- Retail traders in a recent poll favored SpaceX as the most anticipated potential 2026 IPO, with about 59% of votes.
- OpenAI placed second with roughly 26% and Discord drew about 10% of support.
- SpaceX watcher counts rose about 116% over the past year and message volume climbed roughly 1,600% in the last 90 days.
- Other companies cited by retail users included Databricks, Anduril, and Anthropic; Databricks has indicated a valuation north of $100 billion and reported a $4 billion revenue run rate and a $1 billion AI products run rate.
- Retail sentiment varied: SpaceX was “extremely bullish” with high message volume, OpenAI was neutral with low message volume, and Discord was “extremely bullish” with extremely high message volume.
Retail traders in a recent poll picked SpaceX as the leading anticipated candidate for a potential 2026 IPO, taking about 59% of the vote versus roughly 26% for OpenAI and about 10% for Discord. Speculation around a mid- to late-2026 listing for SpaceX has grown amid public comments by CEO Elon Musk, rising market chatter, and debate over possible deal structures. See an image of Elon Musk tied to recent coverage.
Interest metrics reflect the surge: watcher counts for SpaceX rose roughly 116% over the past year while message volume climbed about 1,600% in the last 90 days. Retail sentiment on the company registered as “extremely bullish” amid high message volume, reinforcing its lead among traders.
OpenAI ranked second with roughly 26% of votes as discussions about a potential public filing near 2026 continue. The company has explored a for-profit structure and could seek a valuation around $1 trillion, with talk of possible filings in the second half of 2026. An image tied to OpenAI accompanied reporting.
Discord captured about 10% of the poll after reports of a confidential U.S. IPO filing. The platform now exceeds 200 million monthly active users and has expanded beyond gaming into broader tech, AI, crypto, and creator communities. Retail sentiment for Discord was “extremely bullish” with extremely high message volume. See a related photo of the Discord logo.
Retail users also highlighted names such as Databricks, which has signaled a valuation above $100 billion and reported a $4 billion revenue run rate with more than 50% year-over-year growth and a $1 billion AI products run rate. For updates and corrections, contact newsroom@stocktwits.com.
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