Investors question the timing and price of Anthropic’s listing
Reuters reported, citing four people, that a roadshow planned for the week of 9 November is in doubt and that some investors see a $1.5tn valuation as the high end.
Source published · In the Daily Brief of 6 November 2026
Filed under AI industry, Markets
Potential investors are pushing for a more attractive valuation and doubt the company can start its roadshow next week in time for a November listing, Reuters reported. Anthropic declined to comment. The agency said the company may need a larger discount, given its quarterly losses and its large commitments to partners, and that investors are waiting for an October revenue figure left blank in the updated filing.
The offering is expected by some to reach $100bn. A delay would add to pressure on technology valuations, since investors are watching it as a test of how the next phase of AI spending will be financed. The Wall Street Journal also reported on Thursday that IPO investors doubt the $1.5tn figure can be reached.