴The deal is"
X Link 2026-01-26T12:06Z [----] followers, [----] engagements
"Zijin Gold Acquires Allied Gold $AAUC for $4.02 Billion - ⛏Zijin Gold will acquire all of the issued and outstanding shares of Allied Gold for C$44 per share (about $32.12) in cash representing a premium of 5.66% from the stocks last close. ⛏The deal is expected to close by late April [----]. To access more details about this merger click on the link below: https://www.insidearbitrage.com/2026/01/zijin-gold-acquires-allied-gold-for-4-02-billion/s1=tw&c=ia https://www.insidearbitrage.com/2026/01/zijin-gold-acquires-allied-gold-for-4-02-billion/s1=tw&c=ia"
X Link 2026-01-26T13:01Z [----] followers, [----] engagements
"Global medical tech company Becton Dickinson's Board Declares Dividend Authorizes [--] Million Additional Share Repurchases (3.5% of market cap); Also announces record date for spinoff 🔁 BD completed $250 million repurchase to date in FY26 BDs diversified portfolio is organized into three major segments: 🔹BD Medical 🔹BD Life Sciences 🔹BD Interventional ✂The Spin-Off 🌀BD spins off its Biosciences & Diagnostic Solutions (BDS) unit and it will merge with Waters in a $17.5B Reverse Morris Trust 💲The BDS business is projected to generate approximately $3.4 billion in annual revenue. The New BD"
X Link 2026-01-28T12:45Z [----] followers, [---] engagements
"$BDX BD sets Feb [--] [----] as the record date for the spin-off of its Biosciences & Diagnostic Solutions business. The spin will be followed by a Reverse Morris Trust merger with Waters $WAT expected to close on Feb [--] [----]. Deal terms: BD gets $4B cash. BD shareholders receive 39.2% of the combined company via Waters stock. Existing Waters holders keep 60.8%. https://www.insidearbitrage.com/symbol-metrics/BDX/events 🚨 Waters $WAT to acquire BDs $BDX Biosciences & Diagnostic Solutions unit in a $17.5B Reverse Morris Trust spinoff + merger creating a life sciences and diagnostics leader with"
X Link 2026-01-28T17:20Z [----] followers, [---] engagements
"Yext $YEXT shares -20% after CEO/Chairman Michael Walrath withdrew his $9.00 per share take private proposal telling the board he couldnt secure financing at that price He said financing became effectively impossible because public software peers enterprise values have materially declined since August and lenders are uncertain about how AI will impact software companies 🔁Instead the company plans to repurchase $150M of stock via a self tender offer expected to commence in February [----]. $YEXT may draw on debt financing to fund the anticipated tender offer Yext $YEXT Receives Non-Binding"
X Link 2026-02-02T15:39Z [----] followers, [----] engagements
"Devon Energy has committed to returning capital to shareholders through a planned quarterly dividend of $0.315 per share and a new share repurchase authorization exceeding $5 billion (20% of its current market cap) both subject to Board approval Devon Energy $DVN to Acquire Coterra Energy $CTRA in a $25.35 Billion All-Stock Deal - 🛢Coterra shareholders will receive a fixed exchange ratio of [----] shares of Devon common stock for each share of Coterra common stock. 🛢The transaction implies a value of $28.15 per Coterra https://t.co/M1MTx1JqZa Devon Energy $DVN to Acquire Coterra Energy $CTRA"
X Link 2026-02-03T00:39Z [----] followers, [----] engagements
"Donerail Offers to Buy MarineMax $HZO in All-Cash Deal Worth $1 Billion - Reuters @sveaherbst ⛴Donerail Group has offered to buy MarineMax for $35 per share. ⛴Donerail co-founded by Will Wyatt and Wes Calvert in [----] owns nearly 5% of MarineMax. ⛴Other interested parties have signaled possibly wanting to buy a portion of the company namely its marina business. In [----] OneWater Marine $ONEW was in talks to acquire MarineMax but the deal did not materialize. https://twitter.com/i/web/status/2018589716938146021 https://twitter.com/i/web/status/2018589716938146021"
X Link 2026-02-03T07:37Z [----] followers, [----] engagements
"$DIS The Walt Disney Company finally executes its long-awaited succession 🎬 The Walt Disney Company names Josh DAmaro as Chief Executive Officer effective March [--] [----]. Robert A. Iger steps down as CEO and transitions to Senior Advisor Iger will remain on Disneys board through Dec. [--] [----] subject to shareholder approval but will exit the Executive Committee after the [----] annual meeting. DAmaro currently leads Disney Experiences and has spent 25+ years at Disney including running Walt Disney World and Disneyland. 💰His CEO pay includes: $2.5M base salary Target bonus = 250% of salary"
X Link 2026-02-03T14:22Z [----] followers, [---] engagements
"Western Digital (+(7.40%) authorizes additional $4 billion of share repurchases effective immediately representing roughly 4% of its current market cap It has approximately $484 million remaining under the prior $2B share repurchase authorization announced in May [----] With shares outstanding steadily rising each quarter these buybacks are likely to offset dilution from SBCs ✴The company has rebranded and will now be called WD positioning itself as a provider of critical storage infrastructure for the AI-driven data economy 🟢 WD laid out a plan to reach 100TB+ hard drives by [----]. It also"
X Link 2026-02-04T01:50Z [----] followers, [---] engagements
"Gartner's board of Directors increased the share repurchase authorization by $500 million representing 4% of its current market cap 🟢 In [----] the company repurchased [--] million common shares for $2.0 billion; 8% reduction in outstanding share count YoY $IT 🔍 Gartner $IT recently authorized a $1B share repurchase: a bold move to revive investor confidence. But with AI & LLMs reshaping how we access insights do Gartners legacy tools like the Magic Quadrant still hold power Lets dive in 👇 🧵2/n https://t.co/HaYlKX53hL 🔍 Gartner $IT recently authorized a $1B share repurchase: a bold move to"
X Link 2026-02-04T02:20Z [----] followers, [----] engagements
"Texas Instruments $TXN is in advanced talks to buy chip designer Silicon Laboratories $SLAB for about $7 billion the FT reported. @mroliverbarnes @MActon93 Talks between the two companies were at an advanced stage and a deal could come together in the coming days"
X Link 2026-02-04T08:06Z [----] followers, [----] engagements
"Texas Instruments $TXN to Acquire Silicon Laboratories $SLAB for $7.5 Billion in Cash - ✴Silicon Labs stockholders will receive $231 in cash for each share of Silicon Labs common stock they hold representing a premium of 69.08% from the stocks last close. ✴The deal is expected to close in the first half of [----]. For a more in-depth look into this M&A click on the link below: https://www.insidearbitrage.com/2026/02/texas-instruments-to-acquire-silicon-laboratories-for-7-5-billion-in-cash/s1=tw&c=ia Texas Instruments $TXN is in advanced talks to buy chip designer Silicon Laboratories $SLAB for"
X Link 2026-02-04T12:45Z [----] followers, [----] engagements
"Banco Santander $SAN posted stronger Q4 and FY2025 results with total income growth driving higher profit and it expects further improvement in [----] 🔁 The board approved a new 5B buyback (about 3% of market cap). For FY2026 Santander is targeting mid single digit revenue growth and higher profits excluding Poland TSB and Webster. 📈 After the Webster acquisition the bank expects [----] to deliver double digit revenue growth positive operating leverage and mid teens profit growth in constant euros. 🔁 Santander also reaffirmed plans to return at least 10B via buybacks tied to [--------] earnings"
X Link 2026-02-04T13:53Z [----] followers, [---] engagements
"Equinor $EQNR announces $1.5B [----] buyback with $375M first tranche commencing tommorrow $EQNR major multi decade base (dividends removed) that counts to $75+ (almost 3x from here). Dividend yield is 5.6% and the monthly MACD turned up for the first time in [--] years. Starting to breakout of bullish multi year pennant. https://t.co/HxF1aSCBCX $EQNR major multi decade base (dividends removed) that counts to $75+ (almost 3x from here). Dividend yield is 5.6% and the monthly MACD turned up for the first time in [--] years. Starting to breakout of bullish multi year pennant. https://t.co/HxF1aSCBCX"
X Link 2026-02-04T14:29Z [----] followers, [---] engagements
"Tyler Technologies to acquire For The Record a digital court-recording pioneer for approximately $212.5 million; Also announces $1 billion share repurchase plan effective immediately 🔹The acquisition will usher courts and justice agencies into the future of courtroom operations 🔹The buyback represents roughly 7% of its current market cap $TYL https://www.insidearbitrage.com/symbol-metrics/TYL/s1=tw&c=ia $TYL: The Silent Software Powering Government Cash Flows. Tyler Technologies was underperforming the index across all timeframes to such an extent that it now seems meaningfully undervalued."
