The IPO plans for Anthropic, the developer of the Claude AI model, face potential delays amid a cooling market environment. Recent decisions by Holtec Nuclear and Oura to postpone their public offerings have heightened concerns regarding the stability of the Nasdaq debut for Anthropic, which was originally slated for early September but is now pushed to late September or mid-October.
Market participants are evaluating the company's valuation, with some projections reaching $2 trillion. However, prediction markets show growing skepticism, as the probability of the company achieving a market capitalization below $1.25 trillion on its IPO day has risen to 4.5 percent, up from 2 percent within a 24-hour period.
Despite current market volatility, the likelihood of Anthropic completing its public offering by the end of 2026 is priced at 80 percent. Observers are now monitoring upcoming SEC filings and potential roadshow announcements for further clarity on the timeline.
The company's valuation at launch remains sensitive to broader economic shifts and potential disclosures regarding AI revenue growth. Analysts are also tracking whether Anthropic will release new AI models prior to the IPO to bolster investor sentiment and support its valuation targets.
