Get Ahead with IPO Insights, IPO Prophet

IPO Prophet

Get Ahead with IPO Insights

At IPO Prophet®, our team leverages over three decades of expertise to deliver actionable quantitative analytics for the IPO market in real-time. This platform synthesizes our extensive experience investing in IPOs, providing investors with revolutionary tools to navigate the complexities of issuance day. Our mission is to empower investors with data-driven insights to make more informed decisions.

Equity Capital Markets

EquipmentShare.com / Equity Capital Markets

<ul><li>✅ IPO PROPHET RATING: 7.6/10. 🏦 Deal Quality &amp; Underwriters: 8.3/10. EquipmentShare is entering the public markets as a large-scale construction equipment rental and services platform that blends physical fleet operations with proprietary technology designed to improve utilization, safety, and jobsite efficiency.</li><li>The company has built a national footprint across hundreds of locations and generated multi-billion-dollar annual revenue, positioning it as a meaningful competitor to legacy rental providers while differentiating itself through data-driven fleet management and software tools.</li><li>The IPO represents a significant capital raise intended to support continued expansion, fleet investment, and balance-sheet flexibility.</li></ul>

✅ IPO PROPHET RATING: 7.6/10. 🏦 Deal Quality &amp; Underwriters: 8.3/10. EquipmentShare is entering the public markets as a large-scale construction equipment rental and services platform that blends physical fleet operations with proprietary technology designed to improve utilization, safety, and jobsite efficiency.The company has built a national footprint across hundreds of locations and generated multi-billion-dollar annual revenue, positioning it as a meaningful competitor to legacy rental providers while differentiating itself through data-driven fleet management and software tools.The IPO represents a significant capital raise intended to support continued expansion, fleet investment, and balance-sheet flexibility.

<ul><li>EquipmentShare.com Inc. has filed to go public on the Nasdaq Global Select Market under the ticker EQPT , offering 30.5 million shares of Class A common stock at an indicated price range of $23.50 to $25.50 per share, implying gross proceeds of approximately $747 million and an a fully diluted market capitalization of approximately $6.7 billion at the midpoint.</li><li>The offering is being led by Goldman Sachs, Wells Fargo Securities, and UBS Investment Bank , with Citigroup and Guggenheim Securities also participating in the syndicate.</li><li>The offering comes at a moment when investors are willing to underwrite industrial and infrastructure-adjacent businesses, provided they can demonstrate durable demand, operational discipline, and a credible path to sustaining margins across cycles.</li></ul>

EquipmentShare.com Inc. has filed to go public on the Nasdaq Global Select Market under the ticker EQPT , offering 30.5 million shares of Class A common stock at an indicated price range of $23.50 to $25.50 per share, implying gross proceeds of approximately $747 million and an a fully diluted market capitalization of approximately $6.7 billion at the midpoint.The offering is being led by Goldman Sachs, Wells Fargo Securities, and UBS Investment Bank , with Citigroup and Guggenheim Securities also participating in the syndicate.The offering comes at a moment when investors are willing to underwrite industrial and infrastructure-adjacent businesses, provided they can demonstrate durable demand, operational discipline, and a credible path to sustaining margins across cycles.

EquipmentShare Brings Construction-Tech Platform to the Public Markets

US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

US IPOs and Secondary Offerings

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

IPOs and Secondary Offerings

<ul>
<li>EquipmentShare to offer 30.5m primary shares at $23.50–$25.50, implying a $5.9b–$6.4b market cap, debuting Friday, 1/23.</li>
<li>Digitally native equipment rental platform with 373 locations, deep megaproject exposure, and proprietary T3 technology driving sticky customer relationships.</li>
<li>Profitable since 2020, supported by venture backers, though investor focus will center on balancing growth, scale, and $3.7b of debt.</li>
</ul>


EquipmentShare to offer 30.5m primary shares at $23.50–$25.50, implying a $5.9b–$6.4b market cap, debuting Friday, 1/23.
Digitally native equipment rental platform with 373 locations, deep megaproject exposure, and proprietary T3 technology driving sticky customer relationships.
Profitable since 2020, supported by venture backers, though investor focus will center on balancing growth, scale, and $3.7b of debt.


EquipmentShare.com (EQPT): Construction Solutions Company Sets Terms Seeking up to $6.4b Valuation

<ul>
<li>Private-Equity backed IPO candidate: EquipmentShare, supported by BDT &amp; MSD Partners and others, is likely to test the IPO market in Q1.</li>
<li>Scaled, tech-driven rental platform: Digitally native equipment rental leader with nationwide footprint, deep megaproject penetration, and proprietary T3 jobsite management technology.</li>
<li>Capital-Efficient growth with leverage risk: Organic expansion and innovative OWN program fuel growth, though significant debt remains a key consideration for IPO investors.</li>
</ul>


Private-Equity backed IPO candidate: EquipmentShare, supported by BDT &amp; MSD Partners and others, is likely to test the IPO market in Q1.
Scaled, tech-driven rental platform: Digitally native equipment rental leader with nationwide footprint, deep megaproject penetration, and proprietary T3 jobsite management technology.
Capital-Efficient growth with leverage risk: Organic expansion and innovative OWN program fuel growth, though significant debt remains a key consideration for IPO investors.