X Link 2026-02-04T17:34Z [----] followers, [---] engagements
"Allstate shares rose 2.65% after topping expectations in Q4 [----] and announcing higher shareholder returns 🔹 The company increased its dividend and said it will launch a new $4B share repurchase program (about 7% of market cap) once its current $1.5B authorization is completed $ALL https://twitter.com/i/web/status/2019270541274755449 https://twitter.com/i/web/status/2019270541274755449"
X Link 2026-02-05T04:43Z [----] followers, [---] engagements
"MTN in Talks to Buy Remaining IHS Holdings $IHS Stake - 📶Africas MTN Group is at an advanced stage of discussions with IHS Holdings to acquire the 75% shares in IHS that it does not already own. 📶No final agreement has been reached and there is no certainty of the transaction concluding. https://twitter.com/i/web/status/2019384266434768920 https://twitter.com/i/web/status/2019384266434768920"
X Link 2026-02-05T12:15Z [----] followers, [---] engagements
"Advanced Drainage Systems (+5.18%) reports Q3 FY2026 results with earnings beat; Authorizes a $1 billion boost to its share repurchase plan representing 8% of its market cap at announcement As of the date there was approximately $147.7 million of remaining repurchase authority under the $1B repurchase program of [----] bringing the total repurchase authority to $1.148 billion https://twitter.com/i/web/status/2019428486612418609 https://twitter.com/i/web/status/2019428486612418609"
X Link 2026-02-05T15:10Z [----] followers, [---] engagements
"Spectrum Brands approved a new $300 million share repurchase plan representing 17.5% of its current market cap Truly a repurchase cannibal - having repurchased over 43% of its outstanding shares over the last [--] yrs $SPB $SPB Spectrum Brands has approved a new $1 billion stock repurchase program replacing the prior stock repurchase program. This represents around 33% of its market cap at announcement Market Cap at Announcement: $3.05B https://t.co/oATXyIMh1X #stockuybacks $SPB Spectrum Brands has approved a new $1 billion stock repurchase program replacing the prior stock repurchase program."
X Link 2026-02-05T15:28Z [----] followers, [---] engagements
"Piper Sandler reports strong Q4 and Full Year [----] results; Declares special dividend of $5 per share and quarterly dividend of $0.70 Per Share; Announces 4-for-1 Stock Split Ex-dividend: March [--] [----] Pay date: March [--] [----] Chad Abraham Chairman CEO & Head of Financial Services: "Our business performed well during [----] driven by strong execution and improving market conditions. We had a strong finish to the year with record adjusted net revenues of $635 million in the fourth quarter a 27.2% operating margin and adjusted EPS of $6.88." Abraham reported a record year in advisory with over $1"
X Link 2026-02-06T18:14Z [----] followers, [---] engagements
"@stoitz @TidefallCapital I remember that and it came to mind as I was writing the article but I decided to leave it out. Figured the blockchain replacing databases example was more recent and made the same point"
X Link 2026-02-08T20:10Z [----] followers, [--] engagements
"⚡ Expand Energy Ousts CEO Names Interim Chief and Plans HQ Move to Texas $EXE Expand Energy ousted CEO Nick DellOsso without cause replacing him with Chairman Michael Wichterich as Interim President and CEO. DellOsso also stepped down from the board but will remain on as an external advisor The company also said it will relocate its headquarters from Oklahoma City to Spring Texas (Houston area) in mid-2026. Wichterich a veteran Permian Basin operator and former Chesapeake Energy interim chief will receive $125K per month plus a $3.6M equity incentive package tied partly to shareholder"
X Link 2026-02-09T16:29Z [----] followers, [----] engagements
"Nutrition products company - $BRBR BellRing Brands (+5.2%) as it authorized a new $600M buyback roughly 15% of its market cap The company had already repurchased $123M under its prior $400M authorization (effective Sept [--] 2025) which is now cancelled and replaced with the expanded program https://twitter.com/i/web/status/1991537232684150955 https://twitter.com/i/web/status/1991537232684150955"
X Link 2025-11-20T16:00Z [----] followers, [----] engagements
"You may know American Financial Group from your insurance coverage. Now its rewarding shareholders. $AFG just approved a new [--] million share repurchase program of its common stock representing 6% of its market cap"
X Link 2025-12-05T13:55Z [----] followers, [---] engagements
"How Investor Pushback Killed the CoreWeave Core Scientific Merger Deal Postmortem The Core Scientific $CORZ and CoreWeave $CRWV merger was pitched as a blockbuster AI-infrastructure pairing. Instead it spiraled into one of 2025s biggest shareholder uprisings. Our latest deal postmortem breaks down: 🔸CoreWeaves $9 billion all-stock bid for Core Scientific and the immediate market skepticism it triggered. 🔸The companies complicated history including a prior rejected buyout attempt and deep hosting ties. 🔸How Core Scientifics post-bankruptcy rebound and CoreWeaves rapid ascent set up a"
X Link 2025-12-05T15:38Z [----] followers, [----] engagements
"Activist Investor Jana Urges Alkami Technology $ALKT to Explore Sale - Bloomberg 🔸Jana Partners thinks Alkami is undervalued and should explore a sale to a rival corporation or private equity player. 🔸Alkami is an attractive private equity takeout candidate given its organic top-line growth of about 20% and a high customer retention rate Scott Ostfeld managing partner at Jana said during a presentation at the Bloomberg Activism Forum in New York. 🔸A robust private equity and financing environment also bodes well for the prospects of a buyout he added."
X Link 2025-12-10T07:35Z [----] followers, [----] engagements
"SaaS platform provider for the multi-trillion-dollar insurance economy - $CCC shares jump as it announces a $500 million share repurchase (10% of market cap) and a $300 million Accelerated Share Repurchase Program (ASR) The new authorization follows the $300 million program announced in December [----] which has been fully utilized https://twitter.com/i/web/status/1999520038496403631 https://twitter.com/i/web/status/1999520038496403631"
X Link 2025-12-12T16:41Z [----] followers, [---] engagements
"Crypto infrastructure firm Nano Labs boosts its BNB stash to 130000+ BNB upgrades its BNB strategic reserve and commences its $25M share repurchase program previously announced in October [----] $NA"
X Link 2026-01-01T00:40Z [----] followers, [---] engagements
"🚨Life sciences cloud leader Veeva Systems $VEEV announced its first-ever share repurchase program - a massive $2 billion buyback representing 5.5% of its market cap This comes at a critical moment as the company navigates one of the boldest tech transitions in its history Veeva a cloud software company serving the life sciences industry is migrating off Salesforce CRM to its own purpose-built Vault CRM. The goal is to create a deeply integrated industry-specific CRM tailored for pharma and healthcare companies not a generic horizontal tool 📉 But that migration has been bumpy. In Nov Veeva"
X Link 2026-01-06T12:37Z [----] followers, [----] engagements
"Commercial real estate data leader CoStar Group's Board approves a new $1.5B share repurchase plan (5% of current market cap) alongside providing outlook for FY2026 [----] Outlook Highlights: 📈 Revenue: $3.78B$3.82B (18% YoY growth over prior [----] guide) 💵 Net Income: $175M$215M ($0.42$0.52 EPS) 💪 Adjusted EBITDA: $740M$800M highest in company history (+83% YoY) 📊 Adjusted EPS: $1.22$1.33 📅 Medium-Term Targets (20252028): Revenue CAGR: 15% Adj. EBITDA: $1.25B by [----] is a key pillar of CoStars residential portfolio (alongside Domain OnTheMarket & and is scaling fast: subscribers are up"
X Link 2026-01-07T13:11Z [----] followers, [---] engagements
"Japan-based lifestyle brand TryHard Holdings rebounds +12.6% premarket after crashing 21% yesterday - now announcing a $10M share buyback (0.8% of market cap) through December [--] [----] Net debt:$13.8M; Barely profitable with net margin 1% $THH"
X Link 2026-01-13T13:32Z [----] followers, [---] engagements
"HR and payroll solutions giant Automatic Data Processing $ADP authorized a $6B share repurchase about 6% of its market cap replacing its prior $5B program from [----]. 💰With 403M shares outstanding as of Dec [----] Vs 416M in Dec [----] this move underscores confidence in long-term fundamentals and continued strong cash generation https://twitter.com/i/web/status/2011619244526780682 https://twitter.com/i/web/status/2011619244526780682"
X Link 2026-01-15T01:59Z [----] followers, [---] engagements
"$ACHC Acadia Healthcare ousts CEO Chris Hunter and appoints former chief Debra K. Osteen as CEO effective Jan [--] [----]. Osteen also joins the board. The board says the change is aimed at resetting strategy to optimize growth investments and the portfolio amid macro headwinds and to position the company for its next phase. Osteen previously served as the CEO of Acadia from [----] to [----]. The board will search for a permanent CEO. Company reaffirms FY2025 outlook: Revenue $3.28$3.30B adj. EBITDA $601$611M EPS $1.94$2.04. Osteen's pay package includes $1.061M base salary 125% bonus target and"
X Link 2026-01-21T04:59Z [----] followers, [---] engagements
"$COLD Americold Taps Industry Veteran Chris Papa as CFO Americold appoints Chris Papa as Executive VP & CFO effective Feb [--] [----]. He is currently CFO at CenterPoint Properties and previously served as CFO at Post Properties and Liberty Property Trust. CFO Jay Wells has departed the company. Scott Henderson (Chief Investment Officer) will serve as Interim CFO until Papa officially takes over. In Sept [----] Rob Chambers became CEO. He replaced George Chappelle who retired and stepped down from the board. https://www.insidearbitrage.com/symbol-metrics/COLD/events"
X Link 2026-01-27T05:22Z [----] followers, [---] engagements
"United Rentals reported Q4/FY [----] results and laid out a [----] growth outlook while stepping up capital return plans 🔁 The board approved a new $5B buyback program (9% of market cap) with no expiration date and the company expects to start using it after finishing the current $2B authorization in Q1 [----] 💰 Buyback roadmap: $1.5B repurchases planned for [----] $350M to complete the existing program + $1.15B under the new one 🟢Good growth + strong margins 🔴Lot of debt $URI https://twitter.com/i/web/status/2016860235319955501 https://twitter.com/i/web/status/2016860235319955501"
X Link 2026-01-29T13:05Z [----] followers, [---] engagements
"Devon Energy $DVN to Acquire Coterra Energy $CTRA in a $25.35 Billion All-Stock Deal - 🛢Coterra shareholders will receive a fixed exchange ratio of [----] shares of Devon common stock for each share of Coterra common stock. 🛢The transaction implies a value of $28.15 per Coterra share at a discount of 2.44% from the stocks last close. 🛢The deal is expected to close in the second quarter of [----]. Last month Reuters reported that Devon Energy and Coterra Energy wereexploringa potential merger. The stock was trading at $25.36 when the two companies were in early-stage talks for a combination."
