Stock Movers Dayforce Rises, Soho House Gains, UnitedHealth Up Following Buffet Stake
Aug 18, 2025
Dayforce's stock soars after acquisition talks with Thoma Bravo, sparking investor excitement. Soho House sees a significant jump as MCR's buyout offer presents a hefty premium for shares. Meanwhile, UnitedHealth rebounds following a substantial investment from Warren Buffett's Berkshire Hathaway, amidst struggles and an ongoing federal probe. These shifts illustrate the dynamic nature of the stock market and investor sentiment.
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Buyout Talks Reprice Software Stocks
- Thoma Bravo talks triggered a sharp Dayforce rally that implied a market value jump to about $11 billion.
- The move signals how buyout interest can rapidly reprice tech firms amid weak post-pandemic capital spending.
Reopening Winners Can Reverse Sharply
- Dayforce shares had fallen 60% from their 2021 peak before the buyout news.
- That decline highlights how tech winners from reopening booms can face steep reversals when corporate spending cools.
Use Buyout Rumors As Repricing Signals
- Treat buyout rumors as catalysts that can quickly revalue stocks.
- Use such events to reassess market expectations and potential downside protection needs.