Alpha Signal Monitor - Daily Market Briefing | February 05, 2026
Daily Market Research Report
February 05, 2026
Alpha Signal Monitor
Welcome to your daily pre-market briefing. This report provides key insights on market opportunities and analyst perspectives to help identify potential alpha signals.
Today's Coverage: - Gold ETF Outlook: Institutional perspectives on gold-backed ETFs - Stock Ratings: Latest analyst ratings and target prices for our watchlist - IPO Calendar: Upcoming initial public offerings and market debuts
Watchlist Stocks: AAPL, MSFT, GOOGL, AMZN, NVDA, META, TSLA, AVGO, TSM
This report is generated using advanced AI research capabilities with real-time market data access.
Gold ETFs (GLD, IAU, BAR) — Institutional Snapshot as of February 5, 2026
Trading Idea: Buy Rationale (TL;DR): Most major houses remain bullish into 2026 on gold, citing persistent central‑bank/ETF demand and falling real rates. Recent notes lift 2026 targets into a ~$4,800–$6,300 range, supporting long exposure via physically backed ETFs like GLD, IAU, and BAR. (investing.com)
Gold set successive records through January 2026 (intraday highs >$5,500/oz) before a sharp, rate‑expectation‑driven pullback; underlying demand remains anchored by record 2025 investment flows and official‑sector buying, with several CIO/Research teams still projecting new highs later in 2026. (barrons.com)
Key Drivers - Structural central‑bank buying and reserve diversification. (investing.com) - Re‑acceleration of ETF inflows as policy rates fall, supporting gold‑linked ETFs. (goldmansachs.com) - Lower real yields and a weaker dollar backdrop vs. 2025 peaks. (ubs.com) - Geopolitical/policy uncertainty and rising fiscal deficits sustaining safe‑haven demand. (business-standard.com) - Institutional upgrades for 2026 price targets (consensus shift higher). (investing.com)
| Institution | Stance | Price View | Key Evidence | Last Update | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Overweight/Long gold | $4,900/oz by Dec 2026; upside risk if private‑sector diversification broadens | Recommends long exposure; cites structurally high central‑bank demand and prospective ETF inflows as rates fall. | 2025-12-18 | https://www.investing.com/news/commodities-news/goldman-sees-gold-at-4900-by-december2026-projects-oil-price-decline-copper-remains-favored-industrial-metal-4415903 |
| Morgan Stanley | Positive/Bullish | $4,800/oz by Q4 2026 | Sees falling rates, potential Fed leadership change, and central‑bank/fund buying supporting prices. | 2026-01-06 | https://www.investing.com/news/commodities-news/morgan-stanley-forecasts-gold-at-4800-by-fourth-quarter-of-2026-4432140?utm_source=openai |
| JP Morgan | Buy (buy-the-dip) | $6,300/oz by end‑2026 (raised) | Views pullback as technical; long‑run demand from official reserves and investors intact; reiterates structural bull case. | 2026-02-03 | https://www.marketwatch.com/story/buy-into-golds-weakness-say-jpmorgan-and-deutsche-bank-db37379b |
| Bank of America | Buy/Bullish | Peak ~$5,000/oz in 2026 (avg ~mid‑$4,000s in latest press summaries) | Year‑ahead outlook: market overbought but still under‑invested; 2025/26 drivers intact (trade policy, deficits, ETF demand). | 2025-11-24 | https://www.investing.com/news/commodities-news/bofa-sees-higher-gold-prices-likely-to-hit-5000oz-in-2026-4374342?utm_source=openai |
| Citigroup | Neutral/Cautious | 2026 average ~$3,250/oz; near‑term (late‑2025) trims to $3,800 (0–3m) | Expected investment demand fade into late‑2025/2026 alongside better growth; risk that bull case requires worries to persist. | 2025-10-28 | https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_L1N3W9084%3A0-citi-downgrades-short-term-gold-silver-price-forecasts/?utm_source=openai |
| UBS | Most Preferred/Attractive | Mid‑2026 target raised to ~$6,200/oz; year‑end 2026 ~$5,900 (press) | Maintains Attractive rating; expects consolidation before fundamentals drive new highs; cites declining real rates and persistent macro risks. | 2026-02-03 | https://www.businesstoday.in/personal-finance/investment/story/gold-silver-stabilise-post-sell-off-ubs-sees-gold-at-6200oz-by-june-july-2026-514447-2026-02-03?utm_source=openai |
| HSBC | Bullish | H1’26 spike risk to ~$5,000/oz; 2026 average ~ $4,587/oz | Forecasts early‑2026 highs on geopolitics/debt; trims 2026 average slightly while flagging volatility risks. | 2026-01-08 | https://investinglive.com/commodities/hsbc-lifts-long-term-gold-forecasts-but-trims-2026-average-sees-5000-upside-risk-20260108// |
| Deutsche Bank | Buy/Bullish | 2026 target reiterated up to ~$6,000/oz (recent press); prior range high ~$4,950/oz | Persistent central‑bank demand, ETF accumulation returning; China’s influence noted; sees record ETF inflows in 2026. | 2026-02-03 | https://www.marketwatch.com/story/buy-into-golds-weakness-say-jpmorgan-and-deutsche-bank-db37379b |
Risk Considerations - Hawkish surprise from the Fed or a rise in real yields that pressures non‑yielding assets and triggers ETF outflows. (investinglive.com) - Stronger USD or faster growth reducing safe‑haven/fiscal‑debasement bids. (investing.com) - A slowdown in official‑sector purchases vs. 2024–2025 levels. (investing.com) - Positioning/volatility shocks (e.g., headline‑driven corrections) and higher margin requirements for futures affecting short‑term ETF flows. (marketwatch.com)
Position long gold via GLD/IAU/BAR on pullbacks; base‑case new highs into mid/late‑2026 with elevated volatility. Maintain risk controls against a real‑rate/dollar shock and monitor official‑sector demand and ETF flows closely. (barrons.com)
Stock Ratings — Street targets and ratings from major U.S. banks (as of February 5, 2026)
Below is a structured consolidation of target prices and ratings from Goldman Sachs (GS/高盛), Morgan Stanley (MS/大摩), JPMorgan (JPM/小摩), Bank of America (BAC/美银), Citigroup (C/花旗), and Wells Fargo (WFC/富国银行). Values reflect the latest publicly reported figures we could verify; when an institution’s recent view wasn’t found, fields are null.