X Link 2026-02-02T13:30Z [----] followers, [----] engagements
"Webster Financial $WBS to be Acquired by Banco Santander $SAN in a $12.3 Billion Cash and Stock Deal - 🏦Webster stockholders will receive $48.75 in cash and [------] Santander American Depository Shares for each Webster common share. 🏦This represents a per-share consideration of $75.59 representing a 14.53% premium from the stocks last close. 🏦The deal is expected to close in the second half of [----]. For an in-depth exploration of this merger click on the link below:"
X Link 2026-02-04T07:15Z [----] followers, [----] engagements
"$BDX BD Completes $18.8B Biosciences Spin-Off Gains $4B Cash and Waters Stake BD completes spin-off of its Biosciences & Diagnostic Solutions business and its combination with Waters Corp. $WAT BD shareholders will receive [-----] shares of Waters common stock for each BD share held as of the Feb. [--] [----] record date 💰 As part of the transaction BD received $4B in cash proceeds. 🤝 Following the close BD shareholders now own approximately 39.2% of the combined Waters entity on a fully diluted basis. 📈 Based on Waters Feb. [--] [----] closing price the transaction values BDs Biosciences & Diagnostic"
X Link 2026-02-09T20:14Z [----] followers, [---] engagements
"Mubadala Capital and TWG Global to Acquire Clear Channel Outdoor $CCO for $6.2 Billion - ✴The investor group will acquire 100% of Clear Channels outstanding common stock with Clear Channels common shareholders receiving $2.43 per share in cash representing a 10.96% premium from the stocks last close. ✴The deal is expected to close by the end of the third quarter of [----]. In September last year activist investor Anson Funds urged Clear Channel topursue a saleof the company. The stock was trading at $1.40 before Bloomberg reported on Ansons intentions. For a comprehensive overview of this M&A"
X Link 2026-02-10T08:22Z [----] followers, [---] engagements
"Quest Diagnostics increases dividend 7.5% To $0.86 per Quarter marking [--] consecutive years of dividend increases; Announces $1 Billion increase in share repurchase authorization representing 5% of its current market cap 🔁The increased authority is in addition to the approximately $0.4 billion under the Company's share repurchase program 🔴Significant debt on the balance sheet: $5.95B 🟢Consistent share repurchases in the last [--] years - reducing outstanding share count by 10% $DGX https://twitter.com/i/web/status/2021204141243236746 https://twitter.com/i/web/status/2021204141243236746"
X Link 2026-02-10T12:46Z [----] followers, [---] engagements
"Paramount $PSKY Sweetens Offer for Warner Bros. Discovery $WBD - 📽Paramount enhanced its $30 offer for Warner Bros. Discovery with a $0.25 per share "ticking fee" payable to WBD shareholders for each quarter its transaction has not closed beyond December [--] [----]. 📽Paramount said it will fund the $2.8 billion termination fee payable to Netflix $NFLX and offered solutions to WBD's debt financing costs and obligations. 📽Paramount complied on February [--] with the DOJ's Second Request for Information related to its all-cash tender offer to purchase shares of Warner Bros. Discovery. 📽It also"
X Link 2026-02-10T14:55Z [----] followers, [----] engagements
"🦴 Zimmer Biomet reports Q4 & FY2025 Results; Board authorized a $1.5B share repurchase (8% of market cap) with no expiration date 📊 FY2025 Snapshot: Revenue: $8.23B (+7.2% YoY) Adj. EPS: $8.20 (+2.5%) Free Cash Flow: $1.17B Op. Cash Flow: $1.70B $250M worth of share buybacks in Q4 alone. Q4 organic constant currency growth hit 5.4% marking two consecutive quarters of mid-single digit organic growth driven by a new product innovation cycle CEO Ivan Tornos flagged a bold [----] pivot: transitioning to a predominantly direct & specialized U.S. sales org. Near-term sales guidance is tempered but"
X Link 2026-02-10T14:55Z [----] followers, [---] engagements
"🚗 $LYFT (-16.50%) after hrs despite record Q4 & FY2025 Results + $1 Billion share repurchase program announced; misses rev estimates 💰 Buyback Highlight: New $1B share repurchase program which is 15% of its market cap at announcement is backed by all-time-high free cash flow of $1.12B in [----] 📊 FY2025 Snapshot: Gross Bookings: $18.5B (+15% YoY) Revenue: $6.3B (+9% YoY) Net Income: $2.8B vs. $22.8M in [----] Adj. EBITDA: $528.8M vs. $382.4M in [----] Free Cash Flow: $1.12B vs. $766M in [----] 📈 Q4 Highlights: 🔴Revenue of $1.59B (+2.6% Y/Y) misses by $160M. 🟢Gross Bookings: $5.1B (+19% YoY)"
X Link 2026-02-11T02:04Z [----] followers, [----] engagements
"Quanterix $QTRX to Acquire Akoya Biosciences $AKYA in an All-Stock Deal for $286.34 Million - 🧬Akoya shareholders will receive [-----] shares of Quanterix common stock for each share of Akoya common stock they own. 🧬Akoya is valued at about $3.73 per share representing a premium of 40.23% from the stocks last close. 🧬The deal is expected to close in Q2 [----]. https://twitter.com/i/web/status/1877707369129431114 https://twitter.com/i/web/status/1877707369129431114"
X Link 2025-01-10T13:21Z [----] followers, [----] engagements
"$APLD Applied Digital Beats Revenue Estimates Eyes AI Infrastructure Growth Applied Digital reported fiscal Q2 [----] revenue of $126.6 million well above the $88 million analysts expected. Revenue more than tripled up 250% year-over-year from $36 million in the prior period. Adjusted EBITDA rose sharply and the company narrowed its net loss compared with a much larger loss in the year-ago quarter underscoring improving operating leverage. The results were driven by strong demand for large-scale AI data center capacity with long-term lease deals signed at its North Dakota campuses with"
X Link 2026-01-09T19:28Z [----] followers, [---] engagements
"$KRNT Kornit Digital Announces CFO Transition and New $100 Million Share Repurchase Program representing 17% of its current market cap Kornit announces a CFO transition as Lauri Hanover steps down for personal reasons after [--] years in the role. Shell remain through mid-Dec [----] to ensure a smooth handoff. The company appointed Assaf Zipori as its new CFO bringing deep financial strategic and operational experience from the tech and manufacturing sectors. Zipori most recently served as Global CFO at Nano Dimension $NNDM and previously as CFO of Markforged $MKFG"
X Link 2025-11-17T17:33Z [----] followers, [---] engagements
"Stellar Bancorp $STEL to be Acquired by Prosperity Bancshares $PB in a $2 Billion Cash and Stock Deal - 🏦Prosperity will issue [------] shares of Prosperity common stock and $11.36 in cash for each outstanding share of Stellar common stock representing a value of $39.08 per Stellar stock. 🏦The per share value is at a premium of 19.78% from the stocks last close. 🏦The deal is expected to close during the second quarter of [----]. For further insight into this merger click on the link below:"
X Link 2026-01-28T13:34Z [----] followers, [---] engagements
"$APTV Aptiv names leadership for its EDS spin-off to be called Versigent ahead of the tax-free separation targeted for April [--] [----]. The new company is expected to trade as VGNT on the NYSE. Joseph Liotine is appointed CEO of Versigent. He currently serves as EVP & President of Aptivs Electrical Distribution Systems business. Former Stellantis CFO Doug Ostermann joins Versigent as finance chief. https://www.insidearbitrage.com/symbol-metrics/APTV 🚨 Aptiv $APTV Plans to Spin Off Its Electrical Distribution Systems Business. 🌍🚗The Board has approved the separation of its Electrical"
X Link 2026-01-28T17:15Z [----] followers, [---] engagements
"Core & Main Inc. boosts its existing share repurchase plan by $500 million bringing the total authorization under the program to $1 billion Aggressive buybacks in [----] H1 [----] have slowed noticeably in H2 [----] and [----] $CNM https://www.insidearbitrage.com/symbol-metrics/CNM/s1=tw&c=ia https://www.insidearbitrage.com/symbol-metrics/CNM/s1=tw&c=ia"
X Link 2025-12-09T13:44Z [----] followers, [---] engagements
"Insider Weekends: Co-Founder Of Thor Industries Purchases Shares Again Buys: $ASAN $ORCL $THO $VOXX $AXDX Sells: $GOOG $NXST $WDAY $ACN $IBKR https://bit.ly/3qSvAUb https://bit.ly/3qSvAUb"
X Link 2022-01-23T05:22Z [----] followers, [--] engagements
"The Story of the [--] Companies That Recently Announced Huge Buybacks "
X Link 2022-02-13T13:13Z [----] followers, [--] engagements
"Buyback Wednesdays Chegg Wants To Buy Back Nearly 40% Of Its Stock $CHGG $RH $PMCB $MOMO $JBGS https://www.insidearbitrage.com/2022/06/buyback-wednesdays-chegg-wants-to-buy-back-nearly-40-of-its-stock/ https://www.insidearbitrage.com/2022/06/buyback-wednesdays-chegg-wants-to-buy-back-nearly-40-of-its-stock/"
X Link 2022-06-08T18:25Z [----] followers, [--] engagements
"Insider Weekends: Kevin McCarthy Purchases $2 Million Worth Of PAA Buys: $PAA $EVA $BXMT $OPK $FRT Sells: $TGT $CDNS $SNPS $NUE $RES https://www.insidearbitrage.com/2022/06/insider-weekends-kevin-mccarthy-purchases-2-million-worth-of-paa/ https://www.insidearbitrage.com/2022/06/insider-weekends-kevin-mccarthy-purchases-2-million-worth-of-paa/"
