Anthropic’s IPO pitch leans on 2028 revenue forecast of $190B–$200B, sources say
AI Market Summary
Reports that Anthropic's prospective IPO valuation is being anchored to aggressive 2028 revenue projections underscores how AI equities are increasingly priced on long-dated growth assumptions amid heavy compute spending. The framework elevates sensitivity to forecast risk and multiple compression across AI-related comparables. Palantir, cited as a key public benchmark and already trading at elevated revenue multiples, may see heightened volatility as investors recalibrate peer-group valuation yardsticks.
Impact level
● Medium
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AI Insight · NCSKPLTR2USD/USDTAI Insight
● Neutral
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Anthropic is projecting 2028 revenue of about $190 billion to $200 billion, far above the $47 billion revenue run rate it disclosed in May, according to people familiar with its financials. The company said its revenue run rate was about $9 billion at the end of 2025 before climbing to more than $47 billion by May. It has also projected at least $10.9 billion of revenue for the second quarter of 2026, more than double the prior quarter. Anthropic expects that pace to put it on track for its first quarterly operating profit of $559 million.
