IPO Watch: The Most Recent and Upcoming IPOs (August 1)

Looking to get in on the IPO hype? According to IPOScoop, of the last 100 IPOs 65 are trading up from their opening price, 34 are down, and 1 is unchanged. On average, these 100 names are up 14.72% since debut. With returns like these, it’s no wonder investors are eager to jump in.

More data: 85 names have debuted since 2012. Remember, rocky economic conditions meant scheduled IPOs were quick to cancel their opening with the hopes of reentering in more favorable conditions. Facebook was a notable exception during that time period, and everyone knows how that turned out.

Since Facebook (FB), which down 42.8% since opening, 15 more names have entered the scene with remarkable successful results – Only 4 are trading below opening price. Notable names include ServiceNow (NOW), up 50%, Five Below (FIVE), up 72.6%, and KAYAK Software (KYAK), up 29%. E2open (EOPN) has had the worst performance, trading down 16%.

What to Expect When You Have No Idea What to Expect

It’s August, and for those new to the IPO Watch, that means it’s slow season.

IPOScoop sums it up quite nicely:

After the next two weeks, “the calendar will probably close down for its traditional hibernation period from about two weeks before Labor Day to about two weeks after the early September holiday. During August 2011, only four IPOs made it out the door.”

So which names are coming in at the last minute? The schedule lists three, but don’t hold your breath on these names ever making it out the door:

1. Eloqua Limited (ELOQ) at $9.5-11.5/share, expected to trade 08/02/12.
2. Globus Medical (GMED) at $16-18/share, expected to trade 08/02/12.
3. Stemline Therapeutics (STML) at $11-13/share, expected to trade 08/02/12.

Good luck!

Business Section: Investing Ideas

With a nod to our newest IPOs, here are the most recent 20 names and their performance since debut. Current price as of market close on August 1.

For your scanning pleasure, Facebook is number 16. Average return of IPOs after Facebook at 18.32%.

Do you think these names have any more upside to price in? And will the 3 names listed above be so “lucky”?

1. AmREIT (AMRE, Earnings, Analysts, Financials): Financials. Offer date 07/27/12. Offer price $14. First day close $14.02. Current price $14.03. Return: 0.21%.

2. Del Friscos Restaurant Group (DFRG, Earnings, Analysts, Financials): Consumer Services. Offer date 07/27/12. Offer price $13. First day close $13. Current price $13.01. Return: 0.07%.

3. E2open (EOPN, Earnings, Analysts, Financials): Technology. Offer date 07/26/12. Offer price $15. First day close $13.6. Current price $12.52. Return: -16.53%.

4. Hyperion Therapeutics (HPTX, Earnings, Analysts, Financials): Health Care. Offer date 07/26/12. Offer price $10. First day close $10.11. Current price $10.2. Return: 1.9%.

5. Northern Tier Energy (NTI, Earnings, Analysts, Financials): Oil & Gas. Offer date 07/26/12. Offer price $14. First day close $14.16. Current price $15.21. Return: 8.64%.

6. Natural Grocers by Vitamin Cottage (NGVC, Earnings, Analysts, Financials): Consumer Goods. Offer date 07/25/12. Offer price $15. First day close $14.86. Current price $19.74. Return: 31.6%.

7. Chuy’s Holdings (CHUY, Earnings, Analysts, Financials): Consumer Services. Offer date 07/24/12. Offer price $13. First day close $15.06. Current price $17.53. Return: 34.84%.

8. KAYAK Software (KYAK, Earnings, Analysts, Financials): Consumer Services. Offer date 07/20/12. Offer price $26. First day close $33.18. Current price $33.91. Return: 30.42%.

9. Palo Alto Networks (PANW, Earnings, Analysts, Financials): Technology. Offer date 07/20/12. Offer price $42. First day close $53.13. Current price $56.18. Return: 33.76%.

10. Durata Therapeutics (DRTX, Earnings, Analysts, Financials): Health Care. Offer date 07/19/12. Offer price $9. First day close $9.04. Current price $8.73. Return: -3%.

11. Five Below (FIVE, Earnings, Analysts, Financials): Consumer Goods. Offer date 07/19/12. Offer price $17. First day close $26.5. Current price $29.14. Return: 71.41%.

12. ServiceNow (NOW, Earnings, Analysts, Financials): Technology. Offer date 06/29/12. Offer price $18. First day close $24.6. Current price $27.71. Return: 53.94%.

13. Exa Corporation (EXA, Earnings, Analysts, Financials): Technology. Offer date 06/28/12. Offer price $10. First day close $9.8. Current price $10.1. Return: 0.99%.

14. TESARO (TSRO, Earnings, Analysts, Financials): Health Care. Offer date 06/28/12. Offer price $13.5. First day close $13.69. Current price $13.5. Return: 0%.

15. EQT Midstream Partners, LP (EQM, Earnings, Analysts, Financials): Oil & Gas. Offer date 06/27/12. Offer price $21. First day close $23.75. Current price $26.56. Return: 26.47%.

16. Facebook (FB, Earnings, Analysts, Financials): Technology. Offer date 05/18/12. Offer price $38. First day close $38.23. Current price $20.88. Return: -45.05%.

17. Edwards Group Limited (EVAC, Earnings, Analysts, Financials): Consumer Goods. Offer date 05/11/12. Offer price $8. First day close $8.75. Current price $6.37. Return: -20.37%.

18. Ignite Restaurant Group (IRG, Earnings, Analysts, Financials): Consumer Services. Offer date 05/11/12. Offer price $14. First day close $17.13. Current price $12.79. Return: -8.64%.

19. Audience (ADNC, Earnings, Analysts, Financials): Technology. Offer date 05/10/12. Offer price $17. First day close $19.1. Current price $16.42. Return: -3.41%.

20. WageWorks (WAGE, Earnings, Analysts, Financials): Consumer Services. Offer date 05/10/12. Offer price $9. First day close $12.6. Current price $14.11. Return: 56.77%.

Written by Rebecca Lipman. Data sourced from IPOscoop.com.

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Dig Deeper: Access Company Snapshots, Charts, Filings

• AmREIT (AMRE, Chart, Download SEC Filings)
• Del Friscos Restaurant Group (DFRG, Chart, Download SEC Filings)
• E2open (EOPN, Chart, Download SEC Filings)
• Hyperion Therapeutics (HPTX, Chart, Download SEC Filings)
• Northern Tier Energy (NTI, Chart, Download SEC Filings)
• Natural Grocers by Vitamin Cottage (NGVC, Chart, Download SEC Filings)
• Chuy’s Holdings (CHUY, Chart, Download SEC Filings)
• KAYAK Software (KYAK, Chart, Download SEC Filings)
• Palo Alto Networks (PANW, Chart, Download SEC Filings)
• Durata Therapeutics (DRTX, Chart, Download SEC Filings)
• Five Below (FIVE, Chart, Download SEC Filings)
• ServiceNow (NOW, Chart, Download SEC Filings)
• Exa Corporation (EXA, Chart, Download SEC Filings)
• TESARO (TSRO, Chart, Download SEC Filings)
• EQT Midstream Partners, LP (EQM, Chart, Download SEC Filings)
• Facebook (FB, Chart, Download SEC Filings)
• Edwards Group Limited (EVAC, Chart, Download SEC Filings)
• Ignite Restaurant Group (IRG, Chart, Download SEC Filings)
• Audience (ADNC, Chart, Download SEC Filings)
• WageWorks (WAGE, Chart, Download SEC Filings)

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