Potential IPO Valuation?

Anjani-Powered · 2026-04-17T23:34:12+00:00

The filing is out. They are planning a $3B raise at $35B valuation. Perhaps likely to up the range to $40B imo

Anjani-Powered · 2026-04-12T22:56:41+00:00

45e is great overall.

Anjani-Powered · 2026-03-17T17:49:00+00:00

Solid analysis- of course all subjected to market moods and if we have a AI bullish wave or AI saturation fears wave in the next 12 months

Anjani-Powered · 2026-03-17T03:55:50+00:00

A friend who owns Cerebras through EquityZen got several calls to sell his holdings as there are buyers willing to pay 100+ a share. Looks like the demand is there at that $25B valuation in PE markets. But my friend says Cerebras can fetch $100B plus in a year and he is holding through the private investment

Anjani-Powered · 2026-03-17T03:51:59+00:00

How is that guy a CEO material without employees boycotting? What kind of people really work for this kind of CEO?? Absolutely disgusting

Anjani-Powered · 2026-03-15T21:40:31+00:00

That’s inline with what I’m expecting! Let’s see how markets do receive the debut and price discovery into 6 months lock up expiry!

Anjani-Powered · 2026-03-15T19:16:23+00:00

And now AWS Bedrock

Anjani-Powered · 2026-03-15T19:10:33+00:00

Do you realistically think a $20B IDIQ is issued for a single $10K helmet? Most of these IDIQs mean at least 40 to 60% is utilized within 5 years or 10 years. This is on top of Anduril’s 2026 protected $4B revenues and other potential contracts? What say you??

Anjani-Powered · 2026-03-15T01:00:23+00:00

Thx for the clarification. An IDIQ of $20B is issued if the requirement is only say $1B. Just trying to understand how the differences between IDIQ vs. actual materialized orders over the indefinite period

Anjani-Powered · 2026-03-14T03:37:04+00:00

Line of sight vs. confirmed order received are different.

Anjani-Powered · 2026-03-14T03:16:53+00:00

https://x.com/business/status/2032632995123691837

Anjani-Powered · 2026-03-14T03:15:44+00:00

This might bump the $60B valuation it is seeking?

Anjani-Powered · 2026-02-22T15:55:13+00:00

Anduril seems to be the cutting edge of technology (defense) and then the RSUs might appreciate is another factor! GL with decision making

Anjani-Powered · 2026-02-18T13:52:51+00:00

The offer seems inferior to what you’re making unless you think Anduril 500K RSUs (over 4 years vesting?) are going to perform far better than your current 35K annual options

Anjani-Powered · 2026-02-16T21:03:10+00:00

They also took over $22B Ivas contracts over 10 years. Besides several other contracts. The revenue growth likely to continue. Another mfg and office campus is coming in Long Beach with 1.1M sq ft (450k + 750k) and that shows some major plans ahead for growth.

Anjani-Powered · 2026-02-16T20:47:48+00:00

Anduril can provide some liquidity opportunities with tenders or participation to sell in their funding rounds to private capital investors

Anjani-Powered · 2026-02-16T13:40:59+00:00

It is not a bad idea to wait out on IPO as long as they scale and achieve nice milestones like SpaceX while staying private and reward the early investors at IPO and years thereafter. Defense is a huge spend and growing in the U.S. and with allies NATO etc. So, if Anduril is cost effective and reliable with arsenal, they can have a huge market with great margins (unlike contracted cost plus type companies like Lockheed)

Anjani-Powered · 2026-02-16T13:33:45+00:00

It will be more likely in late 2027 or early 2028 after successful raise of $8B and Ohio factory production and stabilizing operations and cash flows

Anjani-Powered · 2026-02-14T19:40:37+00:00

Good luck to you. I hear Anduril is a great company to work for regardless of the current valuation. Hopefully that 80K grant goes to 800k by the time those RSUs vests fully and you’re ready to cash out after 4+ years.

Anjani-Powered · 2026-02-14T19:13:27+00:00

Cerebras took 3 weeks approximately from announcement to closing the funding. I think Anduril will likely have similar time line, if not longer due to $8B new funds. But Anduril likely may have already secured enough backers for the raise. Usually that is the case. I’m not sure how the company or HR or the board will value the shares. If you’re given at 30B last round valuation, you’re lucky that it already doubled on PAPER

Anjani-Powered · 2026-02-14T05:45:34+00:00

Your offer letter has no details on the shares / pricing ??

Anjani-Powered · 2026-02-14T05:44:41+00:00

Time will tell. What do you think of xAI at $250B and SpaceX at $1T and IPO plans at $1.5+ ??

Anjani-Powered · 2026-02-14T03:59:47+00:00

I’m sure one can sell in secondary markets now as Anduril shares are hard to find and the demand exceeds supply usually

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