What Should Investors Do With the New Wave of IPOs?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 11 May 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Monday.com’s financial results for the first quarter of 2026 -The upcoming Cerebras IPO -Mailbag: Trim my winners to raise cash or deploy new cash? Companies discussed: Monday.com (MNDY), Cerebras, Nvidia (NVDA), OpenAI, Figma (FIG) Host: Jon Quast Guests: Matt Frankel, Rachel Warren 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	What should investors do with a new wave of IPOs coming?
0:06.3	You're listening to Motley Fool Hidden Gems Investing.
0:09.8	Welcome to Motley Fool Hidden Gems Investing.
0:12.2	I'm John Quas, and I'm joined today by pool contributors Matt Frankel and Rachel Warren.
0:18.2	And later in the show, we do want to talk about a new IPO that is coming to
0:22.3	market as well as a question from you regarding what to do with new IPOs when they do
0:27.9	go public. But first, we wanted to talk about a earnings report that came out this morning,
0:33.1	and that is from Monday.com. This is a enterprise software company.
0:39.4	And we've been talking about the death of Sath stocks.
0:43.2	And this kind of reminds me of the Monty Python routine
0:46.8	where they're saying, bring out your dead.
0:48.7	And the one guy's like, I'm not dead yet.
0:50.6	I'm actually getting better.
0:52.4	Well, Monday.com gets lumped in with the stocks that are doomed,
0:56.4	and it reported today. The market apparently loved it because, man, the stock jumped in about
1:03.8	25% in pre-market trading. I see it's down from that now that we're recording, but this is a
1:08.6	stock that got hammered down over 70% over the last year,
1:12.1	but there must have been something here that the market liked, Rachel. Yeah, I mean,
1:16.6	the stock has taken a massive beating over the last year down significantly. And it's worth noting,
1:22.7	you know, Monday.com stock is still down about 50% year-to-date at the time that we're recording this episode.
1:28.7	And I think what we've been seeing is really, I think, a lot of the market appetite that's
1:33.6	been surrounding a lot of software stocks, right?
	...

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