Investment
Features
FeesSafety
Academy
More
Pluang+

Analyst warns Anthropic's $2T IPO could be overvalued by up to 93%, calling it 2026's most ridiculous deal.

Market News
08 Oct 2026
24/7 Wall Street
View Source
Bearish
Analyst warns Anthropic's $2T IPO could be overvalued by up to 93%, calling it 2026's most ridiculous deal.

An analyst from New Constructs calls Anthropic's planned $2 trillion IPO an "unprecedented test" of investor gullibility, suggesting the company may be overvalued by as much as 93%. Using a reverse discounted cash flow model, the analyst argues that Anthropic would need an almost impossible growth rate to justify its valuation. The IPO is seen by some as primarily providing exit liquidity for insiders amid high spending and customer concentration risks. However, recent quarterly results show strong revenue growth and operating profit, contrasting with the bearish model's assumptions. The debate awaits more clarity from a public filing, price range, and company response.

Anthropic's $2 trillion IPO valuation debate is presented here alongside Pluang's Technology-sector market snapshot as of Oct 08, 2026 18:02 WIB: Among 150 priced US tech stocks, only 36 rose while 104 fell. Notably, Corsair Gaming Inc (CRSR) gained 3.83% to USD 14.11 with a typical hold time of 25 days, contrasting with AXT Inc (AXTI) which dropped 3.66% to USD 76.87 and saw 79% buy order activity, and Nokia Corp (NOK) which declined 3.20% to USD 10.28 with 77% sell order activity and a typical hold time of 66 days.

More News

MIND wins 2026 CyberSecurity Breakthrough Award for best AI-native data loss prevention platform.

MIND wins 2026 CyberSecurity Breakthrough Award for best AI-native data loss prevention platform.

MIND, an AI-native data loss prevention (DLP) platform, was named "Data Loss Prevention Platform of the Year" in the 2026 CyberSecurity Breakthrough Awards. The platform uses advanced AI to discover, detect, and prevent sensitive data leaks across va...

Others
Neutral
45 minutes ago
Global Mivan construction market to grow to $7.05B by 2031, driven by mass housing and automation.

Global Mivan construction market to grow to $7.05B by 2031, driven by mass housing and automation.

The global Mivan construction market is projected to grow from $3.92 billion in 2025 to $7.05 billion by 2031, at a CAGR of 10.28%. Growth is fueled by demand for rapid mass housing, affordable residential projects, and faster construction enabled by...

Market News
Bullish
45 minutes ago
RBC Capital raises Amgen price target to $430 on strong earnings outlook

RBC Capital raises Amgen price target to $430 on strong earnings outlook

RBC Capital has increased its price target for Amgen from $400 to $430, reflecting strong confidence in the biopharmaceutical company's future performance. Amgen's stock has outperformed both the S&P 500 and the broader medical sector recently, suppo...

Analyst Insights
Bullish
1 hour ago
Tilray misses Q1 earnings estimates despite revenue growth, cuts debt, and maintains 2027 EBITDA forecast.

Tilray misses Q1 earnings estimates despite revenue growth, cuts debt, and maintains 2027 EBITDA forecast.

Tilray Brands reported a wider-than-expected loss of $0.32 per share for Q1 fiscal 2027, missing revenue estimates with $257.1 million, though revenue grew 23% year-over-year. The company achieved record first-quarter gross profit with a 30% gross ma...

Company Fundamentals
Bearish
1 hour ago
UnitedHealth Group Q3 earnings preview: $4.12 EPS expected, focus on Medicare Advantage trends and medical costs.

UnitedHealth Group Q3 earnings preview: $4.12 EPS expected, focus on Medicare Advantage trends and medical costs.

UnitedHealth Group is expected to report Q3 earnings of $4.12 per share on $111.3 billion revenue, with investors closely watching medical cost trends and Medicare Advantage membership. The company improved its medical care ratio and operating earnin...

Company Fundamentals
Neutral
1 hour ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App