Jim Cramer says Anthropic should delay its IPO until fall
As seen on the 24/7 Wall St. homepage on July 15, 2026.
Cramer signals that current market conditions lack the bandwidth for a major AI IPO, suggesting Anthropic delay its offering until liquidity improves.
This market does not have room at this moment for Anthropic. They should wait until the fall. We need to have a lot of this sloshing stock put away
- Replies39
- Reposts5
- Likes88
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Jim Cramer posted on July 15 that the market currently lacks the capacity to absorb an Anthropic offering, urging the AI company to hold off until fall. His concern centers on what he described as 'sloshing stock' — a backlog of recently issued shares that investors have not yet fully digested. Until that supply finds stable hands, he argued, there simply is not enough bandwidth for another major deal.
The comment reflects a broader tension in IPO markets when a flood of new issuance competes for the same pool of investor capital. Cramer's view is that timing matters as much as the quality of the company: even a high-profile AI name can struggle if it lands in a market already stretched thin by prior listings.
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The post drew 88 likes and 39 replies, suggesting the take generated real debate among market watchers. Whether Anthropic's bankers share Cramer's read on the calendar remains to be seen, but the signal from one of Wall Street's most vocal commentators adds a notable public voice to the question of when the company should move.