2026 CNBC Disruptor 50: The return of the IPO market
Speakers
Julia Boorstin
— Senior Media & Tech Correspondent
Summary
Julia Boorstin joins Squawk Box to discuss the return of the IPO market and CNBC's 2026 Disruptor 50 nominations. She notes 2025 had more than 200 IPOs, the highest since 2021, and says 2026 is expected to bring 200-230 IPOs raising $40-60 billion. The segment highlights potential large IPOs including SpaceX, Databricks, Anthropic, and Discord, while cautioning that a broad market freefall could freeze issuance.
- CNBC opened nominations for its annual Disruptor 50 list.
- 2025 saw more than 200 IPOs, the most since 2021.
- Five 2025 Disruptor 50 companies went public with a combined $46 billion market cap.
- Renaissance Capital expects 200-230 IPOs raising $40-60 billion in 2026.
- SpaceX is reportedly targeting a record $1.5 trillion IPO.
- Databricks, Anthropic, and Discord are seen as potential 2026 IPO candidates.
- A broad market freefall could chill the IPO market.
Ideas
IPO market recovery expected to continue
The IPO market is recovering and expected to open further in 2026. 2025 saw more than 200 IPOs, the most since 2021, and five 2025 Disruptor 50 companies went public with a combined current market cap of $46 billion. Renaissance Capital estimates 200-230 IPOs raising $40-60 billion this year, and the market is expected to hold up, though a broad market freefall would chill issuance.
Up Next
This CNBC video, published January 06, 2026, features Julia Boorstin discussing IPO. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Julia Boorstin · Tickers: IPO