Alpha Signal Monitor - Daily Market Briefing | February 03, 2026
Daily Market Research Report
February 03, 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 ETF Outlook — as of February 3, 2026
Trading Idea: Buy Rationale (TL;DR): Most top-tier houses are constructive-to-bullish on gold into 2026, with updated targets clustered around $5,400–$6,300/oz on the back of persistent central-bank buying, renewed ETF inflows, falling real rates, and growing private-sector diversification into bullion. Pullbacks are viewed as opportunities to add exposure via GLD/IAU/BAR. (investing.com)
After a record 2025, gold saw sharp late‑January volatility but banks largely reaffirmed higher 2026 paths, citing structural EM reserve diversification, stickier private hedging, supportive Fed easing, and resilient ETF demand despite episodic profit‑taking. (investing.com)
Key Drivers - Official-sector demand: JPMorgan now assumes ~800t of central‑bank purchases in 2026, underpinning higher prices. (investing.com) - Private-sector diversification: Goldman raised its Dec‑2026 target to $5,400 on ‘sticky’ private hedges of policy risk. (uk.finance.yahoo.com) - ETF flows: Forecasts call for continued/net ETF buying as rates fall, supporting spot and ETF holdings. (goldmansachs.com) - Lower real yields/Fed easing: UBS and Morgan Stanley see declining real rates and easier policy boosting gold into 2026. (ubs.com) - Geopolitical and fiscal risk: HSBC flags risks that can push prices toward $5,000 in 1H26; longer‑dated averages remain elevated. (sg.finance.yahoo.com)
| Institution | Stance | Price View | Key Evidence | Last Update | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Bullish | $5,400/oz by Dec 2026 (raised from $4,900). | Upgrade cites stickier private‑sector diversification alongside sustained central‑bank/ETF demand; GS continues to recommend long exposure. (uk.finance.yahoo.com) | 2026-01-22 | (uk.finance.yahoo.com) |
| Morgan Stanley | Positive | $4,800/oz by Q4 2026. | Sees rally extending as rates fall; demand from central banks and funds remains supportive despite bouts of volatility. (investing.com) | 2026-01-06 | (investing.com) |
| JP Morgan | Bullish | $6,300/oz by end‑2026. | Forecast lifted on stronger‑than‑expected central‑bank and investor demand; assumes ~800t official buying in 2026. (investing.com) | 2026-02-02 | (investing.com) |
| Bank of America | Bullish | $5,000/oz in 2026 (base case). | BofA (Widmer) argues the rally is not extreme; sees 4Q25 avg ~$3,800, then a push to $5,000 in 2026. (investing.com) | 2025-10-13 | (investing.com) |
| Citigroup | Cautious/Neutral | 0–3m target $5,000; 2026 average ~$3,250; downside case $2,500–$2,700 by 2H26 (earlier note). | Near‑term target raised amid strong flows, but medium‑term base case remains lower on expected demand fade. (investing.com) | 2026-01-13 | (investing.com) |
| UBS | Attractive (UBS CIO) | $6,200/oz for Mar/Jun/Sep 2026; YE 2026 ~$5,900. | UBS sharply lifted 2026 targets on heavier investment/official demand; retains Attractive view on gold. (investing.com) | 2026-01-30 | (investing.com) |
| HSBC | Constructive | Peak risk to $5,000 in 1H26; 2026 average ~$4,587; YE 2026 ~$4,450. | HSBC sees H1 spike on geopolitics/debt, but trims 2026 average and warns of later‑year moderation/volatility. (sg.finance.yahoo.com) | 2026-01-08 | (sg.finance.yahoo.com) |
| Deutsche Bank | Bullish | $6,000/oz in 2026 (reiterated). | DB highlights persistent investor/official demand and upside scenarios toward ~$6,900 if trends persist. (investinglive.com) | 2026-01-29 | (investinglive.com) |
Risk Considerations - Upside surprises to real yields or a more hawkish Fed could trigger a deeper correction and ETF outflows. (sg.finance.yahoo.com) - US dollar strength or improved macro/fiscal backdrop could cap safe‑haven demand. (ubs.com) - Slower/softer official‑sector buying than assumed (or outright selling) would weaken the structural bid. (ubs.com) - Positioning washouts and higher margins can force disorderly selling, amplifying drawdowns. (investing.com) - Rapid geopolitical de‑escalation could reduce hedging demand sooner than expected. (sg.finance.yahoo.com)
Maintain Buy on gold ETFs (GLD/IAU/BAR) on dips. Consider scaling exposure given elevated volatility, with 2026 sell‑offs framed as opportunities while the policy, ETF, and central‑bank demand pillars remain intact. (marketwatch.com)
Stock Ratings — Top U.S. Tech Stocks — Street Targets and Ratings From GS, MS, JPM, BAC, Citi, WFC (as of February 3, 2026)
Below are the latest publicly reported target prices, ratings, and update dates from the six requested institutions. Targets are shown in the currency cited by the source; for TSMC, several targets are in NT$ (Taiwan dollars). Where no recent, on‑record figure could be validated, fields are set to null.