X Link 2022-06-26T07:36Z [----] followers, [--] engagements
"THOR Industries $THO Upsizes Share Repurchase Authorization to $600 Million representing around 10.5% of its market cap at announcement Market Cap at Announcement:$4.29B Buyback Amount:$448.32M #stockuybacks https://bit.ly/3QRKbdf https://bit.ly/3QRKbdf"
X Link 2022-06-27T18:15Z [----] followers, [--] engagements
"$RUM - Rumble jumps 40% in its first day of trading after de-SPAC https://seekingalpha.com/news/3884059-rumble-jumps-30-in-its-firs-day-of-trading-after-despacsource=tweet https://seekingalpha.com/news/3884059-rumble-jumps-30-in-its-firs-day-of-trading-after-despacsource=tweet"
X Link 2022-09-20T12:02Z [----] followers, [--] engagements
"Rolling out new branding for InsideArbitrage today with a new logo and updated headers"
X Link 2022-09-28T10:29Z [----] followers, [--] engagements
"InsideArbitrage Event Driven Monitor October [--] [----] Quick updates on the event-driven strategies we follow on InsideArbitrage"
X Link 2022-10-04T09:44Z [----] followers, [--] engagements
"Shareholders of Markforged $MKFG approved the companys merger with Nano Dimension $NNDM at a special meeting of shareholders held on December [--] 2024"
X Link 2024-12-06T12:57Z [----] followers, [----] engagements
"In the third installment of our Deal Postmortem series we discuss the failed merger of Capri $CPRI and Tapestry $TPR. In this series we dissect the collapse of major mergers and explore the implications for the parties involved"
X Link 2024-12-11T05:09Z [----] followers, [----] engagements
"NeueHealth $NEUE to be Taken Private by New Enterprise Associates In a Deal Worth $1.3 Billion - ⚕Holders of NeueHealth common stock will receive $7.33 per share in cash representing a 70.07% premium from the stocks last close. ⚕The deal includes a 30-day go-shop period ending on January [--] allowing the company to consider competing proposals"
X Link 2024-12-24T05:58Z [----] followers, [----] engagements
"TPG $TPG in Talks to Acquire Solar Firm Altus Power $AMPS - Reuters If the talks between TPG Rise Climate and Altus are successful a deal could be signed in the coming weeks"
X Link 2024-12-24T07:11Z [----] followers, [----] engagements
"$WDC Western Digital completes the planned separation of its Flash business. Sandisk Corporation is now an independent public company and has begun trading under the ticker symbol $SNDK David Goeckeler will lead SanDisk as its CEO while Western Digitals board had appointed Irving Tan Executive Vice President of Global Operations as CEO of the standalone HDD business. 🔄 Recap ⚡May 2022: Elliott Investment pushes WDC to separate HDD & Flash businesses eyeing a $100+ stock price target. 📊 ⚡Oct 2023: Western Digital officially announces plans to spin off its Flash division. 🚀 Mar 2024:"
X Link 2025-02-24T13:32Z [----] followers, [----] engagements
"$LYB recent insider buying + now [--] million share repurchase (up to 10% of the companys issued share capital as of the date of the Annual Meeting) until November [--] [----] 📉Stock is down 43.4% over the last year https://tinyurl.com/3hu69yu5 https://tinyurl.com/3hu69yu5"
X Link 2025-05-26T13:00Z [----] followers, [----] engagements
"Sonim $SONM announced that it received an unsolicited indication of interest from DOOGEE on June [--] to acquire all outstanding shares of Sonim for $3.60 per share in cash. Orbic submitted a revised non-binding proposal to acquire Sonim $SONM in a business combination in which Sonim's stockholders would receive a cash purchase price of $1.81 per share. Orbic submitted a revised non-binding proposal to acquire Sonim $SONM in a business combination in which Sonim's stockholders would receive a cash purchase price of $1.81 per share"
X Link 2025-06-16T13:01Z [----] followers, [----] engagements
"Western Union $WU to Acquire International Money Express $IMXI for $500 Million - 💵Western Union will acquire Intermex for $16 per share in cash representing a 72.41% premium from the stocks last close. 💵The deal is expected to close in mid-2026"
X Link 2025-08-11T06:33Z [----] followers, [----] engagements
"Calavo Growers $CVGW to be Acquired by Mission Produce $AVO in a $430 Million Cash and Stock Deal - 🥑Calavo stockholders will receive $27 per share comprised of $14.85 in cash and [------] shares of Mission for each share of Calavo. 🥑The purchase price represents a 19.57% premium from the stocks last close. 🥑The deal is expected to close by the end of August [----]. In June last year Calavo received anon-binding proposalto acquire all outstanding shares of the companys common stock for $32 per share. The stock was trading at $23.58 when the company was offered the cash and stock proposal. For"
X Link 2026-01-15T07:45Z [----] followers, [---] engagements
"Transocean $RIG to Acquire Valaris $VAL in a $6.51 Billion All-Stock Deal - ✴Valaris shareholders will receive a fixed exchange ratio of [------] shares of Transocean stock for each common share of Valaris. ✴This implies a consideration of $82.12 per Valaris share representing a premium of 31.58% from the stocks last close. ✴The deal is expected to close in the second half of [----]. Click on the link below to get more details about this merger: https://www.insidearbitrage.com/2026/02/transocean-to-acquire-valaris-in-a-6-51-billion-all-stock-deal/s1=tw&c=ia"
X Link 2026-02-09T13:47Z [----] followers, [----] engagements
"Brown & Brown has entered into a $250M accelerated share repurchase (ASR) with Bank of America part of its previously announced $1.5B board-approved buyback program of Oct [----] $BRO Insurance brokerage firm - Brown & Brown Inc. announces a 10% increase in quarterly cash dividend rate and boosts its share repurchase by $1.25 billion for a total authorization of up to $1.5 billion $BRO Insurance brokerage firm - Brown & Brown Inc. announces a 10% increase in quarterly cash dividend rate and boosts its share repurchase by $1.25 billion for a total authorization of up to $1.5 billion $BRO"
X Link 2026-02-12T13:20Z [----] followers, [---] engagements
"$JMIA - Jumia Technologies stock jumps after Citron suggests acquisition by Amazon https://seekingalpha.com/news/3851821-jumia-technologies-stock-jumps-after-citron-suggests-acquisition-by-amazonsource=tweet https://seekingalpha.com/news/3851821-jumia-technologies-stock-jumps-after-citron-suggests-acquisition-by-amazonsource=tweet"
X Link 2022-06-26T09:05Z [----] followers, [--] engagements
"Insider Weekends: Independent Director of Microcap Company HireQuest Purchases Shares Buys: $RILY $GEG $COIN $GLYC $EPD Sells: $WMT $ABNB $TOST $FCFS $TEAM https://www.insidearbitrage.com/2023/01/insider-weekends-independent-director-of-microcap-company-hirequest-purchases-shares/ https://www.insidearbitrage.com/2023/01/insider-weekends-independent-director-of-microcap-company-hirequest-purchases-shares/"
X Link 2023-01-02T04:44Z [----] followers, 75.2K engagements
"UBS Acquires Credit Suisse In A Fire Sale Merger Arbitrage Mondays * New Deals: $PRVB $SGEN $MNTV $UNVR $CVT $CS * New Potential Deals In The Works: $SNCR $INFN $JNCE $FRC $VORB $LFCR $PEAR * New SPAC Business Combinations: $MOBV $WWAC $HCMA https://www.insidearbitrage.com/2023/03/ubs-acquires-credit-suisse-in-a-fire-sale-merger-arbitrage-mondays/ https://www.insidearbitrage.com/2023/03/ubs-acquires-credit-suisse-in-a-fire-sale-merger-arbitrage-mondays/"
X Link 2023-03-20T08:49Z [----] followers, [----] engagements
"FTC Seeks Injunction To Halt ICEs Acquisition Of Black Knight Merger Arbitrage Mondays New Deals: $HEXO $DHC $TESS $TRTN $NATI $RXDX $STSA Potential Deals: $XOM $PLTK $AGLE $SPNT $VRAY $CNSL $HLGN SPAC combinations: $RCLF $MSSA $GFOR https://www.insidearbitrage.com/2023/04/ftc-seeks-injunction-to-halt-ices-acquisition-of-black-knight-merger-arbitrage-mondays/ https://www.insidearbitrage.com/2023/04/ftc-seeks-injunction-to-halt-ices-acquisition-of-black-knight-merger-arbitrage-mondays/"
X Link 2023-04-17T10:06Z [----] followers, [----] engagements
"Insider Buying in a Merger With a Dissenting Activist Investor Insider Weekends Buys: $DHC $TMC $STEP $MODG $DISH Sells: $WMT $ARES $MEDP $CDRE $NVDA https://www.insidearbitrage.com/2023/06/insider-buying-in-a-merger-with-a-dissenting-activist-investor-insider-weekends/ https://www.insidearbitrage.com/2023/06/insider-buying-in-a-merger-with-a-dissenting-activist-investor-insider-weekends/"
X Link 2023-06-12T02:50Z [----] followers, [----] engagements
"Insider of Uber Cannibal AutoZone $AZO Buys Shares Buys: $DHC $GME $ASAN $RORX $DG $AZO $AN Sells: $WMT $CRM $ABNB $NVDA $HUMA $TMUS $AMD https://www.insidearbitrage.com/2023/06/insider-of-uber-cannibal-autozone-buy-shares/ https://www.insidearbitrage.com/2023/06/insider-of-uber-cannibal-autozone-buy-shares/"
X Link 2023-06-19T02:26Z [----] followers, 14.4K engagements
"InsideArbitrage Event Driven Monitor June [--] [----] Quick updates on the event-driven strategies we follow on InsideArbitrage 🧵1/9"
X Link 2023-06-26T10:36Z [----] followers, [----] engagements
"Silicon Motion $SIMO issued a statement in response to a notice of purported termination of the Merger from MaxLinear $MXL: https://www.sec.gov/Archives/edgar/data/1329394/000119312523195788/d522908dex991.htm https://www.sec.gov/Archives/edgar/data/1329394/000119312523195788/d522908dex991.htm"
