Anthropic targets $190$200B in revenue by 2028, report says
AI Market Summary
Reports that Anthropic is being valued off aggressive forward revenue (with potential for its first quarterly operating profit in Q2 2026) reinforces bullish AI-growth narratives and supports higher EV\u0027to\u0027revenue benchmarking versus peers like Palantir and Cloudflare. The focus on scaling economics despite heavy GPU and model costs may lift sentiment across AI-related equities and pre-IPO positioning, while also raising sensitivity to execution and multiple-compression risk.
Impact level
● Medium
Affected assets
NCSKANTHROPIC2USD/USDT+9.39%
AI Insight · NCSKANTHROPIC2USD/USDTAI Insight
▲ Bullish
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Anthropic projects revenue of $190$200 billion by 2028, according to a report. By Q2 2026, the company expects revenue of at least $10.9 billion, more than doubling from the prior quarter. It is also forecast to post its first quarterly operating profit of $559 million. The projections are framed against public-market valuation benchmarks, including Palantir at 53 times this year’s expected revenue and SpaceX and Cloudflare at 41.6 times expected 2026 revenue.