AAPL - Apple Inc.
Broad-based Buy/Overweight skew; several houses lifted targets into late 2025/Jan 2026.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $320 | 2025-10-31 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-apple-stock-price-target-to-320-on-strong-demand-93CH-4322393 |
| Morgan Stanley | Overweight | $252 | 2025-03-12 | - | https://www.investors.com/news/technology/apple-stock-price-target-cut-morgan-stanley/ |
| JP Morgan | Overweight | $315 | 2026-01-26 | - | https://www.marketbeat.com/instant-alerts/apple-nasdaqaapl-price-target-raised-to-31500-at-jpmorgan-chase-co-2026-01-26/ |
| 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 | - | 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: $306.17 - Mean of the six listed targets.
MSFT - Microsoft Corp.
Targets reset around the January 29, 2026 selloff; GS and JPM trimmed, others remain bullish.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $600 | 2026-01-29 | Cut from $655 after Q2 FY26 print. | https://uk.investing.com/news/analyst-ratings/goldman-sachs-lowers-microsoft-stock-price-target-to-600-on-capex-concerns-93CH-4476288 |
| Morgan Stanley | Overweight | $650 | 2026-01-14 | - | https://www.investing.com/news/analyst-ratings/morgan-stanley-reiterates-overweight-rating-on-microsoft-stock-at-650-93CH-4446158 |
| JP Morgan | Overweight | $550 | 2026-01-29 | Trim from $575 to $550 after earnings. | https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-issues-pessimistic-forecast-for-microsoft-nasdaqmsft-stock-price-2026-01-29/ |
| Bank of America | Buy | $520 | 2026-01-27 | Lowered from $640 ahead of earnings. | https://www.marketbeat.com/instant-alerts/bank-of-america-cuts-microsoft-nasdaqmsft-price-target-to-52000-2026-01-26/ |
| Citigroup | Buy | $635 | 2026-01-29 | Cut from $660 post‑print. | https://www.marketbeat.com/instant-alerts/microsoft-nasdaqmsft-given-new-63500-price-target-at-citigroup-2026-01-29/ |
| Wells Fargo | Overweight | $630 | 2026-01-22 | Cut from $665. | 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: $597.50 - Mean of the six listed targets.
GOOGL - Alphabet Inc.
Targets moved up into Jan 2026; GS and BAC notably higher; WFC moved to Equal Weight with a higher PT.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $375 | 2026-01-13 | - | https://www.gurufocus.com/news/4109066/googl-goldman-sachs-maintains-buy-rating-raises-price-target-googl-stock-news |
| Morgan Stanley | Overweight | $205 | 2025-07-21 | - | https://www.investing.com/news/analyst-ratings/alphabet-stock-price-target-raised-to-205-from-185-at-morgan-stanley-4143076 |
| JP Morgan | Overweight | $300 | 2025-10-27 | - | https://www.investing.com/news/analyst-ratings/jpmorgan-raises-alphabet-stock-price-target-to-300-on-ai-strength-93CH-4309660 |
| Bank of America | Buy | $370 | 2026-01-13 | - | https://www.gurufocus.com/news/4108093/googl-b-of-a-securities-raises-price-target-to-370-googl-stock-news |
| Citigroup | Buy | $203 | 2025-06-24 | - | https://www.gurufocus.com/news/2943031/googl-citigroup-raises-price-target-for-alphabet-to-203-googl-stock-news |
| Wells Fargo | Equal-Weight | $350 | 2026-01-12 | - | https://www.gurufocus.com/news/4106624/googl-wells-fargo-raises-alphabets-target-price-to-350-googl-stock-news |
Consensus View - Rating: Buy, Target Price: $300.50 - Mean of the six listed targets.