X Link 2023-07-27T18:22Z [----] followers, [----] engagements
"💠SPACs💠 $SAGA executed a binding business combination agreementfor the purchase of Biogenysis and Virogentics operating subsidiaries of Enzolytics 6/9"
X Link 2023-09-18T11:06Z [----] followers, [---] engagements
"$BHF Brighthouse Financial authorizes a $750M share repurchase representing 24% of its market cap at announcement"
X Link 2023-11-17T01:46Z [----] followers, 17.4K engagements
"Developer of solid-state battery technology for EV markets - $SLDP Solid Power Announces $50 Million Share Repurchase Authorization that equals approximately one-fourth of its market cap #stockbuyback http://tinyurl.com/9kf4w7m5 http://tinyurl.com/9kf4w7m5"
X Link 2024-01-23T13:47Z [----] followers, [----] engagements
"$HPK HighPeak Energy the crude oil and natural gas company raises dividend by 60% to $0.04 announces $75M stock buyback Insiders including the CEO CFO Directors and the President acquired huge chunks of the company's shares over the last year. #stockbuybacks http://tinyurl.com/y5uh84c9 http://tinyurl.com/y5uh84c9"
X Link 2024-02-05T17:40Z [----] followers, [----] engagements
"Big buyback for $GE ✈ $GE announces a whopping $15B share repurchase program replacing the $3B from [----] This kicks in after the GE Vernova spinoff making GE a pure-play aerospace company #Stockbuybacks https://tinyurl.com/37ww8y59 https://tinyurl.com/37ww8y59"
X Link 2024-03-07T13:52Z [----] followers, [----] engagements
"Colorado-based cinema advertising network - $NCMI National CineMedia (+18% after hrs) Announces $100 Million Share Buyback through April [----] Amidst Mixed Q4 Results & Market Challenges $NCMI reported flat year-over-year revenue at $90.9 million for Q4 [----] The buyback represents around one-fourth of its current market cap"
X Link 2024-03-19T01:53Z [----] followers, 14.6K engagements
"$BABA Alibaba Group Advances Aggressive Buyback Plan"
X Link 2024-04-02T15:04Z [----] followers, [----] engagements
"$SPT Sprout Social's founders in bid to take social media tools provider private - Reuters ✴Founders including @Justyn @gilbertlara @aaronrankin and @soung3 who control Sprout through a special class of shares have held talks with private equity firms that could partner with them on a deal. ✴Sprout Socials board has formed a special committee of independent directors to consider a deal and has hired investment bank Morgan Stanley as its adviser. https://twitter.com/i/web/status/1792809301754433644 https://twitter.com/i/web/status/1792809301754433644"
X Link 2024-05-21T06:47Z [----] followers, [----] engagements
"$SPT Sprout Social in response to the Reuters report said there is no process in place to sell or take the company private. As a public company @SproutSocial receives inbound interest from time to time from various counterparties and the companys board considers such interest as and when appropriate it added. $SPT Sprout Social's founders in bid to take social media tools provider private - Reuters ✴Founders including @Justyn @gilbertlara @aaronrankin and @soung3 who control Sprout through a special class of shares have held talks with private equity firms that could partner"
X Link 2024-05-21T13:29Z [----] followers, [---] engagements
"Unlock the secrets of event-driven investing with Asif Suria's "The Event-Driven Edge in Investing""
X Link 2024-05-27T06:00Z [----] followers, 27.4K engagements
"OneWater $ONEW in Talks to Buy Rival Boat Dealer MarineMax $HZO - Bloomberg ➡OneWater has made an all-cash $40-a-share offer for MarineMax following months of private discussions. ➡The combined company would be valued at about $2.5 billion including debt"
X Link 2024-06-03T06:47Z [----] followers, 10.6K engagements
"Core Scientific $CORZ rejected an unsolicited proposal from CoreWeave ➖Core Scientific received an unsolicited bid from CoreWeave on June [--] [----] to acquire the company for $5.75 per share in cash. ➖Core Scientific's board rejected the proposal as it undervalued the company and was not in the best interests of the company and its shareholders"
X Link 2024-06-06T13:36Z [----] followers, [----] engagements
"The Ontario Securities Commission Tribunal will hold a hearing on Thursday to consider Riot Platforms' $RIOT application for cease trade orders against Bitfarms' $BITF shareholder rights plan with a case management hearing set for June [--] [----] at 10:30 AM ET"
X Link 2024-06-26T06:28Z [----] followers, [----] engagements
"Paramount $PARA and Skydance have agreed to merge forming New Paramount with a value of $28 billion. 🎬Under the agreement Skydance will acquire National Amusements for $2.4 billion in cash paving the way for a merger into Paramount. 🎬Paramount shareholders will receive $4.5 billion in cash or stock with an additional $1.5 billion allocated to bolster Paramount's balance sheet. 🎬Led by David Ellison and RedBird Capital Partners Skydance plans to invest up to $6 billion offering Class A $PARAA stockholders a choice of $23 per share or [------] shares of New Paramount Class B stock. 🎬Class B"
X Link 2024-07-08T06:55Z [----] followers, [----] engagements
"Eli Lilly $LLY Finalizes Acquisition Agreement with Morphic $MORF for $3.2 Billion - ⚕ Under the agreement terms Lilly will launch a tender offer to acquire all outstanding shares of Morphic at $57 per share in cash representing a 79.02% premium to Morphics Friday close. ⚕The acquisition expected to close in the third quarter of [----] will expand Eli Lillys immunology pipeline through oral integrin therapies"
X Link 2024-07-08T13:56Z [----] followers, [---] engagements
"Woodside Energy $WDS Announces Acquisition of Tellurian $TELL for $1.2 Billion in Cash - ♨ As per the merger terms Woodside will acquire all the outstanding shares of Tellurian for $1.00 per share in cash; representing a 75.44% premium to Tellurians last closing price as on July [--] [----]. ♨ The transaction is expected to close in Q4 [----] subject to customary closing conditions including Tellurian shareholders' approval and regulatory approval receipts"
X Link 2024-07-22T06:36Z [----] followers, [----] engagements
"Turnaround Situations Rarely Turn Around Everyone likes to root for the underdog and see a huge come back. Unfortunately when it comes to companies Warren Buffett's quote is spot on: When a management with a reputation for brilliance http://x.com/i/article/1818951426091192320 http://x.com/i/article/1818951426091192320"
X Link 2024-08-01T16:57Z [----] followers, 259.8K engagements
"Warren Buffett - Berkshire Hathaway $BRK sold additional $550 million of Bank of America (BAC) in the last three trading days So far in [----] $BRK has sold [---------] shares of BAC for $4.38 billion"
X Link 2024-08-21T01:57Z [----] followers, 12.4K engagements
"Arch Resources $ARCH is nearing an agreement to merge with Consol Energy $CEIX in a combination that would create a $5 billion coal mining company Bloomberg reported. https://twitter.com/i/web/status/1826142800875839551 https://twitter.com/i/web/status/1826142800875839551"
X Link 2024-08-21T06:22Z [----] followers, [----] engagements
"Skydance Demands That Paramount $PARA Stop Negotiating With Edgar Bronfman - WSJ 🎥Skydance is accusing Paramounts special committee of breaching the terms of its deal by extending the go-shop period to Sept [--]. 🎥While Skydance is not currently exercising its right to terminate the Transaction Agreement we reserve the right to do so in the future Skydances attorneys wrote a letter. Edgar Bronfman has submitted a revised bid of $6 billion for National Amusements and a minority stake in Paramount $PARA WSJ reports. Bronfmans new bid includes $1.7 billion for a tender offer that would give"
X Link 2024-08-23T06:17Z [----] followers, [----] engagements
"Edgar Bronfman Jr withdrew from the race for Paramount Global $PARA. ✴Bronfman and his bidding group had informed Paramount's special committee of its decision to drop out of the process. ✴The special committee of Paramount's board said that it had concluded the "go-shop" period in which it contacted more than [--] parties to evaluate their interest in acquiring the media company. ✴The company expects the deal with Skydance to close in H1 [----]. Skydance Demands That Paramount $PARA Stop Negotiating With Edgar Bronfman - WSJ 🎥Skydance is accusing Paramounts special committee of breaching the"
X Link 2024-08-27T06:03Z [----] followers, [----] engagements
"$ELF e.l.f. Beauty's Board of Directors authorized a new share repurchase program of up to $500 million of the company's common stock. 💄Previous Program: The $25 million share repurchase program from [----] has been exhausted with $17 million used in the past two weeks. CFO Statement: Mandy Fields CFO noted the company's strong cash flow and emphasized the new program as part of their capital allocation strategy to drive long-term shareholder value. Repurchase Details: The program allows for up to $500 million in stock repurchases through various methods (e.g. open market block trades 10b5-1"
