Analysis
Two of 2026's most anticipated listings, Oura and Anthropic, are both sitting later than originally planned at the same time. Oura filed its S-1 publicly on September 3, per CNBC, targeting a valuation above $16 billion on revenue that reached $1.21 billion for the nine months ended June 30 -- up 74% year over year -- but has not yet disclosed a share price range or set a formal roadshow date.
Anthropic, meanwhile, has pushed its own IPO timeline from a late-September target to mid-October, a shift Pulse covered earlier as tied to finalizing a $15 billion credit facility ahead of the listing.
The overlap matters because both deals share underwriters: Goldman Sachs, Morgan Stanley and JPMorgan all sit on the bank groups for both offerings, alongside a long list of additional underwriters on each. If Oura's price range lands in the next few weeks as expected and Anthropic holds its mid-October target, the two largest tech listings of the year could end up pricing within days or weeks of each other rather than sequentially -- a real test of how much simultaneous mega-deal capacity institutional investors and the banks marketing both deals actually have.
byTheNumbers below tracks where each stands as of this week; neither has priced, and both remain subject to further slippage if market conditions shift before their respective roadshows launch.