AMZN - Amazon.com Inc.
Broad Buy bias; BAC trimmed PT to $286 into Q4/FY print timing.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $275 | 2025-10-03 | - | https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-amazon-stock-price-target-to-275-on-aws-growth-outlook-93CH-4270016 |
| Morgan Stanley | Overweight | $300 | 2025-07-2025 | Raised from $250 ahead of Q2; MS reiterated top-pick status. | https://www.barrons.com/articles/amazon-stock-price-target-earnings-b8814a52 |
| JP Morgan | Overweight | $255 | 2025-07-11 | Raised from $240. | https://www.gurufocus.com/news/2972940/jp-morgan-raises-price-target-for-amazon-amzn-to-255--amzn-stock-news |
| Bank of America | Buy | $286 | 2026-01-27 | Trimmed from $303 ahead of results. | https://www.marketbeat.com/instant-alerts/amazoncom-nasdaqamzn-given-new-28600-price-target-at-bank-of-america-2026-01-27/ |
| Citigroup | Buy | $245 | 2025-06-2025 | Maintained Buy with $245 PT cited in roundup; most recent explicit Citi AMZN PT found in 2025. | https://www.investing.com/news/analyst-ratings/jpmorgan-cuts-amazon-stock-price-target-keeps-overweight-93CH-3551490 |
| Wells Fargo | Overweight | $295 | 2025-12-02 | - | https://www.gurufocus.com/news/3230110/amazoncom-amzn-wells-fargo-raises-price-target-to-295-amzn-stock-news |
Consensus View - Rating: Buy, Target Price: $276.00 - Mean of the six listed targets.
NVDA - NVIDIA Corp.
Targets generally in the $200–265 range across coverage; WFC at the high end after late‑2025 raise.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $240 | 2025-10-31 | - | https://finance.yahoo.com/news/goldman-sachs-expects-nvidia-beat-135658622.html |
| Morgan Stanley | Overweight | $200 | 2025-12-2025 | Raised multiple times in 2H25; latest reported PT ≈ $200. | https://economictimes.indiatimes.com/news/international/us/nvidia-stock-price-target-2025-morgan-stanley-just-boosted-nvidias-target-heres-why-blackwell-chips-are-game-changers/articleshow/123044159.cms |
| JP Morgan | Overweight | $215 | 2025-08-30 | - | https://www.americanbankingnews.com/2025/08/30/jpmorgan-chase-co-increases-nvidia-nasdaqnvda-price-target-to-215-00.html |
| Bank of America | Buy | $235 | 2025-08-28 | - | https://www.investing.com/news/analyst-ratings/bofa-securities-raises-nvidia-stock-price-target-to-235-on-ai-dominance-93CH-4214327 |
| 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 | 2025-11-14 | - | https://www.investing.com/news/analyst-ratings/wells-fargo-raises-nvidia-stock-price-target-to-265-on-ai-growth-outlook-93CH-4372326 |
Consensus View - Rating: Buy, Target Price: $229.17 - Mean of the six listed targets.
META - Meta Platforms Inc.
After strong Q4 2025 results and elevated 2026 capex guide, most banks kept/highlighted very high PTs.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Buy | $835 | 2026-01-29 | - | https://uk.investing.com/news/analyst-ratings/meta-platforms-stock-price-target-raised-to-835-from-815-at-goldman-sachs-93CH-4476290 |
| Morgan Stanley | Overweight | $750 | 2025-12-11 | - | https://uk.finance.yahoo.com/news/morgan-stanley-sees-three-key-145806104.html |
| JP Morgan | Overweight | $825 | 2026-01-29 | - | 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 | $885 | 2026-01-29 | Maintained $810 earlier in January; raised post-earnings. | https://www.investing.com/news/analyst-ratings/meta-stock-price-target-raised-to-885-from-810-at-bofa-securities-93CH-4472310 |
| Citigroup | Buy | $753 | 2025-01-24 | - | https://www.investing.com/news/analyst-ratings/citi-maintains-buy-on-meta-stock-reiterates-753-price-target-93CH-3830332 |
| Wells Fargo | - | - | - | No recent, verifiable Wells Fargo META target found in public sources. | - |
Consensus View - Rating: Buy, Target Price: $809.60 - Average of the five listed PTs with explicit values.
TSLA - Tesla Inc.