X Link 2024-08-27T21:04Z [----] followers, [----] engagements
"NBT Bancorp $NBTB and Evans Bancorp $EVBN to Merge in an All-Stock Deal for $236 Million: 🏦 Under the terms of the agreement Evans shareholders will receive [----] NBT shares for each Evans share at about $41.81 per share representing a 14.55% premium from the stocks last close. 🏦The deal is anticipated to close in the second quarter of [----]. Following the merger Evans CEO David Nasca will join NBTs board of directors"
X Link 2024-09-10T11:02Z [----] followers, [---] engagements
"Alimera Sciences $ALIM announced that it has filed a lawsuit in the Delaware Court of Chancery to compel ANI Pharmaceuticals $ANIP to fulfill its contractual obligation to close the merger following Alimera shareholders approval of the transaction on September [--] 2024"
X Link 2024-09-10T13:43Z [----] followers, [----] engagements
"ANI Pharmaceuticals Inc. $ANIP and Alimera Sciences Inc. $ALIM announced that the closing of their transaction is scheduled for before market open on September [--] [----]. Alimera Sciences $ALIM announced that it has filed a lawsuit in the Delaware Court of Chancery to compel ANI Pharmaceuticals $ANIP to fulfill its contractual obligation to close the merger following Alimera shareholders approval of the transaction on September [--] [----]. https://t.co/gmhxa90cbr Alimera Sciences $ALIM announced that it has filed a lawsuit in the Delaware Court of Chancery to compel ANI Pharmaceuticals $ANIP to"
X Link 2024-09-11T11:35Z [----] followers, [----] engagements
"Singular Genomics $OMIC Receives Non-Binding Acquisition Proposal from Deerfield - 🧬It received a non-binding proposal from Deerfield to acquire all of the companys outstanding shares for $10.00 per share in cash. 🧬Deerfield indicated in its letter that it intends to invite other major stockholders and existing management to roll over their shares of common stock into the new company. https://twitter.com/i/web/status/1834471453292441756 https://twitter.com/i/web/status/1834471453292441756"
X Link 2024-09-13T05:57Z [----] followers, [----] engagements
"Steel Connect $STCN which owns about 9.8% of the outstanding shares of DMC Global $BOOM issued a public letter to DMCs Board. 💡Steel Connect reiterated its May 30th proposal to acquire the remaining shares of DMC at $16.50 per share in cash. 💡As an alternative to a full acquisition Steel Connect is also open to purchasing DMC's DynaEnergetics and NobelClad businesses for $185 million. 💡If the Board continues to avoid discussions Steel Connect may explore a tender offer for the remaining shares"
X Link 2024-09-17T12:51Z [----] followers, 12K engagements
"FTC granted Capri's $CPRI and Tapestry's $TPR request to delay the evidentiary hearing originally set for September [--] [----] to October [--] [----]. $CPRI $TPR The FTC has postponed its in-house administrative hearing on the Tapestry-Capri merger. 💢 It was originally set for Sept [--] but will now begin Oct [--] [----]. https://t.co/v4iBIkvsKq $CPRI $TPR The FTC has postponed its in-house administrative hearing on the Tapestry-Capri merger. 💢 It was originally set for Sept [--] but will now begin Oct [--] [----]. https://t.co/v4iBIkvsKq"
X Link 2024-09-19T05:51Z [----] followers, [----] engagements
"$NKE NIKE names former senior executive Elliott Hill as new President & CEO effective Oct [--] [----]. - Hill's background includes [--] years at Nike leading commercial and market operations founder of Open Road Resources LLC and partner at BDT & MSD Partners. 🏃♂ John Donahoe steps down after serving as CEO. Donahoe's tenure included initial growth but recent sales pressure. 💸 Hills compensation package includes a $1.5M annual salary 200% target bonus and $15.5M long-term incentive award. 📈 Long-term incentives: 50% performance-based restricted stock units (PSUs) 35% stock options and 15% RSUs"
X Link 2024-09-20T04:22Z [----] followers, [----] engagements
"ESL Federal Credit Union to Acquire Generations Bancorp NY $GBNY for $26.2 Million - 🏦Once the deal is complete Generations Bank will liquidate and Generations Bancorp will distribute its assets to its shareholders. 🏦Shareholders of Generations Bancorp are expected to receive between $18.00 and $20.00 in cash for each share of stock they own. 🏦The deal is expected to close by late Q2 or in Q3 2025"
X Link 2024-09-24T12:41Z [----] followers, [----] engagements
"Target Hospitality $TH announced that the Board has decided to disband the Special Committee which was established to consider and evaluate the unsolicited non-binding offer from Arrow Holdings for $10.80 per share in cash. The company did not receive any formal offer from Arrow. Target Hospitality is reaffirming its [----] guidance outlook"
X Link 2024-09-25T11:12Z [----] followers, [----] engagements
"Nano Dimension $NNDM to Acquire Markforged $MKFG for $115 Million in an All-Cash Deal : 🖨Under the terms of the agreement Nano Dimension will acquire all outstanding shares of Markforged for $5.00 per share in cash representing an 83.15% premium from the stocks last close. 🖨The transaction is expected to close in the first quarter of [----]. 🖨Post completion Nano Dimension expects to form a combined company including both Desktop Metal and Markforged"
X Link 2024-09-25T16:21Z [----] followers, [----] engagements
"CEO Kenneth Tuchman delivered a non-binding proposal to the Board of TTEC Holdings $TTEC to acquire all the outstanding shares of common stock not already owned by Tuchman for a cash consideration of $6.85 per share"
X Link 2024-09-30T11:56Z [----] followers, [----] engagements
"Rio Tinto $RIO to Acquire Arcadium Lithium $ALTM for $6.7 Billion in an All-Cash Deal : ⚡Under the terms of the agreement Rio Tinto will acquire Arcadium for $5.85 per share in cash; representing a premium of 37.97% over the stock's last close. ⚡The transaction which will proceed through a Jersey scheme of arrangement is anticipated to be completed by mid-2025. ⚡A few days ago @Reuters had reported that Rio was holding talks with Arcadium for a deal. Arcadium was trading at $3.08 before the initial announcement that came on October 4"
X Link 2024-10-09T07:18Z [----] followers, [----] engagements
"$ULTA Ulta Beauty Announces Long-Term Financial Targets and Strategic Priorities to Drive Profitable Growth👇👇 💄Announces New $3 Billion Share Repurchase Authorization that replaces the prior share repurchase program; Represents 17% of its market cap at announcement 💄Increases Long-Term Store Target with plans to open [---] Net New Stores Over the Next Three Years 💄Reaffirms Fiscal [----] Guidance 💄The beauty company has been buying back its shares thus reducing its shares outstanding by over 13% over the last [--] yrs"
X Link 2024-10-16T13:00Z [----] followers, [----] engagements
"Cigna $CI Resumes Merger Discussions with Humana $HUM After Talks Ended Last Year - Bloomberg 💉The two health insurance giants with a combined market value of more than $125 billion have held informal discussions recently about a potential deal. 💉Last year Cigna and Humana had held talks for a cash and stock deal but it was later abandoned by Cigna due to failure to agree on a price"
X Link 2024-10-19T06:00Z [----] followers, [----] engagements
"Frontier $ULCC Spirit Airlines $SAVE Revive Merger Talks - WSJ ✈Frontier is exploring a renewed bid as Spirit continues discussions with bondholders over the terms of a potential bankruptcy filing. ✈If a deal between the two carriers is reached it would likely happen as part of Spirit restructuring its debt and other liabilities in bankruptcy"
X Link 2024-10-23T06:19Z [----] followers, [----] engagements
"Glendon Capital Management LP owning nearly 10% of Frontier Communications $FYBR opposes its acquisition by Verizon $VZ at $38.50 per share arguing Frontier's value is at least $26 billion - 30% higher than the deals implied value. Glendon also criticized the rushed scheduling of the shareholder meeting and urged an extension for investors to assess Frontiers standalone potential"
X Link 2024-10-24T13:07Z [----] followers, [----] engagements
"U.S. District Judge Jennifer Rochon permanently blocked the acquisition of Capri $CPRI by Tapestry $TPR concluding the deal would harm competition in the market for accessible luxury handbags. "The decision granting the FTCs request for a preliminary injunction is disappointing and we believe incorrect on the law and the facts" Tapestry said adding that it intends to appeal the decision. Judge blocks Tapestry's acquisition of Capri and the stock is down almost 50% afterhours. What an absolute disaster for $TPR $CPRI and investors. The price action during the trial indicated most rational"
X Link 2024-10-25T05:40Z [----] followers, [----] engagements
"Tapestry $TPR and Capri $CPRI jointly filed a notice of appeal against the District Court's decision in favor of FTCs motion for a preliminary injunction"
X Link 2024-11-08T05:05Z [----] followers, [----] engagements
