Anthropic’s recent public S-1 filing on October 26, 2026, has anchored trader consensus around a November 2026 IPO at 79% implied probability. The filing details explosive revenue growth exceeding 1,300% year-over-year in the first half, driven by its Claude large language models, alongside steep losses and substantial compute commitments typical of frontier AI development. Underwriters Goldman Sachs and Morgan Stanley are targeting a roadshow starting the week of November 9 and a Nasdaq listing under ticker ANT as early as the week of November 16, before Thanksgiving slowdowns. This timeline aligns with historical precedents for high-profile tech offerings and positions the debut ahead of potential regulatory or market shifts affecting AI valuations.
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