Explosive opportunities are emerging in the 2026 US IPO market! The strongest performer has surged over 700% since its listing—how should investors seize the opportunity?

Since the beginning of this year, the US IPO market has been experiencing an explosive recovery, with a wave of new US stocks emerging. Their first-day and post-listing performances have been impressive. The market generally expects 2026 to be one of the most active years for IPOs in recent times.

However, for astute investors, the current IPO wealth creation feast is just an appetizer. The real highlight lies in the two future super giants—AnthropicandSpaceXlisted.

Which new stocks have attracted capital attention in 2026?

By observing the US IPO data since 2026, we can clearly capture the shift in market capital preferences. Specifically, capital favors AI infrastructure, healthcare biotech, and defensive industrial sectors:

1. Drone-related stocks: Influenced by geopolitical conflicts, these stocks have shown exceptional performance recently due to the dual catalysts of defense and AI themes.

An artificial intelligence drone software company $Swarmer (SWMR.US)$ Since its listing in mid-March, its stock price has surged over an astonishing 700%. As its technology has already been deployed on the front lines in Ukraine, it has become one of the most sought-after 'high volatility stocks' this year. However, note that its revenue last year was only about $310,000, yet its market cap is as high as several hundred million dollars, making it a higher-risk target according to analysts.

In the same sector, a military drone systems integrator $AEVEX Corp (AVEX.US)$ Listed on April 17, driven by the tensions in the Middle East, it has surged over 50%. Its core technology supports navigation and precision strikes in complex environments and GPS-denied conditions, with revenue highly tied to the US government and allies. However, the recent developments in the Middle East situation remain uncertain, so keep an eye on the latest updates.

2. Healthcare and biotech sector: Flourishing across multiple sub-fields such as hair loss, weight loss, ophthalmology, and innovative diagnostics.

The leading oral non-hormonal hair loss medication $Veradermics (MANE.US)$，Surged over 300% after its listing on February 4th. Post quiet period, it has received 'Buy' ratings from institutions like Jefferies and Citi. The pivotal Phase 3 data to be released in the first half of this year will be a key focus for investors.

A star stock specializing in next-generation GLP-1/GIP weight-loss drugs $Kailera Therapeutics (KLRA.US)$，is one of the most anticipated companies in the clinical stage within this field. After its listing on April 17th, it delivered nearly a 60% return. Analysts from underwriters like Goldman Sachs and JPMorgan are expected to release their initial ratings on May 27th when the quiet period ends.

Focused on long-acting drug delivery solutions for chronic eye diseases $Stockland Corp Ltd (SGP.AU)$, it has cumulatively risen over 50%.Its core product is the BIM-IOL System, which controls intraocular pressure in glaucoma or ocular hypertension patients through drug implants during cataract surgery.

In addition,A 'rare target' in the life sciences field $Alamar Biosciences (ALMR.US)$，Opened over 34% higher on its first day, April 17th, attracting significant buying from Cathie Wood's ARK Fund, purchasing over 530,000 shares. Market participants are now focusing on the end of its quiet period by the end of May and the upcoming disclosure of its Q1 2026 revenue performance.

Looking ahead this year, the US stock market is set to welcome a super IPO boom

1. A $380 billion AI unicorn: Anthropic investment guide

OpenAI’s top rival, Anthropic, is reportedly planning an IPO in October 2026, aiming to raise over $60 billion with a valuation approaching $380 billion. In the face of this capital feast, how can ordinary investors get a piece of the action in advance? The core strategy lies in:"Follow the vine, strategically position in the ecosystem"。

Previously in "AI unicorn Anthropic is reportedly going public with an IPO in October. How can one indirectly invest to get in early?》also provides a detailed overview of Anthropic's IPO investment strategy:

1. Betting on the "backers": Strategic investments from tech giants

Anthropic's explosive growth would not have been possible without the financial and computing power support from tech giants. Investing in companies that are deeply tied to Anthropic represents a relatively stable indirect approach:

$Amazon (AMZN.US)$: As Anthropic's key investor and cloud service partner, Amazon plays a crucial role in its ecosystem and has been deeply involved in the latest 'Project Glasswing' testing.

$Alphabet-C (GOOG.US)$: Google not only provides substantial funding but has also formed a strategic partnership with Anthropic and Broadcom through 2031 for the latest TPU chip computing power.

$Microsoft (MSFT.US)$ & $NVIDIA (NVDA.US)$ : Although Microsoft is a major supporter of OpenAI, as the absolute leader in AI infrastructure and a participant in 'Project Glasswing,' Microsoft also teamed up with NVIDIA last year to invest $15 billion in Anthropic.

However, while devising strategies, one must also be wary of risks. Indirectly investing in Anthropic by purchasing giants like Amazon may be prudent, but since these companies have enormous market caps, Anthropic’s contribution to their earnings is minimal, and ultimately, the share price trends of these giants will still be driven by their core businesses.

2. Buy relevant thematic funds and ETFs that cover Anthropic

If you want to more purely capture the benefits of Anthropic's IPO, you can do so by holding funds that own its pre-IPO shares:

– $Destiny Tech100 (DXYZ.US)$& $Fundrise Innovation Fund (VCX.US)$：These innovative structured closed-end funds or ETFs directly hold stakes in top Silicon Valley unicorns, including Anthropic, serving as an optimal bridge for investors to participate in the primary market.

– Forward-looking AI-themed ETFs:如$KraneShares Artificial Intelligence and Technology ETF (AGIX.US)$ or $BlackRock Science and Technology Trust II (BSTZ.US)$ Such funds make forward-looking allocations around the AI industry chain, encompassing and capturing the overall industrial chain benefits driven by Anthropic's development.

It should be noted that closed-end funds like DXYZ, which aim to invest in pre-IPO unicorns, are highly susceptible to market sentiment; high volatility is normal. Never bet heavily on a single position. If the eventual IPO valuation cannot support the current 'implied valuation' being speculated on by the fund, even if the IPO is extremely successful, these funds could still face the risk of a sharp decline due to valuation adjustments.

II. The $1.75 trillion starry ocean: How to get on board SpaceX early?

SpaceX IPO enters the countdown! It is currently targeting the end of June window to accelerate its IPO process. The company held an analyst meeting this week, marking the official start of the sprint phase for what could be a record-breaking global financing event. Faced with such a super-enterprise that is changing the trajectory of human civilization, the investment logic can shift from focusing on a 'single company' to considering the broader 'industry ecosystem.'

The concept stocks related to the "industry ecosystem" were thoroughly analyzed in a previous article titled "Countdown to the IPO of the century! SpaceX is reportedly going public as early as June. Who will benefit?". For more details, please refer to the image below:

Summary

The US IPO market has already seen explosive growth in 2026, with impressive gains across both defense security and life sciences sectors. These have set an extremely high "valuation benchmark" for the upcoming tech giants. Looking ahead within the year, the dual shining stars of Anthropic and SpaceX are undoubtedly set to push the US IPO market to new heights. By strategically positioning themselves in the ecosystems of Anthropic and SpaceX, investors can benefit from valuation expansion before these giants officially go public.

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