M&A Analogue Dashboard

Pending deal

ELECTRONIC ARTS INC ← Silver Lake Management LLC,Public Investment Fund,Affinity Partners LLC/The

Cash

Friendly

Technology

AnnouncedSep 29, 2025

Expected closeMar 31, 2027

Deal value$53.12B

% sought100.0%

SectorTechnology

Announcement jump

Day-0 reaction

+2.75pp

+4.50%Pending

Cohort median+1.75%

Day-5 return

Cumulative through day 5

-0.90pp

+3.68%Pending

Cohort median+4.58%

Latest spread

Current vs offer

+4.5100

5.7300Pending

Cohort median1.2200

Auto-generated comparison summary

01The pending deal's announcement reaction looks slightly stronger than the analogue median (+4.5% vs +1.8%).
02By day 5, the pending deal still looks broadly in line than analogue history (+3.7% vs +4.6%).
03At the current comparison horizon, the spread is materially wider than the analogue median (5.73 vs 1.22).
04Analogue coverage includes 11 same-sector analogues and 44 fallback analogues, so the strongest comparisons should generally come from the same-sector names first.

Ranked by similarity to the pending deal · click headers to sort

10 matches

					Reasons
01	ACTIVISION BLIZZARD INC	Tier 1	Jan 18, 2022	1086.22	same payment type (Cash)same target sector (Technology)very similar deal sizesimilar percent soughtsame bid nature (Friendly)
02	RED HAT LLC	Tier 1	Oct 28, 2018	1076.26	same payment type (Cash)same target sector (Technology)similar deal sizesimilar percent soughtsame bid nature (Friendly)
03	CERNER CORP	Tier 1	Dec 20, 2021	1073.61	same payment type (Cash)same target sector (Technology)similar deal sizesimilar percent soughtsame bid nature (Friendly)
04	ALTERA CORP	Tier 1	Jun 1, 2015	1060.32	same payment type (Cash)same target sector (Technology)similar percent soughtsame bid nature (Friendly)
05	DELL INC	Tier 1	Feb 5, 2013	1058.93	same payment type (Cash)same target sector (Technology)same bid nature (Friendly)
06	CITRIX SYSTEMS INC	Tier 1	Jan 31, 2022	1058.00	same payment type (Cash)same target sector (Technology)same bid nature (Friendly)
07	DAYFORCE INC	Tier 1	Aug 21, 2025	1057.41	same payment type (Cash)same target sector (Technology)similar percent soughtsame bid nature (Friendly)
08	CSRA INC	Tier 1	Feb 12, 2018	1055.84	same payment type (Cash)same target sector (Technology)similar percent soughtsame bid nature (Friendly)
09	BMC SOFTWARE INC	Tier 1	May 6, 2013	1052.79	same payment type (Cash)same target sector (Technology)similar percent soughtsame bid nature (Friendly)
10	NATIONAL SEMICONDUCTOR CORP	Tier 1	Apr 4, 2011	1052.47	same payment type (Cash)same target sector (Technology)similar percent soughtsame bid nature (Friendly)

Cumulative return from baseline

Absolute spread vs offer price

Trading volume relative to baseline

External coverage and filings