VERIFIED | Nov 10, 2026
Anthropic is NOT delaying its IPO.
Roadshow starts today. Listing expected week of Nov 16-19.
Ticker: $ANT on Nasdaq
Valuation in question:
October hype: $2.0T
Nov 5 talk: $1.5T
Today official filing: $70-$78 per share = $916B-$1.02T valuation
That is a $1T cut. Wall Street said $1.5T was too high.
What happened last night:
Anthropic filed to raise $69.3B, then withdrew it saying pricing was "inaccurate." Today it filed corrected version: 825M shares to raise up to $64.35B.
IPO is NOT cancelled. Only price was corrected.
Backed by $26B:
Google $10B, Nvidia $10B, AMD $2.5B, Microsoft $1B, Broadcom $1B, Micron $1B, TSMC $500M
Why investors are worried:
Q3 Revenue: $16.96B, but growth slowed from 144% to 46.7%
Compute commitments: $895.4B
Anthropic chose: Keep the date. Cut the price. Let market decide.
Is $ANT worth $1T?
YES = I will buy, NO = I will wait.
#Anthropic #AnthropicIPO #EarningsSeason
#AnthropicRejectsIPODelayValuationinQuestion
Anthropic is NOT delaying its IPO.
Roadshow starts today. Listing expected week of Nov 16-19.
Ticker: $ANT on Nasdaq
Valuation in question:
October hype: $2.0T
Nov 5 talk: $1.5T
Today official filing: $70-$78 per share = $916B-$1.02T valuation
That is a $1T cut. Wall Street said $1.5T was too high.
What happened last night:
Anthropic filed to raise $69.3B, then withdrew it saying pricing was "inaccurate." Today it filed corrected version: 825M shares to raise up to $64.35B.
IPO is NOT cancelled. Only price was corrected.
Backed by $26B:
Google $10B, Nvidia $10B, AMD $2.5B, Microsoft $1B, Broadcom $1B, Micron $1B, TSMC $500M
Why investors are worried:
Q3 Revenue: $16.96B, but growth slowed from 144% to 46.7%
Compute commitments: $895.4B
Anthropic chose: Keep the date. Cut the price. Let market decide.
Is $ANT worth $1T?
YES = I will buy, NO = I will wait.
#Anthropic #AnthropicIPO #EarningsSeason
#AnthropicRejectsIPODelayValuationinQuestion
I will buy
I will wait
2 дн. осталось