Shares of Cloudera (CLDR) - Get Report shot up 18% on Tuesday to $12 after Bloomberg reported that the enterprise software firm is fielding takeover bids, although no deal has yet been reached. Trading was briefly halted in the stock after the news was reported.
D.A. Davidson analyst Rishi Jaluria wrote on Tuesday that IBM (IBM) - Get Report "is the most likely strategic buyer, especially given the partnership between Cloudera and IBM."
There's an "outside shot" of a Cloudera acquisition by AWS, Google Cloud or Microsoft Azure, Jaluria added; a private equity buyer is also possibility, given Cloudera's recent stumbles.
Activist investor Carl Icahn and affiliates built an 18% stake in Cloudera last year, fueling speculation that Icahn might eventually push for a sale or some other type of strategic restructuring.
(from The street. 抜粋）
Shares of Cloudera (CLDR) - Get Report shot up 18% on Tuesday to $12 after Bloomberg reported that the enterprise software firm is fielding takeover bids, although no deal has yet been reached. Trading was briefly halted in the stock after the news was reported.
D.A. Davidson analyst Rishi Jaluria wrote on Tuesday that IBM (IBM) - Get Report "is the most likely strategic buyer, especially given the partnership between Cloudera and IBM."
There's an "outside shot" of a Cloudera acquisition by AWS, Google Cloud or Microsoft Azure, Jaluria added; a private equity buyer is also possibility, given Cloudera's recent stumbles.
Activist investor Carl Icahn and affiliates built an 18% stake in Cloudera last year, fueling speculation that Icahn might eventually push for a sale or some other type of strategic restructuring.
(from The street. 抜粋）