SpaceX’s blockbuster IPO, with its 19% first day jump to $160 and an estimated $1.77t valuation, has pulled fresh attention toward recently listed stocks that traders see as potential momentum plays. When a headline listing captures the market’s imagination, it can spill over into other young IPOs that already show strong price moves and active trading. This article looks at 3 stocks from the IPO Momentum Stocks screener that appear closely tied to this surge in enthusiasm around newly public companies and may help you decide whether they deserve a closer look or a spot on your watchlist.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.

Carlsmed (CARL)

Overview: Carlsmed is a commercial-stage medical technology company that uses AI-enabled planning software and custom 3D printed implants to provide personalized spine fusion surgery solutions through its aprevo platform. Its tools are designed to help surgeons plan procedures in more detail and match implants to each patient’s anatomy.

Operations: Carlsmed generates about US$56.4 million of revenue from healthcare software, all from the United States.

Market Cap: US$315.9 million

Carlsmed sits at the crossroads of AI, 3D printing and personalized medicine, with its aprevo platform aimed at reducing costly revision spine surgeries and addressing an estimated US$13b lumbar fusion opportunity. Revenue of US$16.12 million in Q1 2026 and full year guidance of US$72 to US$77 million indicate that hospitals are engaging with the technology, even as the company still reports net losses and relies on higher risk external funding. With analysts describing expectations for rapid revenue growth and highlighting a sizeable gap between the current share price and their targets, investors are weighing a high growth story against execution risk, regulatory reliance on reimbursement support and the need for larger, longer term clinical data to support wider adoption.

Carlsmed’s AI driven spine surgery story is moving fast, but the real tension is how that growth thesis stacks up against its funding needs and execution hurdles, so review the 3 key rewards and 1 important warning sign

Lumexa Imaging Holdings (LMRI)

Overview: Lumexa Imaging Holdings operates outpatient imaging centers across the United States, offering a full range of diagnostic services including MRI, CT, PET, X ray, ultrasound and mammography, often in partnership with health systems and referring physicians.

Operations: Lumexa generates about US$768.6 million from outpatient imaging and US$273.7 million from professional services, with total revenue of roughly US$1.0b coming from the United States.

Market Cap: US$914.7 million

For investors tracking IPO momentum stories, Lumexa stands out as a newly public imaging operator that is already above US$1.0b in annual revenue. It has recently reported a move from a full year loss to a small quarterly profit and is expanding its more than 190 center footprint through new JVs with hospitals such as Hospital for Special Surgery and partners like UPMC and Advocate Health. The stock screens as lowly valued on sales, while its business leans into higher acuity imaging, AI enabled productivity tools and an aging population that relies on advanced diagnostics. However, the story involves trade offs related to high board turnover, a young management team and reliance on external borrowing, especially if growth or reimbursement softens.

Lumexa’s rising revenue base and fresh profitability sit alongside questions about debt and board churn, so review the Lumexa Imaging Holdings financial health report to see what the balance sheet might be hinting at next.

StubHub Holdings (STUB)

Overview: StubHub Holdings runs a global online marketplace where people buy and sell tickets to live events, including sports, concerts, theater and festivals, through its StubHub and viagogo websites and apps.

Operations: StubHub generates about US$1.79b in revenue from recreational activities, primarily tied to live event ticketing.

Market Cap: US$4.0b

StubHub sits squarely in the sweet spot of two themes that traders are watching right now: renewed IPO enthusiasm after SpaceX’s debut, and a global appetite for live experiences. The company has moved from losses to quarterly profit, is guiding to US$9.9 to US$10.1b of gross merchandise sales and US$400 to US$420 million of adjusted EBITDA in 2026, and is rolling out products like FestProtect and open distribution tools that could deepen relationships with leagues and festival promoters. At the same time, funding is reliant on higher risk borrowing, regulation such as all in pricing is a real overhang, and the business is still working through the economics of lower take rates. For investors tracking the IPO Momentum Stocks screener, the key question is whether that mix of strong ticketing demand, improving profitability, and regulatory and funding risk fits their own risk tolerance and time horizon.

StubHub’s accelerating ticketing machine and fresh profitability may not be fully priced in, especially with US$9.9 to US$10.1b in GMS guidance and US$400 to US$420 million in adjusted EBITDA on the table. See how those expectations line up with the analyst forecasts for StubHub Holdings before one underappreciated pressure point changes the story.

The three IPO stocks covered here are only a starting point. The full IPO Momentum Stocks screener surfaces 24 more recently listed companies that also show active trading and price strength, each with its own developing narrative. If you want to identify the highest conviction ideas from that broader group, use Simply Wall St to filter the IPO Momentum Stocks screener by the specific catalysts and storylines that matter most to you.

Take Control of Your Investment Journey

If Lumexa Imaging Holdings or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Before Momentum Slips

Fresh breakout stories and under the radar stocks do not stay quiet for long. Once the crowd catches up, ideal entry points can shrink fast, so it can be important to get in early.

• Spot fast moving underpriced companies before they are widely talked about by filtering for 20 high quality undiscovered gems that align with your risk tolerance and preferred business quality.
• Zero in on resilient businesses by focusing on a list of solid balance sheet and fundamentals (48 results) so you are not caught holding companies with fragile finances when momentum cools.
• Consider long run demand shifts by scanning a curated 88 nuclear energy infrastructure stocks to find infrastructure stocks that could benefit if sentiment continues to focus on energy security.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.