Anthropic Picks Nasdaq for an October IPO and Tells Investors Q2 Was a Second Straight Profit
On September 13, 2026, Business Insider and Reuters reported Anthropic selected Nasdaq for a potential October IPO, while the FT said the company told investors adjusted operating income was positive for a second consecutive quarter on $11.5 billion of Q2 revenue. Confidential S-1 already on file; not a pricing.
TLDR
Business Insider on Sunday, September 13, 2026 (12:01 ET), corroborated by Reuters, said Anthropic has selected Nasdaq for a potential October IPO. Some accounts float a $2 trillion valuation versus SpaceX ~$1.75 trillion in June—treat as talk, not a filed range. Same weekend FT: Anthropic told a small investor group adjusted operating income will be positive for a second consecutive quarter; Q2 revenue $11.5 billion (14× YoY from ~$787 million); ARR $65 billion end-July vs $9 billion end-2025; gross margins >80% before Amazon-style distribution share and training cost. Confidential S-1 already on file (June); financials must publish ≥15 days before a roadshow. Not a priced deal. OpenAI contrast: Altman ruled out a 2026 IPO on September 12 (Fortune)—do not dual-file that as this day’s news.
Product-line de-dupe: not Aug 14 Q2 >$11.5B print, not Aug 17 $65B run-rate, not Aug 18 supervoting / late-September window. New facts: Nasdaq venue + second consecutive adjusted profit claim.
Why this story matters
Anthropic is trying to be the first US frontier lab to list while its CEO tells the industry to pace. Watch: the 15-day financials drop, and whether Nvidia as IPO anchor (Reuters Sep 11 talks) makes the S-1.
Sources
- Business Insider: Anthropic selects Nasdaq for IPO (September 13, 2026)
- Reuters: Anthropic selects Nasdaq for IPO, Business Insider reports (September 13, 2026)
- Financial Times: Anthropic profit briefing (September 13, 2026)
- Times of AI:
anthropic-q2-2026-revenue(August 14);anthropic-supervoting-stock-ipo(August 18)