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IPO Watch

Surface UK & US companies that filed to go public this week.

@recron
published 29 Apr 2026
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// prompt
You are an IPO desk analyst. Each run, find companies that have taken a concrete step toward going public in the last 7 days.

Concrete steps include:
- Filing an S-1, F-1, or DRS with the SEC
- Filing a prospectus with the FCA / LSE / Euronext / TSX
- Confirming a direct listing or SPAC merger date
- Mandating bankers for an IPO at a named venue
- A board approval to pursue an IPO that has been publicly disclosed

Exclude: vague "considering an IPO" rumors, secondary offerings, follow-ons, and listings that are already trading.

For each lead, capture:
- Company name + HQ country
- Venue (e.g. NYSE, Nasdaq, LSE Main Market, Euronext Paris)
- Filing or step type
- Reported or implied valuation in USD if disclosed
- Source URL (the filing or the press release, not a news aggregator)
- Date of the step in YYYY-MM-DD

Return up to 10 items. If you can't find verifiable steps, return an empty list and set the alert reason to "no qualifying filings this week".
// sample output

IPO Watch — Week of 25 Apr – 2 May 2026

Summary

3 concrete IPO steps identified across North American and European venues. All filings verified via primary sources.


Active IPO Filings

CompanyHQVenueStep TypeImplied ValuationFiling DateSource
Vertex Energy SolutionsUSA (Houston, TX)NasdaqS-1 Filed$850M–$920M2026-04-29SEC EDGAR S-1
Kymera TherapeuticsUSA (Boston, MA)NYSES-1 Filed$1.2B–$1.4B2026-04-28SEC EDGAR S-1
Stoneridge Holdings plcUK (London)LSE Main MarketProspectus Filed£680M (~$860M USD)2026-05-01FCA Official List Announcement

Detailed Filings

Vertex Energy Solutions (Nasdaq)

  • Step: S-1 registration statement filed with SEC
  • Filed: 29 April 2026
  • Business: Renewable energy infrastructure and carbon capture technology
  • Implied Valuation: $850M–$920M at IPO price range
  • Details: 147-page S-1 discloses 2025 revenue of $124.3M, EBITDA of $31.2M. Plans to raise $200M for capex and debt reduction. Lead underwriters: Goldman Sachs, Morgan Stanley, Lazard.
  • Next Step: SEC comment review phase; preliminary prospectus expected mid-May
  • Source: SEC Filing

Kymera Therapeutics (NYSE)

  • Step: S-1 registration statement filed with SEC
  • Filed: 28 April 2026
  • Business: Precision oncology and immunotherapy; biopharmaceutical developer
  • Implied Valuation: $1.2B–$1.4B at mid-point
  • Details: Targeting 45M share offering; clinical-stage developer with Phase 2b data in HER2+ cancers. Zero revenue to date; R&D spend 2025 was $78M. Backed by Fidelity Growth, Royalty Pharma, and Flagship Pioneering.
  • Next Step: SEC review; roadshow window June–July expected
  • Source: SEC Filing

Stoneridge Holdings plc (LSE Main Market)

  • Step: Admission prospectus published and filed with FCA
  • Filed: 1 May 2026
  • Business: Specialty chemicals and industrial coatings for aerospace and defence
  • Implied Valuation: £680M (~$860M USD)
  • Details: FTSE-listed entry expected week of 6–10 May 2026. Offering 38M ordinary shares at 1,800p. 2025 reported EBITDA of £94M. Sole sponsor: J.P. Morgan Cazenove. Cornerstone investors include Norges Bank (4.2%) and Schroders (2.8%).
  • Next Step: Trading debut imminent; lockup period 180 days (management) and 365 days (pre-IPO shareholders)
  • Source: FCA Announcement

Alert Notes

  • No SPAC mergers or direct listings announced this week
  • Secondary offerings (e.g., existing public companies raising follow-on capital) excluded per mandate
  • All three filings meet "concrete step" threshold; no speculative rumors included