Anthropic is seen as last major AI company likely to announce an IPO in 2026
Investors are increasingly viewing Anthropic as the only major artificial intelligence firm expected to officially announce an initial public offering (IPO) this year, according to prediction market platform Kalshi. OpenAI has ruled out a 2026 listing and its chances of going public by mid-2027 remain at 50%, while other companies like Plaid, Deel, and Databricks have seen their IPO odds drop significantly from earlier in the year. The overall U.S. IPO market has slowed compared to 2025, with a 33% decline in the number of offerings priced this year despite high-profile debuts such as SpaceX’s June listing. Anthropic filed confidentially for an IPO in early June and currently holds a 75% chance on Kalshi of making an official announcement by year-end. However, recent financial disclosures from Anthropic have raised concerns among investors. The company reported $16.8 billion in third-quarter revenue with weaker growth than previous periods, leading analysts to question its ability to meet market expectations and contributing to pressure on AI-related equities.