Upgrades - Bradesco BBI upgraded Volaris (VLRS) to Outperform from Neutral with a price target of $12 [2] - Loop Capital upgraded Ollie's Bargain Outlet (OLLI) to Buy from Hold with a price target of $135, increased from $130, citing underestimated comp potential in fiscal 2026 [2] - Raymond James upgraded Cummins (CMI) to Outperform from Market Perform with a price target of $585, noting a change in sentiment for the second half of 2026 despite a cautious near-term outlook [3] Downgrades - Janney Montgomery Scott downgraded Heritage Commerce (HTBK) to Neutral from Buy with a fair value estimate of $14 following an acquisition agreement with CVB Financial (CVBF) [4] - William Blair downgraded Clearwater Analytics (CWAN) to Market Perform from Outperform without a price target after a take-private deal at $24.55 per share [5] - Raymond James double downgraded Sealed Air (SEE) to Market Perform from Strong Buy without a price target, indicating reduced odds for a topping bid after the conclusion of the "go-shop" period [6] - Citi downgraded Amicus (FOLD) to Neutral from Buy with a price target of $14.50, down from $17, after BioMarin announced an acquisition for $4.8 billion or $14.50 per share [6] Initiations - Wells Fargo initiated coverage of Arcellx (ACLX) with an Overweight rating and a price target of $100, viewing its anti-cel as a future pillar in multiple myeloma treatment [7] - Jefferies initiated coverage of BlackSky (BKSY) with a Buy rating and a price target of $23, projecting sales to double to $211 million by 2028 [7] - BTIG initiated coverage of Invivyd (IVVD) with a Buy rating and a price target of $10, highlighting its effective antibody production [7] - Jefferies initiated coverage of Relmada Therapeutics (RLMD) with a Buy rating and a price target of $9, noting a transformation towards oncology and neuro pipeline [7] - Seaport Research initiated coverage of MasterCraft Boat (MCFT) with a Neutral rating and no price target, expressing caution due to competitive pressures in the marine industry [7]

Core Insights - Sealed Air Corporation (SEE) has entered a "no-shop" period after its 30-day "go-shop" period expired without any competing offers, preventing negotiations with other potential buyers [1][8] - The acquisition deal with CD&R is expected to be completed by mid-2026, pending closing conditions [2] - The acquisition will enhance Sealed Air's Food and Protective businesses while maintaining a customer-first approach [3] Deal Details - The definitive agreement for the acquisition was signed in mid-November, with an enterprise value of $10.3 billion, offering Sealed Air shareholders $42.15 in cash per share, which represents a 41% premium based on the price as of August 14, 2025, and a 24% premium over the company's 90-day volume-weighted average price (VWAP) [4][5] - The deal will provide immediate payouts to shareholders at a substantial premium and allow the company to focus on its long-term strategy, with headquarters remaining in Charlotte, NC, and the company going private and delisting from the New York Stock Exchange [5] Stock Performance - Over the past year, Sealed Air's shares have increased by 23.4%, contrasting with a 26.2% decline in the industry [6]

Core Viewpoint - Sealed Air Corporation has entered into a definitive agreement with CD&R for an acquisition valued at $10.3 billion, with a purchase price of $42.15 per share, and the transaction is expected to close in mid-2026 [1][4]. Group 1: Transaction Details - The "go-shop" period for Sealed Air's acquisition expired on December 16, 2025, during which the company solicited alternative acquisition proposals from 29 parties, resulting in six parties entering confidentiality agreements [2]. - Following the expiration of the "go-shop" period, Sealed Air is now subject to "no-shop" provisions, limiting its ability to negotiate with third parties [3]. - The transaction is contingent upon stockholder approval, regulatory clearances, and other customary closing conditions [4]. Group 2: Company Overview - Sealed Air Corporation is a global leader in packaging solutions, generating $5.4 billion in sales in 2024 and employing approximately 16,400 people across 117 countries [6]. - The company specializes in food and protective packaging solutions, with well-known brands including CRYOVAC®, SEALED AIR®, LIQUIBOX®, AUTOBAG®, and BUBBLE WRAP® [6].

Core Insights - The Zacks Premium service provides tools for investors to enhance their stock market engagement and confidence through various research features [1][2] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [4] - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [5] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [6] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors seeking value, growth, and momentum [7] Zacks Rank and Style Scores Integration - The Zacks Rank, based on earnings estimate revisions, has shown a strong historical performance, with 1 (Strong Buy) stocks averaging a +23.93% annual return since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [10] - Stocks with lower Zacks Ranks, even with high Style Scores, may still face downward price pressure due to negative earnings outlooks [11] Company Spotlight: Sealed Air Corporation - Sealed Air Corporation, based in Charlotte, NC, is a leading provider of packaging solutions, focusing on food preservation, goods protection, and e-commerce integration [12] - Currently rated 3 (Hold) by Zacks, Sealed Air has a VGM Score of B and a Momentum Style Score of A, with shares increasing by 11.1% over the past four weeks [12][13] - Recent upward revisions in earnings estimates by analysts have raised the Zacks Consensus Estimate for fiscal 2025 to $3.30 per share, with an average earnings surprise of +21.1% [13]