AAPL - Apple Inc.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $320 | 2026-01-20 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-rating-on-apple-stock-amid-recent-decline-93CH-4454913 |
| Morgan Stanley | Overweight | $315 | 2025-12-18 | Overweight treated as Buy for consensus. | https://au.investing.com/news/stock-market-news/apple-price-target-raised-at-morgan-stanley-in-2026-it-hardware-outlook-4175702 |
| JP Morgan | Overweight | $280 | 2025-09-19 | Overweight treated as Buy for consensus. | https://www.marketbeat.com/instant-alerts/apple-nasdaqaapl-stock-price-expected-to-rise-jpmorgan-chase-co-analyst-says-2025-09-19/ |
| Bank of America | Buy | $320 | 2025-10-29 | - | https://finance.yahoo.com/news/apple-stock-target-raised-bofa-135505743.html |
| Citigroup | Buy | $330 | 2025-12-09 | - | https://www.investing.com/news/stock-market-news/citi-raises-apple-price-target-on-firmer-upgrade-cycle-iphone-17-strength-4398652 |
| Wells Fargo | Overweight | $300 | 2025-12-29 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/wells-fargo-maintains-overweight-rating-on-apple-stock-amid-china-gains-93CH-4423681 |
Consensus View - Rating: Buy, Target Price: $311 - All six institutions are Buy/Overweight; average of listed targets ≈ $311.
MSFT - Microsoft Corp.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $655 | 2026-01-20 | - | https://www.investing.com/news/analyst-ratings/microsoft-stock-price-target-maintained-at-655-by-goldman-sachs-93CH-4454081 |
| Morgan Stanley | Overweight | $650 | 2026-01-14 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/morgan-stanley-reiterates-overweight-rating-on-microsoft-stock-at-650-93CH-4446158 |
| JP Morgan | Overweight | $475 | 2025-05-01 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/jpmorgan-raises-microsoft-stock-price-target-to-475-4015871 |
| Bank of America | Buy | $510 | 2025-01-30 | - | https://www.investing.com/news/analyst-ratings/bofa-maintains-buy-on-microsoft-stock-with-510-target-93CH-3839215 |
| Citigroup | Buy | $540 | 2025-05-15 | - | https://www.investing.com/news/analyst-ratings/citi-raises-microsoft-stock-price-target-to-540-from-480-4047152 |
| Wells Fargo | Overweight | $630 | 2026-01-22 | Overweight treated as Buy for consensus. | https://www.marketbeat.com/instant-alerts/microsoft-nasdaqmsft-price-target-lowered-to-63000-at-wells-fargo-company-2026-01-22/ |
Consensus View - Rating: Buy, Target Price: $577 - All six views are Buy/Overweight; average ≈ $577.
GOOGL - Alphabet Inc.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $400 | 2026-02-05 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-alphabet-stock-price-target-to-400-on-strong-cloud-growth-93CH-4486851 |
| Morgan Stanley | Overweight | $330 | 2025-10-30 | Overweight treated as Buy for consensus. | https://www.gurufocus.com/news/3172847/googl-morgan-stanley-raises-price-target-amid-overweight-rating-googl-stock-news |
| JP Morgan | Overweight | $260 | 2025-09-03 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/jpmorgan-raises-alphabet-stock-price-target-to-260-as-search-remedies-favor-google-93CH-4221505 |
| Bank of America | Buy | $210 | 2025-07-18 | - | https://www.investing.com/news/analyst-ratings/alphabet-stock-price-target-raised-to-210-from-200-at-bofa-securities-4142220 |
| Citigroup | Buy | $200 | 2025-05-21 | - | https://www.investing.com/news/analyst-ratings/citi-maintains-buy-rating-and-200-target-on-alphabet-stock-4056278 |
| Wells Fargo | Equal Weight | $350 | 2026-01-12 | Equal Weight treated as Hold for consensus. | https://www.gurufocus.com/news/4106624/googl-wells-fargo-raises-alphabets-target-price-to-350-googl-stock-news |
Consensus View - Rating: Buy, Target Price: $292 - Five Buy/Overweight and one Equal Weight; average target ≈ $292.
