Filtered library · Theme
M&A & special situations theme · 4 dossiers
Dossiers in the M&A & special situations theme — 4 stocks moving on the same story.
DormantLast worked 23 August 2026, 49 days ago; the research counts a theme as current for 14 days.
All 4 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ITGR Integer Holdings Corporation Low Integer Holdings Corporation is close to completing its $127.00 cash sale to KKR after U.S. antitrust clearance on 30 September 2026, and the 21 October 2026 shareholder vote is the last major step; the fixed payout leaves the shares… JNJ Johnson & Johnson Low Johnson & Johnson's newer drugs are covering lost Stelara sales, yet the shares fell to $252.93 on 5 October 2026, just above $250; the 13 October 2026 third-quarter report shows whether that growth and the $101.1 billion 2026 sales… PSNL Personalis, Inc. Low Personalis trades as a fixed $16.25-per-share claim on Tempus AI's agreed takeover, leaving little room to beat the market; the 2 October 2026 US antitrust waiting-period expiry and any binding higher offer settle it. DSGR Distribution Solutions Group, Inc. Low Distribution Solutions Group's shares trade at $34.94 against a $35.00 cash buyout by LKCM Headwater, so the remaining case is completion, not upside; the definitive proxy and the unaffiliated-holder vote settle it.