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Stripe, Revol, Reddit and others: most anticipated IPOs 2022 of the year
According to analyst firm Morningstar, in 2021, one and a half thousand companies entered the stock exchange. Roblox became public, Coinbase, Robinhood and other issuers.
But who can raise capital next year, according to MarketWatch.
Instacart: missed the IPO party
Instacart grocery delivery service finest hour in 2020, when, during quarantine, many began to order food at home. Unlike DoorDash, which went public exactly a year ago, Instacart postponed IPO and focused on business growth.
Fiji Simo was appointed head of the company in summer, which until then 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 bring the company to the stock exchange. Probably, Instacart will be able to 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 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
December online forum Reddit, known for breaking up "memorial" stocks, applied for an IPO. In August, the company was valued at $ 10 billion.
The company makes money from 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, by the end of this year, Reddit's revenue will double, up to 350 million dollars.
IPO Reddit will not be the largest, but definitely the loudest, considering the army of traders from the forum. According to Reuters, capitalization of the company may reach 15 billion dollars. And with revenues of 350-400 million, it's not very cheap.
Among other things, online platforms making money on advertising have recently faced problems and have lowered their revenue forecasts. The growth rate of online commerce began to slow down, therefore companies are no longer increasing their ad spending that much. And Apple added the negative, when I limited tracking the activity of its users in iOS. As a result, the relevance of ads 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: not in a hurry to the stock exchange
Another beneficiary of the pandemic is Stripe. The company develops solutions for receiving and processing online payments. Stripe Clients: Zoom, Lift, Amazon, Google, Peloton, Shopify, Instacart and many others.
Stripe is the most valuable privately owned fintech company in the world. In March, her estimate was $ 95 billion. This is three times more, than in April 2020, that is, at the beginning of a pandemic.
Despite this growth, the company is in no hurry to enter the exchange. Probably, while Stripe is enough and private investment.
Klarna, Revolut и Plaid: new group of fintechs
In addition to Stripe, another 5-6 tech companies from the finance industry may go public next year.
One of them is Swedish Klarna. Like Affirm, which had 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.
Fintechs Plaid and Brex can also attract investors' money. These startups are estimated at $ 12-13 billion.
Coronavirus 2020 is a really good year for fintech investors. Then the shares of PayPal and Square added 115 and 245%. In the same year, securities lag 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 release
Databricks is a competitor to Salesforce, which helps businesses process and analyze data, - plans to hold 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
Impossible Foods, another potential listing candidate. 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 likelihood of a manufacturer entering the stock exchange has dropped.
As a recent Beyond Meat report showed, competitor Impossible Foods, demand for artificial meat in the US decreased. Beyond Meat reports high operating costs due to pandemic, and also reduced the sales forecast for the next quarter.
Since the beginning of the year, Beyond Meat shares have already dropped by 44%. Impossible Foods is unlikely to risk an IPO anytime soon, because in such a situation it will be difficult to attract sufficient capital.