Anthropic IPO S-1 filing expected Monday, reportedly raising up to $100B at $2T valuation
dotey · x · 2026-10-26
Per The Information and IFR, Anthropic is expected to publicly file its S-1 as soon as Oct 26, with a roadshow starting Nov 9 and listing in mid-November, targeting up to $100B raised at a $2T valuation, led by Morgan Stanley and Goldman Sachs. The filing was not yet visible on EDGAR at press time.
Leaked figures (unconfirmed):
- Revenue: $16.3B in H1 2026 vs $1.1B a year earlier; Q3 reportedly $16.8B (+45% QoQ), a single quarter exceeding the whole first half; Q2 growth was 147% QoQ, so growth is decelerating
- Losses: $80.7B net loss in H1, of which $72B stems from non-cash accounting adjustments on convertible debt
The week also brings earnings from Microsoft, Alphabet and Amazon — all cloud partners and, for Amazon and Google, major investors in Anthropic.
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