ANTH Loading... : Bullish and Bearish Analyst Opinions
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13:48
Aug 31
Aug 31
The author notes OpenAI and Anthropic are gaining share while open source grows faster.
The author notes OpenAI and Anthropic are gaining share while open source grows faster, a factual competitive landscape observation without explicit positions.
LOW
10:01
Aug 31
Aug 31
A new HIP-3 ticker named ANTH was purchased for 500 HYPE worth over forty thousand dollars.
A new HIP-3 ticker named ANTH was purchased for 500 HYPE worth over forty thousand dollars by the account tradeparagon.
16:56
Aug 30
Aug 30
Short Anthropic as proxy premium fades
Author advocates shorting Anthropic (ANTH), pairing it with SpaceX as a liquid PNL opportunity, betting on proxy premium flushing post-IPO.
MED
03:00
Aug 30
Aug 30
Barclays' margin estimates compare Anthropic and OpenAI profitability but express no.
Barclays' margin estimates compare Anthropic and OpenAI profitability but express no directional trade view.
LOW
18:20
Aug 27
Aug 27
Anthropic is expected to host an investor day in mid-September with a likely IPO in late.
Anthropic is expected to host an investor day in mid-September with a likely IPO in late September or early October, according to The Information.
18:12
Aug 27
Aug 27
Anthropic plans to allow existing shareholders to sell stock in its upcoming IPO and will.
Anthropic plans to allow existing shareholders to sell stock in its upcoming IPO and will publicly unveil its prospectus after Labor Day.
12:56
Aug 26
Aug 26
Chamath notes that expensive frontier AI models face a J-curve ROI problem while enterprises.
Chamath notes that expensive frontier AI models face a J-curve ROI problem while enterprises may shift to cheaper open-source alternatives, but he takes no explicit position.
16:03
Aug 25
Aug 25
Anthropic's potential revenue above $30 trillion is reported as a WSJ fact.
Anthropic's potential revenue above $30 trillion is reported as a WSJ fact, not a directional trade call.
LOW
02:36
Aug 24
Aug 24
Author relays a fund PM's bearish sentiment on AI semis due to Anthropic ARR concerns.
Author relays a fund PM's bearish sentiment on AI semis due to Anthropic ARR concerns but dismisses it as narrative-driven noise, framing the uncertainty as a potential buying opportunity without taking a position.
LOW
14:14
Aug 23
Aug 23
The author shares FT data showing Anthropic's Fable 5 spending plateauing while OpenAI's.
The author shares FT data showing Anthropic's Fable 5 spending plateauing while OpenAI's revenue jumps, framing the competitive shift as a factual market update without stating a personal position.
LOW
13:51
Aug 23
Aug 23
Fable 5 adoption plateauing at 11% of spend
Reports that Anthropic's flagship model Fable 5 accounts for only 11% of corporate spending, suggesting weak adoption/plateau; data point implies potential demand concerns for Anthropic's monetization, though no explicit directional call made.
LOW
01:26
Aug 22
Aug 22
Author speculates on a $2 trillion IPO price for Anthropic rising to $3 trillion on day one.
Author speculates on a $2 trillion IPO price for Anthropic rising to $3 trillion on day one, but frames it as a wild guess rather than a position or explicit forward call.
LOW
00:31
Aug 21
Aug 21
Anthropic expects to match or beat SpaceX's record IPO.
Anthropic expects to match or beat SpaceX's record IPO, Alibaba's profit plunged over 75% on near-$10 billion quarterly capex, Broadcom is in talks to raise over $60 billion for an AI chip deal benefiting Anthropic, and gold steadied near $4,525.
18:39
Aug 20
Aug 20
Anthropic reportedly expects to match or surpass SpaceX's record $86.2 billion IPO.
Anthropic reportedly expects to match or surpass SpaceX's record $86.2 billion IPO, potentially raising close to $100 billion by end of 2026.
18:13
Aug 20
Aug 20
The tweet reports Bloomberg's claim that Anthropic expects a mega-IPO matching SpaceX's size.
The tweet reports Bloomberg's claim that Anthropic expects a mega-IPO matching SpaceX's size, but the author offers no personal position or directional call.
