Week of 08/24/2026 – 08/30/2026

1 · New deep dives

No new deep dives were published this week.

2 · Filing watch

Roster names whose status is at or past a filing — ordered by last mark. Statuses are as recorded on the roster; a confidential draft is reported, not visible on EDGAR.

3 · The IPO tape

Recent major-exchange debuts: return since offer price and the engine’s live read.

4 · Engine vs Street

• AFL Aflac Inc. — push (+0.3% edge)
• INTC Intel Corp — Street right (-2.3% edge)
• OLMA Olema Pharmaceuticals, Inc. Common Stock — engine right (+5.9% edge)
• GWW W.W. Grainger, Inc. — push (-1.9% edge)
• LDOS Leidos Holdings, Inc. — push (-1.4% edge)
• MRCY Mercury Systems Inc. — push (+1.2% edge)
• ED Consolidated Edison, Inc. — push (-0.2% edge)
• TDS Telephone and Data Systems Inc. — push (-1.7% edge)
• ZS Zscaler, Inc. Common Stock — Street right (-4.6% edge)
• DRIO DarioHealth Corp. Common Stock — engine right (+6.1% edge)
• MCHP Microchip Technology Inc — engine right (+4.1% edge)
• SMR NuScale Power Corporation — Street right (-2.7% edge)
• PGR Progressive Corporation — Street right (-2.4% edge)
• XYL Xylem Inc — engine right (+2.6% edge)
• LUV Southwest Airlines Co. — engine right (+2.2% edge)
• ESS Essex Property Trust, Inc — Street right (-2.6% edge)
• APTV Aptiv PLC — engine right (+5.7% edge)
• VNDA Vanda Pharmaceuticals Inc. — push (-0.2% edge)
• LUNR Intuitive Machines, Inc. Class A Common Stock — engine right (+10.0% edge)
• RKLB Rocket Lab Corporation Common Stock — engine right (+10.3% edge)
• HD Home Depot, Inc. — engine right (+2.1% edge)
• POR Portland General Electric Company — push (-0.5% edge)
• HRB H&R Block, Inc. — Street right (-2.2% edge)
• CTMX CytomX Therapeutics, Inc. — Street right (-4.3% edge)
• CLBK Columbia Financial, Inc. Common Stock — push (+0.4% edge)
• XEL Xcel Energy, Inc. — push (-1.1% edge)
• AS Amer Sports, Inc. — engine right (+6.5% edge)
• CBRS Cerebras Systems Inc. Class A Common Stock — engine right (+4.8% edge)
• EQT EQT CORP — Street right (-2.0% edge)
• SERV Serve Robotics Inc. Common Stock — engine right (+2.0% edge)
• REF Reformation Inc. — Street right (-10.2% edge)
• CLBT Cellebrite DI Ltd. Class A Ordinary Shares — Street right (-10.0% edge)
• SNPS Synopsys Inc — Street right (-11.4% edge)
• MRNA Moderna, Inc. Common Stock — Street right (-10.5% edge)
• SRE Sempra — Street right (-2.9% edge)
• LOW Lowe's Companies Inc. — engine right (+2.7% edge)
• PATK Patrick Industries Inc — push (-0.3% edge)
• AADX Applied Aerospace & Defense, Inc. — engine right (+4.4% edge)
• CLMT Calumet, Inc. Common Stock — Street right (-2.5% edge)
• AEE Ameren Corporation — push (-1.5% edge)
• PPL PPL Corporation — push (-1.9% edge)
• FLNC Fluence Energy, Inc. Class A Common Stock — engine right (+2.3% edge)
• ADI Analog Devices, Inc. — push (+0.3% edge)
• LFTO Liftoff Mobile, Inc. Common Stock — engine right (+2.8% edge)
• RFIL RF Industries Ltd — engine right (+5.3% edge)
• NOC Northrop Grumman Corp. — engine right (+2.9% edge)
• APMD Apnimed, Inc. Common Stock — Street right (-11.1% edge)
• REF Reformation Inc. — engine right (+10.3% edge)
• FN Fabrinet — engine right (+4.3% edge)
• DUK Duke Energy Corporation — push (-1.5% edge)
