Could Anthropic's IPO Eclipse SpaceX's Record Offering?
Yahoo Finance ·
Three months after SpaceX made its historic market debut, Wall Street is actively debating whether Anthropic will launch an initial public offering that surpasses it. SpaceX listed on the Nasdaq on June 12, with shares opening near $150 and raising a staggering $86.2 billion after exercising its overallotment, easily surpassing Saudi Aramco's prior record from 2019. By the end of its first trading session, SpaceX commanded a market capitalization of roughly $2.1 trillion. Meanwhile, Anthropic has experienced explosive growth in its valuation. Valued at $61.5 billion in early 2025, its worth surged to $183 billion by September. Following a $30 billion Series G round in February, the valuation climbed to $380 billion, and most recently reached $965 billion in May after securing an additional $65 billion in funding.
AI 시장 분석
Wall Street is focusing on whether Anthropic's initial public offering (IPO) size can break SpaceX's record. SpaceX raised $86.2 billion through its Nasdaq listing last June, breaking Saudi Aramco's record and recording a first-day market cap of $2.1 trillion. Meanwhile, Anthropic is showing massive financial power as its valuation soared from $61.5 billion in early 2025 to $965 billion in May. Investors are watching the listing size and valuation competition between the two tech giants to gauge overall investment sentiment in the AI sector.
상승 영향
- AI — Anthropic's massive IPO drive and soaring valuation ($965 billion) will significantly stimulate investment sentiment across the AI industry, driving up valuations of related tech companies.
DYAX 전담 분석
SpaceX's precedent of raising $86.2 billion and recording a $2.1 trillion market cap proved the IPO potential of mega-cap tech stocks. Anthropic is also emerging as a strong candidate to surpass SpaceX's record upon listing, valued at $965 billion as of May, which will accelerate capital inflows into the related tech ecosystem.
The bullish scenario is that Anthropic's successful listing reignites the AI-led tech rally, while the bearish scenario is a market-wide correction due to excessive valuation burdens, such as the P/S multiple. Key indicators to watch are Anthropic's upcoming specific IPO price band and fundraising scale.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 43% · Bearish (Short) 57%
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