Anthropic’s S-1 filing on October 26, 2026, and subsequent Q3 revenue update showing $17 billion quarterly run-rate growth from Claude adoption have anchored trader expectations for an IPO valuation near $1.5–1.75 trillion. Explosive revenue—up more than 12-fold year-over-year—combined with the company’s $965 billion private valuation in May and reported targets of $1.5–2 trillion support this range, while tempered by investor skepticism over $895 billion in compute commitments, persistent losses, and recent AI-sector market pullback. Analysts such as Aswath Damodaran have placed fair value near $1.475 trillion, aligning with the market’s leading outcome. The planned listing the week of November 16 remains the key near-term catalyst that could confirm or shift these implied probabilities.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · AktualisiertView resolved

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