Mixed to cautious: multiple underweight/neutral calls into 2026 given capex pivot to AI/robotics.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Neutral | $405 | 2026-01-29 | Lowered from $420. | https://m.investing.com/news/analyst-ratings/goldman-sachs-lowers-tesla-stock-price-target-to-405-on-ai-focus-shift-93CH-4472132?ampMode=1 |
| Morgan Stanley | Equal-weight | $425 | 2025-12-16 | - | https://uk.finance.yahoo.com/news/tesla-stock-focus-morgan-stanley-161721528.html |
| JP Morgan | Underweight | $145 | 2026-01-30 | Cut from $150. | https://www.marketbeat.com/instant-alerts/tesla-nasdaqtsla-price-target-cut-to-14500-by-analysts-at-jpmorgan-chase-co-2026-01-30/ |
| Bank of America | Neutral | $305 | 2025-04-23 | - | https://www.investing.com/news/analyst-ratings/bofa-maintains-tesla-stock-rating-305-price-target-postearnings-93CH-3997931 |
| Citigroup | Neutral | $180 | 2025-10-2025 | Lowered from ~$196–224 range in 2025; latest available public figure used. | https://www.thefly.com/permalink.aspx?id=3931866 |
| Wells Fargo | Underweight | $125 | 2026-01-29 | Cut from $130. | https://www.marketbeat.com/instant-alerts/wells-fargo-company-has-lowered-expectations-for-tesla-nasdaqtsla-stock-price-2026-01-29/ |
Consensus View - Rating: Neutral, Target Price: $264.17 - Mean of the six listed targets; ratings skew Neutral/Underweight.
AVGO - Broadcom Inc.
AI custom silicon/networking momentum lifted late‑2025 targets across several banks.
| 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 | - | 2025-12-2025 | MS called AVGO a top AI pick and revised estimates upward; latest explicit PT not publicly available in cited summary. | https://www.investing.com/news/analyst-ratings/morgan-stanley-views-broadcom-shares-as-a-top-ai-stock-pick-revises-target-upward-93CH-3772000 |
| JP Morgan | Overweight | $400 | 2025-09-05 | - | https://www.investing.com/news/analyst-ratings/jpmorgan-raises-broadcom-stock-price-target-to-400-from-325-93CH-4226521 |
| Bank of America | Buy | $500 | 2025-12-12 | - | https://www.investing.com/news/analyst-ratings/broadcom-stock-price-target-raised-to-500-by-bofa-on-ai-growth-93CH-4405225 |
| Citigroup | - | - | - | No recent, verifiable Citi AVGO target found in public sources. | - |
| Wells Fargo | - | - | - | No recent, verifiable WFC AVGO target found in public sources. | - |
Consensus View - Insufficient coverage (only 3/6 banks with explicit, current PTs).
TSM - Taiwan Semiconductor Manufacturing Company Limited (TSMC)
Coverage increasingly quoted in NT$; all houses cite AI-driven capacity tightness through 2026–2027.
| Institution | Rating | Target Price | Last Update | Notes | Source |
|---|---|---|---|---|---|
| Goldman Sachs | Conviction Buy | NT$2,600 (≈ ADR $466) | 2026-01-15 | Added to APAC Conviction list; raised PT on AI growth. | 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$2,088 | 2026-01-16 | Top pick; raised after Q4 beat and higher capex. | https://www.investing.com/news/stock-market-news/tsmc-stock-target-raised-at-morgan-stanley-on-margins-strength-4451800 |
| JP Morgan | Overweight | NT$2,100 | 2026-01-07 | - | 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 (≈ ADR ~$330) | 2025-10-07 | - | https://www.investing.com/news/stock-market-news/bofa-raises-tsmc-target-sees-improved-pricing-outlook-4275321 |
| Citigroup | Buy | NT$1,050 | 2025-04-10 | Citi later commentary remained Buy; latest explicit PT found was NT$1,050. | https://www.investing.com/news/analyst-ratings/citi-cuts-tsmc-stock-price-target-to-twd1050-keeps-buy-rating-3978424 |
| Wells Fargo | - | - | - | No recent, verifiable WFC TSMC PT found in public sources. | - |
Consensus View - Rating: Buy - Mixed-currency targets (NT$ vs ADR USD); not averaged here.
Highlights
- AAPL: JPMorgan lifted PT to $315 on Jan 26, 2026; consensus ≈ $306, Buy. Source: MarketBeat.