AMZN - Amazon.com Inc.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $290 | 2025-10-31 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-rating-on-amazon-stock-raises-price-target-93CH-4322387 |
| Morgan Stanley | Overweight | $315 | 2025-10-31 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/amazon-stock-price-target-raised-to-315-from-300-at-morgan-stanley-93CH-4322937 |
| JP Morgan | Overweight | $240 | 2025-06-04 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/jpmorgan-raises-amazon-stock-price-target-to-240-on-growth-prospects-4079969 |
| Bank of America | Buy | $286 | 2026-01-29 | - | https://www.americanbankingnews.com/2026/01/29/bank-of-america-lowers-amazon-com-nasdaqamzn-price-target-to-286-00.html |
| Citigroup | Buy | $265 | 2025-07-22 | - | https://es.investing.com/news/analyst-ratings/citi-eleva-el-precio-objetivo-de-la-accion-de-amazon-a-265-dolares-por-perspectivas-de-crecimiento-de-aws-93CH-3225758 |
| Wells Fargo | Overweight | $295 | 2025-12-02 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/amazon-stock-price-target-raised-to-295-from-292-at-wells-fargo-93CH-4385725 |
Consensus View - Rating: Buy, Target Price: $282 - All six views are Buy/Overweight; average ≈ $282.
NVDA - NVIDIA Corp.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $250 | 2025-11-20 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-nvidia-stock-price-target-to-250-on-ai-outlook-93CH-4369369 |
| Morgan Stanley | Overweight | $250 | 2025-12-01 | Overweight treated as Buy for consensus. | https://www.gurufocus.com/news/3228857/morgan-stanley-adjusts-nvidia-nvda-price-target-to-250-nvda-stock-news |
| JP Morgan | Overweight | $215 | 2025-09-04 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/nvidia-stock-rating-reiterated-by-jpmorgan-on-strong-data-center-demand-93CH-4224594 |
| Bank of America | Buy | $275 | 2025-12-11 | - | https://www.gurufocus.com/news/4087390/nvda-b-of-a-securities-reiterates-buy-rating-with-275-target-nvda-stock-news |
| Citigroup | Buy | $220 | 2025-11-10 | - | https://www.gurufocus.com/news/3200075/citigroup-raises-nvidia-nvda-price-target-to-220-while-maintaining-buy-rating-nvda-stock-news |
| Wells Fargo | Overweight | $265 | 2025-11-17 | Overweight treated as Buy for consensus. | https://finance.yahoo.com/news/nvidia-stock-rises-wells-fargo-132336478.html |
Consensus View - Rating: Buy, Target Price: $246 - Six Buy/Overweight views; average ≈ $246.
META - Meta Platforms Inc.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $765 | 2025-01-30 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-lifts-meta-stock-price-target-to-765-93CH-3838716 |
| Morgan Stanley | Overweight | $850 | 2025-07-31 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/morgan-stanley-raises-meta-platforms-stock-price-target-to-850-on-ai-growth-93CH-4162166 |
| JP Morgan | Overweight | $825 | 2026-01-29 | Overweight treated as Buy for consensus. | https://uk.investing.com/news/analyst-ratings/jpmorgan-raises-meta-stock-price-target-to-825-on-strong-revenue-outlook-93CH-4477156 |
| Bank of America | Buy | $900 | 2025-12-10 | - | https://finance.yahoo.com/news/bank-america-revamps-meta-stock-023300814.html |
| Citigroup | Buy | $803 | 2025-06-24 | - | https://www.investopedia.com/meta-called-a-top-pick-by-citi-analysts-on-digital-ad-strength-11760351 |
| Wells Fargo | Overweight | $795 | 2026-01-12 | Overweight treated as Buy for consensus. | https://www.gurufocus.com/news/4106626/wells-fargo-maintains-overweight-rating-on-meta-with-slight-pt-reduction-meta-stock-news |
Consensus View - Rating: Buy, Target Price: $823 - All six are Buy/Overweight; average ≈ $823.
TSLA - Tesla Inc.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Neutral | $400 | 2025-10-23 | Neutral treated as Hold for consensus. | https://www.investing.com/news/analyst-ratings/goldman-sachs-maintains-tesla-stock-at-neutral-with-400-price-target-93CH-4303708 |
| Morgan Stanley | Equal-Weight | $425 | 2025-12-08 | Equal-Weight treated as Hold for consensus. | https://www.gurufocus.com/news/3237786/morgan-stanley-downgrades-tesla-tsla-while-raising-price-target-tsla-stock-news |
| JP Morgan | Underweight | $145 | 2026-01-30 | Underweight treated as Sell for consensus. | https://www.marketbeat.com/instant-alerts/tesla-nasdaqtsla-price-target-cut-to-145-00-by-analysts-at-jpmorgan-chase-co-2026-01-30/ |
| Bank of America | Neutral | $305 | 2025-04-23 | Neutral treated as Hold for consensus. | https://www.investing.com/news/analyst-ratings/bofa-maintains-tesla-stock-rating-305-price-target-postearnings-93CH-3997931 |
| Citigroup | Neutral | $196 | 2025-03-29 | Neutral treated as Hold for consensus. | https://www.tipranks.com/news/the-fly/tesla-price-target-lowered-to-196-from-224-at-citi |
| Wells Fargo | Underweight | $125 | 2026-01-29 | Underweight treated as Sell for consensus. | https://www.marketbeat.com/instant-alerts/wells-fargo-company-has-lowered-expectations-for-tesla-nasdaqtsla-stock-price-2026-01-29/ |
Consensus View - Rating: Hold, Target Price: $267 - Mix of Neutral/Equal-Weight and two Underweight calls; average ≈ $267.
