2026: The Year of the Mega IPOs?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 22 January 2026

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. SpaceX could be the first of many Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Rocket Lab’s test failure - SpaceX’s IPO rumors and who could quickly follow - Investing advice when analyzing IPOs - IPOs on our radar Companies discussed: RKLB, TSLA, EQPT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The 2026 IPO market looks like it's about to blast off. This is Motley Full Money.
0:20.8	Welcome to Motley Full Money. I'm Tyler Crow, and today I'm joined by longtime Fool
0:25.1	Contributors, Matt Frankel, and John Quest. So we're going to get into the 2026 IPO market
0:30.2	because there's been quite a bit of chatter in this past week out of who's going public,
0:35.1	what companies we could expect to see this year already.
0:39.3	And there's some pretty big names on there that I think a lot of people have been clamoring
0:43.3	for, especially in the AI space. We're going to talk about IPOs on our radar, maybe perhaps
0:49.3	this year or maybe further down the road. But first, we need to talk about Rocket Lab because
0:53.3	they've had a couple
0:54.4	of pivotal and I would say conflicting press releases over the past 24 hours. Yesterday, the company
1:01.1	announced that it had a rupture of a stage one testing tank for its new neutron rocket that
1:06.9	has not yet gone into commercial operation. That press release was then followed by a second one
1:14.1	where it was announcing that its electron rocket, its smaller one that is currently in commercial
1:19.1	operation, had its first successful launch in 2026 and that it was successful at putting two satellites
1:25.5	in orbit. Now, as of this taping, shares of
1:28.1	rocket lob are down about 5%. So it seems like the neutron rocket news is the bigger one here.
1:34.7	And guys, I'm hoping you can help me make sense of this a little bit. The cynical side of me
1:38.7	says that an unsuccessful test of its neutron rocket was the bigger deal and they're kind of papering
1:43.9	it over. Am I wrong? Was're kind of papering it over.
1:45.0	Am I wrong or was this kind of expected for the development of the neutron rocket?
1:50.0	Well, I mean, the timing of two press releases right there together is a little bit suspect,
1:54.4	but I don't think we need to be overly cynical here, Tyler.
	...

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