Freedom: Alphabet’s stock offering could signal the way for future IPOs of SpaceX and OpenAI

The planned stock offering by Alphabet, valued at up to $80 billion, could become one of the largest transactions in the global capital market and a key indicator of investor sentiment towards the technology sector. According to Freedom analyst Natalya Milchakova, the success of the offering could boost market interest in future IPOs of major companies in artificial intelligence and space technologies.

Alphabet is the parent company of Google and one of the world’s largest technology holdings. The company is actively investing in the development of artificial intelligence, cloud technologies, and digital advertising.

The market’s heightened attention to the deal was also confirmed by Anthony Gutman, Co‑Head of Goldman Sachs International, who told CNBC about unprecedented investor demand to participate in large IPOs and secondary stock offerings.

Freedom believes that a successful Alphabet offering could serve as an important benchmark for other potential issuers. This primarily concerns SpaceX, OpenAI, and Anthropic - companies whose potential public market debuts are generating significant interest among investors worldwide.

According to the analyst, a positive outcome of the deal could also support the financial performance of major investment banks acting as offering organizers. Increased activity in the capital market traditionally leads to higher fee and commission income for financial institutions.

Freedom notes that the Alphabet offering will act as a kind of test of investors’ willingness to commit substantial funds to large technology companies amid the ongoing AI boom. The market sentiment towards future high‑tech IPOs will largely depend on the results of this deal.

Not an individual investment recommendation.