AVGO - Broadcom Inc.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $435 | 2025-11-26 | - | https://www.gurufocus.com/news/3225513/goldman-sachs-raises-price-target-on-broadcom-avgo-to-435-reaffirms-buy-rating-avgo-stock-news |
| Morgan Stanley | Overweight | $357 | 2025-09-02 | Overweight treated as Buy for consensus. | https://www.gurufocus.com/news/3090384/avgo-morgan-stanley-raises-price-target-to-357-while-maintaining-overweight-rating-avgo-stock-news |
| JP Morgan | Overweight | $400 | 2025-09-05 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/jpmorgan-raises-broadcom-stock-price-target-to-400-from-325-93CH-4226521 |
| Bank of America | Buy | $400 | 2025-09-07 | - | https://www.americanbankingnews.com/2025/09/07/bank-of-america-boosts-broadcom-nasdaqavgo-price-target-to-400-00.html |
| Citigroup | Buy | $415 | 2025-10-14 | - | https://www.gurufocus.com/news/3142795/citigroup-raises-price-target-for-avgo-to-415-maintains-buy-rating-avgo-stock-news |
| Wells Fargo | Overweight | $430 | 2026-01-15 | Overweight treated as Buy for consensus. | https://www.investing.com/news/analyst-ratings/wells-fargo-upgrades-broadcom-stock-rating-on-ai-growth-potential-93CH-4449457 |
Consensus View - Rating: Buy, Target Price: $406 - All six views positive; average ≈ $406.
TSM - Taiwan Semiconductor Manufacturing Co. Ltd.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Conviction Buy | NT$2,600 | 2026-01-15 | - | https://www.investing.com/news/analyst-ratings/tsmc-price-target-raised-to-nt2600-by-goldman-sachs-on-ai-growth-93CH-4450325 |
| Morgan Stanley | Overweight | NT$1,888 | 2025-12-18 | Overweight treated as Buy for consensus. | https://www.investing.com/news/stock-market-news/morgan-stanley-recommends-adding-to-this-major-chip-stock-ahead-of-2026-4414968 |
| JP Morgan | Overweight | NT$2,100 | 2026-01-07 | Overweight treated as Buy for consensus. | https://m.investing.com/news/analyst-ratings/jpmorgan-raises-tsmc-stock-price-target-to-nt2100-on-ai-growth-outlook-93CH-4434161?ampMode=1 |
| Bank of America | Buy | NT$1,600 | 2025-10-07 | - | https://www.investing.com/news/stock-market-news/bofa-raises-tsmc-target-sees-improved-pricing-outlook-4275321 |
| Citigroup | Buy | NT$1,400 | 2025-07-17 | - | https://www.investing.com/news/analyst-ratings/tsmc-stock-price-target-raised-to-nt1400-by-citi-on-strong-2q25-results-4140181 |
| Wells Fargo | - | - | - | No recent coverage found. | - |
Consensus View - Rating: Buy, Target Price: NT$1,918 - Five institutions with Buy/Overweight; average ≈ NT$1,918 across available targets.
Highlights
- Apple (AAPL): GS, BAC each at $320; MS lifted to $315 (Dec 18, 2025); consensus ≈ $311 Buy.
- Microsoft (MSFT): GS reiterated $655 (Jan 20, 2026); MS at $650 (Jan 14, 2026); consensus ≈ $577 Buy.
- Alphabet (GOOGL): GS raised to $400 on 2025 Q4 print (Feb 5, 2026); WFC Equal Weight at $350 (Jan 12, 2026); consensus ≈ $292 Buy.
- Amazon (AMZN): MS $315 and GS $290 heading into/after Q3–Q4’25; BAC updated to $286 (Jan 29, 2026); consensus ≈ $282 Buy.
- NVIDIA (NVDA): BAC $275 and WFC $265 post-earnings Nov 2025; GS/MS both at $250; consensus ≈ $246 Buy.
- Meta (META): BAC $900, MS $850, JPM $825 (Jan 29, 2026); consensus ≈ $823 Buy.
- Tesla (TSLA): Mixed—GS Neutral $400; MS Equal-Weight $425; JPM Underweight $145 (Jan 30, 2026); WFC Underweight $125; consensus ≈ $267 Hold.
- Broadcom (AVGO): GS $435; JPM $400; WFC upgraded to Overweight with $430 (Jan 15, 2026); consensus ≈ $406 Buy.
- TSMC (TSM): GS to NT$2,600 (Jan 15, 2026); JPM to NT$2,100 (Jan 7, 2026); consensus ≈ NT$1,918 Buy.
Notes: Where banks use Overweight/Equal-Weight/Underweight, we mapped them to Buy/Hold/Sell for consensus. TSM targets are shown in New Taiwan dollars (NT$). Dates are in YYYY-MM-DD and reflect when the cited report/article was published or updated.
IPO Calendar
Timeframe: February 5, 2026 to March 5, 2026 (US equity markets)
The first half of February 2026 is one of the busiest stretches for US IPOs since 2021, led by a mix of consumer, adtech, biotech, and energy/infrastructure names; eight issuers were slated to raise $100M+ this week alone. Momentum follows a steadier January and a growing late‑stage backlog, while several high‑profile candidates (e.g., SpaceX) are signaling activity for later in 2026. Dates beyond mid‑February are still fluid—most IPOs are scheduled less than two weeks ahead—so several offerings below remain labeled “expected.” (axios.com)
Bob’s Discount Furniture, Inc. (BOBS)
- Expected listing date: 2026-02-05
- Price range: Priced at $17.00 per share (Feb 4, 2026).