- MSFT: Post-earnings re-basing late Jan 2026 (GS $600; JPM $550; MS $650); consensus ≈ $598, Buy. Sources: Investing.com/MarketBeat.
- GOOGL: GS $375 and BAC $370 in mid‑Jan 2026; WFC moved to Equal‑Weight with $350. Consensus ≈ $301, Buy.
- AMZN: Broad Buy—GS $275; MS $300; BAC trimmed to $286 into results; consensus ≈ $276.
- NVDA: Range $200–$265 across major banks; WFC high at $265; consensus ≈ $229, Buy.
- META: Very high targets post‑Q4 (BAC $885; GS $835; JPM $825); consensus ≈ $810 across 5 banks, Buy.
- TSLA: Mixed/defensive—JPM $145 (UW), GS $405 (Neutral), WFC $125 (UW); consensus ≈ $264, Neutral.
- AVGO: AI custom silicon momentum—BAC to $500; GS to $435; JPM to $400; awaiting fresh MS/Citi/WFC prints.
Notes: Dates are publication dates of the rating/target changes we could validate in public sources. Where institutions publish in local currency (e.g., TSMC in NT$), the local-currency figure is preserved and approximate ADR equivalents are indicated when available. Nulls indicate that no sufficiently recent, citable public figure was found.
IPO Calendar
Timeframe: February 3, 2026 through March 3, 2026 (next 30 days)
The U.S. IPO market is set for a busy early‑February window, with multiple $100M+ offerings across biotech, consumer, adtech and industrials, including one deal sized near $1.5B. Themes: a biotech rebound (dermatology, ophthalmology, immunology), consumer names testing demand (furniture and kids’ nutrition), adtech returning (mobile app monetization), and industrial power gear leveraged to AI data center build‑outs. Activity is concentrated in the week of February 3, 2026, which Renaissance Capital flags as one of the busiest sizable‑deal weeks since 2021. (renaissancecapital.com)
Veradermics, Incorporated (MANE)
- Expected listing date: February 4, 2026 (pricing expected February 3)
- Price range: $14.00 – $16.00
- Shares offered: 13,350,000 primary shares; 30‑day option for 2,002,500 additional shares
- Exchange: NYSE
- Lead underwriters: Jefferies, Leerink Partners, Citigroup, Cantor Fitzgerald
- Business summary: Phase 3–ready dermatology company developing VDPHL01, an oral, non‑hormonal extended‑release minoxidil for male and female pattern hair loss; proceeds to fund registration‑directed trials and NDA prep. (sec.gov)
- Notes: Date/size subject to market conditions and SEC effectiveness. Listing date based on industry calendars; final pricing/timing may shift. (ipox.com)
- Sources: SEC S‑1/A (Jan 28, 2026) – Veradermics (listing, terms, underwriters). (sec.gov), Renaissance Capital profile/news – terms and expected timing. (renaissancecapital.com), IPOX calendar – expected listing date. (ipox.com)
Bob’s Discount Furniture, Inc. (BOBS)
- Expected listing date: February 5, 2026 (expected)
- Price range: $17.00 – $19.00
- Shares offered: 19,450,000 shares; 30‑day option for 2,917,500 additional shares (selling stockholder)
- Exchange: NYSE
- Lead underwriters: J.P. Morgan, Morgan Stanley
- Business summary: National value furniture retailer (206 showrooms, omnichannel) aiming to de‑lever and support growth; Bain Capital to remain controlling holder. (sec.gov)
- Notes: Roadshow launched; timing subject to market conditions. Several additional underwriters in the syndicate per filings. (furnituretoday.com)
- Sources: SEC S‑1 (Jan 9, 2026) – listing symbol, business details. (sec.gov), Furniture Today/press coverage of roadshow terms. (furnituretoday.com), Stockanalysis and IPOX calendars for expected date. (stockanalysis.com)
Eikon Therapeutics, Inc. (EIKN)
- Expected listing date: February 5, 2026 (expected)
- Price range: $16.00 – $18.00
- Shares offered: 17,648,000 shares (plus customary overallotment)
- Exchange: Nasdaq Global Market
- Lead underwriters: J.P. Morgan, Morgan Stanley, BofA Securities, Cantor
- Business summary: Late‑stage clinical biopharma integrating advanced single‑molecule tracking with traditional drug discovery; oncology‑focused pipeline with programs in trials. (sec.gov)
- Notes: Price range and size per deal trackers; SEC filing confirms Nasdaq listing and syndicate. Final timing subject to market conditions. (stockanalysis.com)
- Sources: SEC S‑1 (Jan 9, 2026) – listing exchange, syndicate. (sec.gov), Stockanalysis – expected date/range/size. (stockanalysis.com)
Forgent Power Solutions, Inc. (FPS)
- Expected listing date: Week of February 3–7, 2026 (pricing day TBD)
- Price range: $25.00 – $29.00
