Despite a delayed roadshow, Polymarket data suggests a 63% chance of an Anthropic IPO in October, with underwriters targeting a debut before the November 3 US elections.
Anthropic IPO delay may push underwriting fees to later quarters, but overall listing probability remains high.
As a co-underwriter, Goldman Sachs may see slightly deferred revenue from the IPO if the roadshow pushes back.
JPMorgan Chase is among the underwriters, and a delay could marginally affect timing of fee income.
Polymarket traders maintain a 63% implied probability for an Anthropic IPO in October, despite reports of a delayed roadshow. The timeline shift, linked to a $15 billion credit facility negotiation, has pushed expectations past initial forecasts. Underwriters including Morgan Stanley, Goldman Sachs, and JPMorgan Chase are reportedly targeting a debut before the November 3 US midterm elections.
The timeline has been pushed back due to ongoing negotiations regarding a $15 billion revolving credit facility and delays in the public prospectus filing process.