2025 IPO Market Highlights, $QS Insider Sale, $NVDA Slurm Acquisition and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- 2025 IPO Market Review and 2026 Expectations
- QuantumScape ($QS) Insider Sells $36.9M After Volatile Rally
- Trending Tickers: $SEZL Buyback, $NVDA Slurm Deal, $CSIQ Battery Project
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2025 IPO Market Review and 2026 Expectations
The U.S. IPO market staged a clear comeback in 2025, marking its strongest year since the post-2021 downturn, driven by a rebound in tech listings, renewed SPAC activity, and blockbuster debuts tied to AI and crypto. While volumes remained far below the speculative highs of 2021, improving market conditions, stronger first-day performance, and standout IPOs such as CoreWeave ($CRWV), Figma ($FIG), Circle ($CRCL), and Medline ($MDLN) signaled that investor appetite had meaningfully returned. This review breaks down the key trends that defined 2025, the winners and losers among new listings, the evolution of the SPAC market, and why growing optimism, a deep issuer pipeline, and even speculation around a SpaceX IPO are shaping expectations for a more active and selective IPO market in 2026. Read the full article here.
QuantumScape ($QS) Insider Sells $36.9M After Volatile Rally
Dipender Saluja, Partner and Managing Director at Capricorn Investment Group, sold 3,297,645 shares of QuantumScape ($QS) at $11.20 each, a transaction worth about $36.9M that reduced his holdings by 24.31%, marking his largest sale on record. The sale followed a sharp rally, with the stock up more than 144% over the past year before the transaction, and came during a turbulent stretch that saw QS fall to an all-time low near $3.40, rebound to around $19, and then start to slide again. With four insiders making five sales in the past 30 days, the timing raises the question of whether this move reflects simple profit taking after extreme volatility or something more about how insiders view the stock at current levels. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $SEZL Buyback, $NVDA Slurm Deal, $CSIQ Battery Project
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Sezzle ($SEZL): Sezzle approved a new $100 million share repurchase program after completing a prior $50 million buyback. The company highlighted confidence in its balance sheet and long-term outlook, positioning the buyback as a disciplined use of capital following a sharp drawdown in the stock earlier this year.
- NVIDIA ($NVDA): NVIDIA acquired SchedMD, the developer of Slurm, a core open-source workload manager used across supercomputing and AI clusters. NVIDIA plans to keep Slurm open and vendor-neutral, while integrating it more closely with its accelerated computing ecosystem to strengthen AI and HPC infrastructure.
- Canadian Solar ($CSIQ): Canadian Solar, through its e-STORAGE unit, secured a 204 MW / 408 MWh battery energy storage project in South Australia for Vena Energy. The deal expands the company’s Australian storage footprint to roughly 2 GWh and adds to its growing global backlog as demand for grid-scale storage increases.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
