GoKawiilAnthropic investors scale back IPO valuation hopes toward $1 trillion-$1.25 trillion
Investors in Anthropic now doubt the AI company can reach even a $1.5 trillion valuation at IPO, down from earlier talk of $2 trillion, according to people who spoke to CNBC. One investor called $1.5 trillion a 'stretch' and suggested $1 trillion to $1.25 trillion is more realistic, though figures could shift with market conditions. Anthropic, which was privately valued at $965 billion in May, declined to comment and is expected to begin its IPO roadshow next week under the ticker ANT.
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The reassessment follows a steep Nasdaq selloff and broader worries about heavy AI infrastructure spending, suggesting investor enthusiasm for AI valuations may be cooling after months of rapid growth. Analyst Gil Luria's comments indicate bankers may need to price the deal conservatively to ensure a successful debut, which could set a cautious benchmark for other AI IPOs. The outcome may serve as an early signal of whether public markets are still willing to pay premium multiples for AI companies.
- Anthropic's expected IPO valuation has dropped from a prior $2 trillion target to a disputed $1.5 trillion, with some investors eyeing $1-$1.25 trillion.
- The shift coincides with a sharp Nasdaq decline and growing skepticism about AI infrastructure spending.
- Anthropic is set to begin its IPO roadshow next week ahead of a Nasdaq listing under ticker ANT.
Source: cnbc.com — Kate Rooney Caleigh Keating, 2026-11-06
Published there as: “Investors brace for lower Anthropic valuation, calling $1.5 trillion a 'stretch'”
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