- Shares offered: 56,000,000 shares (combined primary/secondary per terms)
- Exchange: NYSE
- Lead underwriters: Goldman Sachs, Jefferies, Morgan Stanley
- Business summary: Designer/manufacturer of electrical distribution equipment serving data centers, power grids, and industrials; Up‑C structure with both primary and selling stockholder shares. (sec.gov)
- Notes: Company launched roadshow Jan 26; exact pricing/listing day not yet posted on exchange calendars. Terms subject to change. (forgentpower.com)
- Sources: SEC S‑1 and S‑1/A – listing (NYSE: FPS), structure, underwriters. (sec.gov), Renaissance Capital week‑ahead and calendar terms. (renaissancecapital.com), Company press release launching roadshow. (forgentpower.com)
Liftoff Mobile, Inc. (LFTO)
- Expected listing date: February 6, 2026 (expected)
- Price range: $26.00 – $30.00
- Shares offered: 25,400,000 shares; 30‑day option for 3,810,000 additional shares (selling stockholders)
- Exchange: Nasdaq Global Select Market
- Lead underwriters: Goldman Sachs, Jefferies, Morgan Stanley
- Business summary: Blackstone‑backed mobile app adtech platform for user acquisition and monetization; AI‑driven tools across 140k+ apps and >1B daily active users via SDK footprint. (prnewswire.com)
- Notes: Roadshow launched Jan 29; expected Friday debut per calendars; timing subject to market conditions. (ipox.com)
- Sources: PR Newswire – roadshow launch and terms. (prnewswire.com), SEC S‑1/A – share count and syndicate. (sec.gov), IPOX calendar – expected date. (ipox.com)
Once Upon a Farm, PBC (OFRM)
- Expected listing date: February 6, 2026 (expected)
- Price range: $17.00 – $19.00
- Shares offered: 10,997,209 shares (7,631,537 primary; 3,365,672 secondary); 30‑day option for 1,649,581 shares
- Exchange: NYSE
- Lead underwriters: Goldman Sachs, J.P. Morgan
- Business summary: Organic, refrigerated baby and kids’ food brand (public benefit corp) selling via retail and DTC; proceeds to repay debt, invest in equipment, and for general purposes. (sec.gov)
- Notes: Roadshow commenced Jan 26; expected to price late week and debut Friday; timing subject to change. (markets.financialcontent.com)
- Sources: SEC S‑1/A – terms, listing approval (NYSE: OFRM). (sec.gov), Business Wire/FinancialContent – roadshow launch. (markets.financialcontent.com), IPOX calendar – expected date. (ipox.com)
AgomAb Therapeutics NV (ADS) (AGMB)
- Expected listing date: February 6, 2026 (expected)
- Price range: $15.00 – $17.00 (per ADS)
- Shares offered: 12,500,000 ADS; 30‑day option for 1,875,000 ADS
- Exchange: Nasdaq Global Market
- Lead underwriters: J.P. Morgan, Morgan Stanley, Leerink Partners, Van Lanschot Kempen
- Business summary: Belgium‑based biotech developing disease‑modifying therapies in immunology/inflammation with focus on fibrotic indications (e.g., fibrostenosing Crohn’s, IPF). U.S. listing via ADSs. (globenewswire.com)
- Notes: F‑1 declared effective Jan 30; launch press release set terms; trading targeted for Feb 6 per calendars. (globenewswire.com)
- Sources: Company launch press release – terms/underwriters (Feb 2, 2026). (globenewswire.com), Stockanalysis calendar – expected date. (stockanalysis.com), SEC exhibits/underwriting agreement (syndicate). (sec.gov)
SpyGlass Pharma, Inc. (SGP)
- Expected listing date: February 2026 (day TBD)
- Price range: $15.00 – $17.00
- Shares offered: 9,375,000 shares (approx. 9.4M)
- Exchange: Nasdaq Global Select Market
- Lead underwriters: Jefferies, Leerink Partners, Citigroup, Stifel
- Business summary: Late‑stage ophthalmology company developing sustained‑release bimatoprost implants (BIM‑IOL System) for reducing IOP in OAG/OHT; two registrational Phase 3 trials underway. (globenewswire.com)
- Notes: Renaissance shows terms; SEC S‑1 filed Jan 16. Exact pricing/listing date not yet posted; treat as tentative. (renaissancecapital.com)
- Sources: SEC S‑1 (Jan 16, 2026) – listing, business. (sec.gov), Renaissance Capital – terms and planned ticker. (renaissancecapital.com)
This calendar interprets “coming month” as the next 30 days from today (February 3, 2026 to March 3, 2026). Dates and terms can move quickly during marketing. Entries focus on U.S. operating company IPOs and U.S.-listed ADRs with credible schedules/launches; micro‑cap/SPAC listings are excluded. Always confirm final pricing and listing notices from the exchanges and company releases on the day of pricing.
