January 2, 2026
Finance

Emerging IPO Prospects Highlight Shift in Market Sentiment Ahead of 2027

Investor focus broadens beyond headline tech names as prediction markets signal forthcoming public listings

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Summary

The IPO landscape is showing signs of renewed activity as investors adjust to evolving market conditions and growing interest in artificial intelligence. While major technology firms dominate headlines, lesser-known companies such as Kraken, Cerebras Systems, Databricks, and Discord are gaining significant attention as potential public offerings before 2027. Real-money prediction markets offer early insights into these developments, reflecting a nuanced investor outlook amid recent economic disruptions.

Key Points

Prediction markets reveal an increased probability of multiple companies announcing IPOs before 2027, signaling a shift in investor sentiment.
Kraken, a crypto exchange with a confidential U.S. IPO filing, holds the highest predicted IPO likelihood at 83%.
Cerebras Systems, an AI chipmaker, is preparing to re-file its IPO after withdrawing its initial confidential filing in 2025, carrying a 77% probability of going public.
Databricks and Discord each have a 70% chance of IPO announcements before 2027, reflecting growing investor interest in AI software and digital communication platforms.

In the wake of challenging economic conditions marked by political upheaval and market interruptions, investor sentiment toward initial public offerings (IPOs) is exhibiting noteworthy modulation as the calendar approaches 2026. The preceding year saw considerable uncertainty among market participants, influenced by policy shifts related to President Donald Trump’s "Liberation Day" tariffs and a consequential government shutdown, events that collectively contributed to a near cessation of IPO activity. Nevertheless, data derived from real-money prediction markets now suggest a resurgence of IPO momentum, propelled, in part, by sustained enthusiasm for advancements in artificial intelligence (AI).

While significant public attention has centered on anticipated IPOs of high-profile companies such as SpaceX, OpenAI, and Anthropic, several other entities are quietly attracting investor interest. Kalshi, a specialized prediction market platform where participants bet on future occurrences, provides probabilistic insights into companies that are likely to announce IPOs before 2027. These assessments were most recently verified as of last Friday.

Forecasted Public Listings

Kraken: This cryptocurrency exchange is estimated to possess an 83% chance of executing a formal IPO announcement prior to 2027 according to Kalshi’s market prices. Kraken has already taken definitive procedural steps by confidentially filing for an IPO in the United States. This move exemplifies a broader trend among digital asset platforms gearing up to access public equity markets ahead of the 2026 midterm elections, signifying potential strategic timing considerations within the sector.

Cerebras Systems: An AI semiconductor manufacturer, Cerebras Systems, is currently assigned a 77% likelihood by prediction market measures to declare IPO plans within the next year. The company initially filed confidentially in 2024 but withdrew its filing in October 2025 following a reported internal review relating to an investor based in Abu Dhabi. Despite this regulatory pause, the firm is apparently preparing to reinitiate its IPO filing process, with expectations targeting the second quarter of 2026. As a competitor to Nvidia Corporation (NASDAQ: NVDA), Cerebras occupies a notable position within the AI chip market segment.

Databricks: Headquartered in San Francisco and operating within the AI software domain, Databricks holds a 70% chance of announcing its IPO before 2027, per prediction market data. In a recent funding round, the company raised over $4 billion, achieving a valuation of approximately $134 billion. This substantial capital infusion places its potential public offering among the most closely observed within the technology sector.

Discord: The communication platform, favored especially by gaming and online community users, carries a 70% probability of declaring plans for an IPO in the same timeframe. Discord has maintained private status for more than a decade, supported by significant venture capital infusions, and was last appraised at an estimated $15 billion valuation.

Additional Market Probabilities

Beyond these frontrunners, other firms present meaningful prospects of going public before 2027. Fintech company Plaid exhibits a 49% chance within the market's estimations, while defense technology firm Anduril and apparel brand Skims each register a 46% likelihood of IPO announcements by the same deadline.


The evolving IPO outlook emerges against a backdrop of cautious optimism as investors and market observers anticipate potential volatility linked to upcoming midterm elections in 2026. Market participants are advised to carefully assess sector-specific dynamics and avoid indiscriminate investments in technology equities amid forecasted initial market fluctuations.

Risks
  • Previous confidential IPO filings, such as that of Cerebras Systems, have been withdrawn for reasons including investor reviews, indicating potential regulatory or strategic obstacles.
  • Market conditions remain sensitive due to recent policy disruptions and governmental shutdowns, which previously caused IPO market freezes.
  • The timing of public offerings could be influenced by political events, such as the 2026 midterm elections, contributing to market volatility.
  • Probabilities derived from prediction markets, while indicative, carry inherent uncertainty and do not guarantee IPO occurrences.
Disclosure
Education only / not financial advice
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