Anthropic's Growth Unlikely to Disappoint, Says eToro Analyst
eToro analyst Josh Gilbert says Anthropic's revenue jump and rising customer spending suggest its growth is unlikely to disappoint, per Market Talk.
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what happened
Josh Gilbert, lead APAC analyst at trading platform eToro, believes growth at U.S. AI firm Anthropic is unlikely to let investors down. He argues the company has finally given investors a clearer view of its numbers, and that its technology performs as strongly as the market hype suggested.
Anthropic's first-half revenue reached roughly fourteen times the level of a year earlier, showing that strong demand for AI can translate into significant sales. Gilbert also notes that existing clients now spend about nine times more than they did a year ago, and says spending tends to snowball once a business integrates Claude.
"There's plenty of room for that spending to keep climbing," he said.
why it matters
For markets, the report points to continued demand for AI services and supports sentiment around AI-linked companies. The assessment is one analyst's view, so it is best read as an opinion rather than a verified outlook.
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sources
- Anthropic's Growth Curve Unlikely to Disappoint — Market Talk, 27 October 2026 at 03:34 UTC
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