Anthropic’s October 26, 2026 S-1 filing named Goldman Sachs in the lead-left underwriter position on the prospectus, with Morgan Stanley as stabilization agent, triggering the sharp repricing of Polymarket odds to 94.8% for Goldman. This formal designation, which aligns with Goldman’s recent lead-left role on SpaceX’s record June IPO, reflects the bank’s established relationships in high-profile technology offerings and its capacity to manage the underwriting syndicate, roadshow, and investor allocation for what could be a multi-billion-dollar raise. Trader consensus, backed by real capital, now prices in near-certainty of this outcome ahead of the anticipated mid-November listing. A realistic challenge would require an amended filing or joint lead-left arrangement altering the uppermost name on the cover, an event that has not occurred in comparable recent deals.