Sources
- Stock Ratings: https://economictimes.indiatimes.com/news/international/us/nvidia-stock-price-target-2025-morgan-stanley-just-boosted-nvidias-target-heres-why-blackwell-chips-are-game-changers/articleshow/123044159.cms, https://finance.yahoo.com/news/apple-stock-target-raised-bofa-135505743.html, https://finance.yahoo.com/news/goldman-sachs-expects-nvidia-beat-135658622.html, https://m.investing.com/news/analyst-ratings/goldman-sachs-lowers-tesla-stock-price-target-to-405-on-ai-focus-shift-93CH-4472132?ampMode=1, 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.finance.yahoo.com/news/morgan-stanley-sees-three-key-145806104.html, https://uk.finance.yahoo.com/news/tesla-stock-focus-morgan-stanley-161721528.html, https://uk.investing.com/news/analyst-ratings/goldman-sachs-lowers-microsoft-stock-price-target-to-600-on-capex-concerns-93CH-4476288, https://uk.investing.com/news/analyst-ratings/jpmorgan-raises-meta-stock-price-target-to-825-on-strong-revenue-outlook-93CH-4477156, https://uk.investing.com/news/analyst-ratings/meta-platforms-stock-price-target-raised-to-835-from-815-at-goldman-sachs-93CH-4476290, https://www.americanbankingnews.com/2025/08/30/jpmorgan-chase-co-increases-nvidia-nasdaqnvda-price-target-to-215-00.html, https://www.barrons.com/articles/amazon-stock-price-target-earnings-b8814a52, https://www.gurufocus.com/news/2943031/googl-citigroup-raises-price-target-for-alphabet-to-203-googl-stock-news, https://www.gurufocus.com/news/2972940/jp-morgan-raises-price-target-for-amazon-amzn-to-255--amzn-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/3230110/amazoncom-amzn-wells-fargo-raises-price-target-to-295-amzn-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/4108093/googl-b-of-a-securities-raises-price-target-to-370-googl-stock-news, https://www.gurufocus.com/news/4109066/googl-goldman-sachs-maintains-buy-rating-raises-price-target-googl-stock-news, https://www.investing.com/news/analyst-ratings/alphabet-stock-price-target-raised-to-205-from-185-at-morgan-stanley-4143076, 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/bofa-securities-raises-nvidia-stock-price-target-to-235-on-ai-dominance-93CH-4214327, https://www.investing.com/news/analyst-ratings/broadcom-stock-price-target-raised-to-500-by-bofa-on-ai-growth-93CH-4405225, https://www.investing.com/news/analyst-ratings/citi-cuts-tsmc-stock-price-target-to-twd1050-keeps-buy-rating-3978424, https://www.investing.com/news/analyst-ratings/citi-maintains-buy-on-meta-stock-reiterates-753-price-target-93CH-3830332, https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-amazon-stock-price-target-to-275-on-aws-growth-outlook-93CH-4270016, https://www.investing.com/news/analyst-ratings/goldman-sachs-raises-apple-stock-price-target-to-320-on-strong-demand-93CH-4322393, https://www.investing.com/news/analyst-ratings/jpmorgan-cuts-amazon-stock-price-target-keeps-overweight-93CH-3551490, https://www.investing.com/news/analyst-ratings/jpmorgan-raises-alphabet-stock-price-target-to-300-on-ai-strength-93CH-4309660, 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/meta-stock-price-target-raised-to-885-from-810-at-bofa-securities-93CH-4472310, 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/morgan-stanley-views-broadcom-shares-as-a-top-ai-stock-pick-revises-target-upward-93CH-3772000, 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/wells-fargo-maintains-overweight-rating-on-apple-stock-amid-china-gains-93CH-4423681, https://www.investing.com/news/analyst-ratings/wells-fargo-raises-nvidia-stock-price-target-to-265-on-ai-growth-outlook-93CH-4372326, 