- Shares offered: 19,450,000 shares (base); 30‑day option for 2,917,500 additional shares (from a selling stockholder).
- Exchange: NYSE
- Lead underwriters: J.P. Morgan, Morgan Stanley, RBC Capital Markets, UBS Investment Bank
- Business summary: National value‑oriented furniture retailer with 206 showrooms across 26 states; EDLP strategy and omnichannel operations. Proceeds to the company are primarily for debt prepayment and general corporate purposes; the selling stockholder will receive any proceeds from secondary shares. (ipox.com)
- Notes: IPO priced Feb 4 for first trade on Feb 5, 2026; offering included shares sold by a selling stockholder. (markets.financialcontent.com)
- Sources: Company pricing press release (Business Wire via FinancialContent). (markets.financialcontent.com), Reuters/Investing.com pricing and size recap. (investing.com), IPOX issuer profile and terms. (ipox.com)
Eikon Therapeutics, Inc. (EIKN)
- Expected listing date: 2026-02-05
- Price range: Priced at $18.00 per share (upsized).
- Shares offered: 21,177,600 shares (base); 30‑day option up to 3,176,640 additional shares.
- Exchange: Nasdaq Global Select Market
- Lead underwriters: J.P. Morgan, Morgan Stanley, BofA Securities, Cantor, Mizuho
- Business summary: Late‑stage biopharmaceutical company developing innovative medicines for serious diseases; proceeds support advancement of its clinical pipeline. (globenewswire.com)
- Notes: Pricing announced February 4, 2026; trading expected to begin February 5; closing expected on or about February 6, 2026. (globenewswire.com)
- Sources: Company pricing press release (GlobeNewswire). (globenewswire.com), RTTNews listing summary. (rttnews.com), BioSpace repost of company release. (biospace.com)
Forgent Power Solutions, Inc. (FPS)
- Expected listing date: 2026-02-05 (expected)
- Price range: $25.00 – $29.00 per share (terms announced; final pricing pending at time of publication).
- Shares offered: 56,000,000 shares (16,586,823 primary; 39,413,177 secondary); over‑allotment up to 8,400,000 combined.
- Exchange: NYSE
- Lead underwriters: Goldman Sachs & Co. LLC, Jefferies, Morgan Stanley, J.P. Morgan, BofA Securities, Barclays
- Business summary: Designer and manufacturer of engineered‑to‑order electrical distribution equipment for data centers, the grid, and energy‑intensive industrial facilities; demand levered to AI‑driven data‑center buildouts and electrification. Net proceeds to the company primarily redeem interests in an operating subsidiary; the company will not retain cash for general operations. (forgentpower.com)
- Notes: Roadshow launched January 26, 2026; first trade targeted for February 5, 2026 subject to market conditions. Conflicting same‑day media reports on final pricing existed as of the morning of February 5—company terms above reflect the issuer’s launch materials. (ipox.com)
- Sources: Company roadshow launch press release (forgentpower.com). (forgentpower.com), IPOX calendar/terms. (ipox.com)
Once Upon a Farm, PBC (OFRM)
- Expected listing date: 2026-02-06 (expected)
- Price range: $17.00 – $19.00 per share.
- Shares offered: 10,997,209 shares (7,631,537 primary; 3,365,672 secondary); underwriters’ option up to 1,649,581 shares.
- Exchange: NYSE
- Lead underwriters: Goldman Sachs & Co. LLC, J.P. Morgan, BofA Securities, William Blair
- Business summary: Public Benefit Corporation making organic, refrigerated baby and kids’ foods; omnichannel distribution with DTC and major retailers. Co‑founded by John Foraker; Jennifer Garner is a co‑founder and minority holder. (sec.gov)
- Notes: Terms set in the January 27, 2026 S‑1/A; listing is expected February 6, 2026, subject to market conditions. (sec.gov)
- Sources: SEC Form S‑1/A (Jan 27, 2026). (sec.gov), Initial filing/underwriter slate press release. (prnewswire.com), Reuters/Investing.com terms recap. (investing.com)
Liftoff Mobile, Inc. (LFTO)
- Expected listing date: 2026-02-06 (expected)
- Price range: $26.00 – $30.00 per share.
- Shares offered: 25,400,000 shares; 30‑day option up to 3,810,000 additional shares (from selling stockholders).
- Exchange: Nasdaq Global Select Market
- Lead underwriters: Goldman Sachs & Co. LLC, Jefferies, Morgan Stanley
- Business summary: Adtech platform providing AI‑powered user acquisition and monetization tools for mobile apps; SDK integrated into 140k+ apps serving ~1.4B daily active users. Offering includes a sizable selling‑shareholder component; Blackstone remains majority owner post‑IPO. (renaissancecapital.com)
- Notes: Roadshow launched January 29, 2026; pricing targeted for the week of February 2–6, subject to market conditions. (prnewswire.com)
- Sources: Issuer roadshow launch press release. (prnewswire.com), Renaissance Capital terms profile. (renaissancecapital.com), TechCrunch filing overview (underwriter slate/context). (techcrunch.com)
AgomAb Therapeutics N.V. (AGMB)
- Expected listing date: 2026-02-06 (expected)
- Price range: $15.00 – $17.00 per ADS (each ADS = 1 ordinary share).