EquipmentShare.com Inc. (EQPT): Peeking at the IPO Prospectus of a Construction Solutions Company

US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>All eligible US IPOs that went public from 1 November 2025 to 31 January 2026 will be added to a major US index in March 2026.</li>
<li>
<a href="https://www.smartkarma.com/entities/medline-inc" target="_blank" data-smartkarma-citation="entities:45954:1" rel="noopener">Medline (MDLN US)</a> is expected to be the largest IPO addition in terms of market cap at a valuation of $60bn following its listing on 17 December 2025.</li>
<li>
<a href="https://www.smartkarma.com/entities/beta-technologies-inc" target="_blank" data-smartkarma-citation="entities:45894:1" rel="noopener">BETA Technologies (BETA US)</a> is projected to be included in the lower size segment following a 50% price tumble since its IPO on 4 November.</li>
</ul>


All eligible US IPOs that went public from 1 November 2025 to 31 January 2026 will be added to a major US index in March 2026.

Medline (MDLN US) is expected to be the largest IPO addition in terms of market cap at a valuation of $60bn following its listing on 17 December 2025.

BETA Technologies (BETA US) is projected to be included in the lower size segment following a 50% price tumble since its IPO on 4 November.


US Index IPO Forecast - Mar26: 8 Additions Including Medline & BETA Technologies

United States

EquipmentShare.com Inc operates as a construction solutions company. The Company specializes in equipment rental, sales, and technology services. EquipmentShare.com serves customers in the State of Missouri.

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EquipmentShare.com (EQPT US)

IPO Rating: EquipmentShare.com, Inc.

✅ IPO PROPHET RATING: 7.6/10 🏦 Deal Quality & Underwriters: 8.3/10 EquipmentShare is entering the public markets as a large-scale construction...

IPO Prophet

EquipmentShare Brings Construction-Tech Platform to the Public Markets

EquipmentShare.com Inc . has filed to go public on the Nasdaq Global Select Market under the ticker EQPT , offering 30.5 million shares of Class A...

IPO Prophet

EquipmentShare.com (EQPT): Construction Solutions Company Sets Terms Seeking up to $6.4b Valuation

EquipmentShare, a profitable equipment rental platform, to offer 30.5m shares at $23.50–$25.50, debuting Friday with a $5.9b–$6.4b market cap....

IPO Boutique

EquipmentShare.com Inc. (EQPT): Peeking at the IPO Prospectus of a Construction Solutions Company

EquipmentShare, a private-equity backed IPO candidate, is a tech-driven rental platform with nationwide reach and innovative technology, but...

IPO Boutique

US Index IPO Forecast - Mar26: 8 Additions Including Medline & BETA Technologies

MDLN is set to be the largest US IPO index addition in March with a $60bn market cap, while BETA and YSS are poised for significant September...

Dimitris Ioannidis

Price Gauge

52-week Range

Market Cap (USDm)

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Dividend (Yield)

IPO Rating: EquipmentShare.com, Inc.

✅ IPO PROPHET RATING: 7.6/10 🏦 Deal Quality & Underwriters: 8.3/10 EquipmentShare is entering the public markets as a large-scale construction...

IPO Prophet

EquipmentShare Brings Construction-Tech Platform to the Public Markets

EquipmentShare.com Inc . has filed to go public on the Nasdaq Global Select Market under the ticker EQPT , offering 30.5 million shares of Class A...

IPO Prophet

EquipmentShare.com (EQPT): Construction Solutions Company Sets Terms Seeking up to $6.4b Valuation

​EquipmentShare, a profitable equipment rental platform, to offer 30.5m shares at $23.50–$25.50, debuting Friday with a $5.9b–$6.4b market cap....

IPO Boutique

EquipmentShare.com Inc. (EQPT): Peeking at the IPO Prospectus of a Construction Solutions Company

​EquipmentShare, a private-equity backed IPO candidate, is a tech-driven rental platform with nationwide reach and innovative technology, but...

IPO Boutique

US Index IPO Forecast - Mar26: 8 Additions Including Medline & BETA Technologies

MDLN is set to be the largest US IPO index addition in March with a $60bn market cap, while BETA and YSS are poised for significant September...

Dimitris Ioannidis

EquipmentShare, a profitable equipment rental platform, to offer 30.5m shares at $23.50–$25.50, debuting Friday with a $5.9b–$6.4b market cap....

EquipmentShare, a private-equity backed IPO candidate, is a tech-driven rental platform with nationwide reach and innovative technology, but...