Stock Markets February 4, 2026

Clear Street Aims for Up to $11.8 Billion Valuation as U.S. IPO Market Heats Up

New York prime broker files for Nasdaq listing as IPO activity accelerates amid strong equity markets

By Avery Klein BLK
Clear Street Aims for Up to $11.8 Billion Valuation as U.S. IPO Market Heats Up
BLK

Feb 4 - Clear Street is pursuing an initial public offering that would value the securities and derivatives broker at as much as $11.8 billion. The New York-based firm plans to offer 23.8 million shares at $40 to $44 apiece to raise up to $1.05 billion and intends to list on the Nasdaq under the symbol CLRS. The move comes as U.S. IPO issuance gains momentum with several large listings scheduled this week.

Key Points

  • Clear Street aims for an $11.8 billion valuation and plans to sell 23.8 million shares at $40 to $44 to raise up to $1.05 billion.
  • The firm expects 2025 net revenue of $1.04 billion to $1.06 billion, up from $463.6 million in the prior year, and will list on Nasdaq as CLRS.
  • Renewed IPO activity and surging prime brokerage demand are supporting the offering; sectors impacted include capital markets, prime brokerage services and investment banking.

Feb 4 - Clear Street, a securities and derivatives broker founded in 2018, is seeking a U.S. initial public offering that could place the company at a valuation of up to $11.8 billion. The firm said it intends to offer 23.8 million shares with a price range of $40 to $44 per share, targeting proceeds of up to $1.05 billion.

The New York-based firm began as a prime brokerage platform and has since broadened its operations to include services such as investment banking and equity research. In connection with the planned public offering, funds managed by BlackRock have signaled interest in acquiring as much as $200 million of Clear Street stock.


Offering and listing details

Clear Street plans to list on the Nasdaq under the ticker symbol CLRS. The company named Goldman Sachs, BofA Securities, Morgan Stanley, UBS Investment Bank and Clear Street itself as the lead book-running managers for the sale of shares.

Management provided revenue expectations for 2025, forecasting net revenue in a range between $1.04 billion and $1.06 billion, up from $463.6 million in the prior year.


Market backdrop

The planned offering arrives as the U.S. IPO market shows renewed activity. Equity markets at record highs and demand for new listings have contributed to a cluster of large debuts in early 2026. This week in New York, eight companies are scheduled to raise at least $100 million each, representing the busiest week for sizable IPOs since 2021, according to IPO-focused research and ETF providers tracking the market.

Last year’s historic U.S. government shutdown disrupted deal flow, and the current uptick in issuance reflects a pickup in market activity after that interruption.


Prime brokerage context

Prime brokerage operations are central to capital markets plumbing, offering hedge funds and other clients services that include risk management, portfolio monitoring and financing for large trades. The prime brokerage business expanded materially last year, aided by strong returns from large multi-strategy hedge funds navigating volatile markets. Rising valuations of companies and a growing number of new hedge funds have supported demand for lending of cash and securities and related prime brokerage services.


Clear Street’s public filing and its revenue guidance signal an attempt to capitalize on that momentum. The firm’s prospectus and the market environment together set the stage for a high-profile Nasdaq debut under the symbol CLRS.

Risks

  • Achievement of Clear Street’s 2025 revenue targets is uncertain and could affect investor response to the IPO - impacts financials and capital markets.
  • The broader IPO market momentum could be sensitive to disruptions similar to last year’s U.S. government shutdown, which previously interrupted deal flow - impacts issuance schedules and investment banking activity.
  • Demand for prime brokerage services is tied to hedge fund performance and market valuations; shifts in those areas could influence Clear Street’s business prospects - impacts prime brokerage and hedge fund sectors.

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