Sources: Anthropic's IPO valuation tied to $190B–$200B 2028 revenue outlook
AI Market Summary
Sources say Anthropic's IPO valuation is being anchored to an aggressive 2028 revenue outlook of $190B–$200B, far above the $47B run-rate disclosed in May. The company also projects rapid 2026 growth and potential first quarterly operating profit, reinforcing a high-growth AI narrative. The news can tighten AI-sector risk appetite, but also increases sensitivity to forecast credibility and execution risk.
Impact level
● Medium
Affected assets
NCSKANTHROPIC2USD/USDT-0.62%
AI Insight · NCSKANTHROPIC2USD/USDTAI Insight
▲ Bullish
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Anthropic's prospective IPO valuation is being benchmarked against an internal forecast that puts 2028 revenue at roughly $190 billion to $200 billion, according to people familiar with the matter. The projection far exceeds the company's previously disclosed $47 billion revenue run rate as of May.
Sources said Anthropic's revenue run rate was about $9 billion by the end of 2025 and had climbed past $47 billion by May. The company also expects second-quarter 2026 revenue of at least $10.9 billion, roughly doubling from the prior quarter, and could post its first quarterly operating profit of $559 million.