- Shares offered: 12,500,000 ADS (base); 30‑day option up to 1,875,000 ADS.
- Exchange: Nasdaq Global Market
- Lead underwriters: J.P. Morgan, Morgan Stanley, Leerink Partners, Van Lanschot Kempen
- Business summary: Belgian clinical‑stage biotech developing disease‑modifying therapies for immunology/inflammatory diseases; lead oral ALK5 inhibitor ontunisertib (AGMB‑129) is being developed for fibrostenosing Crohn’s disease. (globenewswire.com)
- Notes: Launch press release dated Feb 2, 2026; F‑1/A and underwriting agreement confirm bookrunners; pricing expected Feb 6, 2026, subject to market conditions. (globenewswire.com)
- Sources: Issuer launch press release (GlobeNewswire). (globenewswire.com), SEC Exhibit 1.1 Underwriting Agreement (bookrunners). (sec.gov), RTTNews terms summary. (rttnews.com)
SpyGlass Pharma, Inc. (SGP)
- Expected listing date: 2026-02-06 (expected)
- Price range: $15.00 – $17.00 per share.
- Shares offered: 9,375,000 shares (base).
- Exchange: Nasdaq Global Select Market
- Lead underwriters: Jefferies, Leerink Partners, Citigroup, Stifel
- Business summary: Late‑stage ophthalmic biopharma developing long‑acting, sustained‑delivery implants; lead BIM‑IOL System designed to deliver bimatoprost for up to three years for glaucoma/OHT at time of cataract surgery. (renaissancecapital.com)
- Notes: Terms announced January 29, 2026; underwriter slate confirmed in filed underwriting agreement. (contracts.justia.com)
- Sources: Renaissance Capital issuer profile/terms. (renaissancecapital.com), Underwriting Agreement (Justia, from SEC filing). (contracts.justia.com), IPO Boutique terms snapshot. (ipoboutique.com)
AGI Inc (Agibank) (AGBK)
- Price range: $15.00 – $18.00 per share.
- Shares offered: 43,636,364 Class A common shares (base); underwriters’ option up to 6,545,455 shares (from selling shareholders).
- Exchange: NYSE
- Lead underwriters: Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC, Citigroup Global Markets Inc.
- Business summary: Brazil‑based retail financial services platform focused on social‑security and payroll‑linked credit to underserved segments, distributed via digital channels and a national ‘Smart Hub’ footprint. US listing to broaden access to capital/visibility. (sec.gov)
- Notes: Date not yet set as of February 5; calendars indicate a mid‑February (week of February 9–13) debut, subject to SEC effectiveness and market conditions. (stockanalysis.com)
- Sources: SEC Form F‑1/A (terms and full underwriter group). (sec.gov), StockAnalysis calendar (date placeholder/estimates). (stockanalysis.com), Reuters/Investing.com valuation and range coverage. (investing.com)
SOLV Energy, Inc. (MWH)
- Price range: $22.00 – $25.00 per share.
- Shares offered: 20,500,000 shares (base); 30‑day option up to 3,075,000 shares.
- Exchange: Nasdaq (applied)
- Lead underwriters: Jefferies, J.P. Morgan, KeyBanc Capital Markets, TD Cowen, UBS Investment Bank, Baird, Evercore ISI, Guggenheim Securities, Wolfe | Nomura Alliance, CIBC Capital Markets, Roth Capital Partners
- Business summary: US provider of infrastructure services to the power industry (with strong exposure to utility‑scale solar and grid services). Proceeds support corporate purposes as detailed in the prospectus; final schedule pending. (solvenergy.com)
- Notes: Roadshow launched February 2, 2026; IPO date not yet announced as of February 5; market calendars suggest a mid‑February pricing subject to conditions. (streetinsider.com)
- Sources: Company press release (GlobeNewswire via solvenergy.com). (solvenergy.com), StreetInsider roadshow note. (streetinsider.com), StockTïtan (press release summary). (stocktitan.net)
Dates and terms can change quickly—especially for offerings shown as “expected” or with null dates. Many issuers price the evening before first trade; beyond roughly 7–10 days, most US IPOs are not yet assigned a firm date. If you’d like, I can monitor filings/pricing updates and refresh this calendar in real time.