"Capri Holdings $CPRI announced the mutual termination of its definitive merger agreement with Tapestry $TPR. Capri and Tapestry mutually agreed that terminating the merger agreement was in the best interests of both companies as the required closing condition of receiving necessary U.S. regulatory approvals was unlikely to be met by the merger agreements outside date of February [--] 2025"
X Link 2024-11-14T12:15Z [----] followers, [----] engagements
"$MFC Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025👇👇 🧑💼Phil Witheringtonis appointed as his successor and will join the Board of Directors at that time To support this transition following Mr. Gori's retirement he has agreed to serve as an Advisor throughAugust [--] [----] https://tinyurl.com/e4hh8zy6 https://twitter.com/i/web/status/1858511576795644112 https://tinyurl.com/e4hh8zy6 https://twitter.com/i/web/status/1858511576795644112"
X Link 2024-11-18T14:04Z [----] followers, [---] engagements
"$LNTH Lantheus Announces $250M Share Repurchase Program; Equals 4.5% of its current market cap CEO: We intend to commence repurchases in the fourth quarter of this year and opportunistically return capital to shareholders over the next twelve months while simultaneously pursuing business development to expand our radiopharmaceutical portfolio"
X Link 2024-11-20T09:54Z [----] followers, [----] engagements
"🛳 $CLCO Cool Company Ltd. approved a $40 million share repurchase program to be executed over a 24-month period. This represents around 7% of its market cap at announcement Clearly the company has underperformed in Q3 compared to the corresponding prior year quarters"
X Link 2024-11-21T10:04Z [----] followers, [----] engagements
"The acquisition of PropertyGuru Group $PGRU by EQT Private Capital Asia part of EQT AB was completed on December [--] [----]. It took [---] days for the deal to be completed"
X Link 2024-12-13T16:21Z [----] followers, [----] engagements
"WM Technology $MAPS Co-Founders Propose $1.70 Per Share Buyout - Co-founders Justin Hartfield and Doug Francis who is the current CEO of WM Technology submitted a non-binding proposal to acquire all of the outstanding shares of common stock (Class A and Class V) of WM for $1.70 per share in cash"
X Link 2024-12-18T12:30Z [----] followers, [----] engagements
"Prosus Acquires Despegar $DESP for $1.7 Billion in Cash Deal - 🏖Each outstanding share of Despegar will be converted into the right to receive $19.50 per share in cash representing a 33.11% premium from the stocks last close. 🏖Once the transaction is complete expected in Q2 [----] Despegar will become a private company"
X Link 2024-12-23T13:06Z [----] followers, [----] engagements
"Online ticket marketplace Vivid Seats $SEAT is exploring a sale after receiving takeover interest - Bloomberg Vivid Seats is working with an adviser to gauge interest from potential suitors and has attracted takeover interest from private equity firms"
X Link 2024-12-30T15:50Z [----] followers, [----] engagements
"United Rentals $URI to Acquire H&E Equipment Services $HEES for $4.8 Billion - ✴United Rentals intends to commence a tender offer by January [--] [----] to acquire all of the outstanding shares of H&E common stock for $92 per share in cash representing a 109.38% premium from the stocks last close. ✴The merger agreement includes a 35-day go-shop period ending on February [--] [----]. ✴The transaction is expected to close in Q1 2025"
X Link 2025-01-14T13:25Z [----] followers, [----] engagements
"Land & Buildings Investment Management asked Apartment Investment and Management (Aimco) $AIV to immediately pursue the companys strategic review through a sale of the whole company. ✴Aimco last week announced exploring options including a sale of the company. ✴"We expect there to be a deep pool of potential acquirers for all or parts of the company and that a transaction could be entered into by mid-2025" Litt said adding that "it is the only one that makes sense". ✴In [----] also activist investor Jonathan Litts Land & Buildings Investment Management had urged Aimco to evaluate all potential"
X Link 2025-01-14T13:54Z [----] followers, [----] engagements
"Aptean Acquires Logility Supply Chain Solutions $LGTY for $442.75 Million - ✴Aptean will acquire all of Logilitys outstanding common stock for $14.30 per share representing a premium of 26.33% from the stocks last close. ✴In December [----] Partners a shareholder of Logility urged the companys Board to explore strategic alternatives including the possibility of a sale. At the time of this call for action Logilitys stock was trading at $10.99 per share. ✴The deal is anticipated to close in Q2 2025"
X Link 2025-01-25T07:13Z [----] followers, [----] engagements
"$HON Honeywell announced it will separate its Automation and Aerospace businesses into independent publicly traded companies alongside the previously announced spin-off of Advanced Materials. 🧪The Advanced Materials spin-off is expected by the end of [----] or early [----]. ✈The Automation and Aerospace separation is targeted for the second half of [----] and is expected to be tax-free for shareholders. 📉 Honeywell's stock dropped 5% in pre-market trading despite an initial gain due to weak [----] sales and profit forecasts. Elliott Management which took a $5 billion stake in Honeywell pushed for a"
X Link 2025-02-06T12:38Z [----] followers, [----] engagements
"Alumis $ALMS to Acquire Acelyrin $SLRN in an All-Stock Deal : 💊Under the terms of the agreement Acelyrin stockholders will receive [------] shares of Alumis common stock for each share of Acelyrin common stock owned. The deal is valued at $2.82 per share representing a 48.42% premium from the stocks last close. 💊The transaction is expected to complete in the second quarter of [----]. Post completion Alumis stockholders will own about 55% of the combined company while Acelyrin stockholders will hold about 45%"
X Link 2025-02-07T10:10Z [----] followers, [----] engagements
"Herc gatecrashes United Rentals H&E takeover with $5.3bn bid - FT ✴H&E Equipment Services $HEES has accepted a bid from Herc Rentals of nearly $5.3 billion rebuffing an earlier takeover offer from equipment rental rival United Rentals $URI. ✴Hercs cash-and-stock bid values H&E at nearly $500 million more than Uniteds all-cash offer. ✴The proposal from Herc values H&Es shares at almost $105 each with 75% paid in cash and the remainder in Herc stock. ✴United has until the end of the week to submit a counter-offer or face losing the deal. United Rentals $URI to Acquire H&E Equipment Services"
X Link 2025-02-18T11:19Z [----] followers, [----] engagements
"$DAVA announces a new $100 million share repurchase program alongside Q2 FY2025 results - the new authorization represents 5% of its current market cap Q3 FY2025 - Outlook: Endava expects revenue will be in the range of [-----] million to [-----] million representing a constant currency revenue increase of between 13% and 14% on a year over year basis. Expects adjusted diluted EPS to be in the range of [----] to [----] per share"
X Link 2025-02-20T14:44Z [----] followers, [----] engagements
"Concentra Biosciences Offers to Acquire Acelyrin $SLRN for $3 Per Share Plus CVR - ✴Concentra's offer includes a CVR that represents the right to receive 80% of the net proceeds from any out-license or disposition of Acelyrins development programs or intellectual property. ✴Concentra has funds available to execute this transaction through an arrangement with Tang Capital Partners its controlling shareholder which owns 5.3% of Acelyrins common stock. ✴Concentra expects to consummate the transaction through a two-step merger. ✴The offer will expire on February [--] [----]. Alumis $ALMS to Acquire"
X Link 2025-02-21T05:50Z [----] followers, [----] engagements
"Howard Hughes $HHH Board Rejects Pershing Squares Proposal Enters Standstill Agreement Until March [--] - ✴The Special Committee indicated the offer from @BillAckman to acquire [--] million newly issued shares of the company at $90 per share was "not acceptable". ✴But to facilitate further discussions and explore alternatives the committee has entered into a standstill agreement with Pershing Square effective until March [--] 2025"
X Link 2025-03-03T14:33Z [----] followers, [----] engagements
"$ALLR Allarity Therapeutics shares surge (10.19% - market hrs) and ( 12.5% - After hrs) as the microcap biopharmaceutical company announced a $5 million share repurchase larger than its market cap of $3.9 million 🔹A way to signal confidence in the development of its stenoparib drug to treat ovarian cancer in women 🔹Looks like the company might not fully exhaust the authorized amount and might suspend the buyback somewhere in the middle of the road Positive takeaways: 🟢Its cash position allows it to maintain a financial runway extending into [----] 🟢 The Company remains sufficiently"
X Link 2025-03-04T00:54Z [----] followers, [----] engagements
"Sonim Technologies $SONM received an unsolicited non-binding proposal from Orbic North America to acquire all outstanding shares of Sonim for $4 per share in cash. Sonim said it is carefully reviewing and evaluating the proposal in consultation with its legal and financial advisors. Sonim Technologies $SONM continues to receive and evaluate inbound potential strategic alternatives to maximize stockholder value. ✴Sonim has not decided yet on any specific path and no transaction has closed. ✴Sonim affirms that there have been no management discussions Sonim Technologies $SONM continues to"
