Trader consensus on Anthropic’s IPO timing reflects the latest verified reporting that the company is targeting a mid-November 2026 debut, with formal marketing expected to begin the week of November 9. Recent delays from an earlier October window were driven by the need to present full third-quarter financial results to investors, including an annualized revenue run rate that has climbed above $65 billion and internal projections nearing $100–110 billion by year-end. The confidential S-1 filing from June 2026 and subsequent prospectus details underscore rapid large language model growth alongside substantial compute commitments and losses, yet these have not derailed the process. December remains the next most plausible window if minor regulatory or market-condition adjustments occur, while earlier months carry low implied probability given the confirmed timeline.
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