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

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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

<ul><li>The IPO market delivered a wide range of outcomes in today’s triple-header, reinforcing how selective investors remain early in 2026.</li><li>While all three offerings successfully reached the public markets, trading action quickly diverged, with price discipline and intraday confirmation taking precedence over headline narratives.</li><li>From controlled range-bound trading to failed upside momentum and sustained weakness, today’s session highlighted the importance of monitoring real-time price behavior rather than relying solely on opening prints or thematic enthusiasm.</li></ul>

The IPO market delivered a wide range of outcomes in today’s triple-header, reinforcing how selective investors remain early in 2026.While all three offerings successfully reached the public markets, trading action quickly diverged, with price discipline and intraday confirmation taking precedence over headline narratives.From controlled range-bound trading to failed upside momentum and sustained weakness, today’s session highlighted the importance of monitoring real-time price behavior rather than relying solely on opening prints or thematic enthusiasm.

IPO Market Wrap: Mixed Signals as PicPay, York Space Systems Make Their Debuts

United States

York Space Systems, Inc. manufactures spacecraft platforms and satellite components. The Company designs and produces flight-proven satellites, ground systems, and mission control software. York Space Systems serves government and commercial sectors in the United States.

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York Space Systems (YSS US)

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

IPO Market Wrap: Mixed Signals as PicPay, York Space Systems Make Their Debuts

The IPO market delivered a wide range of outcomes in today’s triple-header, reinforcing how selective investors remain early in 2026. While all...

IPO Prophet

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