Mizuho downgrades Dayforce stock to Neutral following Thoma Bravo deal

Published 25/08/2025, 00:54
Mizuho downgrades Dayforce stock to Neutral following Thoma Bravo deal

Investing.com - Mizuho (NYSE:MFG) downgraded Dayforce (NYSE:DAY) stock rating to Neutral from Outperform and lowered its price target to $70.00 from $80.00 following the announcement of the company’s acquisition deal. The stock has surged approximately 31% in the past week, with InvestingPro data showing the shares are currently trading in overbought territory.

Dayforce announced it has entered into a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction valued at $12.3 billion. The deal values Dayforce at $70 per share, representing a 32% premium to the company’s unaffected share price on August 15, 2025.

A wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA) will also make a significant minority investment in the transaction, according to the announcement.

The transaction is expected to close in early 2026, subject to customary closing conditions and regulatory approvals.

Mizuho indicated it does not expect another bidder to come forward with a higher price offer at this point, supporting its decision to downgrade the stock to Neutral.

In other recent news, Dayforce has announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction valued at $12.3 billion. This acquisition will take Dayforce private, with stockholders receiving $70 per share, representing a 32% premium to the unaffected share price. The deal is expected to close in early 2026, pending shareholder and regulatory approval. Following the announcement, BMO Capital downgraded Dayforce from Outperform to Market Perform, while raising its price target from $67 to $70. Similarly, TD Cowen downgraded the stock from Buy to Hold, also adjusting its price target to $70. These downgrades reflect the terms of Thoma Bravo’s acquisition offer. The developments follow Dayforce’s confirmation of advanced takeover talks with Thoma Bravo, initially reported by Bloomberg, which had earlier caused a significant surge in Dayforce shares.

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