Anthropic’s rapid progress toward a potential October 2026 Nasdaq listing is the dominant factor shaping trader sentiment on its IPO timeline. The company confidentially filed its S-1 in early June, selected Morgan Stanley and Goldman Sachs as lead underwriters, and recently chose Nasdaq as its venue while targeting a roughly $2 trillion valuation that would support a $60–100 billion raise. Run-rate revenue has surged above $65 billion annualized by late July, more than seven times year-end 2025 levels, with gross margins exceeding 80% before partner payments and the firm guiding for a second consecutive quarter of adjusted operating profit. A $15 billion revolving credit facility is nearing completion alongside talks for Nvidia as a potential anchor investor. Key near-term catalysts include the expected public S-1 release in late September and the start of investor meetings in mid-October, ahead of a pre-midterm listing window.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日Anthropic's IPO probability surges to over 90% for year-end 2026 listing
Market prices for Anthropic IPO contracts rose significantly in mid-September 2026, reflecting growing investor optimism about the company's ability to complete its IPO by December 31, 2026, supported by ongoing preparations and strong financial performance.
Anthropic’s confidential S-1 filing becomes effective, confirming IPO readiness
October 31, 2026 rises to 67%1%
The SEC declared Anthropic’s confidential S-1 filing effective, confirming the company’s readiness to proceed with its IPO, which solidified market expectations for an October 2026 listing.

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