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/tsmc-stock-target-raised-at-morgan-stanley-on-margins-strength-4451800, https://www.investors.com/news/technology/apple-stock-price-target-cut-morgan-stanley/, https://www.marketbeat.com/instant-alerts/amazoncom-nasdaqamzn-given-new-28600-price-target-at-bank-of-america-2026-01-27/, https://www.marketbeat.com/instant-alerts/apple-nasdaqaapl-price-target-raised-to-31500-at-jpmorgan-chase-co-2026-01-26/, https://www.marketbeat.com/instant-alerts/bank-of-america-cuts-microsoft-nasdaqmsft-price-target-to-52000-2026-01-26/, https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-issues-pessimistic-forecast-for-microsoft-nasdaqmsft-stock-price-2026-01-29/, https://www.marketbeat.com/instant-alerts/microsoft-nasdaqmsft-given-new-63500-price-target-at-citigroup-2026-01-29/, 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-14500-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.thefly.com/permalink.aspx?id=3931866
- IPO Calendar: https://markets.financialcontent.com/stocks/article/bizwire-2026-1-26-once-upon-a-farm-announces-launch-of-initial-public-offering?utm_source=openai, https://stockanalysis.com/stocks/agmb/?utm_source=openai, https://stockanalysis.com/stocks/bobs/?utm_source=openai, https://stockanalysis.com/stocks/eikn/?utm_source=openai, https://www.forgentpower.com/articles/forgent-power-solutions-announces-launch-of-initial-public-offering?utm_source=openai, https://www.furnituretoday.com/furniture-retailing/bobs-ipo-launches-with-more-than-19-million-shares/?utm_source=openai, https://www.globenewswire.com/news-release/2026/01/20/3221657/0/en/SpyGlass-Pharma-Announces-First-Patients-Randomized-in-SGP-005-and-SGP-006-Two-Registrational-Phase-III-Clinical-Trials-of-Its-Novel-BIM-IOL-System.html?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.ipox.com/ipo-calendar/liftoff-mobile?utm_source=openai, https://www.ipox.com/ipo-calendar/once-upon-a-farm?utm_source=openai, https://www.ipox.com/ipo-calendar/veradermics?utm_source=openai, https://www.prnewswire.com/news-releases/liftoff-announces-launch-of-initial-public-offering-302674271.html?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.renaissancecapital.com/IPO-Center/News/116640/US-IPO-Week-Ahead-At-least-8-sizable-IPOs-teed-up-in-one-of-the-busiest-wee, https://www.renaissancecapital.com/Profile/MANE/Veradermics/IPO, https://www.sec.gov/Archives/edgar/data/1696556/000119312526025325/d832753ds1a.htm, https://www.sec.gov/Archives/edgar/data/1778922/000162828026002356/spyglass-sx1.htm?utm_source=openai, https://www.sec.gov/Archives/edgar/data/1827635/000162828026003764/veradermicsincs-1a.htm, https://www.sec.gov/Archives/edgar/data/1850351/000119312526028579/iron-20260129.htm?utm_source=openai, https://www.sec.gov/Archives/edgar/data/1861123/000119312526008888/d903262ds1.htm, https://www.sec.gov/Archives/edgar/data/2020932/000110465926007712/tm2415594d12_ex1-1.htm?utm_source=openai, https://www.sec.gov/Archives/edgar/data/2080126/000119312526008865/d890989ds1.htm, https://www.sec.gov/Archives/edgar/data/2080126/000119312526008865/d890989ds1.htm?utm_source=openai, https://www.sec.gov/Archives/edgar/data/2085187/000162828026001455/bobsdiscountfurnitureincs-1.htm
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: 2026-02-03 at 11:24 UTC
Source: Alpha Signal Monitor - Automated Research System
Contact: For questions about this report, please contact your Alpha Signal Monitor administrator.
Powered by Alpha Signal Monitor | Market Intelligence Through AI