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HEADLINE LISTING · NASDAQ

Anthropic — The Defining AI IPO of 2026

The makers of Claude. Backed by Amazon and Google. Reportedly targeting a $100B+ debut with pricing eyed at $35/share on October 23.

TARGET VALUATION$100B+
EXPECTED PRICING$35 / share
RUMOURED DATEOct 23, 2026
CATEGORYFoundation Models
KEY BACKERSAmazon, Google

Anthropic has quietly become one of the most influential AI labs on the planet. Claude powers workflows inside Fortune 500 companies, government agencies and a growing slice of the developer ecosystem. When the S-1 lands, it will likely be the most watched pre-IPO book of the year.

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// INSIDE THE BRIEFING

Analyst Take vs Model Take

How our team writes up Anthropic — classic fundamentals on one side, the model's neural read on the other.

THE ANALYST TAKE
ANTHR
Anthropic
$35.00
Target debut
VALUATION
$100B+
REV. GROWTH
>300% YoY
ARR (est.)
$5B+
MOAT
Claude model line
CATALYST
Enterprise Claude deals continue to compound; multi-cloud availability accelerates seat expansion into 2027.
THE MODEL TAKE
NEURAL WEIGHTS — HEATMAP
SIGNAL · 10,482 SOURCES
+0.89 BULLISH