Rohan Paul (@rohanpaul_ai)T2·Industry
72 pts
Morningstar published a valuation putting Anthropic's equity at roughly $1.7 trillion, about 13x expected 2027 sales, based on a base case of 47% compound annual revenue growth over five years. It attributes growth to deeper spending within existing accounts, untapped Fortune 500 penetration, and low-friction distribution via AWS Bedrock and Google Vertex AI, while rating uncertainty as Very High with a $3T bull case and $500B bear case.