After years of false starts, the IPO market feels like it is approaching a genuine inflection point. The consensus among bankers and investors at this year’s conference was notably more optimistic than the macro backdrop might suggest. That optimism has since found its first proof point: shares in chipmaker Cerebras Systems more than doubled on its market debut after raising $5.5 billion, the largest IPO of the year, confirming that investor appetite for the right AI story is very much alive. The post 2026 IPO Market Outlook: Insights from Jefferies Private Growth Conference appeared first on Jefferies.com .