Magic Software stock rating cut following merger announcement

Published 12/03/2025, 09:18
Magic Software stock rating cut following merger announcement

On Wednesday, William Blair analysts downgraded Magic Software Enterprises Ltd. (NASDAQ:MGIC) stock from Outperform to Market Perform. The move came in response to Magic Software (ETR:SOWGn)’s recent announcement of its upcoming merger with Matrix I.T Ltd., an established IT services company based in Israel. Despite the downgrade, InvestingPro data shows the stock has surged over 10% in the past week and maintains a "Good" financial health score, with a P/E ratio of 17.1x.

Magic Software revealed after the market closed on March 10 that it plans to merge with Matrix. As per the merger agreement, Matrix is set to acquire all outstanding shares of Magic in exchange for Matrix common stock. Once the transaction is complete, Magic Software will transition into a privately-held entity, fully owned by Matrix. According to InvestingPro analysis, Magic Software currently appears undervalued, with strong fundamentals including a healthy current ratio of 1.76 and moderate debt levels.

The terms of the merger stipulate that the stock consideration will be based on the relative valuations of both companies. The exchange ratio has been set at 31.125% for Magic shareholders and 68.875% for existing Matrix shareholders. This means that, immediately following the merger, Magic shareholders will possess 31.125% of the outstanding shares of Matrix, while existing Matrix shareholders will retain 68.875%.

The decision by William Blair to downgrade Magic Software’s stock reflects the new developments surrounding the company’s merger plans. The analyst cited the specifics of the merger agreement and the future ownership distribution as the rationale behind the rating change.

Magic Software’s strategic move to merge with Matrix and the subsequent change in its stock rating are significant developments for the company’s investors. The merger is poised to reshape the company’s structure and its presence in the IT services sector.

In other recent news, Magic Software Enterprises Ltd. has announced plans to merge with Matrix I.T Ltd., following the signing of a Memorandum of Understanding (MOU). This proposed merger involves Matrix acquiring all outstanding shares of Magic, making Magic a privately held subsidiary of Matrix through a reverse triangular merger. The combined entity is projected to have a market value of $2.1 billion, with operations in about 50 countries and a workforce of over 15,000 employees. Had the merger been completed in 2024, the financial highlights would include revenues of $2.1 billion, a gross profit of approximately $382 million, and a net income of around $110.6 million. Magic shareholders are expected to receive a 31.125% stake in Matrix’s share capital post-merger. The MOU, while not legally binding, has been approved by Magic’s Board of Directors and an independent committee, pending various conditions such as regulatory approvals and third-party consents. The merger aims to leverage Magic’s international presence and Matrix’s market dominance in Israel to create a robust IT services provider. The final agreement is subject to due diligence and further approvals from both companies’ boards and shareholders.

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