On January 21, Lynn Martin, NYSE president, joined CNBC’s Sara Eisen to discuss the IPO landscape for 2026. Martin described 2026 as a potential super cycle for IPO activity and noted that a tremendous number of companies are currently at the one-yard line and ready to go public. She anticipates that this activity will begin to accelerate toward the end of Q1 and into Q2, and highlighted that some companies are already on the road with their offerings. Regarding mega IPOs like OpenAI, Anthropic, and SpaceX, Martin suggested that they will likely be more selective and take a measured approach due to the significant size of the capital they intend to raise.
Despite concerns coming from geopolitical instability, Martin asserted that the US markets remain incredibly resilient. She pointed out that even with the heavy news cycle of the past two weeks, markets remained stable and reached new highs across the Dow and the S&P 500. She emphasized that the IPO pipeline is diversified across multiple sectors and is not solely reliant on the tech industry. Martin also elaborated on the variety of sectors seeking to tap the market and noted that a company does not have to be focused on AI to go public. While acknowledging that AI is a transformational technology being used by every company to improve revenue and efficiency, she maintained that the overall market’s strength is broad-based.
That being said, we’re here with a list of the 10 new stocks on the rise.
Our Methodology
We first sifted through the Finviz stock screener to compile a list of new stocks that went public in the last 5 years and also had the highest 1-month performance of at least 15%. We then selected 10 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q3 2025.
Note: All data was sourced on January 28.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 New Stocks on the Rise
10. SunPower Inc. (NASDAQ:SPWR)
Number of Hedge Fund Holders: 18
1-Month Performance: 16.05%
SunPower Inc. (NASDAQ:SPWR) is one of the new stocks on the rise. On January 16, SunPower achieved its first installation of Monolith panels created by Renewable Energy Corporation, with Silicon Valley’s Cobalt Power Systems installing them for a premium customer in Santa Cruz, California. Cobalt Power Systems CEO John Paul Bergh stated that demand for these high-quality, power-dense, premium modules has been extraordinary and that their first container, received on January 16, sold out immediately. Consequently, Cobalt Power Systems placed a second order and is actively designing and deploying Monolith tech at a rapid pace to meet the demands of tech-aware Silicon Valley homeowners seeking the most advanced solar tech available.
Earlier on January 23, SunPower Inc. (NASDAQ:SPWR) reported Q4 2025 results, with revenue climbing to $88.5 million from $70 million in the previous quarter and an operating income of $3.5 million, which was 4% of revenue.
Operationally, SunPower nearly doubled its sales force to approximately 2,000 representatives. Management also provided a conservative Q1 2026 revenue guidance of $84 million and noted some uncertainty due to seasonal factors and the solar tax credit environment, while setting a long-term goal to reach $1 billion in revenue by 2028.
SunPower Inc. (NASDAQ:SPWR) provides solar system sales and installation in the US. It operates through Residential Solar Installation and New Homes Business segments.
9. GlobalFoundries Inc. (NASDAQ:GFS)
Number of Hedge Fund Holders: 27
1-Month Performance: 28.79%
GlobalFoundries Inc. (NASDAQ:GFS) is one of the new stocks on the rise. On January 15, following a transfer of coverage, Citi raised its price target on GlobalFoundries to $42 from $35 with a Neutral rating on the shares. As part of this update, the firm rolled forward its valuation model to 2027 estimates, shifting from 2026.
In other news, on January 14, GlobalFoundries Inc. (NASDAQ:GFS) executed a definitive agreement to acquire Synopsys Inc.’s (NASDAQ:SNPS) ARC Processor IP Solutions business, including its engineering and design teams. This is a strategic move designed to accelerate the physical AI roadmaps for both GF and MIPS while strengthening capabilities in custom silicon solutions.
The acquisition encompasses the ARC-V, ARC-Classic, ARC VPX-DSP, and ARC NPX NPU product lines, as well as application-specific instruction set processor tools like ASIP Designer and ASIP Programmer. Upon closing, these assets will be integrated with MIPS, which is a GlobalFoundries company, to provide a processor IP suite tailored for physical AI. This expanded offering is intended to enhance customer engagement through IP licensing and software, enabling a faster time-to-market for GF’s customers.
GlobalFoundries Inc. (NASDAQ:GFS) is a semiconductor foundry that provides a range of mainstream wafer fabrication services and technologies worldwide.
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