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Chronicles

The story behind the story

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Sources: Palantir is planning to go public through a direct listing of its shares in late September

not to mention in more volatile markets. @rileycnbc : ...and new this evening: Palantir planning a direct listing for late September. The company is in the process of raising $961 million, $550 million of which it has already secured, according to a July SEC filing. https://www.bloomberg.com/...

Bloomberg

Context & Ripple Effects

Palantir's path to the public markets has been two years in the making: sources reported back in October 2018 that the data-mining firm was weighing an IPO as soon as H2 2019, with some bankers floating a valuation of up to $41B. By June 2020 it had moved to registering an S-1 confidentially, targeting a fall debut.

The twist in this report is the mechanism: rather than a traditional underwritten IPO, Palantir plans a direct listing in late September — no new shares sold at listing — while separately raising $961M privately, $550M of which was already secured per its July SEC filing. The company is effectively buying its growth capital in advance so it can list without an offering.

First-order effects

  • Existing shareholders and employees get liquidity on day one without dilution from a primary offering, but there is no underwriter book-build to set a price — the market discovers it cold, which is why Palantir later told investors to expect trading around $10 a share, valuing it near $22B.

Second-order effects

Third-order effects

  • If the pattern holds, mega-valued private tech companies increasingly treat direct listings plus pre-IPO private raises as a substitute for the traditional IPO, shifting pricing power from underwriting syndicates to open-market order flow and forcing banks to compete on advisory rather than distribution.

The trend: Large private tech companies are swapping traditional underwritten IPOs for direct listings paired with private raises, moving price discovery from bankers to the open market.

Discussion

  • @sonalibasak Sonali Basak on x
    Palantir plans a direct listing for late September. @lizette_chapman @scottdeveau https://www.bloomberg.com/... Should it succeed, it would be the third big direct listing after Spotify and Slack and solidify the model in a bigger way — not to mention in more volatile markets.
  • @rileycnbc @rileycnbc on x
    ...and new this evening: Palantir planning a direct listing for late September. The company is in the process of raising $961 million, $550 million of which it has already secured, according to a July SEC filing. https://www.bloomberg.com/...