The Motley Fool
31 Oct 2026, 22:45 UTC · 1h ago
1 Big Winner and 1 Loser From the Upcoming Anthropic IPO
Impact · against what's priced in
The news is not a catalyst for Broadcom as the market is already skeptical of the aggressive AI revenue targets that these Anthropic contracts are intended to support. Recursion Pharmaceuticals faces a negative sentiment shift as it is singled out as a non-beneficiary of the IPO's capital flow.
- AVGO+0.00
Already priced in
- The price assumes
Anthropic and OpenAI scaling into Broadcom's largest customers
The non-cancellable $161.2 billion agreement with Anthropic provides the revenue predictability mentioned in previous models, but the current price specifically declines the bull case that such customers will drive revenue to $115 billion by 2027.
What AVGO's price assumes · Sep 9
