AI-Induced Tech Selloff Spoils the IPO Parade

This year was supposed to be a blockbuster for tech offerings of all sizes.

WSJ • 3 hours ago

Chart Of The Day: With Past IPOs Slumping, Will Mega-Deals Proceed?

This could be the year of the mega-IPO - with top Artificial Intelligence (AI) companies and SpaceX eyeing 2026 public market debuts. But the performance of past IPOs is souring, raising questions about investor enthusiasm for big deals. The MoneyShow Chart of the Day shows the performance of the Renaissance IPO Index and the S&P 500 Index over the past year. The IPO index generally tracked, or even outperformed, the S&P until September. But it has notably underperformed since then.

Seeking Alpha • Feb 16, 2026

2026 Could Be a 'Blockbuster Year' for IPOs. Is the Renaissance IPO ETF a Buy?

Last year was relatively slow for IPOs, but a string of potential trillion-dollar listings could hit in 2026. Goldman Sachs forecasts a record for IPO activity in dollar terms, while The Wall Street Journal predicts a "blockbuster year.

The Motley Fool • Feb 12, 2026

U.S. IPO Proceeds Set to Quadruple in 2026? ETFs to Consider

As dealmaking momentum builds, the U.S. IPO market may be gearing up for a comeback in 2026. ETFs like FPX, IPO, FPXI and IPOS provide a low-stress way to play the trend.

Zacks Investment Research • Feb 10, 2026

Madison Small Cap Fund Q4 2025: Buys, Sells, And Standouts

In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that helps software developers plan, build, and monitor code.

Seeking Alpha • Feb 2, 2026

Exciting IPO Lineup Ahead? Join the Action With These ETFs

With blockbuster IPOs lining up, ETFs provide a low-stress way to play the trend.

Zacks Investment Research • Jan 26, 2026

FPX: Leading IPO ETF With A Few Unexpected Holdings

First Trust US Equity Opportunities ETF is the largest IPO/spin-off ETF with 101 stocks, eligible in their first 1,000 days after IPO. FPX has significant exposure in technology, industrials, and healthcare, but the sector breakdown may change with IPO flow. FPX has delivered superior long-term and recent returns compared to benchmarks and competitors.

Seeking Alpha • Jan 12, 2026

From OpenAI To SpaceX: The IPO ETF Bet On A 2026 Go-Public Surge

Renaissance IPO ETF (IPO) is rated a buy, anticipating a surge in major IPOs through 2026 to fuel renewed investor interest. IPO's portfolio is heavily growth-oriented, with 94% SMID-cap exposure and a 42% weighting in Information Technology. Despite a high 26.9x P/E, IPO's long-term earnings growth near 32% yields a compelling PEG ratio below 2.

Seeking Alpha • Jan 8, 2026

SpaceX could be the first $500 billion IPO, says Lerer Hippeau's Eric Hippeau

Eric Hippeau, Lerer Hippeau managing partner, joins 'Squawk on the Street' to discuss the massive backlog of IPOs, what he expects in 2026, AI valuations, and more.

CNBC Television • Dec 22, 2025

Boring companies are going public again, strong signal for 2026 IPOs: Axios' Primack

CNBC's "The Exchange" team discusses the IPO market, Medline's trading debut and more with Dan Primack, business editor at Axios.

CNBC Television • Dec 17, 2025