• AEP American Electric Power Company, Inc. — push (-1.5% edge)
• MOBI Mobia Medical, Inc. Common Stock — push (+0.7% edge)
• VST Vistra Corp. — push (-1.2% edge)
• PMT PennyMac Mortgage Investment Trust — push (+0.2% edge)
• CEG Constellation Energy Corporation Common Stock — push (-1.1% edge)
• LKFT Lakefront Biotherapeutics American Depositary Shares — engine right (+2.5% edge)
• HONA Honeywell Aerospace Inc. Common Stock — engine right (+4.2% edge)
• ORA Ormat Technologies, Inc. — engine right (+2.5% edge)
• ALB Albemarle Corporation — push (+0.8% edge)
• ENVX Enovix Corporation Common Stock — Street right (-3.4% edge)
• MDLN Medline Inc. Class A common stock — Street right (-9.4% edge)
• ONON On Holding AG — engine right (+3.6% edge)
• LGN Legence Corp. Class A Common stock — engine right (+4.7% edge)
• MRNA Moderna, Inc. Common Stock — engine right (+13.8% edge)
• KRMN Karman Holdings Inc. — engine right (+10.3% edge)
• TJX TJX Companies, Inc. (The) — push (+0.3% edge)
• WMT Walmart Inc. Common Stock — Street right (-2.7% edge)
• DKS Dick's Sporting Goods, Inc. — push (0.0% edge)
• GFS GlobalFoundries Inc. Ordinary Shares — engine right (+2.7% edge)
• ADSK Autodesk Inc — push (-0.4% edge)
• COR Cencora, Inc. — push (-1.9% edge)
• RL Ralph Lauren Corporation — push (+0.2% edge)
• AJG Arthur J. Gallagher & Co. — Street right (-4.4% edge)
• CDRE Cadre Holdings, Inc. — push (+0.4% edge)
• CEVA CEVA Inc. — engine right (+6.7% edge)
• STDN Standard Nuclear, Inc. — engine right (+6.0% edge)
• AMT American Tower Corporation — push (-0.8% edge)
• PK Park Hotels & Resorts Inc. Common Stock — push (+1.0% edge)
• MRNA Moderna, Inc. Common Stock — Street right (-12.5% edge)
• LUNR Intuitive Machines, Inc. Class A Common Stock — engine right (+10.1% edge)
• IIIV i3 Verticals, Inc. Class A Common Stock — push (+0.5% edge)
• TRIP TripAdvisor, Inc. — Street right (-3.8% edge)
• WHF WhiteHorse Finance, Inc. — push (-1.4% edge)
• PRU Prudential Financial, Inc. — push (-1.8% edge)
• MCD McDonald's Corporation — push (-0.5% edge)
• ETOR eToro Group Ltd. Class A Common Shares — Street right (-5.8% edge)
• EPAM EPAM SYSTEMS, INC. — Street right (-2.4% edge)
• BKNG Booking Holdings Inc. Common Stock — engine right (+2.4% edge)
• PPLI People Incorporated Common Stock — push (+1.1% edge)
• EYE National Vision Holdings, Inc. Common Stock — engine right (+5.2% edge)
• FLUT Flutter Entertainment plc — Street right (-2.7% edge)
• VYX NCR Voyix Corporation — Street right (-3.1% edge)
• CLS Celestica, Inc. — push (+1.7% edge)
• APTV Aptiv PLC — push (+1.8% edge)
• LFMD LifeMD, Inc. Common Stock — engine right (+2.6% edge)
• APP Applovin Corporation Class A Common Stock — push (+1.9% edge)
• BA Boeing Company — engine right (+3.5% edge)
• TRMB Trimble Inc. Common Stock — push (-0.7% edge)
• STE STERIS plc — push (0.0% edge)
• UBER Uber Technologies, Inc. — push (+0.3% edge)

Every call is on the record before it resolves — see the full ledger.

5 · The IPO Ledger

Every pre-IPO name at or past a filing stage carries a dated valuation range, published before the deal prices and graded in public when it lists.

The IPO Ledger was unavailable when this edition was built.