Anthropic is scheduled to conduct an IPO in November. Revenue for the first half of 2026 was $16.286 billion, while adjusted operating income turned profitable at $1.618 billion. Its market capitalization after listing is expected to rank among the top 10.
With earnings season approaching, some market observers say sentiment toward AI-related stocks is changing, and it has become clear that Anthropic will conduct an IPO in November. The listing is expected to further increase attention on AI-related stocks.
Anthropic's revenue for January-June 2026 was $16.286 billion, while adjusted operating income turned profitable at $1.618 billion. The company had posted a loss in the same period a year earlier. As a result, the IPO is expected to be one of the year's largest, and the company's market capitalization after listing is projected to rank among the top 10.
In Japan, Advantest has announced its second upward revision to its earnings forecast for the current fiscal year. As momentum builds to reassess AI-related stocks, attention is also focusing on companies including Ibiden, Resonac Holdings and Shibaura Mechatronics.
This article reports as facts Anthropic's IPO announcement, its financial position and developments involving related companies in Japan and overseas. The outlook for AI-related stocks may be affected by the schedule of future earnings announcements and the market's reaction.