Morningstar values Anthropic equity at $1.7T on 47% annual growth forecast
rohanpaul_ai · x · 2026-11-10
Morningstar published a report valuing Anthropic's equity at roughly $1.7 trillion, about 13x its expected 2027 sales. The figure rests on a base-case forecast of 47% compound annual revenue growth over the next 5 years.
The first growth driver is deeper spending within existing accounts: nearly 12,000 customers already pay over $100K a year, yet Fortune 500 clients in that group spend less than 0.1% of their relevant budgets on Anthropic, leaving substantial room to expand.
Related event: Morningstar Values Anthropic at $1.7 Trillion(2 posts)→
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