OpenAI’s delayed IPO timeline to 2027, driven by CEO Sam Altman’s insistence on a $1 trillion valuation target well above the $852 billion March 2026 private mark, remains the dominant factor shaping trader expectations for the capital raise. The confidential S-1 filing in June and the missed September 2026 window, confirmed by CFO Sarah Friar’s August statements, reflect caution amid post-SpaceX market volatility and the need to demonstrate revenue inflection beyond the current ~$40 billion annualized run rate. Competitive pressure from Anthropic’s $965 billion valuation and the broader AI IPO pipeline heightens sensitivity to float size, with underwriters Goldman Sachs and Morgan Stanley likely calibrating the offering to balance dilution against investor absorption. Upcoming catalysts include any public S-1 updates or quarterly revenue disclosures that could clarify path-to-profitability metrics and influence the final raise range.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedHow much will OpenAI raise in its IPO?
<$30B 29.0%
$80B–$90B 21.3%
$40B–$50B 20.6%
$100B+ 12%
<$30B
29%
$30B–$40B
4%
$40B–$50B
24%
$50B–$60B
6%
$60B–$70B
8%
$70B–$80B
9%
$80B–$90B
21%
$90B–$100B
3%
$100B+
12%
<$30B 29.0%
$80B–$90B 21.3%
$40B–$50B 20.6%
$100B+ 12%
<$30B
29%
$30B–$40B
4%
$40B–$50B
24%
$50B–$60B
6%
$60B–$70B
8%
$70B–$80B
9%
$80B–$90B
21%
$90B–$100B
3%
$100B+
12%
The amount raised is defined as the aggregate dollar value of shares sold at the final offering price at the time of IPO pricing, as disclosed in the final prospectus filed with the U.S. Securities and Exchange Commission.
Shares sold pursuant to any overallotment option (greenshoe) will not be considered.
Secondary sales of existing shares by current shareholders will be included only to the extent that they are part of the IPO offering at pricing and reflected in the total gross proceeds. Private secondary transactions conducted outside of the IPO will not be considered.
If the total proceeds fall exactly on a boundary between two ranges, this market will resolve to the higher range.
If OpenAI does not complete an IPO by December 31, 2027, 11:59 PM ET, this market will resolve to the lowest bracket.
The primary resolution source will be the final prospectus filed with the SEC; however, a consensus of credible reporting may also be used.
Market Opened: May 21, 2026, 1:14 PM ET
Resolver
0x69c47De9D...The amount raised is defined as the aggregate dollar value of shares sold at the final offering price at the time of IPO pricing, as disclosed in the final prospectus filed with the U.S. Securities and Exchange Commission.
Shares sold pursuant to any overallotment option (greenshoe) will not be considered.
Secondary sales of existing shares by current shareholders will be included only to the extent that they are part of the IPO offering at pricing and reflected in the total gross proceeds. Private secondary transactions conducted outside of the IPO will not be considered.
If the total proceeds fall exactly on a boundary between two ranges, this market will resolve to the higher range.
If OpenAI does not complete an IPO by December 31, 2027, 11:59 PM ET, this market will resolve to the lowest bracket.
The primary resolution source will be the final prospectus filed with the SEC; however, a consensus of credible reporting may also be used.
Resolver
0x69c47De9D...OpenAI’s delayed IPO timeline to 2027, driven by CEO Sam Altman’s insistence on a $1 trillion valuation target well above the $852 billion March 2026 private mark, remains the dominant factor shaping trader expectations for the capital raise. The confidential S-1 filing in June and the missed September 2026 window, confirmed by CFO Sarah Friar’s August statements, reflect caution amid post-SpaceX market volatility and the need to demonstrate revenue inflection beyond the current ~$40 billion annualized run rate. Competitive pressure from Anthropic’s $965 billion valuation and the broader AI IPO pipeline heightens sensitivity to float size, with underwriters Goldman Sachs and Morgan Stanley likely calibrating the offering to balance dilution against investor absorption. Upcoming catalysts include any public S-1 updates or quarterly revenue disclosures that could clarify path-to-profitability metrics and influence the final raise range.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated


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