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So far, we’ve seen just 9 IPOs hit the US markets, including today’s expected Nasdaq debut of OneIM Acquisition Corp.
While we haven’t yet seen an explosive number of new listings yet, and it’s been a mixed bag of results with the companies that have debuted thus far…
Get ready.
Because it’s about to really heat up!
Quick Side note: Last week I mentioned an IPO I really liked (the only one so far in 2026) that was slated to debut this week. It hasn’t yet. But I still like it and will alert Premium members when it’s officially ready to launch.
Keep in mind, IPO Stream Premium members already have a lot of details on the company and are just waiting for debut day and tactical trade suggestions (which I’ll alert once all the ducks are in a row).
Now, like I said earlier, it’s been slow.
But here’s a small sample of what we can expect going forward…
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Confirmed & Actively Preparing IPOs
These companies (among others) have filed or publicly confirmed IPO plans, making them the most actionable names on the 2026 calendar.
BitGo: A leading crypto-custody platform targeting a valuation near $2 billion.
Bitgo is one of the first major U.S. crypto IPOs of the new cycle. This debut signals renewed institutional confidence in digital assets.
EquipmentShare: A construction-tech and equipment rental platform. It’s reportedly targeting a $6+ billion valuation.
Key driver?
Infrastructure spending, plus SaaS-style growth in a legacy industry.
Aktis Oncology: A clinical-stage biotech and likely one of the first notable biotech IPOs of 2026. As mentioned in previous issues, the biotech IPO window has been reopening.
Bob’s Discount Furniture: a value-focused furniture retailer planning a NYSE listing.
This would be a test case for consumer and retail IPO appetite.
Highly Anticipated Mega-IPOs (Not Yet Filed)
You probably already know these names. They’re huge, it’s why I call them Mega-IPOs.
SpaceX: The most talked-about private company in the world. An IPO would very likely be historic in scale.
Anthropic: A leading AI lab competing at the frontier of large language models.
A pure-play with exposure to next-generation AI systems.
OpenAI: Still privately structured but frequently cited as a potential future public company.
It could rival the most influential tech IPOs in history.
Heavily Rumored Names Circulating in IPO Circles
These companies appear frequently on 2026 IPO shortlists, though timing remains fluid:
Anduril (Defense AI & autonomous systems)
Databricks (Enterprise AI & data analytics)
Kraken (Crypto exchange)
Consensys (Ethereum & blockchain infrastructure)
Cerebras Systems (AI-optimized semiconductors)
CoreWeave (GPU cloud for AI workloads)
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What the 2026 IPO Pipeline (and rumors) are Signaling
Several clear themes are emerging:
AI remains the dominant investment narrative
Crypto is returning, led by infrastructure, not speculation
Defense and aerospace are gaining investor relevance
Industrial tech is commanding tech-style valuations
Biotech may finally be thawing after a multi-year freeze
Bottom Line
While the IPO market hasn’t yet hit full stride, the 2026 IPO class isn’t just about the volume of new stock tickers. No, it’s a preview of where capital is flowing next.
For investors, this pipeline offers an early look at the sectors and business models likely to define the next market cycle.
Stay tuned…
This is just the beginning...
And it’ s just a small sample of what’s to come.
-Tim