LOW
17:58
Aug 20
Aug 20
Anthropic is reportedly preparing to file for an IPO as soon as end of August.
Anthropic is reportedly preparing to file for an IPO as soon as end of August, aiming to match or top SpaceX's record IPO size, with investor briefings led by CFO Rao.
12:13
Aug 19
Aug 19
A new HIP-3 DEX from entropyIO debuts with two reserved free tickers, ANTH and SNDK.
A new HIP-3 DEX from entropyIO debuts with two reserved free tickers, ANTH and SNDK, and ANTH has already seen a test trade.
11:59
Aug 19
Aug 19
The tweet reports accelerating AI revenue growth and notes Anthropic's possible ARR reporting.
The tweet reports accelerating AI revenue growth and notes Anthropic's possible ARR reporting shift, but makes no personal position or directional call.
LOW
15:15
Aug 18
Aug 18
Author defends Anthropic's ARR growth as still insane despite investor disappointment.
Author defends Anthropic's ARR growth as still insane despite investor disappointment, but frames it as a rebuttal rather than a personal position or trade call.
15:02
Aug 18
Aug 18
The author analyzes leaked Anthropic revenue figures and IPO gamesmanship without taking.
The author analyzes leaked Anthropic revenue figures and IPO gamesmanship without taking a personal position, framing it as market speculation.
LOW
00:34
Aug 18
Aug 18
Author complains about Claude/Opus 5 performance and Anthropic's inference capacity.
Author complains about Claude/Opus 5 performance and Anthropic's inference capacity, but expresses no trade position, only operational frustration.
LOW
16:26
Aug 13
Aug 13
The author references a $3 trillion valuation for Anthropic in the FT.
The author references a $3 trillion valuation for Anthropic in the FT, noting public markets struggle to price extreme growth, without taking a directional position.
LOW
12:14
Aug 13
Aug 13
The tweet reports investor expectations of a $2tn IPO valuation and revenue projections.
The tweet reports investor expectations of a $2tn IPO valuation and revenue projections for Anthropic, but it is a factual news summary without an author position.
LOW
05:19
Aug 12
Aug 12
Samsung's adoption of Anthropic's Claude for chip design is a factual corporate adoption report.
Samsung's adoption of Anthropic's Claude for chip design is a factual corporate adoption report, not a directional trade call on any ticker.
LOW
03:44
Aug 11
Aug 11
Author notes Anthropic's AI coding tools are costly but may eventually replace engineers.
Author notes Anthropic's AI coding tools are costly but may eventually replace engineers, framing it as a tax on software firms without a direct position.
LOW
01:28
Aug 11
Aug 11
The tweet frames Anthropic's IPO as a market test of AI infrastructure valuation without taking.
The tweet frames Anthropic's IPO as a market test of AI infrastructure valuation without taking a directional position.
LOW
17:50
Aug 04
Aug 04
Blackstone is in early talks with investors about a second debt package to finance Anthropic's.
Blackstone is in early talks with investors about a second debt package to finance Anthropic's use of Google chips.
19:25
Aug 03
Aug 03
Author describes a macro thesis of AI agents creating a second economy, naming Coinbase, Sui.
Author describes a macro thesis of AI agents creating a second economy, naming Coinbase, Sui, Google, and Anthropic as infrastructure beneficiaries without stating a personal position.
LOW
15:29
Jul 15
Jul 15
Anthropic is reportedly planning to hold IPO investor meetings in the coming weeks according.
Anthropic is reportedly planning to hold IPO investor meetings in the coming weeks according to the news wire.
15:28
Jul 15
Jul 15
Anthropic is reportedly planning to hold IPO investor meetings in the coming weeks according.
Anthropic is reportedly planning to hold IPO investor meetings in the coming weeks according to the news report.
About ANTH Analyst Coverage
Buzzberg tracks ANTH across 37 sources. 0 bullish vs 1 bearish calls from 37 analysts. Sentiment: mixed to bearish. 72 total trade ideas tracked. Past 7 days: 1 bearish, 3 watch. Latest voices: GavinSBaker, HyperliquidNews, Alexander Good.