The 2025 IPO Comeback Tour
View original at nasdaq.comThe 2025 IPO Comeback Tour In this podcast, Motley Fool analysts Emily Flippen and Sanmeet Deo and contirubtor Jason Hall break down why the IPO market took off in 2025, which new listings may look like future Rule Breakers, and what investors should be keeping an eye on for new IPOs in 2026…
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IPO data shows that in general, IPOs tend to fall or stay similar in presidential election years, but increase in the year after elections
80% confidenceAI-related IPOs represented 43% of total IPO proceeds raised in 2025, approximately $16.5 billion out of $38 billion
80% confidenceSpaceX going public will cause institutional investors to buy it to avoid career risk
80% confidenceSpaceX IPO will suck out the air in the room for smaller companies trying to go public at the same time
80% confidenceAI model builders raised nearly double what the entire IPO market did while staying private
80% confidenceFigma is a top dog, first mover in AI-based collaborative design with a clear path to monetization
80% confidenceSpaceX IPO at $1.5 trillion valuation for a cash-burning business makes him more worried than excited
80% confidenceIf the AI bubble bursts in 2026, the IPO market will tighten and see fewer IPOs
80% confidenceMany IPOs are exit strategies for existing investors rather than sources of new capital for businesses
80% confidenceBull markets beget more IPOs, and the economy has powered through despite uncertainty
80% confidenceIn general, he doesn't buy IPOs for about a year or two, and if he does, it's almost always a very small investment
80% confidenceIPOs in the first half of 2025 were up more than 75% compared to 2024
80% confidence