X Link 2025-04-03T13:35Z [----] followers, [----] engagements
"The acquisition of Markforged Holding Corporation $MKFG by Nano Dimension $NNDM was completed on April [--] [----]. It took [---] days for the deal to be completed"
X Link 2025-04-25T13:40Z [----] followers, [----] engagements
"The acquisition of Beacon Roofing Supply $BECN by QXO $QXO was completed on April [--] [----]. It took [--] days for the deal to be completed and [--] days since QXO started the hostile bid. https://twitter.com/i/web/status/1917260157966508193 https://twitter.com/i/web/status/1917260157966508193"
X Link 2025-04-29T16:50Z [----] followers, [----] engagements
"Zeta Global $ZETA has recently attracted significant takeover interest CEO David Steinberg said during an earnings call. Ive been spending a disproportionate percentage of my time taking calls from people trying to buy us over the last few weeks Steinberg said highlighting the increased attention the company is receiving. He noted that the discussions are neither here nor there but attributed the interest to Zetas strong growth and expanding market presence. As we continue to grow and take massive market share were just getting a lot of attention on that side that we hadnt gotten in the past"
X Link 2025-05-02T15:57Z [----] followers, [----] engagements
"Pershing Square to Invest $900 million to Acquire [--] Million Newly Issued Shares of Howard Hughes Holdings $HHH - ✴Howard Hughes to become a diversified holding company by acquiring controlling stakes in high-quality durable growth public and private operating companies while continuing to invest in and grow the companys core real estate development and Master Planned Communities business. ✴Pershing Square will own 46.9% of Howard Hughes shares outstanding. Pershing Square has generally agreed to limit its voting power to 40% and its beneficial ownership to 47%. ✴Pershing Squares Chairman and"
X Link 2025-05-05T11:25Z [----] followers, [----] engagements
"🎬 $LION Lionsgate Splits Studio & STARZ Lions Gate Entertainment has officially separated its Studio and STARZ divisions into two independent publicly traded companies. - Lionsgate To Begin Trading Under the Ticker Symbol LION on the NYSE - Dual Share Structure Has Been Collapsed into Single Classof Stock"
X Link 2025-05-07T16:49Z [----] followers, [----] engagements
"$SONY Sony plans to spin off its financial services unit SFGI via a dividend in kind1 SFGI share for every Sony share held. Sony to retain just under 20%. 📈 Spin-off contingent on SFGI listing on TSE Prime Market. Preliminary listing filed May 8; final to come before spin. 🚀 SFGI to debut via direct listing no new shares issued. Listing: Sept [--] [----] 📅 Share distribution: Oct [--] [----]. 🗳 Sony board approval expected early Sept. Post-spin SFGI to be treated as an equity-method affiliate"
X Link 2025-05-14T20:38Z [----] followers, [----] engagements
"InsideArbitrage Event Driven Monitor May [--] [----] 🧩Merger Arbitrage $BLUE (+50.45%) - bluebird bio amends merger agreement with Carlyle $CG and SK Capital to offer an option between $5/shr upfront cash without CVR and the old offer of $3/shr plus CVR $DNB - Filed definitive proxy special meeting on June [--] $WBA (-0.17% AH) - Filed preliminary proxy closing in Q4 [----] 🕵♂Deal in the Works $FL (+69.31% AH) - Dicks Sporting Goods $DKS nearing a deal to buy Foot Locker for roughly $2.3 billion $FSP (+20.55%) - Board initiated a review of strategic alternatives ⚔Shareholder Activism $TCRT (+0.35%)"
X Link 2025-05-15T12:58Z [----] followers, [----] engagements
"InsideArbitrage Event Driven Monitor May [--] [----] 🧩Merger Arbitrage $FL (+85.7%) To be acquired by DICKS for $24/share cash or [------] $DKS shares $NVEE (+17.7%) To be acquired by Acuren for $23/share ($10 cash + $13 stock) $HEES (+1.0%) HSR waiting period expired May [--] 💰 Insider Buying $TXO: Director Bob R. Simpson buys 2.25M units at $15 ($33.75M) $KW: CEO William McMorrow buys 200K shares at $6.36 ($1.27M). 💸 Buybacks $GOTU (+13.7% Pre market) - $100M share repurchase (10.5% of market cap) $GMED (+2.04% AH) - $500M share repurchase (6% of market cap) 1/2"
X Link 2025-05-16T12:06Z [----] followers, [----] engagements
"Orbic submitted a revised non-binding proposal to acquire Sonim $SONM in a business combination in which Sonim's stockholders would receive a cash purchase price of $1.81 per share. Sonim Technologies $SONM received an unsolicited non-binding proposal from Orbic North America to acquire all outstanding shares of Sonim for $4 per share in cash. Sonim said it is carefully reviewing and evaluating the proposal in consultation with its legal and financial Sonim Technologies $SONM received an unsolicited non-binding proposal from Orbic North America to acquire all outstanding shares of Sonim for"
X Link 2025-05-19T14:57Z [----] followers, [----] engagements
"$MDT Medtronic to spin off Diabetes business 👇 Medtronic to separate its Diabetes business into a standalone public company ("New Diabetes Company") Target timeline: within [--] months Preferred path: IPO followed by split-off 📊 Financial Impact (FY25): Diabetes = 8% of MDT revenue 4% of segment operating profit 🏥 New Diabetes Co. Highlights: Only player with a complete insulin management ecosystem Will be a scaled direct-to-consumer diabetes company Focus: Automated Insulin Delivery Smart MDI manufacturing scale and margin expansion CEO: Que Dallara (current EVP & President of MDT Diabetes)"
X Link 2025-05-21T16:29Z [----] followers, [----] engagements
"Anywhere Real Estate $HOUS Offers to Acquire Douglas Elliman $DOUG - Bloomberg 🏘Anywhere Real Estate formerly known as Realogy has approached Douglas Elliman with a bid that would value it at more than $4 a share. 🏘Douglas Elliman isnt likely to accept the bid at the current level. 🏘As part of the proposed deal Anywhere would seek to sell Douglas Ellimans property management business"
X Link 2025-05-23T14:57Z [----] followers, [----] engagements
"Big [--] Sporting Goods $BGFV to be Acquired by Worldwide Golf and Capitol Hill Group for $112.7 Million - 👟Big [--] stockholders will receive $1.45 per share in cash representing a premium of 21.85% from the stocks last close. 👟The deal is expected to close in the second half of 2025"
X Link 2025-06-30T14:04Z [----] followers, [----] engagements
"E-Commerce Firm Jumia $JMIA Draws Takeover Interest From Axian - Bloomberg 📦Axian which is based in Mauritius and primarily offers telecommunications services in Africa raised $600 million this week to refinance its debt and help fund a possible takeover of Jumia. 📦No final decisions have been made and the companies may not come to an agreement. 📦The deal would help both companies expand across the continent"
X Link 2025-07-01T15:39Z [----] followers, [----] engagements
"Future Pak Affiliate CB Biotechnology to Acquire Theratechnologies $THTX for $254 Million - 💊CB Biotechnology will acquire all the issued and outstanding common shares of Theratechnologies for $3.01 per share in cash plus one contingent value right (CVR) per share for additional aggregate cash payments of up to $1.19 per CVR if certain milestones are achieved. 💊The cash consideration of $3.01 per share represents a 27.54% premium from the stocks last close. 💊The deal is expected to close by November [--] [----]. https://twitter.com/i/web/status/1940667585218957483"
X Link 2025-07-03T07:03Z [----] followers, [----] engagements
"Novartis $NVS Weighs Deal For Biotech Avidity $RNA To Boost Drug Pipeline - FT @mroliverbarnes @JFK_America @hannahkuchler 🧬Novartis has been evaluating a bid for Avidity and expressed interest in an acquisition in recent weeks. 🧬Avidity is working with advisers to assess options"
X Link 2025-08-06T15:40Z [----] followers, [----] engagements
"Gildan $GIL Nears Deal to Acquire Underwear Maker Hanesbrands $HBI - FT @sindap @mroliverbarnes 👕The deal could value the U.S. underwear-maker at approaching $5 billion including debt. 👕The deal talks are at an advanced stage and an acquisition could be agreed by the end of the week but the talks are not finalised and could collapse"
X Link 2025-08-12T07:52Z [----] followers, [----] engagements
"Tapestry shares plunge in premarket trading ( 12.03%) as tariff pressure outweighs strong Q4 FY2025 results - Raises dividend by 14.3% to $0.40 and plans to buy back $800M in common stock in the fiscal year under its existing share repurchase authorization 👜Q4 & FY25 Results 📊💼 💰 Record Q4 Revenue: $1.7B (+8% YoY) led by Coach up 14% (+13% CC) 📆 FY25 Revenue: $7.0B (+5% YoY) powered by 10% growth at Coach 📈 Gross Margin expanded +210 bps in FY25 💵 Returned $2.3B to shareholders ($2B through ASR+ $0.3B dividends) via strong cash flow & balance sheet Great shareholder returns: Consistent"
X Link 2025-08-14T12:42Z [----] followers, [---] engagements
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