Deal Dispatch: Fertitta Entertainment Buys Caesars For $17.6 Billion, Arsenal Capital Buys Velcro Brands, Teaneck Surgical Center Bankruptcy

Major M&A activity includes Fertitta Entertainment's $17.6 billion all-cash acquisition of Caesars Entertainment at $31 per share, Autodesk's $3.6 billion purchase of MaintainX, and MasterBrand's completion of its $3.6 billion acquisition of American Woodmark. Other notable deals include DigitalBridge acquiring ArcLight Capital Partners for $1.05 billion, Global-e acquiring Passport for $350 million, and Mission Produce completing its acquisition of Calavo Growers. Several companies initiated strategic reviews including Monro, Fortune Brands, and Largo.

05/29/2026, 2:15 PM • Benzinga

Global-e to Enhance Logistics Offering with Acquisition of Passport, a US-based e-Commerce Logistics and Solutions Company

Global-e Online Ltd. announced it has agreed to acquire Passport Global Inc., a US-based cross-border e-commerce logistics company, for $350 million upfront plus up to $75 million in contingent consideration. The acquisition aims to strengthen Global-e's logistics capabilities, including cross-border shipping, last-mile delivery, and customs brokerage services. Passport is expected to generate approximately $100 million in revenues in 2026 with rapid growth, and the transaction is expected to close in early July 2026.

05/26/2026, 7:07 AM • Benzinga

Down 30% This Year, Is It Finally Time to Buy Global-e Stock?

Global-e Online, a cross-border e-commerce platform serving luxury and mass-market retailers, has seen its stock drop 30% despite reporting strong fundamentals including 33% revenue growth and improved margins in Q1 2026. The decline is attributed to geopolitical concerns about the Iran war affecting 5% of GMV and inflation pressures, though management notes improving trends. Trading at 50x trailing earnings, the stock offers growth potential but faces near-term volatility.

05/18/2026, 4:35 AM • The Motley Fool

7 Nasdaq Stocks That Could Offer Huge Upside Beyond Mega-Cap Names

The NASDAQ Composite reached a record high of 26,274.13 points on May 11, 2026, gaining 15% this month driven by strong tech earnings (46.3% growth) and robust economic data. Analyst Dan Ives projects the index could reach 30,000 within a year. The article identifies two Nasdaq stocks with significant upside potential: Waystar Holding, a healthcare cloud platform benefiting from AI adoption, and Global-E Online, a cross-border e-commerce platform experiencing strong growth.

05/12/2026, 1:34 PM • Investing

7 Nasdaq Stocks That Could Offer Huge Upside Beyond Mega-Cap Names

The NASDAQ Composite reached a record high of 26,274.13 points on May 11, 2026, gaining 15% this month following strong tech earnings with 46.3% growth. Analyst Dan Ives projects the index could reach 30,000 points within a year. The article identifies seven Nasdaq-listed companies with over 40% upside potential based on valuation models, including Waystar Holding and Global-E Online, which benefit from AI adoption and e-commerce growth respectively.

05/12/2026, 9:07 AM • Investing

This Fund Sold $38 Million in Appian Stock Last Quarter. Shares Have Fallen Over 25% This Year

Abdiel Capital Advisors sold 1,075,738 shares of Appian (worth $38.32 million) in Q4 2025, reducing its stake to 12.4% of assets. Appian shares have fallen 28.1% over the past year and underperformed the S&P 500 by 39.1 percentage points. Despite the reduction, Abdiel maintains a double-digit allocation, suggesting risk management rather than abandonment of the investment thesis.

02/27/2026, 10:24 AM • The Motley Fool

Arohi Asset Exits a Big Software Bet by Selling 1.7M DoubleVerify (DV) Shares Worth $20.6 Million

Arohi Asset Management completely exited its position in DoubleVerify by selling 1.7 million shares worth $20.6 million in Q4 2025. The exit comes as DoubleVerify's stock has collapsed 58.5% over the past year, with the company facing margin contraction despite 16% revenue growth, as net income fell 35% year-over-year in the first nine months of 2025.

02/22/2026, 1:21 PM • The Motley Fool

Clearwater Analytics Stock Buy: Why This New $88.3 Million Stake Stands Out

Keenan Capital initiated a significant new position in Clearwater Analytics Holdings, purchasing 3.66 million shares worth $88.3 million in Q4, representing 16.08% of the fund's reportable U.S. equity AUM. The investment comes as Clearwater demonstrated strong growth with 77% YoY revenue increase and 108% net revenue retention, though the company is subject to an $8.4 billion acquisition agreement announced in December.

02/16/2026, 4:14 PM • The Motley Fool

1 Small-Cap Stock I'd Buy Before GLBE in 2026

The article compares AXT, a semiconductor materials company with 40% market share in indium phosphide for AI infrastructure, to Global-E Online (GLBE), an e-commerce platform. AXT is favored due to its 250% sequential revenue growth in indium phosphide, clear market leadership in a critical AI bottleneck, and higher growth potential, while GLBE faces intense competition from Amazon and Walmart despite recent profitability.

01/08/2026, 1:20 PM • The Motley Fool

1 Stock I'd Buy Before Opendoor Technologies (OPEN) in 2026

Opendoor Technologies surged 264% in 2025 on meme stock momentum but faces significant risks in the capital-intensive iBuying business amid a challenging housing market. While new CEO Kaz Nejatian's turnaround strategy shows promise, analyst Jennifer Saibil recommends Global-E Online as a better investment opportunity due to its profitable growth trajectory, strong client base, and long runway in cross-border e-commerce.

01/07/2026, 7:25 AM • The Motley Fool

My Top 10 Stocks to Buy in 2025 Are Beating the Market by 8 Percentage Points. Should You Buy Them for 2026?

An analysis of 10 top stocks that have beaten the market by 8 percentage points in 2025, with a focus on long-term investment potential despite short-term market fluctuations and AI trends.

12/16/2025, 5:35 AM • The Motley Fool

Why Global-e Stock Jumped 11% in November

Global-e Online reported strong third-quarter results with 25% revenue growth, becoming profitable earlier than expected. The cross-border e-commerce solutions company continues to add high-profile brands and expand existing partnerships, demonstrating resilience in a complex industry.

12/03/2025, 11:09 AM • The Motley Fool

Global-e Reports Third Quarter 2025 Results

Global-e Online reported strong Q3 2025 financial performance with 33% GMV growth, 25% revenue growth, and a net profit of $13.2 million, exceeding top-end guidance ranges and expanding partnerships with global brands across multiple regions.

11/19/2025, 6:01 AM • GlobeNewswire

Abdiel Capital Liquidates Massive $113 Million Floor & Decor Stake: Should Investors Follow Suit?

Abdiel Capital fully exited its position in Floor & Decor Holdings, selling 1,482,936 shares worth $112.64 million, reducing its assets under management and potentially signaling concerns about the company's performance and housing market conditions.

11/17/2025, 1:20 PM • The Motley Fool

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

The article highlights three growth stocks with significant long-term potential: SoFi Technologies, Dutch Bros, and Global-e Online. Each company demonstrates strong customer growth, innovative services, and expansion opportunities in their respective markets.

11/12/2025, 6:15 AM • The Motley Fool