Core Points - Halper Sadeh LLC is investigating potential violations of federal securities laws and breaches of fiduciary duties related to the sale of Sealed Air Corporation to funds affiliated with CD&R for $42.15 per share in cash [1] - Exact Sciences Corporation is being sold to Abbott for $105.00 per common share in cash, and Mersana Therapeutics, Inc. is being sold to Day One Biopharmaceuticals, Inc. [2] - The firm may seek increased consideration for shareholders, additional disclosures, or other relief on behalf of shareholders, operating on a contingent fee basis [3] Company Investigations - Sealed Air Corporation's sale price is $42.15 per share in cash [1] - Exact Sciences Corporation's sale price is $105.00 per common share in cash [2] - Mersana Therapeutics, Inc. is involved in a sale to Day One Biopharmaceuticals, Inc. [2] Legal Rights and Options - Shareholders are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options free of charge [4] - The firm represents investors globally who have experienced securities fraud and corporate misconduct [4]

Core Insights - Sealed Air Corporation (SEE) has entered into a definitive agreement with CD&R for an all-cash acquisition valued at $10.3 billion, aligning with its transformation strategy [1][6] - Shareholders will receive $42.15 per share, reflecting a 41% premium over the stock price as of August 14, 2025, and a 24% premium above the 90-day volume-weighted average price (VWAP) [2][6] - The acquisition has been approved by Sealed Air's Board of Directors and is expected to close by mid-2026, with the company going private and remaining headquartered in Charlotte, NC [3][6] Financial Performance - In Q3 2025, Sealed Air reported adjusted earnings per share of 87 cents, exceeding the Zacks Consensus Estimate of 68 cents, marking a 10.1% year-over-year increase [4] - Total sales for the quarter were $1.35 billion, surpassing the Zacks Consensus Estimate of $1.31 billion, with a year-over-year increase of 0.5% despite a 1% decline in volumes [4] Stock Performance - Over the past year, Sealed Air's shares have increased by 22.8%, contrasting with a 31.5% decline in the broader industry [5]

Group 1: Repare Therapeutics Inc. - Repare Therapeutics Inc. is being investigated for potential violations of federal securities laws related to its sale to XenoTherapeutics, Inc. [1] - Upon closing of the proposed transaction, each Repare shareholder is estimated to receive a cash payment of $1.82 per share, along with a non-transferable contingent value right for additional cash payments under certain conditions [1]. Group 2: Sealed Air Corporation - Sealed Air Corporation is involved in a sale to funds affiliated with CD&R for $42.15 in cash per share [2]. Group 3: Legal Representation and Shareholder Rights - Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures, and other relief on behalf of shareholders [3]. - Shareholders are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options at no charge [4].

Core Viewpoint - Class Action Attorney Juan Monteverde is investigating Sealed Air Corp. regarding its proposed sale to Clayton, Dubilier & Rice, LLC, where shareholders would receive $42.10 per share in cash, raising questions about the fairness of the deal [1]. Group 1: Company Overview - Monteverde & Associates PC is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report and has recovered millions for shareholders [1]. - The firm is located in the Empire State Building, New York City, and specializes in class action securities litigation [2]. Group 2: Transaction Details - Sealed Air shareholders are set to receive $42.10 per share in cash as part of the proposed transaction with Clayton, Dubilier & Rice, LLC [1].

Core Insights - Sealed Air has agreed to a $6.2 billion buyout by private equity firm CD&R, with shares sliding about 3% following the announcement [1][6] - The all-cash deal offers investors $42.15 per share, which is 2.6% lower than the closing price on the previous Friday but 16% higher than the price before acquisition talks began [2][6] - The transaction, with an enterprise value of $10.3 billion, is expected to close in the middle of next year [5] Company Overview - Sealed Air, based in Charlotte, N.C., is known for manufacturing bubble wrap and other packaging solutions [1] - The company's chair, Henry Keizer, expressed confidence that the transaction delivers significant value for stockholders and the company [4] Industry Context - Private equity firms are increasingly active in the packaging and industrials sector, driven by rising costs and uneven demand [3] - The trend of taking companies private allows investors to restructure manufacturers without the pressures of public market scrutiny [3]

Core Viewpoint - Johnson Fistel, PLLP has initiated an investigation into potential breaches of fiduciary duties by the board members of Sealed Air Corporation regarding the proposed acquisition by CD&R, which is perceived to undervalue the company’s shares [1][2]. Group 1: Company Overview - Sealed Air Corporation has entered into a definitive merger agreement with CD&R, where CD&R will acquire all outstanding shares of Sealed Air common stock for $42.15 per share in cash [2]. Group 2: Legal Firm Background - Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm with multiple offices across the United States, representing both individual and institutional investors in securities class action lawsuits [3]. Group 3: Achievements of the Law Firm - In 2024, Johnson Fistel was ranked among the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services, having recovered approximately $90.725 million for clients in cases where it served as lead or co-lead counsel [4].