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Investors temper Anthropic IPO valuation expectations over revenue growth slowdown: Report
Investors cited slower sequential growth and $518 billion in infrastructure commitments as they debated a valuation near $1.5 trillion, people familiar with the matter said.
- On Thursday, Anthropic reported $16.8 billion in quarterly revenue, yet stocks plummeted as investors turned bearish on the AI trade amid valuation concerns.
- A valuation above $2 trillion would be roughly 30 times annualized third-quarter revenue, forcing investors to weigh the enormous infrastructure commitments required to sustain growth.
- With an 85% adjusted gross margin, Anthropic still faces financing hurdles; some CoreWeave bonds yield close to 15%, signaling growing funding concerns for levered companies.
- Vey-Sern Ling, managing director at Union Bancaire Privee, warned that "the real concern is not profitability itself, but the increasingly expensive price of keeping it sustainable."
- Citrini Research posted "Oh it's over over" as figures circulated, while Geiger Capital described the revenue as "not good enough," reflecting broader skepticism about sector profitability.
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·Helsinki, Finland
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Anthropic's valuation could fall by £379billion as growth slows
Anthropic's valuation could fall by £379billion as growth slows . Some Anthropic investors are considering a valuation $500billion (£379billion) below earlier expectations for its stock market debut
·London, United Kingdom
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Anthropic IPO: Investors temper Anthropic IPO valuation expectations over revenue growth slowdown
Some investors who attended Anthropic's investor day on Wednesday in San Francisco discussed a valuation of around $1.5 trillion, three of the people said, a significant step down from the roughly $2 trillion valuation that investors had previously expected for the November share sale.
·India
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Coverage Details
Total News Sources30
Leaning Left3Leaning Right12Center4Last UpdatedBias Distribution63% Right
Bias Distribution
- 63% of the sources lean Right
63% Right
L 16%
C 21%
R 63%
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