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News for investors22.12174
Stripe, Revol, Reddit and others: most anticipated IPOs 2022 of the year
According to analytics firm Morningstar, in 2021, one and a half thousand companies went public. Roblox became public, Coinbase, Robinhood and other issuers.
But who can raise capital next year, according to MarketWatch.
Instacart: missed the IPO party
The finest hour of the Instacart grocery delivery service has come in 2020, when during quarantine many began to order food at home. Unlike DoorDash, which went public exactly one year ago, Instacart postpones IPO and focuses on business growth.
Fiji Simo was appointed head of the company in summer, who previously led the development and launch of new products at Facebook for ten years. According to MKM Partners, usually new leaders need from 9 to 12 Months, to take the company public. Probably, Instacart will be able to conduct an IPO in the second half of 2022.
The last time the company attracted private investment was in March 2021.. Then Instacart was valued at $39 billion. And not a fact, that the company will justify such an assessment.
Consumers are gradually returning to regular stores and restaurants, and the excitement around the shares of delivery services is decreasing. So, securities of the still unprofitable DoorDash have added since the beginning of the year 9%, but over the past month and a half, they fell by almost 40%.
Reddit: united traders
In December, the Reddit online forum, known for breaking up "memorial" stocks, filed for an IPO. In August, the company's valuation was $10 billion..
The company earns money on advertising and premium accounts.. Last year, when people started spending more time on the internet, also became successful for Reddit: the number of daily users increased by 44%, up to 52 million people. According to The Information, Reddit's revenue will double this year, up to 350 million dollars.
IPO Reddit will not be the largest, but definitely the loudest, given the army of traders from the forum. According to Reuters, capitalization of the company may reach 15 billion dollars. And with a revenue of 350-400 million, this is not very cheap.
Among other things, Ad-money-based online marketplaces have recently run into trouble and lowered their revenue forecasts.. The growth rate of online commerce began to slow down, therefore, companies are no longer increasing their advertising spending as much. And Apple added negative, when I restricted tracking of the activity of my users in iOS. As a result, the relevance of advertising has decreased, as well as the income of online sites.
For these and other reasons, Snap has dropped by 7%, Twitter — на 19%, Pinterest — на 46%.
Stripe: do not rush to the stock exchange
Another beneficiary of the pandemic is the Stripe service. The company develops solutions for receiving and processing online payments. Stripe Clients: Zoom, Lift, Amazon, Google, Peloton, Shopify, Instagram and many more.
Stripe is the most valuable private fintech company in the world. In March, its valuation was $95 billion.. It's three times more, than April 2020, i.e. at the beginning of the pandemic.
Despite this growth, the company is not in a hurry to go public. Probably, as long as Stripe is enough and private investment.
Klarna, Revolut и Plaid: new fintech group
In addition to Stripe, 5-6 more technology companies from the financial industry may go public next year.
One of them is the Swedish Klarna. Like Affirm, which held an IPO earlier this year, Klarna offers a take it now, pay later" and allows you to buy goods in installments. In the summer, the company was valued at $46 billion.
Neobanks Revolut and Chime, which investors value 33 and $ 25 billion, may also go public in 2022. Recently, in December, another similar company passed the IPO - Brazilian Nubank.
Plaid and Brex fintechs can also attract investors' money. These startups are valued at $12-13 billion.
Coronavirus 2020 has been a really good year for fintech investors. Then the shares of PayPal and Square added 115 and 245%. In the same year, the paper is far behind the market. Since the beginning of the year, PayPal shares have dropped by 18%, Square — на 23%.
Databricks: promises not to delay the exit
Databricks — a Salesforce competitor, which helps businesses process and analyze data, — plans to conduct an IPO in the “near future”. In August 2021, the company was valued at $38 billion. According to analysts' forecasts, in 2022, Databricks revenue may increase by 75%, up to a billion dollars.
Impossible Foods: looking forward to better times
Another possible listing candidate is Impossible Foods, an artificial meat maker.. According to CNBC, the company expected to hold an IPO in the spring of 2022. According to Bloomberg, Impossible Foods is valued at $7 billion. Recently, the probability of a manufacturer entering the stock exchange has fallen.
As a recent Beyond Meat report showed, competitor Impossible Foods, Demand for artificial meat in the US has decreased. Beyond Meat reports high operating costs due to the pandemic, and lowered its sales forecast for the next quarter.
Since the beginning of the year, Beyond Meat shares have already dropped by 44%. It is unlikely that Impossible Foods will risk an IPO in the near future, because in such a situation it will be difficult to attract sufficient capital.
