>> Microsoft getting an upgrade this morning from Oppenheimer. Upgrading the stock to an outperform $600 price target. The analyst says I revenue will be a big driver for the company.The stock up just fractionally up 8/10 of a percent premarket. >> All right. Let's talk about mergers and acquisitions in the IPO market.What could drive deals in the second half of the year. Joining us now is Robert Kindler, global chair of the mergers and acquisitions group at Paul Weiss. Good morning.It's been a while. It's ...

Ten-Year Legacy Brand Joins THCT Portfolio, Expanding National Craft Cannabis Footprint and Female-Founded LeadershipMEDFORD, Ore., July 09, 2025 (GLOBE NEWSWIRE) -- THC Therapeutics, Inc. (“THCT” or the “Company”), (OTC: THCT), a company focused on the legal and regulated cannabis industry, is proud to announce the acquisition of all issued and outstanding membership interests of STHoldings Group LLC, the parent company of iconic Eugene, Oregon cannabis brand SugarTop Buddery, in an all-share transaction v ...

Merck is closing in on an approximately $10 billion deal to acquire respiratory drugmaker Verona Pharma, the Financial Times reports https://t.co/M1uekdxh0f ...

feeling about the battle for talent with Mark Zuckerberg and Meta. Fine. Fine.Good. Um, and are you concerned about hiring or not having enough people to hire in this market. Um, I think we have a incred I mean, obviously we have an incredibly talented team.I think they really love what they're doing. Obviously, some people will go to different places. There's a lot of excitement, I guess we could say, in the industry, but no, I think we'll find some to Mark and maybe some of your talents.I have not, but I' ...

Key Takeaways The acquisition of Frauscher is expected to boost Wabtec's Digital Intelligence portfolio The deal is expected to be EPS accretive in year one and improve margins and ROIC over time. Frauscher's strong Europe and India presence supports WAB's global rail signaling growth strategy.Wabtec Corporation (WAB) ) is strengthening its operations through strategic acquisitions. To this end, Wabtec has inked a deal to purchase Frauscher Sensor Technology Group for an enterprise value of €675 million i ...

The Zacks Building Products – Wood industry continues to face a difficult environment marked by rising construction costs, potential housing project delays, and mounting affordability concerns for consumers. The threat of tariffs also raises the risk of retaliatory trade actions, adding pressure to global trade dynamics. Meanwhile, spending on home repair and remodeling (R&R) has pulled back from pandemic-era highs as elevated mortgage rates weigh on consumer budgets. With homeownership becoming increasingl ...

Key Takeaways Royal Gold will acquire Sandstorm Gold in an all-stock deal valued at $3.5 billion. RGLD will buy Horizon Copper for $196 million in cash, pending Sandstorm deal completion. Sandstorm Gold deal expands RGLD's portfolio with producing, development, and exploration-stage assets.Royal Gold, Inc. (RGLD) announced that it inked agreements to acquire Sandstorm Gold Ltd. (SAND) and Horizon Copper Corp. These transactions will reinforce Royal Gold’s position as a leading North American precious meta ...

Key Takeaways DVN's acquisitions of Validus Energy and Grayson Mill expand assets in the Eagle Ford and Williston Basins. The strategy supports cash flow, capital returns and low-cost production across volatile cycles. DVN trades at 3.55X EV/EBITDA TTM, versus the industry's 11.13X, reflecting a relative discount.Devon Energy Corporation (DVN) , an oil and gas producer, has pursued a disciplined acquisition strategy to expand its asset base, boost operational scale and enhance shareholder returns. The com ...

以下文章来源于e公司 ，作者证券时报 黄翔 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时 上市公司标准化快讯，针对可能影响上市公司股价的主题概念、行业事件及时采访二次解读，从投资者 需求出发，直播上市公司有价值的活动、会议。 筹划收购。 7月8日，正帆科技（688596）公告，拟以现金方式购买汉京半导体5名股东持有的62.23%股权，交易完 成后，汉京半导体将成为正帆科技的控股子公司。本次交易不构成关联交易和重大资产重组。 资料显示，汉京半导体拥有高精密石英和先进陶瓷材料制造技术，主要产品包含石英管、石英舟、石英 环、碳化硅陶瓷舟、碳化硅陶瓷管、碳化硅陶瓷保温筒等。汉京半导体作为国内首家碳化硅耗材生产商、 国内石英制品产业的头部供应商，是东京电子（TEL）、日立国际电气（KE）等国际头部半导体设备厂商 的核心供应商，同时该公司产品已经导入台积电（TSMC）等众多国内外一线晶圆厂，以及北方华创、拓 荆、中微等国内半导体工艺设备厂商。 目前，汉京半导体正处于高速发展期，除现有产线外，还在推进高端产线建设，包括国内第一条极高纯石 英生产线，其产品等级将对 ...

Acquisition Overview - TopBuild will acquire Progressive Roofing for a cash consideration of $810 million[3] - The acquisition represents a valuation of 91x Progressive Roofing's EBITDA[3] - Post-synergies, considering $5 million in synergies, the valuation is 86x EBITDA[3] - The transaction is expected to close in early Q3 2025[3] Progressive Roofing Highlights - Progressive Roofing has a revenue of $438 million and an EBITDA of $89 million, resulting in an EBITDA margin of 203%[3] - Approximately 70% of Progressive Roofing's revenue comes from re-roofing and maintenance services, which are considered non-discretionary[6,22] - Progressive Roofing has a customer retention rate of approximately 80% with multi-year repeat customers[10] Market Opportunity - The commercial roofing market has a total addressable market (TAM) of $75 billion[3,4,27] - The top 20 commercial roofing companies hold approximately 10% of the market share, indicating a highly fragmented market[27,30] TopBuild's Financial Performance - TopBuild's sales increased from $1617 million in 2015 to $5330 million in 2024, representing a CAGR of 142%[32] - TopBuild's adjusted EBITDA increased from $107 million in 2015 to $1075 million in 2024, representing a CAGR of 292%[33]