The Motley Fool
29 Oct 2026, 04:15 UTC · 2h ago
Anthropic Could Begin Marketing Its IPO the Week of Nov. 9
Impact · against what's priced in
The Anthropic IPO provides a tangible catalyst for Goldman Sachs and Morgan Stanley, moving a known event toward execution. While the valuation haircut to $1.5 trillion is a headwind for the AI sector, the confirmed underwriting roles support the bull-case scenarios for these banks that the market has previously discounted.
- GS+0.20
Challenges what's priced in
- The price assumes
A sustained M&A and equity underwriting boom that would lift advisory revenue far above the current cycle
The confirmation of the Anthropic IPO marketing for the week of Nov. 9 provides a concrete event for the underwriting boom that the market currently refuses to pay for.
What GS's price assumes · Sep 11
