OpenAI and Anthropic Plan IPOs in 2026-2027
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 9 hours ago
0mins
Source: Fool
- Valuation and Market Expectations: OpenAI is valued at $852 billion after its latest funding round and aims for a $1 trillion IPO, which would be 50 times its projected $20 billion annualized revenue by the end of 2025; Anthropic, valued at $965 billion, would see a $1 trillion IPO at 111 times its $9 billion annualized revenue, indicating extremely high market expectations for both companies.
- Limited Share Supply: Both companies plan to float only 5%-10% of their shares in their IPOs, and this limited supply, combined with market hype and pent-up demand, could lead to a rapid surge in stock prices post-IPO, despite their already high valuations, necessitating careful risk assessment by investors.
- Investment Channels and Risks: Accredited investors can purchase shares of OpenAI and Anthropic through secondary marketplaces like Forge Global and EquityZen or via special-purpose vehicles (SPVs) for indirect exposure, but both companies are aggressively cracking down on these secondary sales, which could render purchased shares worthless before the IPO, highlighting the need for caution.
- Wisdom in Waiting for IPO: While OpenAI and Anthropic will attract significant attention upon going public, the market's focus on their steep valuations and net losses may lead to a price drop, suggesting that investors might find better opportunities to buy shares after the IPO rather than before.
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Analyst Views on HOOD
Wall Street analysts forecast HOOD stock price to rise
20 Analyst Rating
16 Buy
4 Hold
0 Sell
Strong Buy
Current: 108.650
Low
130.00
Averages
156.24
High
181.00
Current: 108.650
Low
130.00
Averages
156.24
High
181.00
About HOOD
Robinhood Markets, Inc. is focused on providing financial services offering retail brokerage, crypto, advisory, digital banking services, and private markets access to investors. Its offerings include Brokerage, Robinhood Crypto, Custody, Robinhood Wallet, Robinhood Gold, and Robinhood Gold Card. Brokerage services include investing, options trading, fractional trading, recurring investment, access to investing on margin, fully paid securities lending, cash sweep, instant withdrawals, Robinhood retirement, 24-hour market, joint investing accounts, and event contracts. It also offers a variety of ways for its customers to grow their financial knowledge, including Robinhood Learn, In-App Education, Newsfeeds, Sherwood Snacks, and Crypto Learn and Earn. It also operates regulated crypto platforms including Bitbuy and Coinsquare. Its self-clearing system, order routing system, data platform, and other back-end infrastructure allow its customers to focus on investing, saving and spending.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Valuation and Market Potential: OpenAI is valued at $852 billion after its latest funding round and aims for a $1 trillion IPO, reflecting a 50x price-to-earnings ratio based on its projected $20 billion annualized revenue in 2025, indicating both significant market potential and inherent risks.
- Diverse Investment Channels: Investors can gain pre-IPO exposure to OpenAI and Anthropic through secondary markets, special purpose vehicles (SPVs), and mutual funds, but these methods carry hidden risks that could lead to substantial losses for investors.
- Market Reaction and Risks: While there is considerable excitement surrounding the IPOs of both companies, their high valuations and potential financial losses could lead to a decline in stock prices post-IPO, necessitating careful evaluation of investment timing and strategies.
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