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Morningstar values Anthropic equity at $1.7 trillion

1 article1 sourcesince Nov 9Last article 7h ago ·

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Morningstar values Anthropic's equity at $1.7 trillion, about 13 times its expected 2027 sales, according to a report posted on X by Rohan Paul.

The valuation assumes 47% compound annual revenue growth over five years. Morningstar says that growth would come from deeper spending by about 12,000 customers paying more than $100K a year, new Fortune 500 customers, and sales through AWS Bedrock and Google Vertex AI.

Morningstar rates Anthropic's moat as narrow and its uncertainty as Very High. Its bull case is $3 trillion and its bear case is $500 billion.

Written by AI from the articles below · updated Nov 9, 9:23 PM ET

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Latest developmentNov 9, 2:21 PM ET
Morningstar values Anthropic equity at $1.7 trillion, 13 times 2027 sales

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Nov 9
  1. Rohan PaulX
    Morningstar values Anthropic equity at $1.7 trillion, 13 times 2027 sales

    AIMorningstar values Anthropic's equity at $1.7 trillion, about 13 times its expected 2027 sales. The valuation assumes 47% compound annual revenue growth over five years, driven by deeper spending from about 12,000 customers paying over $100K a year, new Fortune 500 customers, and sales through AWS Bedrock and Google Vertex AI. Morningstar rates Anthropic's moat as narrow and its uncertainty as Very High, with a bull case of $3 trillion and a bear case of $500 billion.

    Image from @rohanpaul_ai's post

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