Factbox-IPO market comeback: How recent major US listings fared

Published 01/24/2025, 07:47 AM
Updated 01/24/2025, 07:50 AM
© Reuters. FILE PHOTO: A monitor displays stock market information on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., May 18, 2022. REUTERS/Andrew Kelly/File Photo

(Reuters) - The U.S. IPO market is expected to see a blowout 2025, fueled by the return of business-friendly Donald Trump to the White House, declining interest rates and a renewed risk-on sentiment in equity markets.

Some of the most high-profile names that are likely to headline this year's IPO market resurgence include Swedish payments firm Klarna, fintech giant Chime, AI-focused chip firm Cerebras and medical supplies provider Medline.

The performance of recent listings is often viewed as a key measure of investor sentiment, and their success typically motivates other companies to proceed with their offerings.

Venture Global LNG is the first major listing of the year and is set to test investor appetite for energy IPOs after Trump pledged support for the industry.

Here is an overview of how some of the biggest IPOs of recent years have performed:

ARM HOLDINGS:

The chip designer raised $4.87 billion in its offering in September 2023, valuing it at $54.5 billion. It had sought a valuation of as much as $52 billion.

The company's shares rose 10% at the open on debut day. The stock has gained nearly 200% since.

INSTACART:

The San Francisco-based company, which is incorporated as Maplebear Inc, was priced at the top end of the marketed range in its IPO. It raised $660 million at a nearly $9.9 billion valuation in September 2023.

It had hiked its proposed price range and targeted a valuation of up to $10 billion.

The grocery delivery app's stock popped 40% at the open and is currently trading 8.2% higher.

VIKING HOLDINGS:

The cruise operator's IPO raised $1.54 billion in April last year, valuing it at $10.35 billion. It had sought a valuation of as much as $10.8 billion in the offering.

Viking's shares opened 9% above their offer price and have surged 86% since.

STANDARDAERO:

The aircraft maintenance services provider notched a valuation of roughly $8 billion after pricing its offering above range to raise $1.44 billion in October last year. It had initially targeted a valuation of up to $7.69 billion.

The Carlyle-backed company's shares began trading 29% above the offer price. The stock has fallen 13.22% since.

LINEAGE:

The cold storage real estate investment trust raised $4.45 billion in its listing in July 2024, at a valuation of more than $18 billion. It had aimed for a valuation as high as $19.16 billion.

The company's stock gained 5% in its Nasdaq debut at the open. The stock has since fallen 25.6%.

REDDIT:

The social media giant fetched $748 million in its IPO in March last year, which valued it at $6.4 billion — the top end of the target range at which it had advertised.

Its stock opened 38% above the offer price, and has since jumped over four-fold.

BIRKENSTOCK:

The 250-year-old German sandal maker raised $1.48 billion and was valued at $9.3 billion in its IPO in October 2023, slightly lower than its target of $10 billion.

Its shares debuted 11% below their IPO price and have risen 43% since.

ZEEKR:

The Chinese EV maker's shares have dipped about 3% since opening 24% above their IPO price on their NYSE debut.

It raised $441 million in the share sale in May last year, at a valuation of $5.5 billion, the top end of its targeted range.

KENVUE:

The consumer health unit of Johnson & Johnson (NYSE:JNJ) fetched $3.8 billion in the IPO in May 2023, and was valued at $48 billion after its shares opened 16% above the offer price.

The company had initially aimed for a $43 billion price tag. Since the debut, its shares have lost nearly 19%.

WAYSTAR:

The healthcare payments firm raised $968 million in its IPO in June last year, valuing it at $3.7 billion. It was initially seeking a valuation of up to $3.8 billion.

Its shares have soared 80% since the debut. They had opened 2% below their IPO price.

© Reuters. FILE PHOTO: A monitor displays stock market information on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., May 18, 2022. REUTERS/Andrew Kelly/File Photo

** Note: Stock performance since debut is calculated on the basis of the opening trade

** Sources: Filings, LSEG, Reuters' reports

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