Sources
- Stock Ratings: https://au.investing.com/news/stock-market-news/apple-price-target-raised-at-morgan-stanley-in-2026-it-hardware-outlook-4175702, https://es.investing.com/news/analyst-ratings/citi-eleva-el-precio-objetivo-de-la-accion-de-amazon-a-265-dolares-por-perspectivas-de-crecimiento-de-aws-93CH-3225758, https://finance.yahoo.com/news/apple-stock-target-raised-bofa-135505743.html, https://finance.yahoo.com/news/bank-america-revamps-meta-stock-023300814.html, https://finance.yahoo.com/news/nvidia-stock-rises-wells-fargo-132336478.html, https://m.investing.com/news/analyst-ratings/jpmorgan-raises-tsmc-stock-price-target-to-nt2100-on-ai-growth-outlook-93CH-4434161?ampMode=1, https://uk.investing.com/news/analyst-ratings/jpmorgan-raises-meta-stock-price-target-to-825-on-strong-revenue-outlook-93CH-4477156, https://www.americanbankingnews.com/2025/09/07/bank-of-america-boosts-broadcom-nasdaqavgo-price-target-to-400-00.html, https://www.americanbankingnews.com/2026/01/29/bank-of-america-lowers-amazon-com-nasdaqamzn-price-target-to-286-00.html, https://www.gurufocus.com/news/3090384/avgo-morgan-stanley-raises-price-target-to-357-while-maintaining-overweight-rating-avgo-stock-news, https://www.gurufocus.com/news/3142795/citigroup-raises-price-target-for-avgo-to-415-maintains-buy-rating-avgo-stock-news, https://www.gurufocus.com/news/3172847/googl-morgan-stanley-raises-price-target-amid-overweight-rating-googl-stock-news, https://www.gurufocus.com/news/3200075/citigroup-raises-nvidia-nvda-price-target-to-220-while-maintaining-buy-rating-nvda-stock-news, https://www.gurufocus.com/news/3225513/goldman-sachs-raises-price-target-on-broadcom-avgo-to-435-reaffirms-buy-rating-avgo-stock-news, https://www.gurufocus.com/news/3228857/morgan-stanley-adjusts-nvidia-nvda-price-target-to-250-nvda-stock-news, https://www.gurufocus.com/news/3237786/morgan-stanley-downgrades-tesla-tsla-while-raising-price-target-tsla-stock-news, https://www.gurufocus.com/news/4087390/nvda-b-of-a-securities-reiterates-buy-rating-with-275-target-nvda-stock-news, https://www.gurufocus.com/news/4106624/googl-wells-fargo-raises-alphabets-target-price-to-350-googl-stock-news, https://www.gurufocus.com/news/4106626/wells-fargo-maintains-overweight-rating-on-meta-with-slight-pt-reduction-meta-stock-news, https://www.investing.com/news/analyst-ratings/alphabet-stock-price-target-raised-to-210-from-200-at-bofa-securities-4142220, https://www.investing.com/news/analyst-ratings/amazon-stock-price-target-raised-to-295-from-292-at-wells-fargo-93CH-4385725, https://www.investing.com/news/analyst-ratings/amazon-stock-price-target-raised-to-315-from-300-at-morgan-stanley-93CH-4322937, https://www.investing.com/news/analyst-ratings/bofa-maintains-buy-on-microsoft-stock-with-510-target-93CH-3839215, https://www.investing.com/news/analyst-ratings/bofa-maintains-tesla-stock-rating-305-price-target-postearnings-93CH-3997931, https://www.investing.com/news/analyst-ratings/citi-maintains-buy-rating-and-200-target-on-alphabet-stock-4056278, https://www.investing.com/news/analyst-ratings/citi-raises-microsoft-stock-price-target-to-540-from-480-4047152, https://www.investing.com/news/analyst-ratings/goldman-sachs-lifts-meta-stock-price-target-to-765-93CH-3838716, https://www.investing.com/news/analyst-ratings/goldman-sachs-maintains-tesla-stock-at-neutral-with-400-price-target-93CH-4303708, https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-alphabet-stock-price-target-to-400-on-strong-cloud-growth-93CH-4486851, https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-nvidia-stock-price-target-to-250-on-ai-outlook-93CH-4369369, https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-rating-on-amazon-stock-raises-price-target-93CH-4322387, https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-rating-on-apple-stock-amid-recent-decline-93CH-4454913, https://www.investing.com/news/analyst-ratings/jpmorgan-raises-alphabet-stock-price-target-to-260-as-search-remedies-favor-google-93CH-4221505, https://www.investing.com/news/analyst-ratings/jpmorgan-raises-amazon-stock-price-target-to-240-on-growth-prospects-4079969, https://www.investing.com/news/analyst-ratings/jpmorgan-raises-broadcom-stock-price-target-to-400-from-325-93CH-4226521, https://www.investing.com/news/analyst-ratings/jpmorgan-raises-microsoft-stock-price-target-to-475-4015871, https://www.investing.com/news/analyst-ratings/microsoft-stock-price-target-maintained-at-655-by-goldman-sachs-93CH-4454081, https://www.investing.com/news/analyst-ratings/morgan-stanley-raises-meta-platforms-stock-price-target-to-850-on-ai-growth-93CH-4162166, https://www.investing.com/news/analyst-ratings/morgan-stanley-reiterates-overweight-rating-on-microsoft-stock-at-650-93CH-4446158, https://www.investing.com/news/analyst-ratings/nvidia-stock-rating-reiterated-by-jpmorgan-on-strong-data-center-demand-93CH-4224594, https://www.investing.com/news/analyst-ratings/tsmc-price-target-raised-to-nt2600-by-goldman-sachs-on-ai-growth-93CH-4450325, https://www.investing.com/news/analyst-ratings/tsmc-stock-price-target-raised-to-nt1400-by-citi-on-strong