Stock Markets February 12, 2026

Clear Street Slashes U.S. IPO Size, Cuts Valuation Forecast by Roughly a Third

Broker lowers share count and price range as investor caution weighs on new listings

By Ajmal Hussain
Clear Street Slashes U.S. IPO Size, Cuts Valuation Forecast by Roughly a Third

Clear Street reduced its planned U.S. IPO fundraising target by 65%, trimming both the number of shares offered and the expected valuation range amid heightened investor caution toward recent listings. The New York-based firm now aims to raise up to $364 million by selling 13 million shares priced between $26 and $28 each, with pricing expected later today and a Nasdaq listing under the ticker CLRS.

Key Points

  • Clear Street cut its IPO fundraising target by 65%, lowering the number of shares and the price range.
  • The revised offering would raise up to $364 million from 13 million shares priced at $26 to $28 each, implying a top-end valuation near $7.2 billion.
  • The move follows other market adjustments and delays by fintech and software listings, indicating reduced investor demand for some new offerings.

Clear Street, a Wall Street brokerage firm based in New York, dramatically scaled back its initial public offering plans by cutting its targeted U.S. fundraising by 65%. The firm narrowed the size of the share sale and lowered its price range as investor appetite for new listings has shown strain.

Under the revised terms, Clear Street intends to offer 13 million shares at a price range of $26 to $28 apiece, targeting gross proceeds of up to $364 million. That represents a substantial reduction from the company’s earlier objective of raising as much as $1.05 billion by selling 23.8 million shares with a proposed price band of $40 to $44.

Using the top end of the updated range, the company’s projected valuation would be about $7.2 billion, down from the previous ceiling near $11.8 billion. The offering is slated to be priced later today, and the firm plans to list on the Nasdaq exchange under the symbol CLRS.

Clear Street’s decision to scale back follows other recent adjustments and delays in the IPO market. The company’s move came after Brazilian fintech Agibank reduced its offering a day before debuting, in the wake of weak trading from competitor PicPay. Separately, Liftoff Mobile postponed its planned U.S. listing earlier in the month amid a broader selloff in the software sector.

Founded in 2018, Clear Street began as a prime brokerage platform and has since expanded into a range of financial services, including investment banking.


Contextual note - The company announced the scaled-back offering amid a market environment where recent listings have provoked caution among investors. The revised size and price range reflect Clear Street’s response to that sentiment.

What’s next - Pricing for the offering is expected later today and, if completed, Clear Street will proceed with a Nasdaq listing under the ticker CLRS.

Summary of terms

  • Shares to be offered: 13 million
  • Revised price range: $26 to $28 per share
  • Maximum expected proceeds: up to $364 million
  • Previous target: up to $1.05 billion via 23.8 million shares at $40 to $44
  • Implied top-end valuation now: approximately $7.2 billion (down from about $11.8 billion)

Risks

  • Reduced investor appetite for new listings could keep IPO valuations and deal sizes constrained - impacts equity capital markets and fintech firms seeking public listings.
  • Weak trading in comparable debuts may pressure pricing and demand for Clear Street’s offering - affects the broader IPO market and software-related issuers.
  • Further market volatility or continued selloffs in relevant sectors could force additional changes to the offering or timing - risk to investment banks and underwriting activity.

More from Stock Markets

Chinese AI Stocks Rally as Investors Embrace Winners While U.S. Markets Worry Feb 21, 2026 Three Earnings Reports This Week Will Test the Durability of the AI Investment Theme Feb 21, 2026 Moscow Market Closes Flat as Select Large-Caps Offset Losses Feb 21, 2026 Honeywell Reconsiders Purchase of Johnson Matthey Catalyst Unit as Closing Obstacles Emerge Feb 21, 2026 Indigenous Occupation Halts Operations at Cargill’s Santarem Terminal Feb 21, 2026