In mid-June, traders on the most popular prediction market apps were forecasting that several high profile companies would go public in 2026. The per-contract price for Anthropic to announce an IPO this year had reached 91 cents, as trading momentum for other household names was becoming more and more apparent.
However, those prices have dropped significantly in early August, with Anthropic’s contracts dropping all the way down to 72 cents due to a perceived excessive cash burn. Securing future compute power is becoming relatively expensive for AI-driven companies, which is causing traders to balk at IPO potential before the calendar year ends.
The “yes” prediction for Anthropic to announce an IPO peaked at 93 cents per contract in early June and has steadily gone down since. Despite the rapid adoption of Claude Code and a valuation that approached nearly $1 trillion back in May, forecasters are increasingly skeptical that a 2026 IPO is in the cards for Anthropic.
For our part, we’re still picking up contracts on the entity that was founded by former OpenAI executives. We believe now is a great time for value seekers to acquire “yes” options due to skyrocketing revenue that the company has posted throughout 2026.
Anthropic is backed by both Google and Amazon while Nvidia and Samsung own smaller minority stakes. If Anthropic announces an IPO by October of this year or shortly thereafter, it will likely beat OpenAI to the punch and attract an enormous amount of investor demand that has been coiling to react since SpaceX’s 13-figure public launch earlier this year.
As soon as Shein received the green light from the CSRC (China Securities Regulatory Commission) to go public, its 2026 IPO contracts escalated from 20 cents to 90 cents per contract. It’s little wonder why Kalshi traders are so bullish on Shein going public in 2026, as the actual market terms include Hong Kong as a settlement trigger.
This means that Shein won’t necessarily need an NYSE ticker symbol as a prerequisite to resolve as “yes” for a 2026 IPO announcement. It’s a good thing, too. While Shein once had a fairy-tale market share within the US, recent competition from Temu and Amazon, coupled with an ongoing FTC investigation, makes a listing on the New York Stock Exchange less likely.
Health-tech behemoth Oura is making waves as a serious contender to announce an IPO in 2026, with per-contract prices currently listed at 72 cents. The “smart ring” market has yet to be fully explored, and Oura is experiencing a billion-dollar annualized revenue pace as a result of its software enhancements.
Many traders believe that Oura should announce an IPO as soon as possible to capture investor enthusiasm before other wearable health-tech giants like Apple and Samsung are able to recapture market share.
Discord has seen its per-contract price plummet to 32 cents per contract after starting the year with a 96% chance to announce an IPO in 2026. The reason for the price drop? Discord is still searching for a way to saturate monetization across a wider group of users. The company also continues to face backlash over moderation policies and the protection of minors, which could result in regulatory scrutiny at some point in the future.
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