Is Stripe the Most Anticipated IPO Since Coinbase? Here's What to Know.
Investment
The Motley Fool

Is Stripe the Most Anticipated IPO Since Coinbase? Here's What to Know.

July 28, 2025
08:29 PM
4 min read
AI Enhanced
financeinvestmenteconomyfinancialtechfintechmarket cyclesseasonal analysis

Key Takeaways

As rebound and investor sentiment grows more bullish, the initial public offering (IPO) market is experiencing a notable resurgence. After years of subdued activity, 2025 has ushered in a wave...

Article Overview

Quick insights and key information

Reading Time

4 min read

Estimated completion

Category

investment

Article classification

Published

July 28, 2025

08:29 PM

Source

The Motley Fool

Original publisher

Key Topics
financeinvestmenteconomyfinancialtechfintechmarket cyclesseasonal analysis

As rebound and investor sentiment grows more bullish, the initial public offering (IPO) market is experiencing a notable resurgence

After years of subdued activity, 2025 has ushered in a wave of public offerings

Furthermore, According to EY, 539 IPOs have raised $61. 4 billion in the first half of the year, 109 of which took place in the United States, making it the busiest first half since 2021

Nevertheless, With robust pipelines, increasing deal flow, and stellar debuts in sectors such as artificial intelligence (AI), fin, and digital assets, the environment appears to favor more companies going public

Against this backdrop, Stripe stands out as perhaps the most eagerly awaited public debut in finance since Coinbase in 2021, considering recent developments

Image source: Getty Images

Nevertheless, Stripe vides the rails for global payments Stripe vides financial infrastructure, dered through its software-as-a-service (SaaS) platform, given current economic conditions

In contrast, At its core, Stripe offers application gramming interfaces (APIs) and software solutions that empower es of all sizes, from start-ups to global enterprises, to integrate payment cessing into their websites and mobile applications

This integration enables companies to accept payments from customers worldwide, manage online transactions securely, and line their financial operations, in this volatile climate

However, Stripe's unified platform covers a wide array of payment needs, reducing friction for both es and end users

This demonstrates that s scalability and global reach have made it a preferred choice for companies seeking to expand online, particularly in high-growth sectors such as e-commerce, fin, and digital services

On the other hand, Stripe could be one of the largest public-market debuts ever Conditions for companies going public are getting better

According to data from Renaissance Capital, there has been a 45% increase in deals priced year-over-year, underscoring a renewal of investor appetite for newly public companies

In this environment, Stripe could command one of the highest valuations for any company going public in recent years

On the other hand, This year, the market has seen blockbusters CoreWeave (with a current market capitalization of $59 billion) and Circle Internet Group (with a market capitalization of $44 billion) surge after their initial public offerings

Additionally, Stripe's most recent valuation, as of February 2025, was $91 (this bears monitoring). 5 billion, which is over 1 (an important development)

Nevertheless, 5 times its previous valuation

This valuation was determined through a tender offer for employees and investors. 5 billion valuation represents a strong rebound from its 2023 low of $50 billion, bringing it close to its 2021 peak of $95 billion

The company attributes this rising valuation partly to the adoption of AI-powered payment solutions, given current economic conditions

If Stripe does list around this valuation, it would be one of the largest IPOs ever

Will Stripe go public soon

Stripe routinely publishes annual letters detailing revenue, fitability, and payment volume, behaving more a public company in terms of transparency, in this volatile climate

Last year, it cessed $1

Conversely, 4 trillion in total payment volume, representing a 38% increase over the prior year

Stripe's revenue and finance automation suite has surpassed a $500 million revenue run rate (fascinating analysis)

Nevertheless, This suite includes tools Stripe Billing, which manages nearly 200 million active subscriptions for over 300,000 companies

The data indicates that company was fitable in 2024 and says it expects to continue to be fitable "in 2025 and beyond, given current economic conditions

On the other hand, Moreover, " This's an impressive feat, which is why many eagerly await the opportunity to invest in its public offering

Despite years of anticipation, Stripe remains privately owned and has not set an official timeline for going public

It hasn't submitted any documentation to the Securities and Exchange Commission (SEC) for an IPO or a direct listing, and leaders reiterated that there are no immediate plans to go public in the near future

Market analysis shows wait continues for investors Stripe's potential public debut is eagerly anticipated

What the re reveals is company's enormous valuation, global foot, and role in the modern digital economy have generated widespread excitement among investors and industry watchers a

Nevertheless, With IPO activity on the rise and investment returning to high-growth sectors, the conditions may just be right for Stripe to go public, amid market uncertainty

For those eager to participate in the growth of global financial infrastructure, Stripe presents a compelling investment opportunity

Moreover, But for now, investors will just have to wait.