Is Verint Systems (VRNT) About to Be Acquired? Rumors Swirl as Tech M&A Heats Up

Whispers across trading floors suggest Verint Systems might be the next big takeover target. The customer engagement specialist's stock has seen unusual activity—fueling speculation that someone's building a position.

Why VRNT Attracts Suitors

Verint's AI-powered analytics platform sits on a goldmine of customer data—exactly the kind of asset tech giants and private equity firms crave. Their tech stack integrates communication channels most companies haven't even heard of yet.

Market Signals Don't Lie

Trading volume spiked 40% above average last week while short interest dropped dramatically. That pattern typically means smart money knows something retail hasn't figured out yet—or someone's betting big on a rumor becoming reality.

The Private Equity Playbook

With interest rates stabilizing, PE firms have dry powder burning holes in their pockets. Verint's steady cash flow makes it perfect for leverage—the kind of boring-but-profitable business that gets financiers excited about 'operational improvements' (read: cost cuts).

Tech's Consolidation Game

Major cloud providers lack Verint's depth in customer journey analytics. Acquiring rather than building could save years of development time—and prevent another startup from eating their lunch.

Why This Might Not Happen

Verint's management has resisted overtures before. The company's complicated debt structure could scare off timid acquirers—and let's be honest, some bankers would rather collect advisory fees than actually close deals.

Bottom line: The numbers suggest something's brewing, but until someone actually puts money on the table, it's just another rumor moving markets—because nothing gets investors excited like the possibility of someone else overpaying for assets.

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The report cited people familiar with the matter but also cautioned that no final decision has been made and the deal could still fall through, or the timing and terms could change. The deal could also face regulatory scrutiny and integration challenges, which are typical in cases like this.

Why Is Verint Systems a Potential Takeover Target?

Verint Systems is a software Maker specializing in customer experience automation. The company operates a successful call center and outsourcing business. VRNT stock has lost more than 25% so far in 2025, due to growing concerns that artificial intelligence (AI) could disrupt the business process outsourcing market.

Despite these pressures, Verint beat both sales and earnings expectations in its first-quarter fiscal 2026 results. The company reported a 6% year-over-year growth in annual recurring revenue (ARR), driven by adoption of its AI-powered solutions. For the full fiscal year 2026, Verint expects ARR growth of 8%.

Why Is Thoma Bravo Interested in Buying Verint?

Thoma Bravo, known for acquiring undervalued enterprise software platforms with recurring revenue potential, typically seeks to enhance value through operational efficiencies and innovation. In Verint’s case, the private equity firm could help accelerate the shift to cloud-native and AI-powered solutions while streamlining expenses.

Verint has already shown consistent growth in its Software-as-a-Service (SaaS) annual recurring revenue, according to Main Street Data. This momentum is being fueled by stronger AI-driven outcomes and record SaaS ACV (annual contract value) bookings.

Is Verint a Good Stock to Buy?

On TipRanks, VRNT stock has a Moderate Buy consensus rating based on five Buys and two Hold ratings. The average Verint Systems price target of $29.71 implies 45.1% upside potential from current levels.