Market Insights
PE stocks tumble on Partners Group redemption news
Its limit on redemptions from a $8.6B fund suggests the problems faced by evergreen credit funds are now affecting PE.
AI RESEARCH
The State of Consumer AI
This analyst note examines the shifting dynamics reshaping venture capital in consumer AI and what they signal for investors.
An Eye on OpenAI
This analyst note examines the gap between OpenAI’s valuation and its underlying fundamentals ahead of a potential IPO.
AI VC Trends
The Q1 2026 AI VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.
US Public PE and GP Deal Roundup
Our Q1 2026 US Public PE and GP Deal Roundup pulls together data on trend-setting PE firms to analyze the strategies and forces driving their expansions.
Learn more: US Public PE and GP Deal Roundup
LATE-STAGE COMPANY RESEARCH
SpaceX Initiation Report: When Venus and Jupiter Align
This analyst note offers a granular, independent look at SpaceX’s financials to value the opportunity and learn about key business drivers.
Ranking the AI Giants: A New Framework for the Frontier Five
This analyst note introduces a framework for evaluating frontier AI companies across five dimensions that determine long-term enterprise value creation.
AI’s giants: Mostly priced on promise
A new PitchBook analysis finds that valuations aren’t always backed by solid business fundamentals among the top private AI companies.
TRENDSPOTTING
AI dominates early-stage tech activity, with 8,933 companies. It outpaces SaaS and fintech, the next two largest sectors, combined.
See more: 2025 VC Emerging Opportunities
RESEARCH
NEWS
MORE FROM PITCHBOOK