-2q25-results-4140181, https://www.investing.com/news/analyst-ratings/wells-fargo-maintains-overweight-rating-on-apple-stock-amid-china-gains-93CH-4423681, https://www.investing.com/news/analyst-ratings/wells-fargo-upgrades-broadcom-stock-rating-on-ai-growth-potential-93CH-4449457, https://www.investing.com/news/stock-market-news/bofa-raises-tsmc-target-sees-improved-pricing-outlook-4275321, https://www.investing.com/news/stock-market-news/citi-raises-apple-price-target-on-firmer-upgrade-cycle-iphone-17-strength-4398652, https://www.investing.com/news/stock-market-news/morgan-stanley-recommends-adding-to-this-major-chip-stock-ahead-of-2026-4414968, https://www.investopedia.com/meta-called-a-top-pick-by-citi-analysts-on-digital-ad-strength-11760351, https://www.marketbeat.com/instant-alerts/apple-nasdaqaapl-stock-price-expected-to-rise-jpmorgan-chase-co-analyst-says-2025-09-19/, https://www.marketbeat.com/instant-alerts/microsoft-nasdaqmsft-price-target-lowered-to-63000-at-wells-fargo-company-2026-01-22/, https://www.marketbeat.com/instant-alerts/tesla-nasdaqtsla-price-target-cut-to-145-00-by-analysts-at-jpmorgan-chase-co-2026-01-30/, https://www.marketbeat.com/instant-alerts/wells-fargo-company-has-lowered-expectations-for-tesla-nasdaqtsla-stock-price-2026-01-29/, https://www.tipranks.com/news/the-fly/tesla-price-target-lowered-to-196-from-224-at-citi
- IPO Calendar: https://contracts.justia.com/companies/spyglass-pharma-inc-104450/contract/1355150/?utm_source=openai, https://markets.financialcontent.com/stocks/article/bizwire-2026-2-4-bobs-discount-furniture-announces-pricing-of-initial-public-offering?utm_source=openai, https://stockanalysis.com/stocks/agbk/?utm_source=openai, https://techcrunch.com/2026/01/14/blackstone-general-atlantic-backed-liftoff-mobile-files-for-ipo/?utm_source=openai, https://www.axios.com/2026/02/04/ipo-forgent-spacex?utm_source=openai, https://www.biospace.com/press-releases/eikon-therapeutics-announces-pricing-of-upsized-initial-public-offering?utm_source=openai, https://www.forgentpower.com/articles/forgent-power-solutions-announces-launch-of-initial-public-offering?utm_source=openai, https://www.globenewswire.com/news-release/2026/02/02/3230139/0/en/Agomab-Announces-Launch-of-Initial-Public-Offering.html?utm_source=openai, https://www.globenewswire.com/news-release/2026/02/05/3232603/0/en/Eikon-Therapeutics-Announces-Pricing-of-Upsized-Initial-Public-Offering.html?utm_source=openai, https://www.investing.com/news/stock-market-news/bobs-discount-furniture-raises-3307-million-in-us-ipo-4486346?utm_source=openai, https://www.investing.com/news/stock-market-news/brazils-agibank-aims-to-raise-7855-million-in-us-ipo-4474336?utm_source=openai, https://www.investing.com/news/stock-market-news/jennifer-garners-once-upon-a-farm-targets-764-million-valuation-in-us-ipo-4464891?utm_source=openai, https://www.ipoboutique.com/cgi/info/SpyglassPharma-SGP?utm_source=openai, https://www.ipox.com/ipo-calendar/bobs-discount-furniture?utm_source=openai, https://www.ipox.com/ipo-calendar/forgent-power-solutions?utm_source=openai, https://www.prnewswire.com/news-releases/liftoff-announces-launch-of-initial-public-offering-302674271.html?utm_source=openai, https://www.prnewswire.com/news-releases/once-upon-a-farm-announces-filing-of-registration-statement-for-proposed-initial-public-offering-302569870.html?utm_source=openai, https://www.renaissancecapital.com/IPO-Center/News/116582/Advertising-mobile-app-software-Liftoff-Mobile-sets-terms-for-%24711-million-?utm_source=openai, https://www.renaissancecapital.com/IPO-Center/News/116588/Chronic-eye-condition-biotech-SpyGlass-Pharma-sets-terms-for-%24150-million-I?utm_source=openai, https://www.rttnews.com/3616143/agomab-therapeutics-prices-u-s-ipo-at-15-17-per-ads.aspx?utm_source=openai, https://www.rttnews.com/3617606/eikon-therapeutics-prices-ipo-at-18-per-share-in-nasdaq-debut.aspx?utm_source=openai, https://www.sec.gov/Archives/edgar/data/1696556/000119312526025325/d832753ds1a.htm?utm_source=openai, https://www.sec.gov/Archives/edgar/data/2020932/000110465926007712/tm2415594d12_ex1-1.htm?utm_source=openai, https://www.sec.gov/Archives/edgar/data/2081206/000175392626000217/g085083_f1a.htm?utm_source=openai, https://www.solvenergy.com/news/solv-energy-announces-launch-of-initial-public-offering?utm_source=openai, https://www.stocktitan.net/news/MWH/solv-energy-announces-launch-of-initial-public-m8e67feytuqm.html?utm_source=openai, https://www.streetinsider.com/Hot%2BIPOs/SOLV%2BEnergy%2Blaunches%2BIPO%2Broadshow%2Bwith%2Bshares%2Bpriced%2Bat%2B%2422-%2425/25926231.html?utm_source=openai
Disclaimer
This research report is for informational purposes only and does not constitute investment advice. All information is sourced from publicly available data and should be verified independently. Past performance does not guarantee future results.
Generated on: 2026-02-05 at 11:30 UTC
Source: Alpha Signal Monitor - Automated Research System
Contact: For questions about this report, please contact your Alpha Signal Monitor administrator.
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