Key Highlights

  • Bumble (NASDAQ:BMBL) posted the largest one month gain in the group at 132.88%, closing at USD 5.99 on November 5, 2026, just under the USD 6.05 per Class A share cash offer from Ithaca Holdings.
  • EVgo (NASDAQ:EVGO) climbed 36.69% over one week after an unsolicited, non-binding USD 2.00 cash proposal from LS Power, a 59% premium, though the latest session dropped 6.35% to USD 1.70.
  • Perion Network (NASDAQ:PERI) rose 31.62% in one week to USD 11.43, which sits USD 0.27 under the USD 11.70 cash offer from Affle, while a go-shop runs until December 11, 2026.
  • Surgery Partners (NASDAQ:SGRY) gained 72.41% in one month on a USD 23.50 per share cash buyout valued at USD 5.7 billion, while ADT Inc. (NYSE:ADT) advanced 58.17% toward a USD 10.00 per share cash offer.

Bumble (NASDAQ:BMBL): A Take-Private Offer Drives the Re-Rating Rather Than Operations

This is a Takeover re-rating, not an operating turnaround. Bumble (NASDAQ:BMBL) sat near USD 2.57 a month earlier by simple arithmetic on the one month figure, and it closed at USD 5.99 on November 5, 2026. Published coverage on October 13, 2026 reported buyout talks with Ithaca Holdings and a near 50% jump in a single session. The company then announced an all-cash agreement at USD 6.05 per Class A share, roughly USD 1.3 billion in total, a premium near 138% to the unaffected close of October 9, 2026. Affiliates of Blackstone and founder Whitney Wolfe Herd approved the transaction by written consent. The USD 0.06 gap equals about 1.0% (calculated), and a one week change of 0.25% shows the price pinned near the offer. Fundamentals were soft, with second quarter Revenue of USD 210.5 million, down 15.2%, and paying users off 16.4% to 3.2 million. Should the deal collapse, the stock could slide toward roughly USD 2.54 (calculated). Spreads may be wide, and a few trades can move Bumble (NASDAQ:BMBL).

EVgo (NASDAQ:EVGO): A Non-Binding USD 2.00 Proposal From LS Power Anchors the Price

A take-private approach is the catalyst. EVgo (NASDAQ:EVGO) confirmed on November 2, 2026 an unsolicited, non-binding cash offer from LS Power at USD 2.00 per Class A share, a 59% premium to the market. Published coverage described it as the best day in two years, a gain near 46.83% from about USD 1.26. At USD 1.70 the stock sits roughly 15% under the offer (calculated), a level that reflects odds of a richer bid, a weaker one or no deal at all. LS Power controls about 56% of the voting power, and a special committee of independent directors will weigh the proposal. A research firm moved the stock to neutral on November 4, 2026, and another firm reduced its target from USD 2.50 to USD 1.75. Third quarter results land on November 9, 2026, with revenue consensus near USD 92.2 million, after full year revenue guidance was lowered to USD 400 million to USD 430 million. A failed proposal could unwind the gain for EVgo (NASDAQ:EVGO).

Perion Network (NASDAQ:PERI): Affle's USD 11.70 Cash Offer and the Go-Shop Window

This move reflects a takeover repricing rather than an Earnings surprise. Affle agreed on November 1, 2026 to buy Perion Network (NASDAQ:PERI) for USD 11.70 per share in cash, a deal with an Equity value of about USD 420 million and a 34.5% premium to the October 30 close. Simple arithmetic places that close near USD 8.70, so roughly USD 2.73 of the gain was captured quickly. The shares trade USD 0.27 below the offer, a 2.4% spread, which tracks the time to closing, the Shareholder vote and Hart-Scott-Rodino clearance. A 40-day go-shop extends to December 11, 2026, leaving room for a rival bid. Market Value is near USD 410 million, placing the company in small cap territory, where a few trades can move the price and spreads can be wide. If the agreement failed, shares could retrace to about USD 8.70, roughly 24% under USD 11.43 by simple arithmetic. Closing is expected in early 2027, and the 31.62% weekly advance is no assurance that gains will continue for Perion Network (NASDAQ:PERI).

Surgery Partners (NASDAQ:SGRY): A Cash Buyout at USD 23.50 Caps Further Upside

This is a cash takeover. HealthSpan Partners, an affiliate of Bon Secours Mercy Health, agreed on October 26, 2026 to acquire Surgery Partners (NASDAQ:SGRY) for USD 23.50 per share, a deal valued at USD 5.7 billion. That day the shares closed at USD 23.25, a 47.62% gain from an earlier close near USD 15.75 (calculated), on Volume of 58.3 million shares against an average near 3.3 million. At USD 23.16 the discount to the offer is USD 0.34, about 1.5%, reflecting the wait for the first quarter of 2027 closing and approvals. Bain Capital owns roughly 39% and is reported to support the transaction. Published coverage put publicly traded market value near USD 2.99 billion, inside the Mid cap band. Further gains beyond USD 23.50 look constrained by the offer, while a failed deal could send shares back toward USD 15.75. The one week change is down 0.41%, and the 72.41% monthly gain should not be read as a trend for Surgery Partners (NASDAQ:SGRY).

ADT Inc. (NYSE:ADT): A USD 10.00 Cash Acquisition by Thrive Holdings Sets the Ceiling

Shares moved on a takeover re-rating. On November 3, 2026, ADT published third quarter results and said Thrive Holdings will acquire ADT Inc. (NYSE:ADT) for USD 10.00 per share in cash, with completion expected in the first quarter of 2027 pending stockholder and US antitrust approval. At USD 9.87 the discount is USD 0.13, about 1.3% (calculated), which explains why the one week change is only negative 0.10% while the one month gain reaches 58.17%. Revenue was USD 1,349 million, up 4%, Net Income USD 151 million and adjusted EPS USD 0.24, yet the company withdrew its 2026 guidance. Balance Sheet items matter too, with cash of USD 228 million against Long Term Debt of USD 6,539 million. Upside now looks capped near USD 10.00 unless a rival bid emerges, and the downside returns if regulators object. A few trades can move prices, and although a pending cash deal typically tightens spreads, thin trading can still widen them for ADT Inc. (NYSE:ADT).

Where Things Stand

Bumble led the list at 132.88% over one month, and every name here was repriced by a takeover offer or proposal, which answers the headline question. Each stock now trades close to a fixed cash price, so the upside is largely capped and the moves depend on deal timing. The screen covers small caps (300 million to 2 billion USD) and mid caps (2 billion to 10 billion USD) across the past week and month, based on a market data snapshot dated November 5, 2026. Reversals are possible if a deal is delayed or fails, and thin small cap trading can widen spreads.